Thanks @1stYes, not many of us on HC do have the time available...

Thanks @1st

Yes, not many of us on HC do have the time available to dig deep into the industry players let alone write up a volume reply, so no worries.

I’m happy to back my humble BSc. as credibility support for presenting any science-based information research, and my investment selections rely heavily on intensive research into the specifics of the industry sectors.

Eventually the evidence-based facts will turn around even the most hard-core denialists, but more importantly, many, many more will have recognised the disruption created by low-cost innovation in production. A4N has been a major disrupter - that’s been a core part of our success.

The original OP was talking about the Lava Blue as the QLD unlisted company. It's old, established news.

In 2019, Queensland University of Technology (QUT) initiated a demonstration plant utilising kaolin product which successfully commissioned in June this year.

https://www.scimex.org/newsfeed/pilot-manufacturing-plant-to-produce-high-purity-alumina-for-batteries-and-leds

I’ll back the science every time, and I’ll back a team of expert geologists above any unidentified HC poster every day of the week.

And here’s the thing as you’ve pointed out: there will always be a few non-experts kicking and screaming that “it can’t be done”, “it can’t be done”, until the precise science shows that it can be done, and successfully, in the lab AND in a production facility at scale at 4N.

https://investingnews.com.au/first-4n-hpa-production-for-lava-blue-demonstration-plant

And that’s been done. QUT executed that superbly using machine learning and AI, and picked up a higher education award in the process.

https://www.copyright link/work-and-careers/education/qut-partnership-fuels-renewables-expansion-20230811-p5dvpf

Also note, the Lake Hope project is not kaolin.

It’s a unique deposit of evaporites and aluminium clay minerals with years of mets testwork already done.

Yes, it’s early days, as the project had been worked on for years, and only acquired by IPT six months ago, so it’s brand new, and aiming at a modest and very considered 10ktpa production output, which is more than plenty at $290M per annum. And too early for off-take agreements yet. And with that team being selected as one-of-seven out of 249 international candidates for the BHP XPLOR program, and in a JV with IGO at Broken Hill, they have some serious street cred.

One of the ASX stocks mentioned is currently at 1.4c, the unlisted one is at 20c, and A4N is currently at $1.16.

The investment decisions point directly to the core risk management evaluations for investment: what do we want as an entry point for the risk-reward outcomes. No advice here; we all make that individual call.

A4N has been absolutely amazing, and the question becomes: where does the industry direction go from here onwards, and what are the innovators doing to indicate where the investment decisions go.

Precision.

cheers,

Ice