ADN are selling halloysite-kaolin (per their 10 June 2021 & 17 March 2021 announcements), which, in my understanding, must have a minimum 10% halloysite content specification
ADN claim the world is running out of supply for their quality of halloysite-kaolin
it is the halloysite that makes the kaolin have a stronger quality for porcelain. for the high tech applications, halloysite makes it usable
so, it appears at this stage, KGD is not in this sphere of product
as i posted, it appears this stage KGD could sell lower quality lower margin kaolin for porcelain or target the trendy HPA development, which is high CAPEX
only 1 of 3 KGD drill holes had some halloysite. however, as i posted, the aluminum oxide content looked very good; which would be good for HPA
as posted, i am just a learner in this space, so don't take my posts as gospel
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