Yes, good preso (dated May 20) hence, I would assume that being 6 months after commencing testing, MSE would have tabled any positive results (maybe C-19 slowed things?)
From my limited undertstanding it seems to the case that SA geology is the hotspot for halloysite (ie ADN and AXE) and MSE have set themselves on a path to leverage propertiary technology developed by UQ to produce high value zeolites (which coincidentally are close in value to halloysite)
I would think that being able to produce zeolite product >AU$4000/tonne zeolite product "at materially reduced production costs" as noted in the preso, should be exciting enough...but I can understand why, they would of had a look for halloysite.
IMHO MSE has secured technology that will enable them to add material value to their kaolin resource using their patent-pending technology (no other kaolin player can do this here or elsewhere ie PCT lodged
This is something that places them apart from their ASX peers which don't have a unique IP or product, accept ADN of course which does have the halloysite, something which SUV, WAK and seemingly MSE, for that don't have.
