@businessman we would love to have you onboard mate.
To simplify it ADN's substantial size and quality of it's resource can not be compared.
The Imerys NZ deposit is coming to it's end and yet demand for our product is increasing.
This could explain why James has recently entered the JV and secured all the additional tenements another 2799km2 even though we have more than enough.
But what James has said from the early days is that there's no shortage of Kaolin in the world. However what is important is the % of Halloysite mixed in with the kaolinite that demands the high value $$$'s.
- We have a resource with the right amount Kaolin / halloysite mix for top end ceramics.
- We have a resource of high purity kaolinite ideal for coatings, polymers & HPA feed.
- We have a resource with a high % Halloysite that can be increased via centrifuges and floatation for blue-sky applications.
- We have a resource that we should find out soon that is ideal to mix in with concrete that could change the whole building industry.
- Oh and we also have a resource of sand.
Apart from our low impurities there is 2 main things that I believe makes ADN's deposits special.
#1 is the iso brightness that is "
offscale", meaning there's been nothing out there before too compare it with. We have discovered high purity pockets of Kaolinite with limited Halloysite that is ideal for coatings polymers & HPA feed.
#2 not only is the Halloysite % content important to demand high value within the top end ceramics / porcelain world but it's also the quality of the Halloysite.
From the below pictures you can see the comparison between the halloysite from
A) Dragon mine
B) Imerys NZ mine
C) Camel lake
As you can see what ADN has is not comparable to anything else. James has spoken many times about the size and the shape of our Halloysite and how it's superior from the other's. It explains why we are seeing results for our "blue sky applications" Carbon Capture, Hydrogen storage, water remediation etc. etc. etc.
That's why it gets a little frustrating when new posters come over here and say, "look we have kaolin too and our market cap is 10-20x less than ADN." Many face palm moments.
On a side note, myself and another holder here work for a large international oil & gas company that like the rest of the world are looking at a greener future.
Recently we were asked if anyone had any ideas to reduce our carbon emissions to submit them to company.
It was our duty to let them know the exciting inroads ADN has made recently in this space.
We didn't hold back and sent the info to the top dogs and received a reply that they are aware of ADN & are watching closely.
We should see results early next year in regards to our carbon capture pilot plant results, yes it's blue-sky stuff and shouldnt be the teams focus but still exciting.
I still feel that James has somthing brewing, time will tell.
Hopefully we have a good Friday and an even better weekend.
(20min delay)