Ann: Trading Halt, page-305

Righto I'll bite little fella.

Maybe you need to DYOR.

I pride myself on my research thanks and very rarely do I miss once I invest.

I could fill you in all day of my research here but will keep it very brief.

In the early days one just had to look at why the now MD who was living the high life put everything on the line and moved his family to Adelaide to go bush to drill a few holes, maybe with his 30 years experience he might be on to something.

The early fundamentals stacked up with just the ceramics DSO. Simple quarry style, dig it up, put in on a boat easy $$$'s. The recent fundamentals have gotten a whole lot better, we are supplying a world class if not the best Kaolin / halloysite feedstock ever discovered. Certainly on lowest impurities and highest recorded ISO brightness.

Then we started to hear more of the word "Halloysite," I was like what the f is that, I'm still not sure if I can pronounce it right.

Instead of bombarding James & asking is halloysite really a thing and if it's so good then why haven't we heard about it.

I started making contact with people external from ADN on the other side of the world who have worked with halloysite & have written books and research papers on the subject and guess what it made me even more comfortable with my investment.

Then James started talking about kaolin halloysite as a concrete additive. After having a chat with a bloke at work who'd never heard of ADN I mentioned Kaolin halloysite increasing strength in concrete. This is crazy, he passed on his brothers contact who is a professor that did his physis on concrete strength additives.

Once I made contact and mentioned halloysite nanotubes he put me onto his mate who is in the field of nanotubes (not Dr. Vinu) and have had some great discussions.

In short, by theory the new applications are hindered by supply and the right type of tube structure, something James has mentioned many times before. Artifical carbon tubes are too expensive and not viable to produce.

One just has to look at these pictures and compare the only other halloysite deposits to understand just maybe ours are the real thing.

MB = Imerys NZ deposit
NA = Utah dragon mine
CLA= ADN Camel Lake





I purely see halloysite as our blue sky potential and not needed anytime soon. Ceramics & Coatings is a company maker in itself excluding the rest of the good stuff to come.

Us retail ADN'ers are a bit like your crap footy club's theme song.

"Never Tear Us Apart"