Their paper on Kaolin market and ASX Kaolin players was very insightful and informative.
The market needs information like what they have outlined in their report as some of the companies that listed ‘early’ made statements or claims which they won’t be able to deliver on and caused investors to question the higher end market application and pricing.
As I have mentioned in other CR9 posts, there a several applications and markets cor Kaolin with price/tn increasing as purity increases, the sooner the veil is pulled down on who is what and servicing what the better, however in the meantime this presents opportunity for those who do the research to pick up the companies with the best grades of kaolin.
CR9 Price at posting:
5.2¢ Sentiment: Buy Disclosure: Held
