General comments/chat, page-1091

You still dont get it do you.... ADN are a feedstock supplier. The only difference is if we undertake a single pass dry process and increase the cost or not. How, what where and why they process our material is upto them, but offtake price will ultimately be relevant to the quality that comes out of poochera and supply/demand

Thats why ADN is so undervalued.


Below is one simple calc from one of the minerals on offer at our Poochera project

We have 5.3million tonnes of halloysite/kaolin blend @ ~$500-$1k (avg.$750pt) = $3,975,000,000 before costs

The above is FACT, not opinion. So if you're going to undertake a critical analysis of ADN, please use the FACTS and not opinions. In addition to this, we are still proving up the resource, so i wouldnt doubt if those numbers increase substantially by the time we get to mine.

tick tock