Interesting presentation from our "competitor" at WA Kaolin.
They did mention us as competitors in a way but it was quite obvious they are riding the (halloysite-) kaolin wave by referencing the company.
They have no HPA strategy in place, they are waiting to see what others (we) do. So good to see us as market leaders in this sense.
They don't plan on purchasing halloysite to add into their product at this time.
Was obvious that a few others and I had asked questions regarding the lack of halloysite as it was brought up in question time but otherwise was a unremarkable presentation. Few insights into the process used to mine / transport the kaolin (which would be similar to our ultra high purity components in GW and Mt Hope) but other than that not much I can comment on.
General comments/chat, page-13151
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