In the same vein a BoA (in any capacity) will verify confidence in managements strategy. JM has said and I quote that “if we could dig it up today we could sell it tomorrow” and nothing matters more, imo, than management executing by delivering on their promises.
5/10% in the porcelain / ceramics market
5/10% in paints / polymers
5/10% in HPA feedstock
50-70% in concrete application
x% halloysite for NNPL
Off take is possible in all these areas from the GW project and this is without scratching Hammerhead, Camel Lake, Mt Hope, Tomney prospect etc.
NNPL prospect for commercialization not to be missed, refer to AGM preso for pointers.
General comments/chat, page-14755
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