The main question is why AEM plant is idle?
The Orbit plant has been build to take a variety of feed stocks not kaolin.
There is a very good technical presentation from Aletch, which shows how they are planning to produce HPA from Kaolin, including flow sheet if anyone is interested here:
https://www.altechchemicals.com/sites/altechchemicals.com/files/asx-announcements/61032942.pdf
I don't hold any ATC but it looks like they are probably most advanced of all hopefuls.
I hold both FYI and A4N.
General comments/chat, page-23284
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