Your Point 1: WAK is a low quality deposit, SUV a little better. Our kaolin is being looked at as Zircon Replacement, that's all you need to know
Your Point 2: Some validity in the transport. I think you should ring up Alberto from IberoClays, and tell him he's wasting his time. Also give Hallets a call, they currently import 300,000 tonne from overseas. They're idiots as well. Better ring them
Your Point 3: OMG. It is economical to ship overseas, but can't be delivered to Hallets in the same state.
"I wonder what price ADN will be selling their processed Koalin for?" Who cares? Its the margin and it has been disclosed
"Multiply that by 8,000 tonnes"? Where did that come from now?
You obviously took a short position hence your comments about trading range, then got salty after @slick schooled you
I think it is fair to ask, that keep some realism in your comments, positive or negative
General comments/chat, page-41747
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