Strap in, I am going to revive this thread with some information on halloysite for those that are new.
I am not going to comment on the specific details that are of relevance to ADN and obviously I am very bullish on ADN being the worlds largest, longest large scale producer of this industrial mineral in time, so you can pick out the bits you think are relevant and form your own opinion.
I'd encourage people not to be lazy and actually read through all this. There's a lot of incredibly good detailed information.
If you would like a good overview of the halloysite market then feel free to continue reading otherwise feel free to shut off.
Also something cool in the face of a lot of a lot of down ramping - getting a quote on halloysite is bloody hard but I've managed to find a company that used to sell it in the US a few years ago. Don't recall seeing it in these threads before and they have since failed as a business and been delisted.
http://naturalnano.com/halloysite-nanotubes/Natural Nano (funny the name hey given ADN/MEP JV Natural Nanotech, there is no connection)
200 grams of Halloysite Nanotubes 30% halloysite in polypropylene sells for $160 USD.
2 Kilograms of HNT is $450 USD.
http://naturalnano.com/wp-content/uploads/2015/03/Pleximer-publication.pdfWhen ADN says they want to lease out IP this is kind of what they mean to do in a way.
Obviously they were not commercially successful but I believe NNPL will be.
Most other producers I have found you need to request a quote for product at different N level purity.
Anyway, some more halloysite information below.
This link is it's own megathread
https://www.degruyter.com/document/doi/10.1515/ntrev-2020-0024/htmlSo I will not copy/paste the images. But that is a huge read.
This article was written in 2016.
https://www.indmin.com/Article/3421145/Worldwide-halloysite-deposits-production-and-market-developments.html
The following link written by Frank Hart was in 2016. Frank has been engaged to work with ADN multiple times over the last few years.
https://www.indmin.com/Article/3571049/Halloysite/A-bright-future-for-halloysite.html
(20min delay)