Hi gosh,
Yep, read that this morning. Also noticed their recent FPO issues went to a whos who of the chinese empire.
Yesterday I searched the Georgia Kaolin producers sites to see if they had been affected by Katrina. Not so apparently, but did see they had rasied their prices recently to account for increased energy costs. Also their P&L statements are impressive. There is money to be made when and if Skardon gets the wrinkles ironed out.
Comparing Skardon's whiteness and particle size to Georgia's, it's a no-contest to Skardon.
Still alarmed there's so little transparency in MSC
MS
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having a look, page-7
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