"Most of the HPA disruptors on the ASX are using a figure of around $25k in their PFS/DFS, the current achievable price would likely be higher than that though..."
Short term perhaps, long term I really doubt it.
Kaolin is around $300 per ton.
HPA is around $25.000 per ton.
If it's possible to produce HPA from Kaolin, everyone will be doing it.
The price for HPA will go down as the number of producers will go up.
The only reason to invest in HPA producers is that you don't believe that competition reduces prices.
"Most of the HPA disruptors on the ASX are using a figure of...
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