James Marsh - MD Interviews, page-467

I know ADN has big potential with high-grade halloysite and perhaps HPA, but there's a risk if one of the other players get to market first and soak up the demand, and more than likely the premium pricing that goes with the first mover .

E.g this ann was released by SUV today :

"Trawalla’s halloysite-kaolin hybrid offers Suvo the opportunity to be the first halloysite-kaolin producer in Australia producing high-quality end user products addressing existing ceramic, pharmaceutical and cosmetic markets and importantly the rapidly evolving
battery through HPA and nano technology markets."

ADN will need to get cracking, or miss the boat.

All IMHO, DYOR