IMO kaolin/halloysite seems to have lost a lot of lustre.
From what I can see, it will take years of research before they know how to use it for environmental purposes.
There was probably a diminishing supply few years ago, but there's massive reserves now spread over a number of companies.
This has to have an effect on price and what end users will pay.
I note none of these companies are setting the world on fire re share price increases.
I hope LRS doesn't spend too much time on this for now.
EV metals are in demand and with copper and lithium there's plenty to do with a lot more upside
LRS General Discussion, page-8068
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