MLM and its peers - Discussion Paper by J F Bertincourt - Silica Sands

Link below to Bertincourt's paper released 26th July 2021 highlighting the competitive advantages of MLM's project against its Australian peers. It also provides a comparative overview of MLM's peers. It doesn't however include updated finances since the recent CR.
For those that don't know much about Silica Sand, why high purity is required, it's uses etc. this paper has some interesting explanations. For example why desert sand can't be used.

https://www.terrastudio.biz/blog/post/7928/australian-silica-sand/