I hold both, ADN has a very low % of Halloysite at Mt Hope, I honestly think our best hope is for high purity Kaolin for use in specialised coatings and polymers, similar to what ADN intend. Another possibility is for HPA feedstock.
Either way there's a LOT of work to be done to get anywhere near production, I personally think the best result would be (if we found anything) a JV type arrangement with ADN, or sell it straight to them and focus on Crown
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