Periodic FA / TA Summary., page-199

Agree.

HPA in EVs is an emerging market, but traditional markets will dominate halloysite. I agree so was over-zealous in my post I agree. In the embedded post I provided some estimates of EV demand as it might impact HPA, as a lot of 'recent' market data for haloysite IMO is hard to come by, and as an emerging sector the data/possibilities looks good IMO as well.

Should have worded my post better, since the embedded post is actually taken from the halloysite thread, and the opening post in that thread was a cracker as well btw.

The more interesting thing too me is the links I provided tend to indicate the Chinese deposits are not that great, hence likely Chinese interest and those LOIs with ADN. Hopefully some of those will end up binding offtakes within a short space after DFS. But even data on that is hard to come by, so intend digging a little deeper there as well.

All IMO