For those that are interest in Kaolin and the potential market,...

For those that are interest in Kaolin and the potential market, see the attached link;

https://www.wakaolin.com.au/the-kaolin-market



SUV investor presentation states that they have a JORC (inferred) kaolin resource of 13.4m/t with > ISO-80, which puts it in the higher end of the market.

The current estimate for kaolin is between US$200 - US$700/t. Iron Ore spot price as of today is US$118.34/t.

Based on market average, White Knight has a potential value of (say) US$400/t x 13.4mt = US $5.36B for plus plenty of upside for new adjoining area under development..

The White Knight Resource on private land = no NT issues and near term ML, I can see the potential value in this moving quickly from explorer to producer. It is also worth noting that kaolin, like iron ore, can be extracted economically.

Plus dual play, with 100m/t of sand ( I will follow this post with my views on sand value soon)

If this was an iron ore play the share price would not be this low imo, so happy to hold/accumulate as a long term investor.


All IMO
DYOR
GLTAH

Stocrates.