I think u will find hat the feed stock is not quite as rare as...

I think u will find hat the feed stock is not quite as rare as some companies would like u to believe.

End of day good clean Kaolin will generate shite loads of HPA. The real deal, from my understanding is in how the Kaolin is processed to create HPA. It's really a chemical factory process and the costs/intelligence to run that factory rule the day. That is why (cross promotion is only educational) on the HPA front I am invested in ATC. They have first mover advantage and a plant being built in Malaysia s we type.

BUT on the mining bauxite as a feed stock to create alumina to ultimately manufacture aluminium. CAY is sitting in an enviable position with possibly the largest unutilised tier one resource on the planet.


HPA is sort of a different trend, a few stocks seem to be jumping on the hype band wagon, ATC (IMO) is leading by a long way. (disclosure: I am invested in ATC)