Algo, I looked at the one that was updated after Q2 a couple weeks ago and I am pretty sure they had the info on competitors with bentonite reserves was in that version, but it wasn't in the one for Q1. Also, the presentation has increased from 23 slides to 40 slides. I am starting to save them to my computer for future reference.
Off topic, I am hesitant to mention another company after how well my AEHR performed, but have you ever looked at McGrath Rentcorp (MGRC)? It's another small cap (500mm). They just released earnings today, nothing great, but they are paying a 4.4% dividend and are earning more than enough to cover it until things get better. The management seems competent and sincere, somewhat like Raven and Amcol. They aren't flashy, but they try to give as much information as possible to help investors. Here is their latest PR if you interested at all. As usual, no guarantees, but might be worth a look. At least they have more than one customer (unlike AEHR).