A4N product and grade summary, page-89

"FYI is a market disrupter via their cutting edge technology."

I'm curious about this point as it keeps being repeated by FYI visitors. But when I went through all the FYI ann's, I can't find a reason to think that their technology is cutting edge - it's not under patent as far as I can tell, and Roly isn't banging on about trade secrets or anything.

When they first got into the space, the ann on 24 Nov 2017 shows the appointment of Independent Metallurgical Operations Pty Ltd (IMO). Part of their deliverables was a patent examination and preparation of the initial scoping study reports. So disruption was on the radar, but at no stage have FYI come back to the market and provided any evidence that the process created by IMO is "cutting edge".

And their process up until Alcoa signed the MOU still seemed to be in the development phase. Two sets of results released from the three runs of the pilot plant were a little all over the shop, producing plenty of 3N and some 4N - which is fine when you are still working it out. I've written about this in a previous post if people want more details.

So putting aside what Alcoa did to the pilot plant as that worked (what was the mystery feedstock) - if any of the many visitors have anything more substantial on why Ceramics claim is true, that would be great.

IMO, A4N's solvent extraction process using a common chemical feedstock is disruptive in the true sense, both in terms of cost and process - and it's a technology that is only getting better as time goes on. We've seen it through published results, and we know it's true because they are selling it globally now and you can download the spec sheet from a supplier.

DYOR (try reading the anns) Good luck all.