2022 - General Discussion, page-682

Out of curiosity what do you want to see before you buy more?

I agree with your comments regarding macro environment which is why I've exited out of junior exploration companies however I see FYI as somewhat protected from much further downside given they are off over 80% from its high, have financing secured as long as the technology can scale. While the market is important there is a large existing LED market there now plus a growing EV market. Timing of the EV market is probably the larger unknown of the two so my feelings are if that takes longer to develop then Alcoa will just push out the timelines of the production plant or reduce the size of production plant 1 rather than walking away. If Alcoa wasn't here I wouldn't be here as there's no way FYI could get financing if they went alone. A4N with their government grants may get financing but I can't see any other Australian HPA hopefuls getting finance aside from FYI.