nice B!ll you are a good man. happy to play again if you like? your terms.....
i was going to stay silent on the EGR thing but now we are chatting thought i share with you my thoughts.
the EGR mou with FYI is nothing more than an R&D experiment. the add value downstream opportunity is very miss leading when it is actually R&D + EGR is basically an experiment in itself. the EGR md is number 1 shareholder in FYI, i am ok with that but this doesnt make the situation very compelling. more important i asked somebody a lot smarter battery person and his thoughts after reading the EGR/FYI comment is " I’m not sure they understand this technology. The doping/coating of HPA onto graphite and siliconised graphite particles is a chemical process not a physical process." he had more to say but you get the idea.
also amusing is that EGR has the same HC setup as FYI regarding thread commentary. there are few "trolls, downrampers etc" as they get called because people dislike their comments. one of the pumpers has a footnote "Invest in EGR = Sleep Like a Baby". In all my HC history i have never come across these people until very recent. fine to be a momentum chaser, make money, but some of us like investing in juniors and seeing it out to maybe something bigger. in respect to the later people, dont shoot them down when they make a fundamental comment you may not like.
Alcoa will see this like a hot knife through butter, but for now it feeds the machine. we see, your call B!ll?
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