There's pilot plants....and there's pilot plants that produce 250kg++ for product qualification trials. Which one does FYI have? It's some buckets in a sea container. Has it shipped them to LED manufacturers? To technical glass manfuacturers? What's the throughput? Lab scale, or semi-commercial? Is FYI paying for the qualification testwork it's doing? Show your working.I think you can agree that kaolin, shipped for ceramics, et al., is substantially different from HPA. Sure, SUV has allegedly produced 99.99% from their White Knight stuff, but who hasn't? To date, SUV hasn't been daft enough to start a PFS on turning a smidge of their clay into LED's. FYI, however, sure it has kaolin but the endgame is HPA, and they have perhaps a handful of years of kaolin reserves (if they bothered) and as much kaolin feedstock as heir HPA ambitions require forever. Materially different beasts, and materially different volumes, capex, and risk profiles.
- Forums
- ASX - By Stock
- CCM
- Ann: Ceasing to be a substantial holder
Ann: Ceasing to be a substantial holder, page-43
-
- There are more pages in this discussion • 7 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add CCM (ASX) to my watchlist
(20min delay)
|
|||||
Last
6.2¢ |
Change
-0.003(4.62%) |
Mkt cap ! $23.36M |
Open | High | Low | Value | Volume |
6.2¢ | 6.3¢ | 6.2¢ | $2.063K | 33.17K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 104066 | 6.2¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
6.5¢ | 4221 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 104252 | 0.062 |
1 | 85735 | 0.061 |
1 | 9109 | 0.055 |
1 | 6407 | 0.054 |
1 | 10000 | 0.052 |
Price($) | Vol. | No. |
---|---|---|
0.065 | 4221 | 2 |
0.067 | 45000 | 2 |
0.068 | 211968 | 2 |
0.069 | 124523 | 3 |
0.070 | 309976 | 2 |
Last trade - 11.40am 01/10/2024 (20 minute delay) ? |
Featured News
CCM (ASX) Chart |
The Watchlist
TON
TRITON MINERALS LTD
Adrian Costello, Executive Director
Adrian Costello
Executive Director
Previous Video
Next Video
SPONSORED BY The Market Online