POWER!!!! Fortescue Future Industries, page-3830

Hey Wes,

No problem mate.

Part A

Fortescue already have 200 AHS haul trucks in operation.
Fortescue started deploying AHS technology around 2012 if memory serves me correctly and the trucks were from Caterpillar. What have these provided? Sustained productivity improvements by reducing haulage costs, improved safety, have been more efficient and have provided ongoing cost reductions. Electric battery haul trucks are the future. They have over a decade of experience and data. Let's see the market put a value on that.

This is the mine of the future mate. Check out this video.

https://youtu.be/s0L5JRZgRFc?si=utYo2pEPEgK9fZlh

Part B

I still think this needs to play out a little more. Until I see the financials I will refrain from answering that. I will say however that I'm liking what I'm seeing particularly how their vision is unfolding.

Theres such a disconnect between what the market thinks and what this company is truly valued at and thats without anything green at this point in time.

Tony