I'm still here
@Red Baron, Great post and I agree with your post about FYI's position and strategy entirely.
I've been happy to share what I know due to the lack of FYI announcements. I'd have lost my mind if I never got any context around the FYI strategy.
I look forward to being able to take a back seat and watch the regular announcements flow and the share price rocket - it's coming.
I've just been sitting back enjoying the week of good volume and share price appreciation theres not much more to say without repeating myself until updates come. We are still massively undervalued, IMO, but you get the feeling the market is now begining to wake up and we will get new big investors taking chunks soon enough. It is great to see Jetteries continuing to build there position in FYI in recent weeks.
With all of the newsflow due in the coming months I still believe we will re rate quickly as announcements comes as there is just too much due.
News of some sort has to imminent now there is so much going on.
I reckon you are spot on in that the strategy is far more than one plant in Kwinana I've mentioned that many time previously - people need to think big and realise this. This should start becoming known to market soon - I hope we are right on this!
You are bang on too with saying that if we were another 'more common' battery component such as graphite to name one as you say we'd be well above the market cap we are currently. HPA still flying under the radar. Our project econimics are far more superior that companies in their early stages with market caps 2x and 3x ours.
I think it's a formailty that FYI will get the green certification for both inputs and outputs and that will be opening up doors in Europe. I expence this late March / April as I believe the process is being worked through now.
I think its fair to say that where we are llisted curently and listing, you can expect to find plants in those locations in time as a part of the strategy.
Logic says Roly announces something juicy prior to his presentation next week.
I believe the presentation next week has a lot of companies and he only has a 15 minute timeslot. That is not long at all,so apart from a brief overview of FYI, educating about HPA there won't be a lot of time for much else. I'm not expecting much more.
The revised DFS (on one plant) will be very impressive. I'd be doing a quick 'who are FYI, what is HPA' chat and then hit the audience with the revised numbers and focus on them and the EV market. Make them want to find out more. If we show an NPP of say 1.2 - 1.5 billion and then show our market cap as it is now at the end with capital structure, low SOI etc, any investor that has half a clue will scratch their head and wonder why the low market cap and perhaps see an opportunity to invest or at the very lease look into us further.
At the end of the day, soon enough the announcements will take care of the market cap but it would be great to get somewhere near where we deserve to be prior to.
IMO
