Asculpeous feels more sorry for the speculators in A4N
-don't own the IP
-making precursor which a competitor may produce(it may be in FYI's flow sheet or come off on a side arm)
-no agreement with Orica
-high cash burn rate
-no binding off-takes
-no ESG
They are good at making vases that are out of fashion.Perhaps there is a market for high-end fish bowls
The Alcoa FYI JV won't stop at 12000 tpa-they will aim to be world leaders!
The great irony is that A4N has no plan to make 4N HPA! What a pivot by Rimis that the market hasn't woken up to yet.
Fly away while you can!
2021 - General Discussion, page-2771
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