2021 - General Discussion, page-2937

In one month only one of those HPA hopefuls will know if they're full steam ahead with production. That's the one with the best economics, lowest SOI, has stuck tight to its original plan and is currently half the MC of the one the others with a JV in negotiation with Alcoa.

I'm stunned anyone looking at the HPA sector puts their money anywhere other than FYI atm. All imo but even if both FYI and A4N get up, FYI will still outperform hands down as they have done the last 18-24 months for me. SOI is going to come into play from here on.