2021 - General Discussion, page-64

What a fantastic week, trading at near all time highs on zero news. Great to see the Lithium market going bonkers - some big valuations out there with the likes of PLS, GXY, PLL, AVZ, LTR, AGY, ORE, NMT, INR and the best performing stock last year VUL all having cracking months. This will ultimately bode well for us. I'm absolutely convinced of it - that's why I'm 90% long on FYI.

Given the impending EV boom & the likelihood of where demand is going with High Purity Alumina in EV's - it's Alcoa's JV to lose & they certainly won't want to stuff this up. They wont get another opportunity like this - the project has basically been handed to them on a platter.

The market is still not convinced, despite where we have closed today. Still a ridiculously high market cap difference between our other peer, so it's time for Roly to start showing his cards and get this baby up to where it should be valuation wise.