Apologies Avoman. I did not see that you had already posted the excerpt concerning Sun Brilliance, Squadron Energy and Alcoa.
Cheap land and possibly power may be available around Cunderdin which when compared with leasing in Kwinana may save significant $'s.
If FYI/Alcoa located the plant near Cunderdin I would assume that the plant would use FYI's kaolin from Cadoux and not the Alcoa feedstock, thereby generating more income for FYI Shareholders as I gather the feedstock is outside the currently agreed MoU.
2022 - General Discussion, page-322
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