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FYI is only competing with a small fraction of that plant, 2TPA...

  1. MaryJane55
    591 Posts.
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    10/11/22
    17:05
    Post #: 64699676
    https://hotcopper.com.au/data/attachments/4825/4825229-36881bece37ed7dcbc256737244d87dc.jpg

    FYI is only competing with a small fraction of that plant, 2TPA to be precise. Given we know the FYI pilot has already produced 120kg for one potential customer, looks to me like they will be well ahead of A4N by the time that 2TPA gets produced. Remember the prospective pilot plant would be many multiples of that 2TPA.

    A4N and FYI are barely competitors. FYI is a pure play.

    IMO, DYOR

    MJ
    FYI Price at posting: 14.5¢ Sentiment: Hold Disclosure: Held
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