2022 - General Discussion, page-807

@@dbd25 i did manage to read your comment before it was moderated (i didn't report it). i have always held both companies as a bet each way for who will be first to production. while today's announcement is positive, i think in the context of only a 5% equity stake and non-binding MOU it's just as much pie in the sky as Alcoa/FYI's global ambitions right now. a4n definitely has a first mover advantage at this time, it's just whether they can capitalise on it in terms of timing / customers (first to commercial scale offtakes).