Always keep in mind its easier to build a second and third plant if you have already successfully built the first one.
FYI and HEG are probably 1 - 2 years behind ATC, thats enough time for ATC to get to production. Then who would you rather fund? Another junior minor with a similar process but different enough to not be breaching patents, or a process already in production that wants to build another plant exactly the same as the others?
Having worked in scale up and commercialisation, the difference in time frames of being a novel process and being a repeat can be as long as 4 years if customer acceptance is required.
I am confident of ATC and do not worry about the others.
HEG is just experiencing the Tolga effect and FYI is along for the ride. Just check out twitter, they often talk about both but ignore ATC. Some people have even queried Tolga about it, and he said something about the metallurgist on HEG being the same as ATC and that HEG has a better resource and therefore is lower cost. I cannot see the connection between the metalurgists, e.g. cannot find anyone who worked on both companies, do any of you know what hes talking about?
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