Ann: FNN Investor Presentation Sydney 20th February, page-141

My points from listening to the presentation :

*Focused on producing 99.99% HPA and sounds like they are confident they will achieve this before the PFS comes out .

99.95% HPA - $5,000 US a tonne
99.98% HPA - $25,000 US a tonne
99.99% HPA - $50,000 US a tonne

*Tony says they could produce up to 40,000 tonnes of processed HPA a year. The global demand is 40,000 tonnes a year but is forecast to grow up to 600% which he said would be 280,000 a year , which they would be able to produce in the future .
*If they were to produce 40,000 tones of 99.99% HPA that would be $2,000,000,000 US But that is the global demand so even to just produce a fraction of that would be huge. Even the less pure HPA would still make lots of money but sounds like they will achieve 99.99%.
*Port bear by at Wyndham .
*CAPEX looking like costing less than $300 million.
*If processed over seas - Middle East the electricity will be 1/3 the price and the sulphuric acid will be 1/2 the price .
*TB confident options will be in the money after PFS announced .
*Joint ventures to come after PFS - probably will be a big part of where KRRs money will come from next .

exciting presentation and worth a listen .