Ann: FYI & ALCOA SIGN BINDING JV TERM SHEET FOR FYI HPA PROJECT, page-473

at this rate ATC will overtake our market cap. the asx sure is an unusual beast.

i do wish roly could spin and weave as well as Iggy. i see they are pumping up their silicon and name dropping Tesla.

doesnt change the fact that half a billion dollars stands between their vision and $1 of positive cashflow from HPA

we actually have a solid story but never seem to sell it.

I try to keep a long term goal in mind and think about who will make it. avoid the hype. we will almost certainly make it to production and, if we scale up without issue, the market will be ours.