A4N certainly has better metrics than FYI (lower opex + capex + 10ktpa vs 8ktpa), so IMO A4N is deservedly higher MC than FYI, but not enough to justify a 5x gap between the 2 MCs... Regardless, large upside potential for both FYI and A4N in the coming years if they both stay on track with their DFS numbers and end up getting to production phase.
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1 | 100000 | 0.044 |
1 | 100000 | 0.043 |
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3 | 270000 | 0.040 |
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