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Ann: Investor Presentation, page-8

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    Tomorrow, CEO Roland Hill will introduce his FYI Resources at the major investor conference "RIU Sydney Resources Roundup". On this occasion, the company has brought its presentation up to date. We strongly recommend that you read carefully, because you can see from the presentation how FYI gains more and more security in the course of project development.

    The progress made towards the RIU presentation last year is tangible in all areas. Compare only the old presentation of 2018 http://www.fyiresources.com.au/media/files/FYI-ASX-RIU-HPA-Presentation-May-2018.pdf with the current presentation held tomorrow: https : //www.asx.com.au/asxpdf/20190508/pdf/444y45vx1k5rfc.pdf

    After many discussions with potential customers, FYI gains above all certainty in its assessment of the market development. Now, the growth figures are no longer abstract, but deposited with their own views. The market for 4N HPA is currently around 40,000 tons per year. According to estimates by the CRU advisory group, demand is expected to triple by 2025 to 125,000 tonnes (see page 6). Even conservative forecasts still expect a narrow doubling of demand (see page 11 of the presentation).

    Against this background, FYI is committed to offering better quality, reliable, and more cost effective. This is a classic competitive advantage in a growing market and actually an entry-level guarantee. Apparently, the feedback from potential off-take customers is correspondingly positive. (see page 11) The presentation mentions "multiple rounds of meetings" in China, Korea and Japan. FYI stands for a "structured approach to off-take and financing". Financing options include five different options: off-take, joint venture, anchor investor, loan and equity.

    The presentation also makes detailed statements about the chronology of expected project progress. (see page 14) Roland Hill will probably have considered carefully that he calls December 2019 as the start date for the project development. By that time, the pilot tests, the bankable feasibility study and off-take agreements must be successfully completed. This is a full program for the coming half year.

    https://hotcopper.com.au/threads/ann-investor-presentation.4752583/?post_id=38459992


 
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