- He mentioned batteries are a growth market but also e-mobility? I assume that is also batteries? - He appears to have gotten feed back that Chinese 'shandy' HPA is annoying manufacturers due to inconsistent quality, so FYI having all processes in house including the mine is a big plus in this regard. - FYI appear to talking to multiple potential off-takers, and FYI assumed price of $24,000/ton, the way Roly was talking, is cheaper than competitors. I presume the off-takers have been talking to our competitors. - The way Roly spoke about the JV, it looks like its pretty much a done deal. However, the way Roly spoke, made out that its FYI's BBQ, not the other way around. Alcoa will enhance FYI's goal of being the dominant supplier. - 150 years mine life. - Mentioned China will fall away, SE Asia, Korea, Japan and USA is where the action will be.
Well, thats my memory of some of the things said.
FYI Price at posting:
55.5¢ Sentiment: Buy Disclosure: Held
