I agree ATC is much further advanced than the other two competitors and the forecast numbers are likely to be very close to the final numbers particularly given the German credit, which makes up a large chunk of the financing - I think everyone (the posters) is being objective though and the PFS Capex for FYI and HEG is much lower and I would be surprised if it blows out as much as Altech's mainly because the engineering consultants who costed the plants will have seen what happened with Altech and won't want the same thing to happen to the FYI and HEG projections (reputations take too long to make).
The offtake agreement is a huge bonus particularly if the price is guaranteed (I will need to check)
