I will reply to both of your posts here.
"FYI will earn 70m EBIT for 25 years for less than 25m."
I think that this is much too optimistic and terms of agreement will change as time passes.
I would agree that getting to production has been substantially de-risked, but not completely as there are still a few big issues.
Does it suggest they are only after IP?
I don't think FYI IP was something special. Their trials were not reaching 4N until Alcoa engineers got involved, modified pilot plant and reached 4N.
Dorsal Fin, page-20
-
- There are more pages in this discussion • 2 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add ADN (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
0.7¢ |
Change
0.000(0.00%) |
Mkt cap ! $24.00M | |||
| Open | High | Low | Value | Volume |
| 0.7¢ | 0.7¢ | 0.6¢ | $205.4K | 33.70M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 26 | 15764082 | 0.6¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 0.7¢ | 9234658 | 18 |
View Market Depth
| Last trade - 16.10pm 01/11/2024 (20 minute delay) ? |
| ADN (ASX) Chart |