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
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