If we use the horse race analogy FYI bolted out of the gates with the Alcoa partnership. Meanwhile A4N was jogging along going about their business on building their company. Alcoa left and FYI went to the back of the field whilst A4N continued with the building of a plant and steamed to the lead.
I do think A4N is well over priced at $1:20 and the current SP correction is warranted. When they give an offtake and produce HPA on a commercial scale then $1:20 is fine (depending on output volume of course)
I see both companies getting to the finish line and producing HPA.
At this point in time based on the share price of each imo FYI is the pick for a punt in the HPA sector, there is so much more upside in the share price.
FYI is engineering 1000tpa modules that are each capable of finishing their product to the customers specifications. This in the long term will give FYI the ability to run different modules for different customer orders at the same time. That’s huge in my long term view.
@AletLeBains it would have nice to of chosen A4N and now sell a parcel or 3 and purchase FYI now …… but that’s hindsight hey.
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