Being invested in FYI feels like a first mover story with the potential for a fairy tale to become true concerning the share price. The real booming phase or growing for HPA is in my opinion not present in the mind of the investors. Big companies like Samsung, Posco, Sojitz or Mitsumi are desperately looking to satisfy the supply chain and are for sure the key negotation companies interested in the production of FYI. Would be surprised if none of the mentioned companies would be involved in the offtake agreements FYI will announce after fulfilling the pilot plant and BFS,
The CRU report shows the incredible potential. In addition we will see a lack of supply at least in 5 to 10 years.
I see the LED material as a profound base of HPA need and the seperator as a sparking demand chance.
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