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Antwort auf Beitrag Nr.: 65.808.606 von Der_Tom am 23.11.20 15:12:11Sehr sympathisches Interview.
Für mich der entschieden Punkt: Wenn das JV mit Alcoa zustande kommt, reden wir definitiv nicht mehr von 8.000t p.a.
So wie bei "2 Minuten, 2Millionen": Alcoa hat Interesse und das "Start up" muss sich entscheiden, ob es das Angebot annimmt.
Wir werden es im Jänner wissen. Vorher evt. noch ein OT in 2020.
Bei OT und normalem Finanzierungsverlauf gibt es ein Kursziel A, ähnlich wie bei A4N.
Kommt Alcoa, müssen wir nochmal neu rechnen.
Für mich der entschieden Punkt: Wenn das JV mit Alcoa zustande kommt, reden wir definitiv nicht mehr von 8.000t p.a.
So wie bei "2 Minuten, 2Millionen": Alcoa hat Interesse und das "Start up" muss sich entscheiden, ob es das Angebot annimmt.
Wir werden es im Jänner wissen. Vorher evt. noch ein OT in 2020.
Bei OT und normalem Finanzierungsverlauf gibt es ein Kursziel A, ähnlich wie bei A4N.
Kommt Alcoa, müssen wir nochmal neu rechnen.
FYI wird die Nummer 1 werden.
Wer noch nicht investiert ist sollte sich so langsam beeilen.
News stehen an.
Wer noch nicht investiert ist sollte sich so langsam beeilen.
News stehen an.
Antwort auf Beitrag Nr.: 65.803.581 von Montekaolino am 23.11.20 09:24:09
Würde einen weiteren Rücklauf auf jeden Fall verhindern.
Zitat von Montekaolino: Ich hoffe nur das wir diese woche noch news kommen.
Würde einen weiteren Rücklauf auf jeden Fall verhindern.
Antwort auf Beitrag Nr.: 65.798.838 von Der_Tom am 22.11.20 14:48:25
Ich hoffe nur das wir diese woche noch news kommen.
Ich hoffe nur das wir diese woche noch news kommen.
Trading Spotlight
Aus dem Hot Copper Forum:
It's comments from investors or ex investors who don't see much happening until the Alcoa JV is signed that just shows FYI has a way to go to get this story out. But its the newsflow that will come leading up to the JV that will make the dots get joined quickly for anyone that has been digging into the FYI story.
FYI just have to show the market some really good progress, separate to the JV to demonstrate all of the work for the past few years and that we aren't relying on them for success of any scale. It's evident we would not partner with them unless there are massive value adds (or 1+1=3 as Roly calls it as he can't go into specifics yet).
Again, Alcoa were sold on FYI after the first pilot run. It's not a matter of if it's just when (IMO) and yes the hope was it may be possible to get there prior to Xmas but now it's looking like Jan/Feb.
I actually think the market still thinks we are working on getting our HPA up to scratch - just off the mark completely.
Our last run was to demonstrate what FYI can do, confirm improvement to project economics and trial NEW HPA products that they are fielding requests for. We just hinted at these new products in the latest preso with results not far away as we know. These new products based on research will fetch a premium price and as mentioned traditional bauxite HPA isn't going to cut the mustard for these applications and don't have the 'green tick' that's proving important to align yourself with in today's business world.
@Scottj15 I get what you are saying re letting Alcoa use our plant. But it just further confirms the JV is proceeding and this is their opportunity to show us what they've got to improve our project and of course we'll produce more HPA over the week it will run for so this HPA can be sent off for further testing by various counterparties.
These new HPA products are game changers alone - let alone what Alcoa will bring. We're about to get an entree to this in the coming weeks.
Speaking to the company recently it was commented the HPA price in the DFS is proving to be quite conservative based on market sentiment, market demand increasing and the fact we are fully integrated is appealing.
Serious questions and someone come back with some basic numbers (ballpark).
Someone with a calulator, change the sale price to 34,000 per tonne over the 25 years of the current DFS timeframe of 25 years, instead of the sale price of 24,000 per tonne that is currently in the DFS. What do you get?
Now reduce the OPEX by 10% over the 25 years. What do you get?
Reduced CAPEX is great but the first two are the real game changers for the project.
What about an increased product per annum to 10,000 pt +?
Just to keep it interesting some come back with JUST the price increase I stated above, in AUD - included in the CURRENT DFS.
And Roly has been consistent in saying we are doing a deal with Alcoa based on NPV..
And then Alcoa IMO will bring al sorts of opportunity in the HPA space over and above this current project and therefore I just think FYI/Alcoa will be the leader in the space in time.
Non holders or new investors may or may not be wrong in saying nothing is going to happen before the Xmas to provide further share price appreciation. But it could take off - we know theres a lot of newsflow coming we just don't know how significant.
Now, someone come back with that change to the price point number only.....
It's comments from investors or ex investors who don't see much happening until the Alcoa JV is signed that just shows FYI has a way to go to get this story out. But its the newsflow that will come leading up to the JV that will make the dots get joined quickly for anyone that has been digging into the FYI story.
FYI just have to show the market some really good progress, separate to the JV to demonstrate all of the work for the past few years and that we aren't relying on them for success of any scale. It's evident we would not partner with them unless there are massive value adds (or 1+1=3 as Roly calls it as he can't go into specifics yet).
Again, Alcoa were sold on FYI after the first pilot run. It's not a matter of if it's just when (IMO) and yes the hope was it may be possible to get there prior to Xmas but now it's looking like Jan/Feb.
I actually think the market still thinks we are working on getting our HPA up to scratch - just off the mark completely.
Our last run was to demonstrate what FYI can do, confirm improvement to project economics and trial NEW HPA products that they are fielding requests for. We just hinted at these new products in the latest preso with results not far away as we know. These new products based on research will fetch a premium price and as mentioned traditional bauxite HPA isn't going to cut the mustard for these applications and don't have the 'green tick' that's proving important to align yourself with in today's business world.
@Scottj15 I get what you are saying re letting Alcoa use our plant. But it just further confirms the JV is proceeding and this is their opportunity to show us what they've got to improve our project and of course we'll produce more HPA over the week it will run for so this HPA can be sent off for further testing by various counterparties.
These new HPA products are game changers alone - let alone what Alcoa will bring. We're about to get an entree to this in the coming weeks.
Speaking to the company recently it was commented the HPA price in the DFS is proving to be quite conservative based on market sentiment, market demand increasing and the fact we are fully integrated is appealing.
Serious questions and someone come back with some basic numbers (ballpark).
Someone with a calulator, change the sale price to 34,000 per tonne over the 25 years of the current DFS timeframe of 25 years, instead of the sale price of 24,000 per tonne that is currently in the DFS. What do you get?
Now reduce the OPEX by 10% over the 25 years. What do you get?
Reduced CAPEX is great but the first two are the real game changers for the project.
What about an increased product per annum to 10,000 pt +?
Just to keep it interesting some come back with JUST the price increase I stated above, in AUD - included in the CURRENT DFS.
And Roly has been consistent in saying we are doing a deal with Alcoa based on NPV..
And then Alcoa IMO will bring al sorts of opportunity in the HPA space over and above this current project and therefore I just think FYI/Alcoa will be the leader in the space in time.
Non holders or new investors may or may not be wrong in saying nothing is going to happen before the Xmas to provide further share price appreciation. But it could take off - we know theres a lot of newsflow coming we just don't know how significant.
Now, someone come back with that change to the price point number only.....
Antwort auf Beitrag Nr.: 65.797.416 von Karong am 22.11.20 11:03:12
Eher eine verdammt große Perle.
Die meisten merken es erst noch.
Welche eine Weihnachts-Vorfreude dieses Jahr.
Zitat von Karong: mit FYi haben wir eine klare Perle im Depot !
Eher eine verdammt große Perle.
Die meisten merken es erst noch.
Welche eine Weihnachts-Vorfreude dieses Jahr.
mit FYi haben wir eine klare Perle im Depot !
sehr schönes post Schmidilein
Antwort auf Beitrag Nr.: 65.794.296 von Karong am 21.11.20 16:40:54Hab gerade noch mal einen schnellen Peer group Vergleich mit a4n gemacht.
Wenn FYI OTs vermeldet und das JV mit Alcoa durch ist müssen wir Minimum(!!) 100% höher stehen. Eher 150% Punkt.
Und da spreche ich noch gar nicht von möglicher Kapazitätserweiterung, etc. Das ist dann die nächste „Phantasiewelle“.😉🙋♂️
Wenn FYI OTs vermeldet und das JV mit Alcoa durch ist müssen wir Minimum(!!) 100% höher stehen. Eher 150% Punkt.
Und da spreche ich noch gar nicht von möglicher Kapazitätserweiterung, etc. Das ist dann die nächste „Phantasiewelle“.😉🙋♂️
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