Ein neuer SUPER-TREND! FYI Resources LTD WKN: A0RDPF (Seite 247)
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Die Frage ist nur, wie weit gehen die? Wie tief fällt der Kurs noch? Ich würde meinen Anfangsbestand zumindest gerne wieder sehen. Habe peu à peu Teilverkäufe getätigt. Und jetzt wo der Kurs wieder fällt....
Beste Chancen!
Beste Chancen!
Jetzt wo ich weiss, dass zumindes Alcoa ein Händchen mit im Spiel hat, würde ich gerne aggressiver in FYI investieren. Da scheint es für mich persönlich gut zu sein, dass Regal auf den Markt schmeisst und den Kurs damit drückt...
Aber ist ja nur meine Ansicht.
Aber ist ja nur meine Ansicht.
Antwort auf Beitrag Nr.: 65.545.351 von Montekaolino am 30.10.20 09:25:42Regal schmeißt scheinbar immer noch- die letzten 10 Tage wieder 3 Mio shares. Halten nun noch gut 8%. Im aktuellen Marktumfeld natürlich tödlich für den Kurs. Aber: Das sollte nur Trader stören. Auf Sicht 3 -6 Monate( außer natürlich es kommt ein zweiter lock down crash) sollten wir wieder zumindest 50% höher stehen. Lass mich aber gerne durch OT, FED, FIS, JV Alcoa, etc. kurzfristig anders überraschen.
Antwort auf Beitrag Nr.: 65.545.246 von Montekaolino am 30.10.20 09:20:15
was aus hotcopper
Dug up an earlier article on FYI which explains why FYI is more than a HPA hopeful, and why Aloca chose FYI over others that have higher market caps.
"There is a bunch of hopefuls on the ASX looking to become producers of high purity alumina (HPA), which is set to enjoy super-charged growth in demand for its use in LED lighting and as a heat separator in lithium-ion batteries.
But it is FYI’s planned $198m integrated project in WA – it envisages the Cadoux kaolin mine 220km north-east of Perth supplying a HPA refinery at Kwinana – that has got the interest up of the king of metal-grade and chemical-grade alumina production, Alcoa.
As far as project endorsements go, FYI could not have hoped for a better one.
The pair recently signed a memorandum of understanding to explore the potential for the joint development of FYI’s project, as well as establishing the all-important customer offtake base for the project.
A DFS for the integrated project was released in March ahead of Alcoa’s emergence. It was based on an integrated project producing 8,000tpa of HPA at an assumed average HPA sales price of $US24,000/t.
Life-of-project cash costs were estimated in the DFS at $US6,217/t (FOB Kwinana). Net present value (NPV) was put at $US543 million and the internal rate of return was 46%. Capital payback for the initial 25-year project was 3.6 years.
The project’s annual free cashflow after all operating costs, royalties and corporate taxes was estimated at $US88 million.
The DFS had the benefit of information from FYI’s pilot HPA plant at the Perth suburb of Welshpool.
It is assumed FYI and Alcoa will look to formalise a joint venture by the end of year. Should it come to pass, having Alcoa at the table is obviously going to help in financing what will be a new and value-adding industry for Australia.
Before the emergence of Alcoa on September 8, there was not much interest in the DFS figures, with the capital needs of the project considered a bridge too far for a company of FYI’s size. That has changed, with FYI’s shares moving up from 9.2c at the start of the month to 16c for a market cap of $40m.
Funny thing is that it is easy to find other HPA hopefuls with bigger market caps. But none of them have Alcoa ponying up as a potential partner. Talk about a de-risking event."
noch was
Solid Quarterly - when you read through it there is a lot happening.
I like that we have now stated there will be a joint pilot plant run with Alcoa. I still believe they might have a go shortly first to trial a few things before a combined run, but let's see on that one I'm just speculating.
In addition, 20kg of Stage Two HPA material was forwarded to a third-party service for
specialised finishing work which was overseen by a potential customer.
I believe this could be a European Partner big into HPA but it would be great to get clarity on if it is and who. No doubt more confidentiality for now which is frustrating but will become apparent at some point I hope.
Most recent Pilot Plant Trial Run - "The trial production run was completed successfully (see ASX release 27/10/2020) with initial observations being positive for the precursor and broader HPA cathode and cell coating applications currently being explored by the Company."
I'm glad we have mentioned these other HPA applications that we have been working on from the sounds of it. Hopefully, when the results come back we hear more about them. I have asked about these and the response was that these could be complementary to our DFS. But a lot to play out yet of course.
Customer Engagement and Market Reach - FYI is fully committed to become a global producer and supplier of premium HPA into the
rapidly growing LED and lithium-ion battery markets. As HPA is a developing market product, FYI believes it has a number of points of difference with its integrated HPA production that provides a distinct commercial advantage and appeal to customer groups. FYI has been active in identifying key potential customers in targeted markets. FYI has implemented a structured program to deliver on customer assessment requirements of FYI’s
high quality HPA through the various channels that the Company has been developing. FYI maintains a focus on the LED and primary lithium-ion battery markets, however potential customer inquiry has come from broader battery pre-curser applications which
demonstrate significant growth as battery technologies advance ie Nickel:Cobalt:Aluminium (NCA) and Nickel:Cobalt:Manganese:Aluminium (NCMA) cathode chemistries. The supply-chain opportunities continue to emerge as our HPA product development
increases as a result of our successful pilot plant trials enhancing the product acceptance with Tier One customer groups.
Some pretty key wording here:
- We have been identifying key potential customers in target markets. That's why we aren't providing samples to anyone and everyone who is asking. Our product is very good, we can strategically choose who we deal with such is the demand.
- HPA is a developing market product. The previous studies on expected future HPA demand will prove to be conservative. Part of this reason is the recent technology enhancements in the battery space as mentioned above. The previous forecast numbers only had the anode/cathode separator factored in but someone can correct me on that.
It will also be interesting to see if we are co-developing any products in the EV Battery space and not just providing the HPA. I'm thinking big but with Alcoa and our constant message of wanting to gain a competitive advantage they would be exploring all options and we do have exposure to all of the EV Battery research and development via the WA.
Anyway, just my 5 cents worth and take it with a pinch of salt and an opinion to consider.
was aus hotcopper
Dug up an earlier article on FYI which explains why FYI is more than a HPA hopeful, and why Aloca chose FYI over others that have higher market caps.
"There is a bunch of hopefuls on the ASX looking to become producers of high purity alumina (HPA), which is set to enjoy super-charged growth in demand for its use in LED lighting and as a heat separator in lithium-ion batteries.
But it is FYI’s planned $198m integrated project in WA – it envisages the Cadoux kaolin mine 220km north-east of Perth supplying a HPA refinery at Kwinana – that has got the interest up of the king of metal-grade and chemical-grade alumina production, Alcoa.
As far as project endorsements go, FYI could not have hoped for a better one.
The pair recently signed a memorandum of understanding to explore the potential for the joint development of FYI’s project, as well as establishing the all-important customer offtake base for the project.
A DFS for the integrated project was released in March ahead of Alcoa’s emergence. It was based on an integrated project producing 8,000tpa of HPA at an assumed average HPA sales price of $US24,000/t.
Life-of-project cash costs were estimated in the DFS at $US6,217/t (FOB Kwinana). Net present value (NPV) was put at $US543 million and the internal rate of return was 46%. Capital payback for the initial 25-year project was 3.6 years.
The project’s annual free cashflow after all operating costs, royalties and corporate taxes was estimated at $US88 million.
The DFS had the benefit of information from FYI’s pilot HPA plant at the Perth suburb of Welshpool.
It is assumed FYI and Alcoa will look to formalise a joint venture by the end of year. Should it come to pass, having Alcoa at the table is obviously going to help in financing what will be a new and value-adding industry for Australia.
Before the emergence of Alcoa on September 8, there was not much interest in the DFS figures, with the capital needs of the project considered a bridge too far for a company of FYI’s size. That has changed, with FYI’s shares moving up from 9.2c at the start of the month to 16c for a market cap of $40m.
Funny thing is that it is easy to find other HPA hopefuls with bigger market caps. But none of them have Alcoa ponying up as a potential partner. Talk about a de-risking event."
noch was
Solid Quarterly - when you read through it there is a lot happening.
I like that we have now stated there will be a joint pilot plant run with Alcoa. I still believe they might have a go shortly first to trial a few things before a combined run, but let's see on that one I'm just speculating.
In addition, 20kg of Stage Two HPA material was forwarded to a third-party service for
specialised finishing work which was overseen by a potential customer.
I believe this could be a European Partner big into HPA but it would be great to get clarity on if it is and who. No doubt more confidentiality for now which is frustrating but will become apparent at some point I hope.
Most recent Pilot Plant Trial Run - "The trial production run was completed successfully (see ASX release 27/10/2020) with initial observations being positive for the precursor and broader HPA cathode and cell coating applications currently being explored by the Company."
I'm glad we have mentioned these other HPA applications that we have been working on from the sounds of it. Hopefully, when the results come back we hear more about them. I have asked about these and the response was that these could be complementary to our DFS. But a lot to play out yet of course.
Customer Engagement and Market Reach - FYI is fully committed to become a global producer and supplier of premium HPA into the
rapidly growing LED and lithium-ion battery markets. As HPA is a developing market product, FYI believes it has a number of points of difference with its integrated HPA production that provides a distinct commercial advantage and appeal to customer groups. FYI has been active in identifying key potential customers in targeted markets. FYI has implemented a structured program to deliver on customer assessment requirements of FYI’s
high quality HPA through the various channels that the Company has been developing. FYI maintains a focus on the LED and primary lithium-ion battery markets, however potential customer inquiry has come from broader battery pre-curser applications which
demonstrate significant growth as battery technologies advance ie Nickel:Cobalt:Aluminium (NCA) and Nickel:Cobalt:Manganese:Aluminium (NCMA) cathode chemistries. The supply-chain opportunities continue to emerge as our HPA product development
increases as a result of our successful pilot plant trials enhancing the product acceptance with Tier One customer groups.
Some pretty key wording here:
- We have been identifying key potential customers in target markets. That's why we aren't providing samples to anyone and everyone who is asking. Our product is very good, we can strategically choose who we deal with such is the demand.
- HPA is a developing market product. The previous studies on expected future HPA demand will prove to be conservative. Part of this reason is the recent technology enhancements in the battery space as mentioned above. The previous forecast numbers only had the anode/cathode separator factored in but someone can correct me on that.
It will also be interesting to see if we are co-developing any products in the EV Battery space and not just providing the HPA. I'm thinking big but with Alcoa and our constant message of wanting to gain a competitive advantage they would be exploring all options and we do have exposure to all of the EV Battery research and development via the WA.
Anyway, just my 5 cents worth and take it with a pinch of salt and an opinion to consider.
Antwort auf Beitrag Nr.: 65.542.060 von hero15 am 29.10.20 21:07:03
Info.
https://stocknessmonster.com/announcements/fyi.asx-6A1004645…
Leider heute gen süden werde aber bei uns nochmals nachlegen die news kommen noch
abwarten.
Info.
https://stocknessmonster.com/announcements/fyi.asx-6A1004645…
Leider heute gen süden werde aber bei uns nochmals nachlegen die news kommen noch
abwarten.
Trading Spotlight
Antwort auf Beitrag Nr.: 65.538.280 von schmidileins2713 am 29.10.20 16:18:24
Ja finde auch das wir hier erst am Anfang stehen. Viele interessante Meilensteine sind in Reichweite. Bleibt spannend was vor Weihnachten noch geht und wann das JV verkündet wird. 😍
Zitat von schmidileins2713: Das Management leistet jedenfalls tolle Arbeit bis dato. Unglaublich was hier in den letzten Monaten geschaffen wurde.
Jetzt müssen die nächsten Schritte folgen: OT, FED und FID- das Gap zu A4N ist immer noch unglaublich. Wir müssten längst bei zumindest EUR 0,30 stehen, oder eben A4N entsprechend tiefer.
Chart und Momentum sehen nun wieder recht vielversprechend aus.🧐😉
Ja finde auch das wir hier erst am Anfang stehen. Viele interessante Meilensteine sind in Reichweite. Bleibt spannend was vor Weihnachten noch geht und wann das JV verkündet wird. 😍
Antwort auf Beitrag Nr.: 65.537.170 von Montekaolino am 29.10.20 14:54:32Das Management leistet jedenfalls tolle Arbeit bis dato. Unglaublich was hier in den letzten Monaten geschaffen wurde.
Jetzt müssen die nächsten Schritte folgen: OT, FED und FID- das Gap zu A4N ist immer noch unglaublich. Wir müssten längst bei zumindest EUR 0,30 stehen, oder eben A4N entsprechend tiefer.
Chart und Momentum sehen nun wieder recht vielversprechend aus.🧐😉
Jetzt müssen die nächsten Schritte folgen: OT, FED und FID- das Gap zu A4N ist immer noch unglaublich. Wir müssten längst bei zumindest EUR 0,30 stehen, oder eben A4N entsprechend tiefer.
Chart und Momentum sehen nun wieder recht vielversprechend aus.🧐😉
Antwort auf Beitrag Nr.: 65.532.337 von Montekaolino am 29.10.20 09:27:31
Info aus hotcopper.com der schreiber ist Accumul8
About 96% of my HPA exposure is FYI, so I think that answers the question.
Both projects progressing to production i would say on the same timeline, I just think FYI is very low risk at the current market cap and has the potential best ROI comfortably. But I said that when we were less than a 10m MC too. My view hasn't changed.
I've been through my reasons many times over about project specifics.
I just think you have blinkers on if you think our DFS as it stands is all you are investing in with the FYI/Alcoa JV. The JV will be a game changer. They want to be the leader in HPA.
Even if you just compare the two projects it's FYI ,for ROI, for me.
Fully integrated and feedstock at our disposal with ability to ramp up (there's no variable input cost there).
But there's a lot more at play.
I believe in the next 4 or 5 months (some in the much earlier part of this timeframe) we will:
- Sign the JV with Alcoa
- Confirm improved CAPEX
- Confirm improved OPEX
- Confirm an increased production for current plant and/or other HPA production HPA opportunities
- By product opportunities
- Confirm ability to produce other HPA applications for EV batteries
- Co-developed products achieved for battery sector technology enhancements (will fetch a premium price)
- Obtain offtakes and full finance. government support/funding included
- Further info will come to light from the WA battery research group
Tick them off as we go and see how wrong I am.
I get that we can only compare on current DFS numbers.
But A4N has 76% variable costs.
And anyone with a business mind and has any understanding wouldn't just look at CAPEX, OPEX and annual production and draw a definitive conclusion of one project being better than the other. The price is the biggest input and biggest variable at this point in time and is the great unknown for all projects.
It will all play out in the coming months and we'll get a better picture as to the better venture. Not project but HPA venture.
I believe the work we're doing on R&D will ensure we fetch a much larger price than in our DFS no problem there from what I'm hearing.
And I'm really keen to hear about Alcoa's grand plans and the broader strategy. A global player like that and market leader won't want total HPA production of 8,000tpa you can be sure of that. And FYI have a project that can stand up on its own merits so we wouldn't commit to a JV without a broader and bigger strategy at play to make it worth our while.
We can leverage Alcoa's balance sheet to move on other opportunities.
Find another 40m market cap at our progress stage with the high potential as mentioned above
All IMO, let's see what happens.
Info aus hotcopper.com der schreiber ist Accumul8
About 96% of my HPA exposure is FYI, so I think that answers the question.
Both projects progressing to production i would say on the same timeline, I just think FYI is very low risk at the current market cap and has the potential best ROI comfortably. But I said that when we were less than a 10m MC too. My view hasn't changed.
I've been through my reasons many times over about project specifics.
I just think you have blinkers on if you think our DFS as it stands is all you are investing in with the FYI/Alcoa JV. The JV will be a game changer. They want to be the leader in HPA.
Even if you just compare the two projects it's FYI ,for ROI, for me.
Fully integrated and feedstock at our disposal with ability to ramp up (there's no variable input cost there).
But there's a lot more at play.
I believe in the next 4 or 5 months (some in the much earlier part of this timeframe) we will:
- Sign the JV with Alcoa
- Confirm improved CAPEX
- Confirm improved OPEX
- Confirm an increased production for current plant and/or other HPA production HPA opportunities
- By product opportunities
- Confirm ability to produce other HPA applications for EV batteries
- Co-developed products achieved for battery sector technology enhancements (will fetch a premium price)
- Obtain offtakes and full finance. government support/funding included
- Further info will come to light from the WA battery research group
Tick them off as we go and see how wrong I am.
I get that we can only compare on current DFS numbers.
But A4N has 76% variable costs.
And anyone with a business mind and has any understanding wouldn't just look at CAPEX, OPEX and annual production and draw a definitive conclusion of one project being better than the other. The price is the biggest input and biggest variable at this point in time and is the great unknown for all projects.
It will all play out in the coming months and we'll get a better picture as to the better venture. Not project but HPA venture.
I believe the work we're doing on R&D will ensure we fetch a much larger price than in our DFS no problem there from what I'm hearing.
And I'm really keen to hear about Alcoa's grand plans and the broader strategy. A global player like that and market leader won't want total HPA production of 8,000tpa you can be sure of that. And FYI have a project that can stand up on its own merits so we wouldn't commit to a JV without a broader and bigger strategy at play to make it worth our while.
We can leverage Alcoa's balance sheet to move on other opportunities.
Find another 40m market cap at our progress stage with the high potential as mentioned above
All IMO, let's see what happens.
Antwort auf Beitrag Nr.: 65.515.690 von Karong am 28.10.20 00:50:42
Info.
https://stocknessmonster.com/announcements/fyi.asx-6A1004021…
Info.
https://stocknessmonster.com/announcements/fyi.asx-6A1004021…
Nachdem ich einen Teil (30'000 Stk.) bei rund AUD 0.29 verkauft hatte, habe ich mir die Position wieder zurück geholt. Tja, man weiss ja nie!
Position zu AUD 0.16 wieder geholt... 🤣🤣
Position zu AUD 0.16 wieder geholt... 🤣🤣
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