Ein neuer SUPER-TREND! FYI Resources LTD WKN: A0RDPF (Seite 265)
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| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 2,6900 | +23,96 | |
| 5,1500 | +21,75 | |
| 15,890 | +21,67 | |
| 0,8900 | +17,11 | |
| 0,9000 | +16,13 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,1200 | -6,67 | |
| 0,5180 | -7,09 | |
| 10,040 | -7,89 | |
| 0,5700 | -8,06 | |
| 46,88 | -97,99 |
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Antwort auf Beitrag Nr.: 65.072.845 von hero15 am 14.09.20 13:47:21
info aus hotcopper
Great few days everyone - congrats to all the long term holders and welcome to the new ones.
After posting for so long and the SP not moving I couldn't resist now that we are off and running.
Great to see the market cap climbing but really we still aren't valued anywhere near our progression so far. But it appears the gap will be closing quickly now.
The market is finally picking on the significance of the Alcoa MOU and the JV that will eventuate.
I believe we had been talking to them prior to the first pilot run last year and after those results they were gobsmacked with the level of R&D and knowledge we have in the space.
They see the massive opportunity in the HPA and had been trying to dip their toe in the water but as we know it's not easy.
FYI is their ticket to the HPA game and I believe when they were doing their DD on us they looked at the market, competitors in the space but chose to come back to us.
They bring so much to the table. Apart from the obvious (global name, customers etc) they bring a lot of commercial advantages. Not just finance for the project but also HPA technology including packaging among others and I think this will bring some positive CAPEX and OPEX implications.
Roly's has always been consistent in saying to many of us that any deal will be to do with the NPV of the project, not the share price especially at the low current level it's at (Yes the one we are at today - it's still way too low!). So we don't need to be concerned with dilutiion at the current share price - but now that the market is catching on here the gap between the current market cap and the project value will be bridged with many other announcement come.
This JV negotiation won't stop us from necassarily locking in other offtakes and finance. If anything, it would make those we have been dealing with now for so long become even keener for two reasons. 1 - we will have a global JV partner that reduces the project risk and gives us so much more street cred. 2 - They will be worried that if they don't move soon they will miss out on our HPA all together.
And with more competition brings with it higher HPA prices for offtakes.
We will be running the pilot plant again shortly and in my view will start to implement some of the benefits of what Alcoa know and I believe we will be going for higher grade this time. Someone else may be able to clarify that though. 5N perhaps? But this run will not make or break the JV deal, perhaps it could impact the $ being discussed in the deal.
As I said previously the most recent pilot run was never about trying to go for the highest grade possible. It's no coincidence that not long after the 2nd pilot run and grade announcement that our global MOU was then happy to be announced to market with much more detail to come in the coming weeks and months (minimal detail provided to market for now). It was very deliberate that we announce our grades and the left column shows 10 sample spots, with only 5 spots filled.
I would imagine that when the next run is complete and grades are announced with Alcoa on board we are very confident the grades will be very very good and we will slot them in from samples 6 - 10.
I believe that the Alcoa MOU isn't one of the other two confidential MOU's FYI has either by the way.
Many on here have been asking for a new name, board additions etc and I would imagine again that this is all very deliberately lined up as a part of the strategy Roly has rolled out this year. The man is a genius with what he's pulling off.
FYI's share price was dormant for way too long and the re rate is long over due - but we are really only getting started. There is no hype here this is a legimitate project that will make it to production no problems at all - IMO.
There will be heaps of big newsflow coming between now and christmas.
For what it's worth I have revised my Christmas market cap to 150m conservativel
info aus hotcopper
Great few days everyone - congrats to all the long term holders and welcome to the new ones.
After posting for so long and the SP not moving I couldn't resist now that we are off and running.
Great to see the market cap climbing but really we still aren't valued anywhere near our progression so far. But it appears the gap will be closing quickly now.
The market is finally picking on the significance of the Alcoa MOU and the JV that will eventuate.
I believe we had been talking to them prior to the first pilot run last year and after those results they were gobsmacked with the level of R&D and knowledge we have in the space.
They see the massive opportunity in the HPA and had been trying to dip their toe in the water but as we know it's not easy.
FYI is their ticket to the HPA game and I believe when they were doing their DD on us they looked at the market, competitors in the space but chose to come back to us.
They bring so much to the table. Apart from the obvious (global name, customers etc) they bring a lot of commercial advantages. Not just finance for the project but also HPA technology including packaging among others and I think this will bring some positive CAPEX and OPEX implications.
Roly's has always been consistent in saying to many of us that any deal will be to do with the NPV of the project, not the share price especially at the low current level it's at (Yes the one we are at today - it's still way too low!). So we don't need to be concerned with dilutiion at the current share price - but now that the market is catching on here the gap between the current market cap and the project value will be bridged with many other announcement come.
This JV negotiation won't stop us from necassarily locking in other offtakes and finance. If anything, it would make those we have been dealing with now for so long become even keener for two reasons. 1 - we will have a global JV partner that reduces the project risk and gives us so much more street cred. 2 - They will be worried that if they don't move soon they will miss out on our HPA all together.
And with more competition brings with it higher HPA prices for offtakes.
We will be running the pilot plant again shortly and in my view will start to implement some of the benefits of what Alcoa know and I believe we will be going for higher grade this time. Someone else may be able to clarify that though. 5N perhaps? But this run will not make or break the JV deal, perhaps it could impact the $ being discussed in the deal.
As I said previously the most recent pilot run was never about trying to go for the highest grade possible. It's no coincidence that not long after the 2nd pilot run and grade announcement that our global MOU was then happy to be announced to market with much more detail to come in the coming weeks and months (minimal detail provided to market for now). It was very deliberate that we announce our grades and the left column shows 10 sample spots, with only 5 spots filled.
I would imagine that when the next run is complete and grades are announced with Alcoa on board we are very confident the grades will be very very good and we will slot them in from samples 6 - 10.
I believe that the Alcoa MOU isn't one of the other two confidential MOU's FYI has either by the way.
Many on here have been asking for a new name, board additions etc and I would imagine again that this is all very deliberately lined up as a part of the strategy Roly has rolled out this year. The man is a genius with what he's pulling off.
FYI's share price was dormant for way too long and the re rate is long over due - but we are really only getting started. There is no hype here this is a legimitate project that will make it to production no problems at all - IMO.
There will be heaps of big newsflow coming between now and christmas.
For what it's worth I have revised my Christmas market cap to 150m conservativel
Antwort auf Beitrag Nr.: 65.071.954 von Montekaolino am 14.09.20 12:31:36https://goldinvest.de/greenmining/105-fyi-resources-ltd/3839…
Antwort auf Beitrag Nr.: 65.071.402 von Reiners am 14.09.20 11:32:23
zur info kommt aus meiner alten heimat
oberpfalz
https://de.wikipedia.org/wiki/Amberger_Kaolinwerke_Eduard_Ki…
https://www.quarzwerke.com/produkte/kaolin/
zur info kommt aus meiner alten heimat
oberpfalz
https://de.wikipedia.org/wiki/Amberger_Kaolinwerke_Eduard_Ki…
https://www.quarzwerke.com/produkte/kaolin/
Jetzt lasst uns nicht über Altech lustig machen, vielleicht bekommen sie ja noch eine Green Deal Finanzierung über die EU/Deutschland hin.
Antwort auf Beitrag Nr.: 65.069.866 von Reiners am 14.09.20 09:38:34sorry, sind doch nur 160%, auch weil wir in EUR etwas unter pari stehen.😂😂😂.
Ein 15% Tag müsste noch her, dann sind die 200% voll.
Fakt: Im Peer Group Vergleich trotzdem noch gehörig Luft nach oben.
Zumindest 100-150% möchte ich schon noch sehen, bevor ich evt. einen Teilverkauf überlege.
Ein 15% Tag müsste noch her, dann sind die 200% voll.
Fakt: Im Peer Group Vergleich trotzdem noch gehörig Luft nach oben.
Zumindest 100-150% möchte ich schon noch sehen, bevor ich evt. einen Teilverkauf überlege.
Trading Spotlight
Antwort auf Beitrag Nr.: 65.070.271 von woja am 14.09.20 10:01:54
Nee die Pommesbude Altech ist kein Maßstab. 😂
Zitat von woja:Zitat von hero15: ...
Für alle die ausgehalten haben kommt jetzt die Belohnung. Aber das Potential ist immer noch gigantisch erst der Anfang. 🤠
Wir haben heute erst die Marktkapitalisierung der Altech erreicht bzw. leicht überboten. Und mit dieser Klitsche wollen wir uns doch wohl nicht vergleichen
Nee die Pommesbude Altech ist kein Maßstab. 😂
Antwort auf Beitrag Nr.: 65.069.866 von Reiners am 14.09.20 09:38:34
Alpha HPA ...
hat eine Bewertung von gut AUD 150 Mio. Eine gleiche Bewertung würde einen Kurs von mehr als 50 AUD-Cents bedeuten
Antwort auf Beitrag Nr.: 65.069.362 von hero15 am 14.09.20 08:57:41
Wir haben heute erst die Marktkapitalisierung der Altech erreicht bzw. leicht überboten. Und mit dieser Klitsche wollen wir uns doch wohl nicht vergleichen
Zitat von hero15:Zitat von umkehrformation: der hatte was anderes vor...
war ja zuu offensichtlich
Für alle die ausgehalten haben kommt jetzt die Belohnung. Aber das Potential ist immer noch gigantisch erst der Anfang. 🤠
Wir haben heute erst die Marktkapitalisierung der Altech erreicht bzw. leicht überboten. Und mit dieser Klitsche wollen wir uns doch wohl nicht vergleichen
Bin nur bei +108 %😂
Antwort auf Beitrag Nr.: 65.069.362 von hero15 am 14.09.20 08:57:41bin be knapp 200%. Aber unter EUR 0,20 mach ich gar nix.
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