oh i read the pfs.... wouldnt have bought without doing so. it...

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blister

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06/11/18

19:46

Post #: 36408829
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Originally posted by hero0815 ↑

Originally posted by blister
i read that too and finally became a holder this week clear.png the only reservation i have ( due to lack of research at this stage) is whether producing 8000 tpa is enough to saturate the market with all the othe hopefuls. between fyi and atc they cover 50% of current requirements if im correct. that said its a really opaque market so not entirely sure it possible to know what true demand is... thoughts?
http://www.fyiresources.com.au/media/files/Presentations-CRU-Perth-Tech-Metals-Briefing.pdf

A real good overview you have here for the demand of HPA calculated at the moment it should be 30000t with 17-20% increase per year.
In addition a lot of bauxit mines are closed that is the only alternative I am aware of how to produce HPA but much more expensive.
But you have to take into consideration that it takes two to three years for ATC and FYI to be able to produce. Then there is a ramp up time in addition.
But this amount of HPA needed is only an estimation but we should run here in a lack of supply thats sure even when the grow rates are not achieved.
The abilities to use you have detailled in the presentations of FYI and also in the PFS mentioned
And it is in my opinion a crucial material for the safety of mobile devices and Lithium batteries to avoid contact as a seperator between anode and kathode. The biggest use is at the moment the LED sector with 20000t. You can double check this in the profound PFS from FYI. It is really with reading it. And then compare the quality of this with the thinner ones from ATC and HEG big difference in my opinion.
http://www.fyiresources.com.au/media/files/20180925-FYI-PFS-announcement-small.pdf

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oh i read the pfs.... wouldnt have bought without doing so. it was more a broad question... while i dont doubt demand is there and growing... its just big production numbers pegged against a bauxite productions price... but if market is provided ample supply from koalin then youd expect a rebalancing of sorts.... just food for thought... ill keep buying for now as the story is good... very good. will just have to keep an eye on the macro

Last edited by blister: 06/11/18

FYI Price at posting: 8.1¢ Sentiment: Hold Disclosure: Held
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oh i read the pfs.... wouldnt have bought without doing so. it...

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