FYI RESOURCES WKN: A0RDPF ISIN: AU000000FYI5 Forum: Aktien Thema: Hauptdiskussion

Und die ganz großen Frage wird sein….was steht da drin und wie realistisch ist dar alternative Plan. Ich bin mir relativ sicher, dass die jetzt Finanzierungsmöglichkeiten prüfen um die Demoanlage bauen zu können. Alles andere würde keinen Sinn machen. Außerdem stellt sich mir die Frage wie weit die Pläne sind für die Demoanlage und ob diese zur Genehmigung eingereicht werden kann. Offizielle Zusammenarbeit mit Alcoa endet ja am 15.03. bis dahin dürfte es erstmal keine News gehen denke ich.

Babadook1: Von wem kommt den diese Info? Das ließt sich in der Tat so. 70Mio für 100 Tonnen statt 50 Mio für 100o Tonnen? Das nenne ich mal Zielverfehlung. Kann da Alcoa echt allein für verantwortlich sein? Und will man uns das jetzt so verkaufen, dass Alcoa mit einem "grünen" Partner an der Seite, von seinen Umweltschweinereien ablenken wollte? Was unser Investment angeht, bin ich echt schockiert darüber, wie weit es immer noch sinken kann. Ich hab es schon mehrfach geschrieben, warum rückt man nicht mal mit den Namen der pot. Kunden raus, denen die man die Proben geschickt hat. Gibts dazu Absichtsverträge oder irgendwas? Irgendwas?

Hat er ein JV explizit versprochen, oder war das nur was der Markt erwartet hat?

Nur seine Ironie ist ein schmarrn aus meinen Augen…. Die Leute haben die verkauft weil er uns ein JV versprochen hat und nur ein TS heraus kam. Naja den Rest…wenn man dem Glauben darf…hab ich mal die letzten Tage als Option geschrieben.

Hi Robxxxx The Alcoa news was not so much of a shock but in some ways it is very much a rms of the project being progressed. We thought Alcoa would be a good partner - but we soon realised that it certainly wasnt heading that way. It is a relief that it is finished. It is very unfortunate for both parties that they simply didnt follow the intent and terms of our Terms Sheet. There were a number of reasons we believe that the relationship failed - but from our side we were very disappointed with their project delivery. Alcoa failed to meet several major project milestones (the FID in November 2022 is one). As a result we tested them on several project issues over the Christmas / New Year period. The Joint Venture discussions elevated when Alcoa presented us with the demonstration budget. Under the Term Sheet the demonstration was to cost $50m for 1000tpa HPA production. They presented us a case of $70m for 100 tpa production (not a misprint). This is simply not a viable option for a asset that would be discarded in 3 years. There are many example like this. On top of this, Alcoa are under extreme corporate and operational pressure here in Perth (look up the internet on the troubles they are having in Perth). In the end, I think our HPA project was a stretch too far for them as they have a pressing need to concentrate on their core business and they simply couldnt understand a non-core technology in a non-core market. Ironically, it is funny that the market sold us down when we announced Alcoa joining and the market sold us down when we announced they are leaving. Odd. Anyway, we now have control back and are in charge of our destiny - rather than being buried by Alcoas glacial progress and continued handcuffing of our news flow. We will use our 2021 DFS results as the basis of our alternative speed to market development to get back to a share price that better reflects our value. The good news is -the IP is not a problem, the technology / process works really efficiently and is not in question (not the reason Alcoa departed) and the market opportunity is great. We will tweak our revised strategy however we believe this will be a great staged approach and hopefully will have a well considered and concise approach to deliver to the market very soon. I must say after all this - the last year wasnt wasted - and I look forward to an exciting year now that we have our project back I hope this is helpful Cheers