PUA 0.00% 3.4¢ pure alumina limited

How much 4N/5N at what cost has FYI produced so far ?As I...

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    How much 4N/5N at what cost has FYI produced so far ?

    As I understand it, Polar already has a Mini-Plant which can produce HPA at economic prices, but from a marketing point of view it is currently "sold" at dumping prices.

    Why else would Polar plan a 1,000t-plant with aluminium feedstock if it couldn't work economically?

    The Hill End asset is at best a bonus in a successful merger, but I cannot see a massive dilution in comparison between the 1,000t-plant and FYI when comparing the respective capital requirements.

    I consider FYi's capex to be very sporty compared to the kaolin-plants of ATC and PUA. ATC certainly has the most valid data, PUA does not differ too much from the cost approach, while FYI estimates about 100 Mio less, but BFS/DFS in Q3 should provide more clarity.

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