• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Fat Tail Daily

Investment Ideas From the Edge of the Bell Curve

  • Menu
    • Commodities
      • Resources and Mining
      • Copper
      • Gold
      • Iron Ore
      • Lithium
      • Silver
      • Graphite
      • Rare Earths
    • Technology
      • AI
      • Bitcoin
      • Cryptocurrency
      • Energy
      • Financial Technology
      • Bio Technology
    • Market Analysis
      • Latest ASX News
      • Dividend Shares
      • ETFs
      • Stocks and Bonds
    • Macro
      • Australian Economy
      • Central Banks
      • World Markets
    • Small Caps
    • More
      • Investment Guides
      • Premium Research
      • Editors
      • About
      • Contact Us
  • Latest
  • Fat Tail Series
  • About Us
Market Analysis Latest ASX News

FYI Resources and EcoGraf Shares Up on HPA Collaboration (ASX:FYI)

Like 0

By Kiryll Prakapenka, Wednesday, 08 September 2021

FYI Resources [ASX:FYI] and EcoGraf [ASX:EGR] shares are up after a MOU to explore the potential of HPA carbon coating for the lithium-ion battery market.

FYI Resources Ltd [ASX:FYI] and EcoGraf Ltd [ASX:EGR] share price is up after a MOU to explore the potential of HPA carbon coating for the lithium-ion battery market.

At time of writing, the FYI share price was up 4% and the EGR share price was up 1%.

ASX FYI - FYI and Ecograf Share Price ChartSource: Tradingview.com

Like other stocks aiming to serve the anticipated boom in the lithium-ion battery market, FYI posted strong results of late.

Over the last 12 months, FYI gained 525%.

Will the touted collaboration with a stock seeking to serve the lithium-ion battery supply chain with graphite see those gains continue?

To analyse that, we must first appraise today’s announcement. So, let’s do that now.

How to Find Promising Energy Stocks — Discover why the energy market is ripe for massive disruption and how to identify innovative energy stocks. Click here to learn more.

FYI and EGR partner up

FYI Resources and EcoGraf entered a non-binding Memorandum of Understanding (MOU) today.

The primary target of this partnership will be to develop carbon coating material covered with high purity alumina (HPA) with the burgeoning Li-ion market in mind.

The most common use for HPA in battery technologies is hidden in a ceramic form as a coating on the separator membrane within the battery cell.

FYI and EGR think HPA-coated separators improve battery chargeability, performance, and overall service and durability.

But there are new applications emerging.

Ones directed at anodes in lithium-ion batteries by improving battery life and performance using HPA coating applied to the anode’s graphite particles.

So, while others may rush to become a junior lithium explorer, FYI and EGR are thinking of more indirect means to serve — and benefit from — the demand for lithium-ion batteries.

FYI cited research suggesting ‘HPA-doped carbon coatings enhance battery anode performance, by minimising first cycle losses during battery charging cycles.’

HPA is used as a ‘nano thickness’ — thin coating on the separator sheets used within a lithium-ion battery.

This is mainly done because alumina coated separators improve the ability to withstand a high rate of discharge, battery performance durability, and overall safety.

Now that we’re done with the technical stuff, let’s switch to the details of the MOU.

The FYI and EGR partnership will combine FYI’s HPA resources with EcoGraf’s purified spherical graphite (SPG).

An initial technical program will see the firms produce and evaluate the performance of HPA-doped carbon coated SPG.

Funding will be shared equally, and the research collaboration will also include the evaluation of alumina and graphite composites for new battery technologies and materials in clean energy applications.

Next steps for FYI and EGR

Once the test-work programs are successfully completed, both companies will look to hash out key commercial principles for further collaboration.

So, plenty will rest on the results of the upcoming testing and evaluation.

Of course, even if the tests are promising, there will be the issue of negotiation and securing firm commercial terms between the pair.

FYI shareholders will be aware this is not always easy.

After all, a final decision on FYI’s flagged joint venture with Alcoa of Australia continues to be delayed.

For reference, the potential joint venture with Alcoa centres on HPA development and commercialisation opportunities targeting electric vehicle, static power, LED, and other niche HPA market segments.

The success — or otherwise — of these collaborations will likely go a long way in determining the medium-term trajectory of FYI’s share price.

Now, if you are interested in the lithium industry and looking for interesting investment ideas in the sector, I suggest reading Money Morning‘s free 2021 lithium stock report.

The report also profiles three unique lithium companies: a European lithium developer, an established Aussie producer, and a speculative WA miner.

 

Regards,

Kiryll Prakapenka,

For Money Morning

PS: Our publication Money Morning is a fantastic place to start on your investment journey. We talk about the big trends driving the most innovative stocks on the ASX. Learn all about it here

All advice is general advice and has not taken into account your personal circumstances.

Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

Kiryll Prakapenka

Kiryll’s Premium Subscriptions

Publication logo
Fat Tail Investment Research

Latest Articles

  • Don’t Get Swept Up By the Herd: Bulls & Bears in an Age of Social Media
    By Charlie Ormond

    Markets have always reflected this chaotic behaviour, but today’s markets operate in an environment fundamentally transformed by social media.

  • The latest Closing Bell is available now
    By Callum Newman

    Tune in today to watch the latest Closing Bell podcast with Murray Dawes. We discuss gold, oil, real estate…plus a stock to watch. Tune in now!

  • Thorium: One Step Closer to China’s Energy Fortress
    By James Cooper

    Forget AI, the biggest breakthrough of this century will revolve around ENERGY. And the commercialisation of Thorium reactors could be at the heart. Read on to find out why China could be about to make history.

Primary Sidebar

Latest Articles

  • Don’t Get Swept Up By the Herd: Bulls & Bears in an Age of Social Media
  • The latest Closing Bell is available now
  • Thorium: One Step Closer to China’s Energy Fortress
  • The famous yield curve: buy or sell signal? You decide…
  • How Australians voted for a great wealth redistribution

Footer

Fat Tail Daily Logo
YouTube
Facebook
x (formally twitter)
LinkedIn

About

Investment ideas from the edge of the bell curve.

Go beyond conventional investing strategies with unique ideas and actionable opportunities. Our expert editors deliver conviction-led insights to guide your financial journey.

Quick Links

Subscribe

About

FAQ

Terms and Conditions

Financial Services Guide

Privacy Policy

Get in Touch

Contact Us

Email: support@fattail.com.au

Phone: 1300 667 481

All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

Fat Tail Logo

Fat Tail Daily is brought to you by the team at Fat Tail Investment Research

Copyright © 2025 Fat Tail Daily | ACN: 117 765 009 / ABN: 33 117 765 009 / ASFL: 323 988