MH
nil impact re tesla/bhp......mcr have a fixed % of LME ni price (my est is 72-74%).
4-5 yrs based on current reserves .......you should aks the question " whats the probability that Cass gets bigger"
there is a drilling programe for C-nth, plus the "missing mile" - see agm preso's - both matl (again imho).
suggest you DYOR.
rgds
V_H