@cosors
IMO, Syrah is in a different class than VUL. Syrah has a Grade A resource, and they're mining it already (currently sold to Chinese producers). Vulcan won't even be able to begin testing their DLE tech in earnest until they've drilled their first borehole. To me, Syrah is a pretty sure thing whereas Vulcan carries a lot of risk. The only reason I'm not invested in SYR is because I think TLG has more upside in the same space (due to a better deposit and more developed tech).
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