I'm not saying they won't be worth billions eventually (I'm possibly just in the bottom of T20 here at the moment or just not so I do believe there's value), just make sure you read up on the capex associated with Aclara so you're not the one shocked when the MEI scoping study is released. Imho MEI and at least sprott have significantly undercooked the capex estimate, haven't read the other broker reports. Don't trust an anonymous random on the internet tho, I've given you a pointer you can choose to look it up or not. Aclara had 1.8 Mt for the proposed processing capacity, MEI indicatively 5 Mt.
Ann: Company Presentation - September 2023, page-8
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