It's extremely good as far as I can tell. But that's really not far separated from saying there's an amazing deposit on the moon at this point. Primarily for all the reasons @Beton2 mentioned above. The resource is awesome, but they currently have no viable means of obtaining it.
Long term investment for sure.... and no grantees they remain afloat long enough to go into production (or they get bought out by a big player).
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