I think the point here is that if you want to get exposure to...

I think the point here is that if you want to get exposure to the tungsten market, and you are a longer term investor, you have to consider WHEN you are likely to receive a ROI by way of dividend.
In the case of EQR the revised FS metrics brought it in from 1.5 years to less than 12 months (probably even less than 6)
In the case of G6M their revised FS metrics pushed it further out by 3 years to 5.5 years

In my mind, thats a massive negative and a big red warning flag - BUT if you are a G6M holder you can place your own interpretation on that....all investors need to be receptive of these flags and not just dismiss them as negative because it doesnt suit their own narrative or investment strategy