Have to agree that they are systematic, report concisely and are in line with the maths presented. It is looking like they will require at least 250km of trench for example.
You can't ignore the fact that their grade will require that they pump at least 50% more brine than RWD to match output assuming equivalent recovery rates. The current trench flows are indicating that they are ballpark with RWD. All that concise reporting etc adds up to a massive market cap difference. There is definitely something wrong with the maths there.
Have to agree that they are systematic, report concisely and are...
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