Dingoheeler - don't apologise mate - that was the best post I...

Dingoheeler - don't apologise mate - that was the best post I have read in a long time. No - I think ever!
Totally loved it - Such a great analogy, and to think people are at home watching TV, when they could be learning from this and making money.

Couple of great summaries you mentioned:
DL is looking to make the plant a Multi metal plant.
Cobalt (possible company maker in itself).
The plant is really what sets ARV apart though, IMO!

Thats the best one - "The plant is really what sets ARV apart though, IMO"
Did you know DL recently stated he already has plans to double the plant capacity (Up to 1 million tons per year)
Cant see why he would be planning this if he is not sure. (not many if any permitting hurdles to jump either)
DL knows to start producing first (making money) - then expand.

However like we all know, we have to wait for the conglomerate thing to play out in Jan - and we cant do anything about that it seems, - its Novo's right to tell us when they are good and ready.

Either way - ARV not a bad bet without the conglomerate. (huge bonus though even at 5g/ton -as you said)
IMO-DYOR-GLTA - and all that stuff!