I don't disagree on the extra shares hitting the market as it has been something i have been thinking about. I suggest shorters are hoping for a lot of people to flip their free shares and drive the price down.
I'm not so concerned about the MC, 100% ownership on the PFS would still have us around mid 20's. We all assume the DFS will provide upside on this initially and then grow over the next 3-5 years to hit the expectations i have.
Its important also to remember we have a $40B resource secured in the ground. We just need compounding sales growth when we hit production.
General comments/chat, page-30977
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