back of an envelope, circa 100m revenue once production is up and running in 2024 (based on DFS which is pretty discounted given current market pricing) + super conservative multiplier of say 5 (but more likely 10 in this value starved world) .... says MC at fulltilt, should land at.... 500mc.... 50m mc as of today, gives it a runway up to $1.55 on the most conservative numbers post 2024c.
So i'd agree, you're not mad in thinking $1+ as a target between here and mid next year. i'd also add again.... that this base case.... likely sail closer, and over, the $2 mark if you hang around long enough for the actual market prices to hit the books.
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