Who is 'we', as 'we' in the real world is the market, and the...

Who is 'we', as 'we' in the real world is the market, and the market does not care for NAV, research houses, or 'we', or other companies that care to speculate on valuations.

Thanks for the tip on the funding, I thought that was the risk and goal of every project.

As goes for CR, that is all speculative, and depending on the outcome of negotiations with offtakers.
Nine months ago, they were talking potentially $100M, but that is all guess, as it is negotiated at a level that we will never be invited.

Lets just stick with facts rather than discussing rumours, and personal views.