The thing is if MAN is to even be in the running to meet demand they need to start now, realistically a while ago, but all guns blazing now and it might potentially get to production by late 2028 best case scenario.
However that’s going to take a hell of a lot of cash, luck and minimal obstacles to get there.
To me it’s not about resource size but more so DLE production scale success, CAPEX (funding) and of course OPEX.
Global supply by then will be the dark cloud hanging overhead, the Opex will wanna be damn low.
Management IMO should also start building a permanent team to be taken seriously.
All in my own humble opinion that’s all. Good discussion.
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