Why do you think the approach to DFS will cause a drop? (i understand the tax point, just asking about the DFS)
Also why do you think there is a long way before we increase our MC?
Once DFS is done, feedstock and construction follow shortly after. Once they are underway P1 is pretty much assured. Risk is dramatically decreased, which imo is the only thing holding back the valuation (potential is extraordinarily high). After all, we wont just go from pre-production price of 4c to a post production price of $1+. There will be a ramp up as construction begins and we get closer to production and DFS is one of those milestones
Ready to go, page-60
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