In short, vintage is comparing a 9 years old PEA with a $12/lb. vs a DFS with lower nickel price.
Giga will need a updated PEA then a PFS and finally a FS.
Im not implying that giga can't improve. They have majority of their resources in inferred.
At least $30M-50 is needed to advance their project.
Hence I'm very skeptical about Tesla being involved that early with giga.
In short, vintage is comparing a 9 years old PEA with a $12/lb....
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