I have some knowledge of the ev mineral space, companies and their capabilities. Here is what I can say with most confidence, Focus is severely undervalued. Jeff is a perpetual winner. This is plain to see. Marc needs to deliver. So far I would give Marc a "c" grade. These assets have been under appreciated, for several reasons that no longer remain, which presents what I see as a unique opportunity.
Instead of providing my due diligence, I assume you have all done your own.
What they need is a partnership to revalue these assets. If there is no partnership than a sale is the path of least resistance. More work needs to be done, a partnership or sale needs to happen. If Marc accomplishes this than he did his job. We need to see more progress. With a deal, depending on the structure and with who, will determine ultimate valuation. It's safe to assume Focus is worth more than today and with a good deal many multiples of todays value, $1 plus.
We will have to wait to see what happens. Fingers crossed