Here are the facts..Yes, we have a massive deposit.. But that rock stays in the ground unless this tech works.. This country will not allow it to be processed with the antiquated tech being used now, and it's hard to believe it's economically pheasable to ship at today's prices.. The price may eventually make shipping pheasable, but not at current levels.
Everything seems to point to them developing a successful new tech, but until that nr comes across your screen, this is still a gamble.
I will say its a gamble I believe is worth taking