Do not invest to early A mistake I have made in the past is investing in promising companies too early. For example, a mining company might be building a mine that will be operating in 2 years. The company might only have a market cap of $50M but the mine has an NPV of $300M. It is a no brainer, right? Back up the truck! But then there are cost overruns, delays, dilution, excuses, more dilution. When they finally start operating the mine, costs are through the roof. They promise to fix the problems. More dilution. Then it is questionable whether the mine can even be economic. Sometimes the mines fail. If that happens, you get to lose all your investment. Sometimes they get them operating at a profit, but with much higher costs than originally expected. With the higher costs, lower margins, and share dilution, you are lucky if the shares you bought even return to the price you paid.
The point is that investing early is fraught with risk. Sometimes it is better to just follow a company, even if it takes years. No one is forcing you to dump your money in early. Another option is to make a small starter investment and then add to it as goals are met.
No question this company could be a huge success. However, it is too soon to know if they can meet their goals. We will not really know until FY2027 when they are supposed to reach full production. That is a long time to wait.