RE:RE:RE:RE:RE:RE:Doing Bob
too many couldves.
u don't know anymore than anyone else here
here is my couldve
bob could be correct with OpEx. Might just be faster but not cheaper ( time is money though)
Capex. The big ticket item, my guess it's at least 1/3 cheaper than SX
now that's not the half that was touted
but it will be enough to land some offtakes and fed cash to at least get this thing going
sign of the times. Something like the SMC is needed. Doesn't have to be optimal if they aren't competing against anyone. MP gonna make the lions share. And that's reflected in it's ridiculous,market cap.
ucore is only a 60 million market cap. 5% or so of MP. May be more upside at this point if a few things break well.
JMHO