Erin’s grade vrs 5EWe only include ~12% and up in our Resource. 5E's average grade is ~6.5%. That is a serious difference in grade.
They talk a good game of processing their product into advance materials, but it's got to be, and pardon my technical jargon, "junky". There's another player in the game that should be talking up high-grade, high-tech refinement, and their name begins with an E, well an E and a V, as in Erin Ventures. Us!
All the downstream processing talk is just talk at this point. Might as well "plan" for it, wink wink, and see how it plays out.