BMN CEO is a heck of a guy from what i hear - super smart and well regarded. He knows supply/demand framework
My only caveat ... who wants the risk of a project that has not already got a mine built? Who wants to hang around for all the raisings needed? Will BMN be last to get up and running? Might be wise to look at companies with existing infrastructure first. It certaintly does have a bright future if it gets Insto support and funding to stop the cash burn.
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