Originally posted by apkjm
@HAC30@binwood We are getting confused I think , or just me Lol !
@binwoods
Quote: IMO it is because the value is in the feedstock and not the end product as some have been saying on here for ages.
I do not recall anyone ever saying that (the end product as some have been saying on here for ages)
Value 100% comes from the feedstock , who would argue against that point . In WFE's case there feedstock ( for now ) will be 3rd party Ore yes ! But this end product argument being the real value I have not seen here before !
No feed stock ..................no processing.........................means no income.
Its all about the feedstock and the grade
In 2 years WFE will be a miner and a producer as they explore their own tenements, hopefully also still, with ongoing 3rd party feed.
now that is intergration at its highest.
AIMHO
GLTAH