Dec. 10 at 3:49 PM
$NKLR second off, majority of your supposed extreme bullish counters are not yet stated in reality. You say that
$IMSR has a “strong”
$293M in cash, great however what are your foak costs? How will you scale your production with specialized supply chain production when Terra already has ATB as a formalized partner to ramp production post foak? Your cash level doesn’t mean anything, for either company given both are still early stage speculative. Less hype, more reality. Terra’s risk is significantly lower based on their usage of conventionally available materials