No one should feel comfortable with this video.
How so? The message in the video was positive and talks about potential significant improvements of SC deposit based on the upcoming results. Would you have preferred a message saying there is no chance in hell to improve the deposit?
Yes potentially much bigger mine but now CF will need another year/decade to unlock its true value.
Not true; with the updated metallurgical and drill results in hand, new LT metal prices, the new value can be unlocked by updating RE/PEA, which can be done in 3-4 months.
I don't see how you can assign a buy out price if there is a lot of new information that affects the npv.
NPV is the value at a point in time. By updating RE/PEA with the new information, the new NPV can be easily calculated. Then it is a matter for Ernesto and BoD to decide if the updated NPV is enough for them to initiate the sale process.