What is the major different between GXY and GMM?, page-34

Mitsubishi is the marketing partner for spodumene concentrate, they will sell into the market, they are not matching spot pricing.
To me - biggest difference - Spodumene concentrate production is simple, crush, screen, (and possibly float circuit for fines)
Look at ORE ramp up problems with Brine project. Brine is capex intensive, and very tough technically. Yes you produce a product further down the value chain, but look at complexity and funding. GXY has this funding hurdle coming. GMM - Simple - Spodumene only, low capex, simple process.
GMM - good management, proven team, GXY do not have operational management in place to progress Brine yet.