If there is a potential of a sod over supply as conversions cannot match with Australian sod supply it is better GXy sped most of the money on Sdv development and use Posco technology to make lithium. If this JV with Posco is announced SP will hit $3.00. Just like ORe went up nearly 25% last couple of weeks.
GXY should delay development of James bay unless GXy find a partner to do JB