Yes to upside, Yes to DFS by Q4 (mentioned in Anthony Tse's...

Yes to upside, Yes to DFS by Q4 (mentioned in Anthony Tse's video) - and Yes there was confirmation of James Bay's GMM stake via announcement.

Not sure what any of this has to do with exploration any more.
GMM can put down another set of roots at JB if they wish and forget all about traipsing all over the world sinking drill holes looking for something.

I learnt something from @Thesimmos last night about ratio of spodumene to lithium that has me in a very good mood. I had always assumed that 6% was the amount of finished lithium was created from our product. This I now realise is wrong - instead our 6% spodumene creates lithium carbonate (at the converter plant) at a ration of 8:1.

This makes spodumene mining exactly 2.5 times more profitable that I had thought before. Now I am much more certain of JB being exploited as soon as possible. The economics of it are so good at this point that the only thing holding them back would be whether it was viable financially for them to become equity partners on SDV.

Both would see the scale of GMM profitability at least double. If they can build JB off the back of Mt Cattlin profit paying down interest then even better.