Stage 1 of SDV costs US$160m. That will get them enough to produce a garbage, low quality, low-margin project. GXY has about that remaining in cash. Tell me a resource project that came in on/under budget? They don't have Stage 1 sufficiently funded, IMO.
"Continual supply that convertors need"? Sorry to break the news to you, but have you not heard about the massive oversupply of lithium? There's no lack of continual supply coming to a theatre near you anytime soon. But hey, holders can dream of a day when there will be a lack of supply..
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