Edison Executive Interview - Joe Walsh 29 May, page-26

I dont think it will be a main source for us, or that it should be. Just that i still think we will likely end up processing that mica. GXY have mica (even if its less than we thought), and they believe in our tech (else why invest and take up rights?), so I just don't see why they wouldnt be aiming for us to process it. It's obviously not a priority of theirs (or ours), but it would just seem odd to have this mica and know a company who could turn it into something of value, and yet just be ignoring that. They might be considering other options to realise that value sooner, but they cant have written us off (like we seem to have with those others you mention). They can't simultaneously take up their entitlements (indicating a belief in the tech), yet not believe in the tech regarding their own mica, its a contradiction. The option for LPD to process that mica must still be on the table.

I agree that we aren't focused on it. We are focused on Namibia with Alvarroes for back up at this stage. I'm mainly talking about how GXY views us. I dont think LPD should be relying on GXY for anything at this time