GXY management even said after the Posco deal was announced that we would be in production at SDV before Posco. Posco is claiming a production date of 2021? if I recall correctly, earlier than the latest figure given by AT, so I also expect there could be something on the cards.
Either way though, imo none of SDV or James Bay has been factored into our share price at $2.60 a share, (wait when did that happen, lol ) yet plenty of its value will be factored in well before production commences (despite the downrampers claims otherwise).
Surely Posco would love us to test their process for them first and iron out the bugs before they get into full scale works?