It really is a rare thing to have a company with both outside the majors.
There is no doubt that long term SDV is going to be the flagship project for Galaxy but its a hell of a useful thing to have Mt Cattlin already set up with contracts with the independent Chinese spodumene processors and gain the most out of their supply-starved status.
Nearest term spodumene supply competition is at least a year away (yeah perhaps Nemaska sqeaks in earlier) at the most ultra-optimistic.
Then we bring on the cheaper brine and deal direct with the battery factories when hard rock gets more crowded.
GXY Price at posting:
39.5¢ Sentiment: Buy Disclosure: Held