Possible consolidation in the Pilbara

So over the past few days there has been the start of an agreement to be progressed with AJM's near neighbours in the Pilgangoora. I've been reading all I can, like any sensible shareholder. One of the things I read this morning talked about MIN perhaps getting into toll treatment of spodumene, also hints from PLS about possible faster pathways to mining. I'm wondering if anyone in HC land has any thoughts on whether AJM could be a possible beneficiary of a similar arrangement I'd reckon it would drop their start up costs considerably. I also wonder as MIN has ideas regarding downsteam processing where this leaves other potential downstream processors / disruptors such as LIT. Any thoughts ??? We hold AJM, PLS and LIT.