Start at 48:50 from the Q&A portion of the railveyor presentation. Mark is talking about what EXIM needs. Here is a direct quote from his answer
"I don't get the impression from XM that they expect a feasibility study to be done what they need are those two technical points which is the feasibility study level engineering for the new process flow and the additional resource work that takes us to proven from probable reserves."
That he doesn't "get the impression" is one heck of a hedge.
Scott then goes on to give a 9-month timeline to get done what Mark describes.