I’m in, page-2

IMO buy as much TAW, PLS and AJM as you can in the next month or so, hold for at least 3 years by then dividends should be rolling in for all of em, and maybe sell and retire at 5 years.

PLS AJM have a lower production costs per ton then TAW, but TAW is the most under valued in my books. (TAW locked on a $500 US a profit a ton untill 2020 on ALL production, PLS/AJM could potentially make $700-800 a ton but have the risk prices falling and they have not locked in sales for all of their product as far as i know)
The risk reward with TAW (and why it is under valued) is their business plan of fast tracking production before proving up all of their resource.
This IS the risk reward factor with TAW, resource upgrade coming any week now (so your timing is pretty good) and they will keep coming for a year or two at least, each upgrade should see a re-rate in share price.

Good luck, hold long and enjoy the battery materials revolution!