Sounds like they havent heard about brine at all, spod players will be Manono (whomever end up operating it) and Greenbushes for the big volume, the rest of hard rock would be essentially cycle swing plays. For Brine imho it is and will still be a 3rd major pillar that's a bit more fragmented in volume across a few locations that's where Galan sits as a fairly decent RvR opportunity (whomever gets in on the last CR before full funding gets the best RvR but it's already pretty solid), the descent sized Canadian plays are at least a good few years away from getting anywhere.
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