Looks like you spoke too soon.
There's a lot to play out before the brakes are to be released on the Li stocks. We are seeing early signs of interest, but that'll be slapped down pretty quickly whilst there are bigger games around - e.g. index re-balancing, oversupply thesis still being "proved-up" and of course the intentional value destruction to make potential targets more attractive. I'm sure there are other reasons, but needless to say, we will be seeing a lot of false starts between now and end of Q1 next year.
