Nah, the problem with LTR management is they have spent all the...

Nah, the problem with LTR management is they have spent all the funds on massive mining infrastructure! A terrible reflection on management when so many ASX listed mining companies are flat out mining share holders and building nothing...
Now what about the oversupply of lithium? China is wanting amore """mature""" business relationship with Australia (bot the Chinese Au diplomats who act unprofessionally and """immature""")...
Lets go read the dictators playbook ahead of the current chapter; China wants Australian minerals and rare earths NOW, probably to feed North Korea's war machine that Putler has signed off on just this week.
The real story will be if Australia will supply China and pull the 'See no evil, Speak no evil, Hear no evil' meme? My guess is yes indeed! Especially when the tax dollars represent real income and not just recycled public service funded taxation.
The other significant drain on supply for Lithium is Ukraine using lithium powered drones as a major war instrument, knocking off just about everything Russia throws at them. Drone count supply will run into the hundreds of thousands by the end of the "SMO" war. Scale that up to robotics supply for the USA and Europe and you have a consumer market equal to Ford & Tesla together plus more demand as robotics are militarised.
As it is Russia will continue its invasion well into the foreseeable future, Lithium will become a major supply to feed military hardware expenditure for both sides of the conflict.