I think the best way to answer is by asking you a few questions.
Do you think that the 27 planned battery factories in Europe are going to be built? Do you believe Europe is serious about the EV revolution?
If not, you should sell.
If the factories are going to be built, where do you think they're going to get the LiOH for 500 gWhrs worth of batteries?
If you think they'll be totally reliant on South American lithium producers in the midst of a lithium shortage, then you should sell (and buy Albermarle stock). If you think they'll opt for local producers, then there's only one option in Europe that can hit high production volumes by 2024, which means the off-take deals are just a matter of time.
I think the best way to answer is by asking you a few...
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