Ann: Altura Completes October Shipments of Lithium Concentrate, page-76

With Wodgina & Talison scaling back production we are seeing approx 1.4mtpa spodumene concentrate that was due to come online in the next 12 months or so. Also I expect Early Grey to significantly delay its entry into the market.
These three developments completely outweigh output from PLS (severely moderated production and a mining program that essentially has been shut down - except for a couple of 'mining campaigns' to retrieve already broken spod from the pit.
I am interested to know how you believe this will affect LTR's plans to enter the market especially given its mining characteristics are not impressive and the only thing going for it is size of deposit. Negatives also include very high strip ratio, extreme distance to port, low plant ore feed grade due to dilution related to structure of the pegmatite etc. As a result low feed grade.
Please avoid from using the defense that LTR has the world's greatest management and will learn from all the mistakes of current providers.
Reality is that 4 years ago it would have been snapped up for development however it does not stack up against its development peers in any terms other than size of deposit.
In short I cannot envisage it coming into production till 2024.