Don't you think they will prioritise LiOH conversion plan/partnership based on growing market demand into 2022-25 time-frame? I think I value that more over another hardrock technical grade asset which might still be over saturated by all the existing projects in the pipeline. I still see spod to carbonate conversion bottleneck suppressing spod market prices even if the carbonate is required (long lead times on that capacity). To be fair JB already requires an integrated solution.
