It is impressive how quickly things on the ground can happen...

It is impressive how quickly things on the ground can happen with an organised team and a pot of money (eg KLL).
I would expect to see the same at Lake Way & APC as they are close to established roads.
Not so quick at RWD & AMN. I think the closeness to infrastructure advantage may well be a particular advantage at construction start up rather than during the LOM.
Confidence in hydrological models, brine recovery by either route, pond performance etc, from any company will drive confidence across the sector imo.
In this respect later arrivals and those with lower market caps might actually have more upside in SP and progressively easier access to capital. The main advantage to early entry may well be access to local markets.