From what i understand so far they believe:
They have a vandium resource (dk what they're doing with it or how viable it is)
They have lithium mica resources (at laughable grades)
Battery recycling will be big (it wont, even if australia recycled 100%, the market is tiny)
Their SiLeach tech makes the recycling process better (not demonstrated yet. just shown they can do something with waste)
Their VSPC stuff can make good batteries out of SiLeach materials (commercial viability remains to be seen. Lets see what rebooting the pilot plant shows up)
LieNa can improve spodumeme yields (remains to be seen if it can, and if it is cost effective and quality material).
Idk if there is any other positives im missing. A lot of optimism and a lot of different projects. Not a lot of focus, or proof of the viability of any of them. Be happy to be shown otherwise.
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