Ann: Remarkable 6.0% Lithium Oxide Intersection at Seymour Lake, page-53

This isn't factual, it's your opinion. Woodmac have recently published their analysis of the lithium market and have included a very interesting slide towards the back.

Copper, zinc, gold, tin, iron ore and silver. What do these all have in common? All took at least 7 years to double production capacity globally with the average being 9 years.

Teslas gigafactory alone requires doubling of current levels of production let alone all the other major auto manufacturers joining in. EV sales currently represent less than 2% of the global market with mid case projections of 30% by 2030.

In short, yes oversupply may come within the next 7 years in the quickest scenario. However if it takes best case 7 years to double but we are seeing 15x growth from EVs (not including further applications of lithium) even with a dose of scepticism I like the outlook.