ALB themselves have said they project supply shortening and...

ALB themselves have said they project supply shortening and pricing to improve 2025ish which begs the question, do they really think LTR, moving toward ramp up and becoming a producer in 2024, non-beholden to Chinese offtake agreements, is either going to stagnate or go backward in value? Outside of whatever funding gaps and potential execution risk during ramp up exist, LTR's standalone trajectory appears obvious. Heck, even an independent expert intern should be able to rationalise this leading to in my mind, what appears an obvious conclusion.