You probably didn't ask me to answer but you did reply to my post so I hope you don't mind me replying to yours?
Piedmont are a real surprise and it seems their rise is only tied to their deal with Tesla.
If I have understood it correctly they have needed to go and hedge their bets with another company just incase they don't come through.
Pilbara they have 2 assets and plenty of optionality. With having one extra concentrator waiting in the wings for better pricing it is a potential afterburner for the company.
Orocobre haven't sat on their hands either, and once they absorbed their neighbour, figured out the spread sheet error that Deano is talking about they went on to Japan with their partner Toyota, to build an hydroxide plant to upgrade their Olaroz product, similar to what Galaxy was planning to do.
