As Joe Lowery Podcast pointed, by an Argentina industry guy, DLE does require MORE fresh water, at 55ktpa scale, you would have a big challenge, imo. Also, their proposed DLE will inject brine water back to the ground after process, that would dilute unprocessed brine grade, then impact recovery and production rate, imo.
I don't understand why Mr Market prefer a new technology, like VUL, all these companies are promoting themselves hard like a trading company, it's not selling goods, you're mining companies. In the mining industry, Grade is the king, high grade and low impurities, are always the best, imo.
Canaccord research report target $2.60/share, page-76
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