Keep coming back to this one, sum up the GWh and tell me if lithium is a key component, (spoiler - IT IS !)
Sometimes it is just so obvious that you ignore it and get lost in noise and gossip instead.
Easy and simple - we own it, we mine it, we sell it, we profit from it.
Going downstream is just going to compound profits and grow the business.
Nearest competition is years behind us. And because of demand forecast it will not be a competition for who gets customers for the product, but a competition for customers getting a deal for the product we sell.
EASY !
Ignore the noise !
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