Yeah that's true, but in the lithium case both AJM and PLS are early movers - a couple of months difference in first product on ship isn't going to matter that much. Neither of them are First Movers - that title goes to the Big 4. They aren't even first movers in Australian producers
What they are is part of a group of Australian co.s and projects that are part of this early second wave - GXY, NMT, MIN, TAW (and possibly KDR) included.
All AJM have to do, and be focussed on, is to beat their own timeline. What others do just doesn't matter. The title of "Next cab off the rank", whether it goes to TAW, AJM or PLS doesn't matter other than bragging rights down the pub. It doesn't effect the business in any way.
Lithium & The Future, page-2087
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