The problem as I see it is that it is harder to negotiate solid...

The problem as I see it is that it is harder to negotiate solid binding agreements with a small frie like LPD regardless of how innovative to the tech is. It's still years off before production and even further off for P2 production levels. Why enter into solid contracts with companies that require 100, million to get the plant up and producing. Unnecessary risk. On the other hand, the fear of not securing in a scarce market for hydroxide, the pressure to produce with minimal environmental impact and the increasing supply high costs marked by growing inflation that hit more energy intensive mining ops, makes LPD a decent bet. f they can get the US funding. Lot of ifs. Worth the punt. But I wouldn't be cracking the bolle just yet. Also dilution does have a large effect for short medium holders. Once they secure offtakes they will consolidate and it will dip. Only the clear eye zealots will stay for the long hall.