LRS General Discussion, page-16032

Yes, some miners are already holding production or stockpiling, but others will not have to. One can't really compare tiny CXO's resource and product with PLS or LTR. And if you care to check, the latter's DFS pricing basis used very conservative values based on a SC6 formula including LiOH pricing and estimates much lower than even todays Chinese orchestrated spot pricing. Even if Gina and ALB being willing to pay double the current SP to get control of LTR is not a convincing enough arguement that future lithium pricing is not a real issue for that company, maybe check out antiverial's awesome spreadsheet forecasts to get a more accurate picture of post production LTR profitability commencing 2024 (and in full name-plate flight by 2026).

I hold LRS also, however it seems to me that a take over is highly likely well before the planned 2026 production estimate, so full value for us holders might become unattainable unfortunately.