Totally agree FG. For the few outfits that have secured...

Totally agree FG. For the few outfits that have secured sufficient funding (be it through partnerships or deep pockets) the path to production is relatively swift. The majority of prospective miners will be languishing for too long to impact the supply side in the way some analysts have predicted. The opaque nature of lithium market pricing will continue to dampen the ability of traditional banking to supply affordable financing for new entrants.
Galaxy is in a very fortunate position thanks to careful managment of finances, the POSCO deal and mooted off-take partnership(s) potentially clearing the path for SDV to move smoothly into production. This is a game for those with very deep pockets - access to funding is crucial. No matter how good your resource it's of no use if you can't get it out of the ground!