Re-Rating: General Lithium & Mali Lithium, page-192

Sorry pal, but there really is no better indication of oversupply than current unused plant capacity.
That says there is no spot market to sell into while they wait on plans.
Our turn will come, but it won't be this year. There's a few better sources than us that'll be tapped before we are unless it's fire sale prices. I'm much happier to wait.
ITMT gold price is helping us avoid the dilution others in our boat will face. I'll stick around, consider this a post to help the impatient come to terms with the inevitable wait.