I'm betting this way also - however, there is the possibility of there being no mine and no JV. In which case we end up stuck and spinning our wheels.
However, given the way the lithium market should react over the next 5-10 years even at the very outside (it should be quite volatile and the prices should move up overall) - I think we will see some movement at some point.
That's why I think it's more a question of when, not if.