If by other explorers, you are referring to LTR then yes, I hold...

If by other explorers, you are referring to LTR then yes, I hold the same view - without the sovereign risk of course. I can't see funding being easy for any new entrants until the price/return for SC6 rises significantly.
IMO as the price rises, -slowly - more spare capacity will be used up, mines will come out of care and maintenance and supplementary planned stages may be considered. Current offtakes may be expanded.

Amid this, If we understand maths, we need to consider when REALISTIC mid term figures ($670/tn LOL ) can be put to financiers to excite startup finance and from THAT point, how long from construction to production. What would be a realistic timeframe be for AVZ? For LTR or anyone else?