Yes, there are definitely supply problems ahead(brine), and inferior hard rock(preferred by battery makers) deposits, not to mention that those companies have their lithium fully contracted, and that is where AVZ's large high quality deposit(easily converted to battery grade) can fill the void.
There are some important SP catalysts and potentially off-take triggers ahead including:
-5 Mtpa/10 Mtpa scoping studies
-Detailed Metallurgical studies
-FFS
Couple that with lithium wave 3 about to begin and you will understand why I am invested here!