Yes, we will clearly need to Do Our Own Research as you comments make you seem extremely uninformed about the market.
Firstly, I agree that the possibility of AGY being a producer by mid 2019 is likely. However, it is worth noting that the success of their company is reliant upon a processing method currently being developed by Dr Pablo Alurralde, the JV partner at the Rincon project. Not a essential factor, but your sky high magnesium will pose a big problem without it. There is a reason why it is half the cost of KDR and that is your project is not as valuable. Plus they have gold.
Secondly, 'cashed up' is very misleading. You said it yourself that LCE will be produced from the ponds. Do you honestly think that LCE appears after drying out the brine under the sun for a few months? No, this will require very expensive processing plants and on top of that, the Solar Evaporation pond construction cost. This will pose a very hefty bill for the company. Unless you're Jesus and can turn 10m into 100m without any dilution or debt, I see many rounds of funding to come in the future.
Thirdly, you say AGY and ORE will be the only 2 brine producers on the ASX and GXY is hard rock spodumene producer. Definitely incorrect. GXY has 3 projects, one of which is the Sal de Vida brine project. Brine; and I assure you, it will enter into production without any reliance on unconventional processing methods and I dare say before AGY. In addition, the James Bay hard rock project is planned to be converted to LCE/hydroxide on site. This information is available on their website. Also, lithium hydroxide is more valuable than lithium carbonate just sayin'.
Now, Pure Energy, POSCO and Neometals. None of these are big players right now but if they get their processing technologies to work, it seems highly likely that any two bit project with lithium in their brine will see the possibility of production. If this is the case I see regional consolidation as highly likely.
Lets keep it real guys. Facts only.
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