Potentially just that CZL shipped pretty soon after commencing...

Potentially just that CZL shipped pretty soon after commencing mining whereas SL1 has had a fair gap and some have posited the possibility of a small CR for SL1 to tide over cashflow until shipments ramp up? Market is pretty twitchy and impatient these days. Personally I am happy to play it with patience as even your low end 2x P/E estimates are way north of current price. And with ~40 priority exploration targets I would be very surprised if LOM doesn't grow considerably. First shipment and then subsequently CFP announcement should be big catalysts imo.