I think the only thing which will make a real difference here now is off-take. That said, why that hasn't happened already is beyond me, and it could rightly happen at any moment, so i'm not in any mind to sell any shares just yet!
When you add up the additional return on LiOH, and Sn, it's pretty much the same as the capex (on top of the existing value) in a single year. Not that simple of course, and i'm not about to try and work out what it means for the IRR, but needless to say it's a huge increase (before considering production/output increases). Combined with the carbon credentials, the market is missing a trick here...