If you have not done so already - it's worth going back to Polo's excellent find and clicking on the link. There is a lot more information in that report including a graph showing the divergence of supply and demand by 2022.

The report is very bullish on CLQ being taken out due to the fact that it is a hard rock deposit in a safe jurisdiction. Personally - I'd like to see CLQ get taken over - that would leave 4.