Toyota has a deal to buy lithium from ORL who also owns and 35% interest in AAL (with positive lithium drill results) Expectations are that Toyota will extend their agreement to AAL once they start shipping the brine to the ORL plant for processing.

It is possible something will come for NGZ eventually but not likely before AAL.

What I think is going to happen with this stock is that the first site Salar Escondido is going to flop because they have not been able to get Chemsys interested in that play. We will have an opportunity to buy up cheap shares at that time, then HMNLP will deliver as anticipated and the spread will be a thing of beauty. 

So I will hang out till then. Buy AAL and ORL because they are on fire and wait for the play.