Thanks for the honesty Pavel but if you hold a long-term position in LAC why would you “speculate” that the only two major holders of LAC are selling at the same time for privacy reasons?  Do you always believe Jacob and everything that someone posts on TOB?  Based on facts and public filings, it is my understanding that Bangchak has sold down to at least the ~9M share level.  Your back of the envelope math does not appear to be correct and I have not seen one public reference to Ganfeng ever selling shares of LAC.  When you throw out “an idea, quite speculative” please make sure that it's at least directionally correct and/or based on facts.  This kind of “speculation” does not align with your public statements of being a long-term holder of LAC.  Freedom of speech is always allowed and encourage for sure but your comments/opinions should be aligned with your holdings in my opinion.  If not, someone that does not know you (like me) will always be suspicious about what you post.  “Get real”, pick a side of the trade and stick with it.  #sheep

WB