Pavel... agree with you regarding JL.   He reminds me a lot of another individual who was always pushing a Chinese EV company I was previously invested in.  In this case, however, I feel there is a difference, as JL has a genuine inside track in the Li industry, given his career history and his active advisory role for LAC and other Li companies I have interest in.   So even though his personality may be offputting at times, I agree with you that he is worth listening to as an industry expert.  B-O-M