If I go well into the history of my comments on TOB, somewhere there is my first guesstimate on when Thacker Pass will start production, I was betting on 2026. I just wonder if that was not too bullish.
Anyway, I am too getting bit nervous about LAC. It the light of recent news looks like my hedge position, which I have established at 30/35 was just not sufficient. The recent market craziness is unprecedented – hedge funds beaten by crazy robinhooders, many companies being inside a massive bubbles, the state of the US economy is not really great, COVID is doing great. That actually may result in another “black Friday”, all we need in few more kicks and I don’t have to remind you, that it is Thursday today.
