He hasn’t mentioned TO once. That’s all in the head of HC users. So far everything he has said is equally applicable to offtake seekers (which is what kicks in Airguide’s bonus). He has been very careful to word everything to avoid dissuading the groupthink that a TO is about, but sheer fiction thus far.
Not sure why an excellent resource can’t just be an excellent resource without people deluding themselves about the imminency of an unrealistic best case scenario.
Running Commentary on the SP Movements., page-4119
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