Money of Mine guys are as green as grass (Travis was just a nobody kid in Investment banking) but they still provide a great service for FREE and imo are pretty impartial which is extremely rare in this game. The last one on AZS with their guest actually helped reassure me on the deal that we are all good here.
Maybe there is some annoyance at them previously questioning the high valuation of AZS? Even if you disagree I think it's worth and taking onboard different opinions, I don't think they have any secret motives.
I have often thought that broadly it is a possibility a lithium bubble is going on. Not that we can't continue to make good money for a good while yet even if this is the case.
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