Thought I would pop in to see how current or former holders are travelling. The only, and I mean the ONLY saving grace from LPI's two-bit sale to the state-owned extortionist agency is the number of bargains around. There are a slew of good quality companies trading at a small fraction of their 2022 or 2023 highs. I have sold a large chunk of my LPI but have not invested one zack in South America. I am looking at companies that can take advantage of the IRA and American Government agency loans and grants. I feel that prices will remain suppressed for some months so there is plenty of time to rotate into other critical minerals plays and producers. Oddly enough, our lifestyle company Board and management might have done us a favour getting out of Chile. Cheers to all and have a Merry Christmas and a prosperous 2024 and beyond.
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