there's only one reason for someone not to understand why i spend the time i do here explaining my investment thesis and objecting to bullshit.   

I have zero beef with Contrary. He's got his own thing going and he's got ausheds sprinting for cover.  The devil is on the details there.

I disagree strongly with pro-LYC hype that depends on 48VMH predictions which cannot be substantiated whatsoever.   Which ausheds refuses to provide meaningful support for.   I promised I would shoot it down if it ever came up and that's why I'm here.  Ausheds confidence is illogical; pure conjecture with a poor foundation.  I don't think promoters should actually be allowed to hog the airwaves.

I know ausheds cannot support his speculative NdPr demand boost from 48VMHs.  

I suspect that 48VMHs, should they ever be successfully promoted as an environmental, ethical or economical replacement for electric traction drive (i.e., a real hybrid), it will spell the end for many who are waiting on LYC.  ANOTHER 10 YEARS OF WAITING may not sound so good to those folks.