External News & Commentary, page-47

Hope that "seed of doubt" sledge wasn't targeted at me - other I would think dimly of it. You were very helpful earlier to me.

I'm old - thus skeptical. I've done this stuff for long time (especially resources and especially O&G). Held LAC for a long time. Lived in USA for a long time. I ask a lot of questions. I believe in what Buffet says in that price is what you pay and value is what you buy. Have to understand the value proposition RELATIVE to other options. Not so good at finding "trading strategies". Often find myself early in the cycle (e.g. Lynas) ... so still waiting on profit there. Any similarities in rare earths to lithium?

Ever hear of the phrase "Trust but verify" ... its as useful with company mgmt as it is with HC posters. I can just imagine how a discussion with Company management relative to the Boron concerns I have. I'm not naive - all I would (and should) get is reference to the Off-Take Agmt and the hiring of exec Rio Boron personnel as "under control". IT remains a large amount of new supply into a duopoly market.

Forums are useful for gauging opinions. That shouldn't "worry" anyone ... especially coming from non-holder for example. Challenging discussions and thoughts is a learning process IMO.

Also about "active portfolio management" which is pretty specific otherwise I could just buy passive index funds and be done with it and play more golf. That's time consuming (portfolio mgmt).