Congrats on the sale up top. I probably should have known better...

Congrats on the sale up top. I probably should have known better and done the same. I was holding near 10X up there but was determined to hold it through to Stage 2. A while back I did an Excel exercise and found that had I simple held all my trades, I would be in a better position today for a lot less effort, riding out all the ups and downs. Will see how that pans out here long term.

One thing that's struck home for me is how unreliable 'expert' opinion is. Prior to the pullback, most were shouting that a structural deficit was present for the rest of the decade. There were a few others pushing the opposite but even their accuracy is mixed. Take Goldman for example, they were screaming sell in 2022 when lithium had its best year. The only given is the cyclic nature of these markets.