With all analysts, we punters still have to filter the analysis to take out certain biases which we are all guilty of. JL has relationships with many briners and some of his analysis maybe influenced by this and his past position with a Lithium company.
I did sense he has had a moment of reflection with the latest Atacama news and the likely effect on production output. Watching his stance on this closely as IMO this is a huge ahaa moment for the market.
Good News & Bad News, page-3646
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