I noticed this..........., page-8

True, however I wondered why as his M.O is to hang on for a number of years. He would have hardly needed cash so wondered if any holders from last year knew if the reason was public. Tolga is very open with his trading style and plan. With deep pockets it makes sense. It isn't about being right all the time, it is about risk vs reward. Something told him the risk v reward no longer stacked up. That was why I enquired.
It certainly looks like Li plays were on the nose back then. Lone Pine is the right time and right place hopefully.