Sure I sold the bulk of my holding at 2.62, I simply felt the SP...

Sure I sold the bulk of my holding at 2.62, I simply felt the SP had run too hard again, all the ST positives were priced in and LYC does have a few hurdles to get thru before it earns a dollar. Not the least being the issue with Crown, well covered here, and that's a shocker. Wasn't too fussed when NC sold down some stock but Crown is way outta line. Delays are no big deal particularly as they are on or under budget to date but they would impact the SP. Don't loose sight of JPM's Dec 11 price target of 2.71 which is factoring in 3 months of production, on time/on budget. I figure those guys spend a lot more time on this and are way smarter than me.

Sure LYC is a great story (Crown excepted) and I plan to buy back in when the risk/reward is a little clearer IMO, i.e. lower SP or closer to production. No big deal if it costs me to buy back as I've put half my gain to work in NTU (thnx Chihawk) and taken some other interesting positions with the balance.

Apologies if my opinion that LYC is currently a ST Sell has offended some but the forum would be worthless if it were all peaches & cream. Personally I've profitted from many of the well considered and well expressed opinions here so my thanks to those who take the trouble.