I wouldn’t worry much about JL: he wrote about "others who assemble experienced, competent teams will do. I expect much better from Galaxy and LAC/SQM."
Well, I can’t remember who said “from their fruits ye shall know them” (!!) but I do remember that in July 2011, the very ‘competent’ Lithium One team (now Galaxy) was forecasting production in ‘sal de vida’ (lowercases on purpose) by 2014. Not to mention the LAC farce.
I know JL can be irritanting, but the balm to vexatious comments is to ignore them. Think of the great impact that Citi’s $2.22 SR forecast had: if investors ignored Citi, do you think many will pay attention to JL?
Cassandra, qui non credirunt
ORE Price at posting:
$4.35 Sentiment: None Disclosure: Not Held