Dang is that what you meant?
I was driving around tonight thinking about it and I figured that Galaxy's own little spiral of the last couple of months was quite linked to the fact that we (as westerners) really know SFA about the Middle Kingdom.
Here in the GXY threads we're well up on Chinese govt policy and BYD and EV incentives and Beijing choking in pollution and all new apartments with charging and all the new cars and ... and and.
But out there on the streets in front of the ASX?
Something happening in China is like something happening on the moon.
Until it actually shows up on an order book and an Australia company is shipping them product and they're rocking up here with 26 boring men in suits with cheque books then it doesn't even exist.
That's why Mac bank was so effective. They just said lithium boom wasn't happening. So easy.
No real research. No nothing.
Just denial and 25mins of googling to support a massive down-ramp.
They put lithium on trial and decided it was guilty until proven else-wise.
So Galaxy's share price slipped to the dark side of the moon.
Only those paying attention to Chinese and European demand building up could still track it
with our beady little eyes and frequent bursts of tears and rage...
Even smart players here lost faith, scratched their heads and went sideways into even less sure things.
It's taken the Trump win to give the market a shake up and remind people that everything that the pundits/analysts/experts say needs to be looked at again.
Hillary was going to win. Lithium was going to fail.
Both now are going to get brushed aside in a brash new era.
Huge Deals are back in Vogue.
Trump isn't New York. He is pure Vegas.
And just up the road is Tesla - the boldest businessman of his generation needing a river of lithium to start flowing pretty damn fast to complete his vision.
We're supplying the invisible China but now with increasingly visible profits.
Mt Cattlin is a massive money spinner and it's about to put out some nice hard numbers that are going to turn people's heads.
We don't need Trump to energise lithium. There is enough charged up in it already.
Just to remind people to look for signs of the real groundswell of disruption - cos the media hasn't been doing a good job lately of seeing how fast things are changing.
11/11/16 - Galaxy Breaks Out - that is the real headline today.
Biggest gainer for the day and the year by a country mile on the ASX200.
At least 30m shorts are still out and somebody with a bit of money could lean on them and push this very fast now cos whoever leant them out probably wants them back for a long position now.
Have a great weekend
Big week next week