as with any investment there is a significant risk/reward ration. I just see the risk side as having dilated and so reduced exposure. I’m not saying for one moment I’m right and think that we’re only party to a limited fraction of the information that SS and AB have. If it weren’t for their recent purchases I would have sold up completely but can see a chance of a dramatic corporate move to rescue the situation or otherwise a rapid reversal in the lithium space to improve things. I did consider selling out completely but have some hope remaining, psychologically and philosophically it helps to keep some invested as it forces me to remain intellectually involved and analytical, I sincerely hope that enough concrete change/news flow occurs to turn things around and justify buying back in substantially. However staying overexposed and hoping for the best when the last quart was so dismal and Lithium prices continue to fall would have been foolhardy.
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