Rising Like a Rocket, page-79

I totally agree. If I had sold every time the TA was not the best I hate to think where I would be now. I have never felt that the common TA rules apply to shares in disruptive technology.

Disruptive tech comes around maybe twice in a generation.
My last big ones were in the internet era where I bought REA at 60c (now $52) and TVL and others.

I'm now firmly in AJM and PLS and will not be letting go of a single share. I still think AJM will outperform slightly with a smaller and tighter resource and BOA in place. Most particularly I think management are boring tick the box style miners that will get things done absolutely as soon as is possible. A 1mT mine growing to 2mT and 15 year resource is all I'm willing to bet on.

This will be like the internet era but I have enough research to say it will not last as long for Lithium. It would be very brave to assume that within 1 years we don;t have lots of resource and new technologies. Greater than 10 years is half the value imo due to the uncertainty.