Not using this for a decision making process - using it to...

Not using this for a decision making process - using it to gather opinions which, as you rightly put, is exactly what hotcopper is

Definitely not down ramping - as of today, LTR makes up ~50% of my portfolio. Probably not the wisest financial decision to make with that much money, but to be fair, it was only about 20% when I first started investing...

I'm curious as to what people think is going to happen over the next 18 months on the path to production. Also the reality is that at some point I need to cash out - new players will enter the market increasing supply, new technology could replace lithium in battery tech in the future etc etc.

LTR has loads of potential, but it's upside will ultimately be capped - especially if production gets pushed out. Now if that upside is capped to $10, or even less - that's still a LOT of upside from where we are today.