RE:White TundraListened to Garg deep dive on lcx.I was looking for info that was not yet out but for the most part he talked up in a very positive way what the company had already presented.He praised how transparant the info was.Short answer he really likes it and looks forward to see them deliever on their projections.In the past when he talked about headwater liked the company but not the high valuation.At that time he didnt like paying for perceived management ability.Just go to his company valuation charts and see how low a stock price he has for hwx vs what it is trading for.Since then he admitts after looking into the track record of wildstream,wildriver ,raging river he was wrong.What he really likes about lcx is the management and board are from that same team,Neil special advisor to the board, and the stock price doesnt trade at a premium.If I didnt already own the stock would be a buyer.Might have to find some money.