RE:RE:RE:ZurigoGuts, if you got the impression I called you out, let me assure you I did not. While my ignor list grew bigger and bigger during the past year I always appriciated your posts, your effort to get information from IR, your insight and your opinion, and I still respect your opinion, it is analytical and not emotional (unlike other posters). So please do not feel offended or attacked.
I was never happy with JRs communication skills too, and this will for sure not change, he is who he is, but I'm not gonna call him names (I also heard him in the Crux interview saying that he should have cared more about retail... empty words). But he managed to get this project within 6y from nowhere to FS, and there are not many Juniors that did so in the past centuries.
Like you I started my position more than 3y ago, and like everybody else I was expecting more than we got, unlike you and others I was in a remote place somewhere in Italy without internet access when the FS came out (I was actually expecting it in the very last week of May, and you know why), so no chance for me to clear at least part of my position (i'd definitely had sold half of my position that day). I'll have to sit it out (painfully) until I can reduce my share count, but I still believe (cause I do not know) that this will pay out, and I know I will have to suffer even more than in the past 2y, but I'm not willing anymore to have TLG as an overweight position in my portfolio, so I'm awating the day I can reduce and reinvest into other resource plays.
The project reminded me a lot of Copper Mountain Mining, low grade high tonnage brown field project wtih potential additional resources to extend LOM, and this is why i bought into it and why I risk to keep some of my holdings. It's low grade, CAPEX is high, ROI is not shining, BUT this is most probably gonna be a 40-50y mine camp with additonal pits nearby, so yes this is a thing for the Majors, but this is my interpretation / opinion, and of course I can be completely wrong. The Junior market is a wicked place to be, full of *not allowed expression* and a few gems!
I wish you all the best with your new investments, best regards from across the Atlantic