Whenever someone like the SSL crew says they are in something for the long term, I think to myself these guys are deal guys, they live for the juice of a deal, for the right price they would happily sell you the shoes they are wearing this minute and walk home barefoot. “Long term” translation: “New price level required.”

Up on the “Horizon” pops that disrupter of our time, Elon Musk, sniffing around Mongolia. Another possibility to perhaps get me to whorishly whip off my shoes and my ETG shares. Money? Yes please.

Hey Elon, buy me out! I’m no longer terribly interested in the longer term, I think 19 years is a fair stretch for me to follow a development playbook and now’s time for you to pick up some assured copper streams for all those Teslas and chargers you are going to churn out.

But of course I will continue my death grip for as long as required to get some more reasonable valuation. FMCDH!!!

cg.