That AFR report was written by Peter Ker. He used to be a...

That AFR report was written by Peter Ker. He used to be a Political reporter and probably doesn't know the back end of a dog!
As for the SQM issue, there's many reasons why Barney won't invest into Brine Producers...one being reliability issues regarding supply n production!...

Let's look at BGS as a boutique manufacture of Lithium concentrate!? Nodoubt there'll be many end users who'll love a nice little supply of high grade concentrate at a reasonable price. BGS doesn't need to be the biggest producer on Earth...just a reliable producer (which end users prefer))).!
Nodoubt current sell down is a combination of tree shake and impatient holders moving along!
Great time to top up IBO...?
Randgold is waiting for the 24th hour to pay our million (no point them paying a million out and having lost interest on it in between)???.