Let me guess?
Andy has shares in FMC, and perhaps SQM and ALB, thus firstly wrongfully placed FMC as a major when it clearly has been overtaken by Tianqi and Ganfeng
https://twitter.com/globallithium?ref_src=twsrc^google|twcamp^serp|twgr^author
But afraid that investors in the original majors will start moving money into the new producers, ORE and GXY naturally gets downramped
News: GXY COLUMN-Lithium supply pipeline is filling but will it be enough? Andy Home, page-15
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