Ann: Strategy Briefing Day, page-140

I believe ultimately we will have our day. They have been steadfast in their belief that they will be able to sell a portion of SDV. The ONLY reason this has not occurred already is because of the oversupply issue. If prices rebound a bit we will find the "Correct: match. I personally think this is much closer to being reality than it would appear and would not be at all surprised if an announcement happened in the next 6 months. I know Livent and POSCO have been mentioned and they would both fit the description of the attributes they are looking for.

Finding a buyer would trigger a re-rate and the only noise you would hear would be the clicking of the buy button (around 60 million times). I do hope that the deal happens without an advanced leak