It will be interesting to see an updated top 20 following this recent dump.
The prime candidate for me would be Havelock/Raymond Liu (Ganfeng interest) selling out since Raymond lost his seat on the board and Ganfeng likely now be out of contention for offtakes (plus the new leadership in Argentina distancing themselves from China). Just a theory.
Ann: Galan Secures Glencore Agreement For Offtake & Financing, page-297
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