Ann: Quarterly Activities and Cashflow Report, page-229

SP was intentionally suppressed
I expect it was Perennial quitting a significant portion if not the entirety of their DCN position. Just a few days ago they lodged their ' ceasing to be a substantial shareholder notice'. David Paradice is the [ much respected] cowboy in the fund manager space , especially in the resource stocks . And given his location in Colorado I wouldn't be surprised if he has turned his attention to a North American stock(s). A mere suggestion .
And..to shift a parcel of 17million DCN = 3% would inevitably weigh on the price.
Changed my sentiment to BUY