from the sounds of ken, they are selling strategically to move downstream so I think Rio fmg bhp Wes are off the table.
Posco would be my bet.
Livent is possible but I don’t think there is enough spod unsold for them to want equity.
Livent might go after Ajm - would make sense imo.
What is left to sell at Pilgangoora?, page-56
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