Seems desperately in need of +$400kg Dy prices.
Chinese punters running on southern ionic sources being out thru the enviro wringer, and Myanmar feedstock halted, but without underlying demand growth impact likely to be ST.
Certainly nothing to even vaguely suggest this hard rock can ever be CF+, but it breathes again with Lind nicely reloaded, great party trick, punters always luv it.
Ann: Change in substantial holding, page-5
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