Massif Capital Portfolio Holding: Lithium Argentina AG
LAR (holding update): Lithium co up 180% past 12 months on sector rebound, 43% YTD 2026. Key catalyst: expect Ganfeng (9.7% owner, 50% Cauchari-Olaroz JV partner, 67% Pozuelos-Pastos Grandes JV) takeover post-2026 standstill expiry. Swiss redomicile simplifies M&A path. 2027 viewed as pivotal year.
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