Not doom and gloom, its just the state of play with mineral sands into China.
Like I said, you need Tricoastal to step up, you need that third party who has the contacts and distribution points. You wont be able to deal with mills from Perth.
Iluka set up their own china distribution network in 1998, Steve Hay runs that show now and brought it to another level.
If it was doom and gloom i would have asked why Doral pulled the pin on their share take-up.
:)
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