zircon on the move, page-2

Thanks Manila, hadn't seen that one.

Iluka is due to report this week. It will be important for us to be on top of what they say. We know price has improved a little and volume is up. What I would hope to see from Iluka is clear information on trend - is it just basic restocking pushing the market or are there significant structural drivers per that article?

I'm still satisfied that we're sitting in bargain basement.