iluka article

this is a different article to the one that i read as hard copy

original header - 'sandminer's outlook wavers as zircon sales fall'

hard copy mentions -
an overdependence on it's high cost, ageing operations in W.A.
earns all of it's revenue in $US and has been very exposed to the rising local currency
iluka supplies 38% of the world's zircon and rivals plan to increase production, so some analysts have warned the company risks flooding the market


http://www.smh.com.au/news/business/aussie-dollar-hits-iluka-earnings/2007/10/19/1192300998169.htm

there may be some positives as well as negatives in this article for the likes of drx