Ann: Coburn Binding Offtake Signed for Premium Zircon, page-30

Excellent post @Jgr64. This hollowing out in ILUs pipeline is something I've been casually noticing for the last couple of years. My opinion is that they are at risk of losing their broad (ie cross most category) industry leading position in the next decade, partly exacerbated by the debacle that Sierra Rutile has turned out to be. Which doesn't mean there's going to be any sort of deal with them but they do need to find resource.