You miss the point...Chinese feedstock ilmenite is sub-par in terms of titanium content and impurities therefore Chinese pigment is sub-par and Europe and US pigments trade at a significant premium.
Coming back to financing - if there two groups competing with a financier for their $, who do you think the financier backs?
The guys that cost a bit more to get going but have a superior environmental standard in their process, a diversified revenue stream, lowest cost production and highest quality product or the blokes that cost a bit less but are selling inferior products.
Your titanium might be an opex deduction on a spreadsheet but it won't matter in financing DD.
You miss the point...Chinese feedstock ilmenite is sub-par in...
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