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Ann: Half Year Accounts, page-51

  1. trousergecko
    4,585 Posts.
    lightbulb Created with Sketch. 1419
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    03/09/21
    20:29
    Post #: 55823668
    From Base presentation a few days ago... both Rutile and Zircon expected too...
    https://hotcopper.com.au/data/attachments/3543/3543558-ce62cbd504f7d38398dadb8691d22e60.jpg
    Ilmenite is expect to continue up for 2021 early 2022, possibly flatting in 2022.

    IMA should hold onto a significant portion of its stored production to sell into the strong prices and bridge the gap with customers for the move, plus cash reserve incase of wider economic trouble.

    Also "Tronox-marks-zircon-sand-export-prices-to-China-up-for-Q4"

    Last edited by trousergecko: 03/09/21
    IMA Price at posting: 17.5¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 4  Upvote
    lightbulb Created with Sketch.  Great analysis
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