ILU 1.68% $6.64 iluka resources limited

Ann: Iluka 2018 Half Year Report (4D), page-2

  1. 14 Posts.
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    Highlights for me:

    Increase in revenue thanks to positive market conditions:
    Zircon price: US$170 price increase to US $1,580 from Oct 1st for 6 months period (while I cannot publish my pricing or commentary here, I note that a recent Bridge Street Capital announcement uses my analysis: http://www.sheffieldresources.com.au/irm/PDF/3055_0/BridgeStreetCapitalResearchReport)
    Rutile price already up last quarter, to around $1,033 per tonne


    I've tabulated some results here to make it easier to visualise:

    Column 1 Column 2 Column 3 Column 4
    0 Production (kt) H1 2018 H2 2017 H1 2017
    1 Zr 158.9 108.6 203.7
    2 NR 82.8 152.3 149.8
    3 SR 109.3 111.2 99.6
    4 Ilmenite 210.8 156.1 228.1
    5        
    6        
    7 Sales      
    8 Zr 189.6 183 197.4
    9 NR 136.1 145.9 118.4
    10 SR 112.9 106.4 138
    11 Ilmenite 119.5 107.6 95.1

    Note no unplanned outages, drawdowns on inventories continue, sees potential in Indonesia increasing Zr production further.

    In depth analysis will be posted to Indmin.com

    Cheers
 
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