Certainly reads very well to a novice....given the circumstances of current oversupply and low prices it would seem they are well placed given the grades.. Indeed as the report refers to is positioning in respect to an off take. Seems as if zircon prices are at least holding.
I guess the other consideration is China's demand in relation to their housing market in the next few years...as it tries to shift the focus of its economy to a domestic one
Any comments... Sure some of you guys have a more astute insight into these positions. Neatest correct wins the meat tray
goodone
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