Good to see Iluka confirming they can maintain zircon production at 335kt pa for 2018 - 2020 with the JA upgrades (Slide 7). This is quite a significant revision given previous advice in late '17 / early '18 was that zircon production would only average 225kt pa over this period.
An extra 105kt pa @ US$1,500/tn and 0.72 fx is an extra A$218m pa in revenue. Will be interesting to see if this flows through to the share price.
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- Ann: Presentation to ZIA Conference, Bangkok, by Tom O'Leary
Ann: Presentation to ZIA Conference, Bangkok, by Tom O'Leary, page-2
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