ILU 0.53% $5.61 iluka resources limited

4Q2020 overall is less than broker expectations . eg Zircon...

  1. HSP
    5,051 Posts.
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    4Q2020 overall is less than broker expectations . eg Zircon production is only 60.9kt, but broker expected 69.0kt. 13.3% shortage.
    total Z/R/SR Production is -16.7% pcp

    cost is higher, sales and revenue are less
    (added shorts)
    since Nov 2020 have been building the shorts

 
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