Hi Osprey, Thanks again for you comments following your...

Hi Osprey,
Thanks again for you comments following your attendance at the AGM and indeed you continuing research and comment on the stock. I believe you comments re a firming Chloride ilmenite/Chloride route TiO2 prices are being reinforced by Iluka and MZI.

I posted on MZI's thread referring them to you comments. I got to a lot of AGM's for stocks in Perth and place a high value for "boots on the ground".

To partially repay the favour you may find some interest in MZI's presentation on 25th may. the two points of significance being their projection of ZrSio4 and TiO2 prices (in light of you comments) and their newer (to me comments on AM or TiO2 as a Additive for Manufacturing). I take the latter with a grain of salt (pardon the mixed metaphor) but see Iluka making the same point.

I am interested in you take on it as a seasoned holder.