ILU 1.28% $5.52 iluka resources limited

Indonesian zircon producer PYX Resources announced yesterday...

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  1. 621 Posts.
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    Indonesian zircon producer PYX Resources announced yesterday "Price of premium zircon will increase by US$210 per tonne to US$1,750 per tonne".

    http://pyxresources.com/wp-content/uploads/2021/06/2021-06-16-New-Price-Increase.pdf

    Makes Iluka's H2 increase very moderate by comparison (and maybe they've left money on the table)?

    Also reports now coming through of a US$200/tn price increase for rutile in H2 (with proportionate increases flowing through for synthetic rutile and hyti). This could easily offset the loss of production from SRL ?
 
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