announcement today, page-52

Sounds like a very informative meeting.....and many thanks for sharing the info.

The way WR is playing it - the detritals appear to be perfect for his masterplan - and there's 1Bt of it out there!! Looking at the impurity figures from the latest release - the Al2O3 levels were the ones worrying me. They're very much on the high side - and from what I can read, high levels of Al2O3 lead to higher viscosities of melt in the smelter - which is meant to be a bad thing. But since that's where my knowledge ends, I'm content to take WR's word for it if he explicitly states that the impurity levels presented aren't a major issue.

All we need now is for the market to stabilise after I've bought some more....!