Guys,The journal article has now been posted on the IDM website,...

Guys,

The journal article has now been posted on the IDM website, so there is no need for people to email me.

http://www.imcl.com.au/im-journal-supply-situation-report/

It's a very good article and one worthy of reading.

Now we all know where the pricing of Zircon is heading, I have previously posted an Iluka forecast. Now take particular attention to the revised Zircon production figure that has been quoted by Phil Garratt (pg4). I would suspect management have done some sort of serious re-work at the plant to extract as much as possible.

Also, read the last paragraph, last page a couple of times. Remember Spherichrome is a superior product to foundry grade.

All the best

Pep