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  1. Peppie
    3,470 Posts.
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    20/03/19
    18:15
    Post #: 37828698
    Iluka presentation out this morning that's worth noting in regards to Kwale.


    https://hotcopper.com.au/data/attachments/1475/1475963-d65f5476ff896bde4d8f2f02740c8234.jpg

    I've been saying it for a while, it's all about supply.

    Base produces 7% of world production.

    P
    BSE Price at posting: 31.0¢ Sentiment: None Disclosure: Held
    Likes Created with Sketch. 8  Upvote
    lightbulb Created with Sketch.  Great analysis
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