I'm hearing around the traps that Tronox has pulled 100% of merchant rutile from the market for internal consumption (which may not be news to some). Iluka is running minimum stocks and well... who else produces rutile? Base.
am I right in believing BSE have tied up a lot of rutile volumes with customers already?
I'm not sure about pricing. 3Q or 2H 2018 might have some solid upside if they've left prices open for adjustment.
I would also expect some MDL investors to be cashing out and chasing min sands exposure through BSE.
I'm hearing around the traps that Tronox has pulled 100% of...
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Last
24.5¢ |
Change
-0.005(2.00%) |
Mkt cap ! $288.6M | |||
| Open | High | Low | Value | Volume |
| 24.0¢ | 24.5¢ | 23.5¢ | $528.1K | 2.196M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 346801 | 24.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 24.5¢ | 736979 | 10 |
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| Last trade - 16.10pm 01/05/2024 (20 minute delay) ? |
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Last
24.5¢ |
Change
-0.005 ( 0.00 %) |
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| Open | High | Low | Volume | ||
| 24.0¢ | 24.5¢ | 24.0¢ | 779916 | ||
| Last updated 15.56pm 01/05/2024 ? | |||||
| BSE (ASX) Chart |