In Friday's Daily Reckoning the author asks; Is bauxite the next...

In Friday's Daily Reckoning the author asks; Is bauxite the next iron ore? Or is zircon the next bauxite?
It then goes on putting the case for vast expansion of the world market for mineral sands driven by the demographic trends in China and India.
This is the key paragraph;
"The hot regions for new production and exploration are the Murray Basin and the Eucla Basin.After careful investigation,though, we reckon the North Perth Basin is where the real action will be.After all,that's where all the action has been in the last 40years.There are some familiar patterns emerging where new companies are accumulating tenements and drilling on properties right next door to known mineral sand mines.It's a pretty clever strategy.Will it work? We'll keep you posted."
Hmmm.Sounds familiar.