It doesn't really matter what Iluka report, these are two...

It doesn't really matter what Iluka report, these are two different companies at different stages of their life.

ILU needs to produce at large amounts to maintain its market cap.

CSE on the other hand just needs to show it has a project where costs of production proves it can produce at a good margin. Regardless of the production amount, once thats shown, the CSE shareprice goes up (or vice versa) since the current company shareprice values the project as an early exploration project - and fair enough since that is what it is.

Cdchi1