Shutting in 30% of global rutile supply is very bullish
Market pricing is typically quarterly, but you would expect the phones to be running hot today as most consumers try to secure supply
Iluka may actually be better off - they have significant natural rutile production and substantial synthetic rutile production in Australia and these product lines will print money with higher prices
SVM Price at posting:
69.0¢ Sentiment: Buy Disclosure: Held
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