ILU 2.04% $6.24 iluka resources limited

market guidance, page-21

  1. 822 Posts.
    Came across this bullish view by Rio on mineral sands (link at bottom). Point 2 below very significant

    - Titanium dioxide to follow a similar development
    path to steel
    - 3 new operations the size of RBM will need to be brought online by 2020 to satisfy demand projections
    - Medium to long term industry fundamentals remain robust,
    underpinning titanium dioxide business


    http://www.riotinto.com/documents/121129_Presentation_Investor_seminar_Sydney.pdf
 
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