ILU 7.89% $5.37 iluka resources limited

Came across this bullish view by Rio on mineral sands (link at...

  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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