(Although not directly related to Gunson) I notice Blackswan Equities are still recommending Iluka as a buy, with a positive outlook on mineral sands:
"Lower Chinese growth forecasts resulted in share price weakness for ILU this week. For long term China optimists however, this recent pullback provides an excellent entry point into this tier 1 mineral sands producer. ILU is the global leader for zircon and titianium production and will continue to produce to meet the commodity demand for China's construction sectors. Favourable mineral sand prices provides robust cashflows for ILU and an attractive fully franked dividend yield."
If only Iluka's slow, dimwitted and unsuccessful cousin Gunson could get its act together...
GUN Price at posting:
21.6¢ Sentiment: LT Buy Disclosure: Held