Probably a combination of change in sentiment on Zr price from...

Probably a combination of change in sentiment on Zr price from GS and a move to metal miners on China growth bullishness I.e. risk on. What hasn't been fully appreciated is that not only is the TiO 2 price strength unrecognised. The ability for the company to capitalise on it via their Norwegian smelter is leveraged. In due course the relatively uninformed market will find this out which leave this as a good opportunity for those not running with the crowd.