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No.But joining a few dots here.....Last shipment was called hmc...

  1. kcf
    348 Posts.
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    10/08/23
    10:36
    Post #: 69263679
    No.
    But joining a few dots here.....
    Last shipment was called hmc / zic in announcement .......implies some ilmenite was stripped out (zircon enriched) did get slighlty higher $/t for that cargo.
    With no hmc shipment since early July they may have produced enough hmc to produce the 5kt ilmenite nominated below.
    JABAL AR RAWDAH9722041199.900Wed 16 Aug
    @ 19:00    		T.B.A.T.B.A.T.B.A.Ilmenite Export (20000t)
    Ilmenite Export (5000t)    		04Quay Marine Agencies Pty Ltd
    kcf
    STA Price at posting: 17.0¢ Sentiment: Hold Disclosure: Not Held
    Likes Created with Sketch.  Upvote
    lightbulb Created with Sketch.  Great analysis
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