Aurelius I posted the following on the ILU hotcopper site and the second paragraph posted by on the link you provided almost seems they are plagurising my hotcopper commnets
24/10 The MD must be clueless to want to expand production of zircon it will just push the price down, considering whats now coming out of Indonesia Vietnam and the ukraine why not diversify or be more profitable or mine more efficiently with what they have.
25/10 "But, even discounting the negative effect the strong Australian dollar has on Iluka's earnings, analysts are starting to question its strategy. Given its mineral sands production is sold on one-year contracts, there are suggestions Iluka should instead cut its production and focus on achieving higher margins"
AZC Price at posting:
0.0¢ Sentiment: Buy Disclosure: Not Held
