Iluka is due to report this week. It will be important for us to be on top of what they say. We know price has improved a little and volume is up. What I would hope to see from Iluka is clear information on trend - is it just basic restocking pushing the market or are there significant structural drivers per that article?
I'm still satisfied that we're sitting in bargain basement.
GUN Price at posting:
2.4¢ Sentiment: LT Buy Disclosure: Held