Got this from Al on ZYL thread. http://www.miningweekly.com/article/south-african-ferrochrome-profitability-down-to-zero-danko-koncha-2012-09-06
Grim reading indeed. I was hoping the cushion, point of difference (or roundness of particles:), margin of safety of Sphericrhome would protect IDM, unfort Jury and tide is out atm. G'luck all.
