articles of interest, page-5

Guys,

The journal article has now been posted on the IDM website, so there is no need for people to email me.

http://www.imcl.com.au/im-journal-supply-situation-report/

It's a very good article and one worthy of reading.

Now we all know where the pricing of Zircon is heading, I have previously posted an Iluka forecast. Now take particular attention to the revised Zircon production figure that has been quoted by Phil Garratt (pg4). I would suspect management have done some sort of serious re-work at the plant to extract as much as possible.

Also, read the last paragraph, last page a couple of times. Remember Spherichrome is a superior product to foundry grade.

All the best

Pep