Roka, thanks for the USB updated. However their 2017 numbers look outdated relative to ILU's Q3 Production Report.
Sep YTD zircon sales were already at 308.2kt, so I would have thought full year sales are likely to be closer to 400kt than the 339kt forecast (ie Q4 sales have to be higher than 30kt).
ILU's Sep YTD weighted average zircon price was only US$905/t, so even with the $130/tn increase in Q4 the weighted average for the full year will only increase to ~US$ 940/t, well short of the US$1,045/t forecast.
Even at lower prices, I calculate the higher volume delivers at least $20m additional revenue, but zircon margins could be $20m lower ?
Roka, thanks for the USB updated. However their 2017 numbers...
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