Iluka have covered off the rutile part of the story and they are making good coin out of Sierra Rutile.
What will be interesting is the speed of progression of Cataby and Balaranald. I'm not convinced of their timelines, but delays won't really hurt them, no one is bringing a new mine online in a hurry, particularly anything zircon related.
MLM
I've followed that too. I like their bauxite story, but having a small little sand deposit next door is what perked my interest. They've got the wet mill in storage, but I suppose they are just concentrating on the bauxite for the minute.
P
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