Iluka has copped a bit of pasting today, I think it's overdone,...

Iluka has copped a bit of pasting today, I think it's overdone, but that's for the Iluka thread.

But there is something of interest worth reading carefully in relation to IDM.

"Zircon demand in non ceramic markets, namely zirconium chemicals, has been relatively stable while in foundry applications, as expected, use of alternative materials where feasible has subdued demand."

Subdued demand? Is this Spherichrome starting to gain traction as a replacement to Zircon within the foundry industry?

Hopefully the quarterly gives us further details.

Pep