On zircon price; there is roughly equal number of experts on either side of the argument (I am the author of these articles, so I cant give much more than that!) I think in the end, most people are looking to see what Iluka does next quarter.
Regarding Canada, its just my own deduction (since they have existing operations there, mining friendly district), and I share this view with a few others in the industry... And for every one who agrees there is probably an equal number who disagrees
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