If you are yet to read it, it's well worth your time.
I have mentioned on here previously about the growing scarcity of large high grade (economic) illmenite and rutile deposits. This article highlights this much more elegantly than I ever could. You only have to look at ASX listed Iluka resources (Australian major Ti Feedstock producer) who a few years ago bought Sierra Rutile as they were struggling to find quality assets in their tradition first world haunts, ie. Australia & US.
If only there was the technology available to create high grade Synthetic Rutile and Pigment directly from low grade Titanomagnetite magnetite deposits?
TNG Price at posting:
10.5¢ Sentiment: Buy Disclosure: Held