Member Info for Greeno

July saw the highest number of house sales for 10 years and record asking prices in most UK regions, according to @rightmove.

Zircon down
Rutile price up
https://iluka.com/

Diners used the "eat out to help out" scheme more than 10.5 million times in its first week,

Packed today and for rest of August

Quickly near me
Top up at 1.82 today

UK House Prices Rebound In July Amid Pent Up Demand, Lifestyle Change

Interesting bad news from BSE and their SP rises 10%
Less ilmenite in the market .....
https://www.youinvest.co.uk/articles/stockmarketwire/204035/base-resources-cuts-resource-estimate-kwale-south-dune-22

Guizhou Shengwei Fuquan Chemical Co., Ltd. noted that it decided to raise the domestic price of anatase titanium dioxide by RMB500/t (USD71.32/t) and the export price by USD80/t from July 13, 2020 due to a sharp increase in the production cost caused by soaring raw material price.

Rio, iluka, base and lots of the smaller start ups all still yet to commit to investments or start groundworks
KMR nearly 2/3rds completed
So happy with my holding although we would all prefer £3 +

Not good ?

Wow look at how virtually every other company has been hit by COVID and KMR has stood up really well

For Ken see below re zircon prices
Zircon sand:
65% high-grade sand includes tax is10600-10900RMB/T, high-grade sand CIF price of Indonesia sand is 1400-1430 USD/T, Iluka MB high-grade sand 1450-1500 USD/T, Tronox Australia 1480-1530 US dollars / ton, Tronox South Africa 1450-1500 USD/T, RBM Zug 1430-1450 USD/T, RBM ZSG 1380-1400 US USD/T. Entering the third quarter, the three suppliers did not adjust the quotation

Hi Ken

For those of us in KMR for many years they are useful as they mirror the companies statement of quarter on quarter price rises
Given COVID they have progressed much faster than i thought they would with the move of B
Selling less at higher prices is fine for H1
Selling more at higher prices is the aim for H2 and 2021

Soon
And it will look good

Mozambique titanium concentrate (refer to Kenmare, TiO2 = 50%) for domestic port delivery without tax quotation is about 270 USD / ton The price of Kenyan titanium concentrate (refer to Base Resouces, TiO2 = 49%) delivered at domestic port without tax is about 230 USD / ton.

Bought in this morning
Company looking sound and cheap

Been here a long time too
Now have averaged down to £2.11 with recent purchases sub £2
Ever hopefully for good news

Taken a few shares today
see where we are in 12 months time

rutile and zircon prices down
ilmenite up
nothing more than a hold

Update in a couple of weeks
Expect a steady as she goes
Production ok sales ok
Financially sound

Agree ilmenite prices rising so good H1 and presume Q3
So dividend should be maintained
Topping up below £2

Ex dividend later this week

https://iluka.com/getattachment/4bfc67de-2c3e-4cf5-956d-0d9e6eb74819/reduction-of-2020-synthetic-rutile-off-take-volume.aspx