Member Info for Greeno

I'm in the same position now back in the Blue - following top ups at below £2
See KMR as now financially stable - becoming debt free and starting to pay a dividend even now in a more stable country.

Lots of trades as we approach 20th Aug H1 figs and hopefully a dividend announcement

• Zircon selling prices up 12%; sales volumes down 27% due to lower sales and production volumes in legacy Cristal mining operations in Australia
• Feedstock and other products sales up 5% on higher CP **** sales volumes partially offset by lower ilmenite sales – not actively selling ilmenite in the market given expanded internal requirements following closing of Cristal acquisition

Number of sites reporting moz ilmenite price up last week

Positive news flowing

Rio reported significantly higher prices for titanium feedstocks in 1H 2019 as well as increased volumes at RTIT.

Improves the margin of anything coming out of Clogau

Doubt directors would buy at 0.3 to throw it away

Brings stability and should be liked by investors

Portugal’s foreign minister, Augusto Santos Silva, on Wednesday welcomed the announcement that Mozambique’s government and main opposition are poised to sign a peace deal, calling it “a huge step” towards stability.

“This agreement will mean a huge step towards the peace and stability of Mozambique and a very important factor for economic and social development, for the welfare and security of Mozambican populations,” Santos Silva told Lusa.

He said that the signing of the agreement “constitutes a very decisive milestone” in the life of Mozambique and the whole region.

In June, David Christensen, boss of Australian based Renascor Resources (ASX:RNU), told Stockhead there was a “paradigm shift” happening where there won’t be enough graphite, either synthetic or natural, for the growing lithium-ion battery market.

“The demand is the growing use of graphite in lithium-ion batteries, whether it is synthetic or natural flake, and we’re reaching a tipping point,” he says.

“By 2021 it looks like the natural flake graphite market will be in slight undersupply, even with new projected supply from sources like Syrah, but by 2023 that becomes quite acute.”

https://www.baseresources.com.au/wp-content/files/190725_BSE_ASX_June_quarterly_update.pdf
Positive for ilmenite

Good positive price message

http://hannam.partners/umbraco/surface/MediaDownload/Download?file=1915

Looks like more joining the band waggon as KMR rerates up to ...

Having previously said i wouldnt sell until the dividend arrived I think now at a loss wouldnt be sensible
So if you do t mind i will still hold and top up

Pulls out pin and ......

Our analyst Sue Shaw met with Andrew Scott to discuss the 10-year outlook for the graphite industry. “Environmental impacts will be significant and they’ve already caused shortages in both natural and synthetic #graphite over the last decade. Lithium-ion batteries will drive significant consumption growth in both the natural and synthetic… Watch now

Rio running most furnaces shows the market is strong. Their investment in new mine puts KMRs into perspective and shows KMRs value for money

Titanium dioxide feedstock production in the second quarter was 31% higher than the same period of 2018, reflecting improved operational performance following challenges faced in the corresponding period of 2018.



Eight of nine furnaces at Rio Tinto Fer et Titane (RTFT) are currently in operation, with three of four furnaces currently in operation at Richards Bay Minerals (RBM). Reconstruction of the currently idled fourth furnace at RBM commenced in July, with the furnace expected to be in operation by the end of 2019. A decision to re-start the remaining idled furnace at RTFT will be based on maximising value over volume.



On 8 April 2019, Rio Tinto announced the approval of the construction of the Zulti South project at RBM in South Africa for $463 million (Rio Tinto share $343 million). First production is scheduled for late-2021.

Mozambique ore price 205 dollars/ton; Kenya mine price 190 dollars/ton.

SP and ilmenite ticking up you got in at a very good price welcome aboard

Debt down that $10M from Feb
Pay off another $10M in 3 weeks
Prices and margin going forwards look good
And first sales of concentrate go to profit in full year

Tweeting more to raise corporate profile

Tweets by ?@KenmareRes