Member Info for Greeno

NED http://www.lse.co.uk/share-regulatory-news.asp?shareprice=KMR&ArticleCode=id8g3tu1&ArticleHeadline=DirectorPDMR_Shareholding

See director deals. 47k shares buy at �2.10 Only the savy buy at �2.10 Lol

Pleasing 15% bounce Lets hope its a tiger not a dead cat Ending above �2.35 bodes well

Buy a share they think will rise and /or pay a dividend and sell either because they need to release cash or think share will fall further than they are prepared to risk. Mr Martin thought this was a good price to buy Graham Martin 273.25 GBX 18,090 Time will tell...�2.12 seems even better, but as Ive said many times before Im waiting for my dividend even if now sat on a paper loss

http://en.ruidow.com/news_x.php?id=898&pid=3&k=1

If you do the maths http://en.ruidow.com/news_x.php?id=898&pid=3&k=1

No mine no boats no staff no stock no equipment Now worth almost same as KMR Market is a fickle beast

Central to these results was a substantial improvement in mineral sands market conditions, which ended 2017 in their best shape in five years. Sales volumes of Iluka�s core, high value products of zircon, rutile and synthetic rutile rose by 27 per cent to 889 thousand tonnes. The average premium and standard zircon price increased 40 per cent from the start of the year to US$1,128 per tonne. Likewise, rutile prices increased 13 per cent to $US825 per tonne.

Yep Im buying at this level

Be interesting to see how the N Korea news plays for gold price

Iron and Titanium (RTIT) Titanium dioxide **** production for the quarter was 12 per cent lower compared to the first quarter of 2017, due to a roaster failure at RBM resulting in a force majeure declaration, as well as the unplanned shutdown of a furnace at Rio Tinto Fer et Titane (RTFT). **** production at RBM for the second quarter of 2018 will be impacted by a labour dispute between contractors and their employees, which halted both mine and smelter operations. As a result, RBM has declared a separate force majeure on deliveries to its titanium dioxide feedstock customers, which will be lifted once the operation returns to normal operating capacity. Operations at RBM were restarted on 11 April 2018, and the mine is expected to return to previous operating capacity later this year. One of nine furnaces at RTFT remains idle, along with one of four furnaces at RBM. The focus remains on maximising the productivity of the furnaces currently in operation, and a decision to re-start idle furnaces will be based on maximising value over volume.

In line with the major zircon suppliers, Base Resources has again secured significant price gains on zircon contracts for the June quarter.

Apr. 17 2018 Source:ruidow Keywords:zircon Zircon Market(4.08-4.13) Zircon sand price was begun to accptable by customers The market price of zircon sand in China is relatively stable this week. Although the price of the sand giant second quarter price of the international market has already begun.Iluka CIF is 1440-1470 USD/ton;Tronox is 1425-1445 USD/ton;RBM is 1480 USD/ton. Price increase sign is very clear and domestic market has already been "consumed" in advance, At present, the mainstream price of the 66% zirconium concentrate Market in China is basically around 13000 yuan / ton, and 65% premium sand concentrate is around 12500 yuan / ton. The trade shows active but at same time,they tend to offer cargo to long term cooperation old customers, and new comers is not easy to get goods right now. Therefore, other countries such as Indonesia, Mozambique, Sri Lanka and other countries are relatively active in the zircon market enquiries, the 66% high grade from Indonesia quotation is mainly at 1550 to 1600 USD / ton.But due to limited control policy, the indonesia sand import amount is keep at 2000 tons per month since begin of 2018.

$95M estimate vs my $100M

Awaiting base and iluka Q1 for an idea H1 for us

Correct - i wasnt Just highlighting the undervaluation the market currently has for KMR Hence my accumulation

STOCK - 194.200 @$224 = $43.5M at Q1 prices but rising - and we can finally bank the sale of stock being held for customer - So still on course for - $280m REVENUE and $100M EB Closing stock of finished products at the end of Q1 2018 was 194,200 tonnes, while all product being held for a customer, as previously disclosed, was shipped during Q1 2018.

10 Apr 18 - Richards Bay Mineral ("RBM") anounced that they had to suspend zircon sand production from March 28, 2018. It is reported that the access to Richards Bay Minerals smelting complex and mining site in South Africa has been forcefully blocked by protestors since March 28, 2018. The road blockages have adversely impacted on the safety of RBM's overall activities hence a decision was made to suspend all operations at the RBM until further notice. RBM, located in uThungulu District Municipality of KwaZulu Natal in South Africa, has an annual capacity of 250,000t for zircon sand. Of this, 95 per cent is exported, yielding a total market share of about 33 per cent of the world's zircon output. In 2018, it is expected that they would produce no more than 100kt of zircon sands. In 2017, they produced around 150kt of zircon sands, with basically no stock in Chinese bonded warehouses now. According to Asian Metal, current import prices of South African zircon sand 66%min (ZUG) keep at around USD1,480-1,500/t CIF China

Just because i bought Everyone joining in Lol

Thats the 1 billion dollar question