Member Info for Greeno

Bubble IMO

http://www.lse.co.uk/share-regulatory-news.asp?shareprice=PAF&ArticleCode=fy6ld73v&ArticleHeadline=Operational_Update

I occasionally suggest DYOR But PAF is now down at an attractive level

Will get a few more this week Not sure if below has been posted before https://www.investorschronicle.co.uk/tips-ideas/2018/03/14/kenmare-unloved-unmoved/

Q1 in a couple of weeks?

Zircon on the rise Apr. 2 2018 Source:ruidow Keywords:zircon market Zircon sand: Zircon sand Market inquiry active, but the spot cargo is still tense, many purchasers complain can�t get satisfied cargo. But the buyers and sellers are always contradictory. The rapid price rise makes the buyer difficult to adapt new price offering, and always wants to seek the previous low price, so this kind of shortage is only temporarily unable to accept the market. At present, 66% premium sand domestic tax quotes are basically above 13000 yuan / ton, and 66% Zr sand market quotation CIF is basically 1500 USD/ ton.

http://m.ferroalloynet.com/news/ferroalloynet_6th_international_titanium__zircon_products_summitkeynote_speech.html

Its a combo with metalysis synthetic rutile powder technology

UK gov https://www.gov.uk/government/news/porton-down-scientists-on-brink-of-titanium-revolution

including 9,200 tonnes (2016: 60,000 tonnes) being held for a customer who prepaid for this product. The revenue for this stock will be recognised in the statement of comprehensive income when all criteria for recognition as a sale are met, including delivery to the customer�s vessel.

Closing stock of finished products at the end of 2017 was 231,000 tonnes (2016: 192,300 tonnes), of which 9,200 tonnes has been paid for and is being held for a customer.

See slides 19 and 20 Bodes well for 2018 http://www.imageres.com.au/images/joomd/152152053320180320MineralSandsConference-Presentation.pdf

Arent we all buying at this price ? $100M 2018

This is the bottom

Interesting find Thanks

Del Zircon at 5 year high is very good for KMR

@sanlamAU showing Zircon spot $2000

Z in the presentation was the Q4 average Im confident 2018 blended average will be $1000

For 2018 and next 10 years

Try ilmenite $200 zircon $1000 and rutile $800 For 2028 Q1 nearly completed - Im disappointed with SP and now in neg territory but all the fundamentals are in place for upturn