IBG ironbark zinc ltd
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And while we wait ....., page-5

  1. Patron
    218 Posts.
    lightbulb Created with Sketch.  22
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    20/03/18
    09:33
    Post #: 31876288
    Thanks djr. CRU would have access to information that the average punter does not.

    Their 1.3Mt of new demand over 5 years is 2%pa compound growth. If growth is 2.5%pa as others predict an additional 380ktpa is needed after 5 years.

    Demand grew 2.6% in 2017.
    http://www.ilzsg.org/pages/document/p1/list.aspx?ff_aa_document_type=R&from=1
    IBG Price at posting: 5.5¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 6  Upvote
    lightbulb Created with Sketch.  Great analysis
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