Bluejay Mining Share Discussion Threads

[rampair] 23/2/2018 08:01

Base resources results out today make happy reading for us JAY’s, an extract below.


A supply deficit in the high-grade feedstock sector (which includes rutile), driven mostly by the strength in the western chloride pigment sector, is resulting in continued upward price momentum. It is expected that this will translate into price gains as offtake contracts are renewed in 2018 for bulk rutile and chloride slag sales to large mainstream customers.

In the absence of substantial new feedstock supply coming online, the titanium dioxide feedstock market is expected to remain in structural supply deficit, providing an opportunity for continued price strength in both ilmenite and rutile over the coming years.

[gersemi] 22/2/2018 20:37

The global titanium dioxide market is expected to reach USD 28.5 billion by 2025

LONDON, Feb. 22, 2018 /PRNewswire/ -- Titanium Dioxide (TiO2) Market Analysis By Application (Paints & Coatings, Plastics, Paper & Pulp, Cosmetics), By Region (North America, Europe, Asia Pacific, CSA, MEA), And Segment Forecasts, 2014 - 2025


The global titanium dioxide market is expected to reach USD 28.5 billion by 2025

The increasing application scope of the product as specialty coating materials in the automotive industry and photovoltaic systems is slated to drive the growth of the market during the forecast period.

The paints & coatings industry has been witnessing significant growth in recent years, mainly on account of the increasing consumption in key end-use verticals, including construction, automotive, aerospace, and energy & power. The growing scope of the product as whitening pigments in paints & coatings is expected to have positive impacts on the future growth of the industry.

The growing awareness among consumers of emerging economies such as the BRICS nations regarding personal hygiene and care have led to considerable growth of the cosmetics industry. The growing consumption of the product as UV filter and whitening agent in cosmetic goods is expected to drive the overall industry growth during the forecast period.

The plastics vertical is anticipated to witness the highest growth over the forecast period, in terms of revenue, slated to grow at a CAGR of 9.7%. The performance attributes of the product including weather ability, whiteness, opacity, and lacing resistance, play a major role in the quality and effectiveness of plastic commodities.

Further key findings from the report suggest:
• The titanium dioxide industry was estimated at USD 13.21 billion in 2016 and is expected to grow at a considerable growth rate during the forecast period, mainly driven by the increasing application scope of the product in plastics, paints & coatings, and cosmetics industry verticals
• The plastics segment accounted for a major share of the industry revenues in 2016, and is expected to witness the considerable growth of 9.7% over the forecast period, owing to increasing consumption of the product for improving weatherability and durability of plastic commodities
• The demand for titanium dioxide in paints & coatings applications is expected to grow at a CAGR of 9% over the forecast period, driven by the use of the product as whitening agent and the rapid growth of paints & coatings consumption in construction, automotive, and aerospace verticals
• Asia Pacific accounted for the largest share of the overall industry revenues in 2016, and is anticipated to grow at a fast pace from 2016 to 2025 at a CAGR of 9.6%. This can be attributed to the rapid growth of the application industries, including paints & coatings, plastics, and cosmetics in key economies of the region
• The major industry players are investing heavily in R&D for the introduction of new cost-effective manufacturing techniques. For instance, In January 2014, Cristal formed a joint venture with Toho Titanium Company Ltd., with the objective of producing titanium sponge at competitive costs and thereby introducing integration across the value chain.

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[snowyflake] 22/2/2018 10:06

High-grade, very pure,homogeneous and replenishes season by season.

[gersemi] 22/2/2018 08:51

Not only is Dundas ilmenite high-grade but its size can guarantee a supply of such feedstock for decades to come. That's gotta be worth a lot of wonga in terms of offtake (Capex throw in) agreements...I can't see the downside here except maybe the cyclical nature of the Ti02 industry but demand for high-grade ilmenite would remain robust as China transfers to the chloride process

[thebigchap] 22/2/2018 08:41

well done lads makes for some good reading.

[gersemi] 22/2/2018 08:18

Good find Rampair

Looking good for Dundas's high grade ilmenite -

'The mood was upbeat at the conference, held on November 13-15, with TiO2 producers noting the increase in pigment prices compared with last year, and with many mineral sand producers confident that the market strength would continue to come through into feedstock demand.

But a particular bottleneck was seen in the production of titanium slag, the high-purity feedstock which is likely to be increasingly favored for chloride-route TiO2 production.

Chloride-route TiO2 production is considered to be less polluting, and the result has traditionally been viewed as a higher-quality product.

A number of attendees and speakers at the conference downplayed the importance of TiO2 quality for end-consumers in the current market, which is marked by shortages and a scramble for short-term supply.

But the Chinese government remains committed to chloride-route production, with an effective ban on new sulfate-route capacity in the years ahead.

And as a number of attendees pointed out to Industrial Minerals, this means that titanium slag production will have to increase.

"There is plenty of mineral sands around," one senior employee at a TiO2 producer told Industrial Minerals. "But high-grade ilmenite… and rutile - not so much."

This shortfall in natural chloride route feedstocks is likely to drive sharply higher demand for chloride slag.'

[rampair] 22/2/2018 08:11

From Lomons press release! Excellent news for Dundas. Our type of Ilmenite is ideal for this process.

Jiaozuo, Henan Province China, 20 February 2018: The Board of Directors at Lomon Billions has approved an estimated CYN 1.8billion (~US$ 285million) investment in the construction of two new chloride TiO2 manufacturing lines at its existing chloride production site in Jiaozuo, Henan Province, China. The two new lines will provide an additional annual chloride TiO2 pigment capacity of around 200,000 tons. Feasibility and engineering studies and extensive preapproval works have already been completed and all external approvals are in place. Commercial production from the new lines is expected during 2019.

This investment in additional chloride capacity will allow Lomon Billions to increase its chloride TiO2 pigment portfolio to manufacture more high-performance chloride TiO2 pigments for a wider range of applications and will strengthen the company’s global competitiveness.

R.

[gersemi] 22/2/2018 06:05

It's almost impossible to know that there's a seller at 24p. It could equally be a buy order filling at 24p only to be reported when the order is filled. Looking at the strength of the price in the last 3 weeks or so I would humbly suggest we have someone accumulating, though not aggressively, around this price area

If there is a seller at 24p then considering we are now at 25p bid that may suggest we have a determined buyer

Either way the fundamentals of both the company and at sector level are in our favour

[thebigchap] 22/2/2018 05:47

maybe had a messy divorce settlement to square up! why else jump ship at this pivotal time with so much potentialy great news due.

[luckykids] 21/2/2018 18:20

Looks like big seller @ 24 p. may have gone as 2.7 mill gone thru in two trades at 8:30 today

[thebigchap] 21/2/2018 13:54

things are certainly hotting up today and yesterday, there must be something in the wind!

[thebigchap] 21/2/2018 13:52

Ah yes I see it, strange policy to buy on peaks?

[davroc] 20/2/2018 15:43

Big chap. Look at post 2025. All will be revealed.

[shutittrev] 20/2/2018 14:29

Somebody had a 6666 punt st 14.13....any takers? Not me, I bought my last 6666 batch at around the 26 mark a few weeks back.

[presto77] 20/2/2018 14:21

Loofa in da bath!

agree

nearly 6666 o clock

[shutittrev] 20/2/2018 14:18

Not a million miles away from 6666 territory. Just saying like.

[snowyflake] 20/2/2018 13:20

More hygienic for the Beluga whales than a loofah, Rampair.

[rampair] 20/2/2018 13:10

We are fortunate that the main area of Melville Bay where a ban on Hunting ( certainly of Narwhal & Beluga whale)is in place, lies to the South of Pituffik/Dundas. It’s because the Whale
seem to like the freshwater runoff into the cold Arctic water.Also the Beluga use the area for removing old skin on icebergs
This was presented at a conference in Oregon/Washington uni & i will save 10 minutes
of your life by Not putting a link!!

R.

[minder5] 20/2/2018 11:15

This caught my eye earlier this month. The Northeast Passage is the wrong side of the country for the Pituffik licence, but if the weather conditions and sea ice are developing in similar ways, it bodes well for the passage of ships across Baffin Bay at any time of the year. It may also avoid difficulties with cetacean migration clashing with shipping.