Sierra Rutile - SRX Stream Log

Note out this morning form Beaufort: "80% of Sierra Rutile’s revenues are from sales of natural rutile, an essential raw material in high quality pigments, and one of few commodities with a bright outlook. In recent years excess pigment inventory has been an issue but stocks are returning to normal levels, a predictor for higher feedstock prices like rutile. We expect rutile’s price to recover from 1Q17 and to be resilient for a prolonged period due to an approaching supply deficit - expected from end-2018. Sierra Rutile is the only company with virtually pure exposure to this niche and tightening market and in 2016 it will be the largest natural rutile producer in the world." on Research tree

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