Re Titanium, I have some business dealings with RTI, and I know they're searching hard for new sources of titanium. Right now titanium is pretty easily available from beach sand in certain locations, but those supplies will be used up before too long. Meanwhile demand is growing, not for titanium metal, but for titanium dioxide pigment. This is actually the main use of titanium today. Titanium dioxide is used to whiten paints, plastics, paper, toothpaste, you name it. For what it's worth, a leading company in this business is NL, and it's a real value stock.
Fun-da-Mental |