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https://www.kenmareresources.com/en/about-us

Kenmare Resource is 1 of the largest titanium mines in the world contributing to 7% of the world supply.

Titanium commodity cycle
https://fred.stlouisfed.org/series/WPU102505

There a backdrop of increasing Titanium Demand

https://www.precedenceresearch.com/titanium-market#:~:text=Additionally%2C%20the%20growing%20aerospace%2C%20automotive,in%20construction%20and%20environmental%20applications.

Growth Drivers includes
– Aerospace & Defence
– Medical Hip Replacement as Titanium are good implants.