NTU 0.00% 2.0¢ northern minerals limited

Ann: Dysprosium price jump on crackdown on Chinese illegal mining, page-5

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  1. 5,056 Posts.
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    Cant blame them for trying to pump this thing whenever they get a chance, regardless of how misguided the info may be.

    What most punter here fail to realise is that the crackdown on illegal mining and enviro protection has been having a positive effect on most other RE for some time now, its only within the last month that Dy has started to react which highlights the massive Dy oversupply and low demand issue IMO.

    What many also fail to understand is that NTU will not be producing separated REO but an inferior 52% mixed concentrate which is basically the lowest value product in the supply chain.

    This whole thing stinks IMO and Australian tax payers will have to foot the bill for this loss making R&D project.
 
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