Have you actually read the DFS?
Project economics are based on a DyO price of A$900+/Kg and that was in 2015. Current DyO price some 3 years later A$200/Kg. Let’s not forget NTU will not be producing oxides but a 52% mixed concentrate that sells for considerably less. Comparable product longnan Dy rich 95% concentrate selling in China for less than US$20/Kg.
So you see h0rc0 it’s NTU thats been using future imaginary numbers, not me. You should search my posts from around the time the DFS was released in 2015. Three years later and they are 100% vindicated. Funny thing is comments from the NTU true believers at the time read much the same as yours now.
You have obviously invested in NTU because you believe the company has a viable business plan. How about you show us your numbers to justify your investment case dude.
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