NTU 0.00% 2.0¢ northern minerals limited

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  1. 15,535 Posts.
    lightbulb Created with Sketch. 1627
    Seems horoc battling with his DD so thought punters might be interested in a few pointers from a different social media outlet:
    • Rare earth carbonate 22000-24000 230000 yuan / ton

      REO 42.0-45.0% / domestic

      December 22

      Effectively domestic LRE concentrate, presumably net tax, av 23RMB kg/US$3.50kg

      Wonder if any would pay much more than twice that for HRE con ex Darwin, particularly with 27% tax due on entering the Chinese process stream?

      Particularly when DyO just hit US$170kg:

      Dysprosium oxide
      1135.00 (1120-1150)
      Lowest of this month:1120

      https://hq.smm.cn/xt
 
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