Ann: Research confirms global dysprosium deficit, page-42

One of the companies you have mentioned is a 7 bagger from the lows and the other is less than 10% from the lows.
What according to you would be the driver of that O'great one?
One has debt rising and the other one debt falling.
One produces and the other doesn't.
One refines it's Ore and the other doesn't even produce Ore yet and will never refine it.
One wishes to raise capital to build a big plant, the other has finished a big plant and has no more need to raise capital.
The lows for this one are not in yet IMO.
Going concern is a real issue end of financial as $10m prepayment never happened, can NTU survive next 6 months without raising capital?
I think no and auditors will likely say as much.
If that $10m doesn't arrive pre EOFY you are looking at a trading halt that may end up being permanent.
Waiting for cash from sales is months away and even then it'll be running at a loss as per "plan".
The Chinese will have this on a platter anytime they want, they will force a great deal with the desperation they have caused by not coming good with the $10m, this IMO was the plan as soon as they realized the position they had.
You're gonna wish you had supportive Japanese lenders when this comes to fruition