Point missed on tariffs. Trump not putting tariffs on RE. I was looking at more of China withholding supply to USA as they are so dependant at present. yes, the prices have been falling but you cannot create new supply overnight. Just noting Trump can play hard but other ways to play this game. NTU at least reasonably advanced and reasonable reserves so maybe placed ok. Curious why it's required to be treated to final product in China. sounds to be a numbers (cost) equation . I have seen aerial pics of China's RE pits.....maybe expensive and complicated processes. As shown with Lithium recently maybe with more prospecting for RE a lot more reserves will be found. For now with China having 98% of supply at least NTU are having a go......I still like what I see with management etc
why same trading numbers?, page-10
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