NTU

5.00%

2.1¢ northern minerals limited

Ann: NTU Hallgarten and Company Coverage Update, page-102

First 102 Last

Share
Profile

Follow
Anndy

454 Posts.

55

10/03/18

12:40

Post #: 31660540
Share

Originally posted by Anndy ↑

Who is to say that the Ze Yu are still interested in coughing up the early 10,000,000 and continuing with the sales agreement. We shall see, wouldn't be this first to change their mind.

NTU could have made it crystal clear as to how the pricing mechanism was going to work, but they have chosen to keep it as clear as mud. And yeah yeah we will get the average of the trailing two months published rant, and as you said Aus, of what.
If one refers to other information that NTU must have told Oz Financial, and I am assuming that they told them, because I cant see OzF just inventing it. They have gone into a little more detail, but have still made sure that NONE of the punters here have any chance what so ever at all of working out how much their mix is going to sell for.
With the current offtake agreement, the offtake partner prices the shipment for 5 of the 6 components at the separation stage, given there is no market for carbonate in Australia. The other elements in the mixed heavy rare earth carbonate are used by the offtake partner to pay for their separation cost.
So Mix the above with the two month average from Asian Metals and Ruidow and you have MUD.

And from the DFS, which Hallgarten also used, $37.6 cost per kg TREO

IMO there is only one reason why you would want to keep this as clear as mud.

And if any of the readers out there can shed a little more sensible conversation to the pricing please join in.

.

Expand

h0rc0 any thoughts or contrbutions re the above?

.

NTU Price at posting: 9.0¢ Sentiment: Sell Disclosure: Not Held
1 Upvote

0 Great analysis

Reply

Top Stories

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

ACW

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

ENV

Anteris Tech eyes US market liquidity with early-stage NASDAQ IPO paperwork

First 102 Last

Add NTU (ASX) to my watchlist

(20min delay)
Last 2.1¢		Change 0.001(5.00%)		Mkt cap ! $135.9M

Open	High	Low	Value	Volume
2.0¢	2.1¢	2.0¢	$20.15K	996.8K

Buyers (Bids)

No.	Vol.	Price($)
15	3055936	2.0¢

Sellers (Offers)

Price($)	Vol.	No.
2.1¢	3393348	16

View Market Depth

No.	Vol.	Price($)
7	389264	0.083
1	100000	0.082
3	26500	0.081
6	683055	0.080
1	102400	0.078

Price($)	Vol.	No.
0.084	125000	1
0.085	2235656	8
0.086	308648	5
0.087	418480	5
0.088	398808	3

Last trade - 11.27am 25/11/2024 (20 minute delay)

NTU (ASX) Chart

Ann: NTU Hallgarten and Company Coverage Update, page-102

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Anteris Tech eyes US market liquidity with early-stage NASDAQ IPO paperwork

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: NTU Hallgarten and Company Coverage Update, page-102

Top Stories

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Anteris Tech eyes US market liquidity with early-stage NASDAQ IPO paperwork

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News