Can you point at NTU's OpEx estimates for the current project, I seem to have missed them?
Yet to see anyone even attempt a rational case for demand driven DyO appreciation over the 70% of Chinese production capacity sitting idle.
By Argonauts admission this "pilot" is going to run 40/45% cash negative, by Hallgarten's admission the tax payer prop is going to tail off post 2019, difficult to understand what you think you are "investing" in?
FWIW, if any can make a rational investment case here I'll happily sit back and observe.
BTW, RES will claim first ROW separated HRE supply @ Argus in Vegas this week, OpEx < $2kg, and Lynas have supplied HRE in 98% carbonate to China for 5yrs now, NTU really look dead man walking.
Big dose of reality, page-101
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