NTU 10.0% 2.2¢ northern minerals limited

DyO price/demand divergence, page-42

  1. 5,056 Posts.
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    Missed the point dude. China has been the largest EV market since 2015 and will continue to be the largest EV market in the world. The ROW EV markets are somewhat subdued when compared to China. And considering NTU is a Chinese company, Chinese EV market is even more relevant here. Those figures the the chart aushed posted do not look good for NTU.

    I have not seen anyone so ignorant of the fact Dy is being reduced and largely deleted from majority of PM's. The only fantasy around here is NTU business plan. The SP will reflect that over the coming months IMO.
 
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