Only fantasy around here is NTU business plan and your invenstment case.
Your absolutely right dude, can’t blame the instos or anyone’s else for not wanting to support NTU”s unviable business plan.
Seeing you mentioned Lynas, thought you would be interested to know they stopped selling their SEG product, which containes around same amount of Dy and is higher purity to the product NTU dream of one day producing, because HRE demand is so low and prices are in the toilet.
The only thing NTU’s R&D pilot plant will prove is their business plan is unviable. Although anyone that’s done their own due diligence would know this already. Just ask Jein Mining and Huatai Mining
Ozfinancial report, page-49
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