92% TREO Jiangxi concentrate with a similar suite to NTU's 52% con was selling @ $18kg but recent reports suggest it has fallen from there, particularly with separation facilities only operating ~30% capacity.
Reliable contact tells me NTU's ex Darwin price well under $10kg, half of it rubbish, and 70% of the other half worth next to nothing.
Do yourself a big favour, ring NTU and ask what the contracted sale price is, and while you are at it, the CoP, or are you happy punting this so obviously not having a clue?
92% TREO Jiangxi concentrate with a similar suite to NTU's 52%...
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