NTU 9.09% 2.0¢ northern minerals limited

The Dark Horse in the Lanthanide Stakes, page-41

  1. 15,535 Posts.
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    "HRE is on the radar of governments and industry these days"

    Absolutely & totally disagree, 2011 - 2o14 the Govt's of US, Jap, EU and China all successfully funded HRE reduction/deletion programs, which are ongoing in both Jap & China > Baotou Xidirui Technology Co., Ltd.

    "NdFeB heavy rare earth grain boundary diffusion technology research and equipment industrialization development project"

    Lynas survived after it delivered 850t on spec NdPrO June Q 2015, half to China mag makers & half to Japan, and I started buying volume.

    NTU is a very long way from proving it can viably deliver a low grade HRE concentrate to a Chinese separation plant, its own paid research clearly states it is totally dependent 40/45% taxpayer subsidy which is finite.

    Totally dependent DyO values at least doubling next couple of years, no hard data suggests that's remotely possible ATM.
 
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