cambodian "Are you able to shed some light on the current...

cambodian

"Are you able to shed some light on the current situation with RE as you appear to be "Schooled"
on this topic."
The volume required of certain RE products, is, and has been steadily growing.
I see that there is a more rational market re pricing, speculators have moved on.



Your ? regarding NTU:
"Also where do you see NTU placed in the current RE market?"

Atm and into the foreseeable future I don't see NTU has any place in the current RE market, their aim is to sell carbonate to China, and that is it.
Do I believe they will be profitable? No Way! Break even? Maybe. And I have established my opinion from information that NTU HAVE made available.
Two more pieces of information to come:
Cost of production.
And earnings.


IMO and using a PE of 15, NTU will struggle to even rate a value of .02

Believe the spin, the bs, the hype, the presentations, NTU have excelled in this marketing to some IMO.

In the end, and soon the number$ will paint the clear picture.


.