Ann: NTU Corporate presentation - investor roadshow September 19, page-33

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A pretty easy equation really, GB on another company funded junket, he loves NY.
How many investors has NTU ever attracted from the States?

From reading the full year stat acc's, NTU still require external charity to keep the Tanami Desert Dream alive and to keep GB and his team livin' the life.

With 100% of product signed to thyssenkrupp why aren't NTU able to screw some $'s out of them? A: Because they like the yanks are allot smarter!
NTU hasn't even been able to show that they have any economical substantial mine life, hence the reason they are shelling out dollars and drilling like crazy.
Question is, will they EVER find an economically viable substantial deposit?

I'm bemused why GB still references Lynas as light RE.
Lynas already produces MORE Dy & Tb in their by-product than what NTU HOPE to produce @ nameplate.
Back from June 7th announcement:
"Lynas has 50t/year Dy and 20t/year Tb contained in its current ore blend. Future campaigns will deliver 3 to 4 times this quantity."

NTU hope @ nameplate to be producing in their 52% carbonate, 49.4t/year Dy and 6.7t/year Tb, and for a company that has been using Dy as their selling point for this project they are years from being anything successful, if to be ever at all.


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How many tonnes of Dy per year atm does the world use/need?
How many tonnes per year is China capable of producing?
Annually outside of China, will the ROW require more than the extra 200,000 kg of DyO that Lynas intend to be adding to supply?
Who will be separating into oxides the carbonate that thyssenkrupp purchase from NTU?


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