where to from here??, page-10

"I have been around the periphery of this stock for a while"

you are a new member since mid Sep,
1st post yesterday on NTU.
no post on your beloved LYC

I guess you do have arguments that you already followed before you joined,

or only started following after you joined.

but I can't help thinking who you were before you joined, or who else you are at the moment or what your motives are.

but my job is an equity analyst, lucky Im not a "poster" analyst. :)

I am not going to paint a rosy picture of NTU's LT fundamentals because there are still a lot of boxes to be ticked

It is too early to say this will be the next REE company to jump on but I think the same goes for you,

It is too early to say this company has got nothing to show for it down the line.

All we see are signs of what NTU could become by having LYC & Conglin Yue on register, cashed up, committed to drilling.

You are not paying 40m MC on ASX for a REE company with all boxes ticked, are you?

that is the point.

NTU is a spec, a junior, running on expectation.

If all the drilling is done, resources defined, future development plan clear cut, project derisked significantly

The MC won't be 40m! Simple!

you either:

Buy in cheap but accept there is still big risk ahead & happy with the risk/reward potential here.

or buy in later when project derisked but presumably at way north of 33c.

or increase your holding in LYC or other boxes-ticked ones (ARU, ALK etc) & leave us punting our future here.

I think your call & motive is really sus.

but am not here to analyze you

I think you best go with option 3, given you are so concerned about the risks here.

ps, I look forward to seeing your post on your beloved LYC, hopefully on ARU & ALK, not on NTU. :)