so i'm starting to like ntu

You guys have been great, challenging me to update my spreadsheets and whatnot.

So the REE mix isn't as constraining as i thought. I still think the forward projections for Ce are low though, but that's not relevant to NTU. But finding accurate information on the Dy production and forward estimates was a turning point for me.

I was concerned that the production ability for NTU was going to be too low, that given the sparseness of the resource, that it wouldn't come to anything. But given the strike length, the upgradeability, and the (newfound, to me at least) market dynamics this looks like i sold too early even with the slightly disappointing widths of the early drill holes.

Thanks for your help guys. I'm going to have to have a long hard think about this.