NTU northern minerals limited

Argonaut NTU research, page-7

  1. 2,534 Posts.
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    Ignore the "historical context" at your own peril. History of the company still very relevant IMO.

    The ILU deal is not a certainty. While I have no doubts NTU FID will be positive, its ILU due diligence that could throw a spanner in the works IMO. This has been a problem for NTU in the past.

    Not to say there aren't risks associated with ILU either. Getting that processing plant built on time and on budget is going to be a major challenge. And then there's the very real risk that it doesn't work. Massive risks IMO.






 
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