It would be folly to think that China would not try
to engage NTU for a JV if drilling is favorable.'If
commercially successful' and with Asian capital
behind NTU,this fledgling company would become a
star performer,with product being shipped directly
to China and bypassing LYC ...a very real scenario.
Everyone 'assumes' that Lynas and Northern are peas in
a pod.When everyone thinks the same thing...no one is
thinking at all.The next six months could be a real eye
opener for all concerned,with China being the main force
behind NTU's potential development phase,IMO.
[Ayn Rand's John Galt is the one to watch :)
HM
accumulating, page-9
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