Thank you for the analysis, Marcus.
Your measured comment about the Dragon is exactly right.
We like our open society and rules-based system. This can offer opportunity to the nefarious and we do need to make exceptions where necessary.
The Australian government and our miners are capable of multi-move actions and long term thinking, though our journalists are not.
Among current settings is the off-take agreement with ILU for all future output, which locks out shipping REE concentrate to China.
So NTU is entirely dependent on ILU building its REE refinery promptly and efficiently bringing it to production. We must swivel our eyes over there.
Ash
Thank you for the analysis, Marcus.Your measured comment about...
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