Agree Huon: If the West want access to REE's, they need to do whatever is required to stand up alternative supply chains. China's export controls are a clear warning of the risks we face.
Many miners will have contemplated taking over ILU, done their sums.
This only reinforces to me just how critical NTU is - the economics of ILU's refinery are pale without it.
This is the best fresh source globally of Dy Tb and shovel-ready.
I think I am repeating myself.
Ash
NTU Price at posting:
2.9¢ Sentiment: Buy Disclosure: Held
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