Clearly you have no idea, any relationship with Lynas would purely be master & servant, Lynas would buy the NTU concentrate based on Tb/Dy mkt value, sounds like they may be abandoning hydromet, and run it thru Kal C&L for ultimate processing in Tx, if the sloths USG ever get off their fat butts.
Nothings changed for NTU & deluded SH's, all comes back to Tb/Dy grade/value over costs because there is simply nothing else to contribute to revenue, and there simply is not enough Dy, never has been, to make this Tanami Desert dreamboat viable.
If Lynas can just blend the xenotime time feed from NTU at little/no cost they'd likely offer a base mkt value to NTU but I very much doubt Lynas would invest two bob in their process to accommodate NTU feed, simply not worth it.
NTU Price at posting:
4.3¢ Sentiment: Sell Disclosure: Not Held
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