I am not speculating on the price customers will pay for a REGULAR supply. Let's face it, this will be a new phenomenon for manufacturers - regular supply.
I don't care if customers want HRE salts of any form. Just that they want them. There is no prohibition of chemistry demonstrated anywhere so far. Remember the manufacturers only want generic and accessible HRE's in a form where THEY can add PROPRIETARY VALUE not the miner.
Let's not also forget the cost of production is dipping every day in USD terms.
The cost of building the mine is dropping due to industry oversupply of service providers and weak labour markets. Timelines are not going to be over run on supply chain issues.
These are extremely positive catalysts to NTU and 2016 production.
Bankable FS means no CR in my opinion.
Alert but not alarmed.
I am not speculating on the price customers will pay for a...
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