Anyone know, page-29

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Couple of points:

Are NTU going to be able to crack nameplate

NTU have an agreement with Thyssenkrup for all product from pilot, and Tk also have two other MOU's in relation to RE

Are China going to separate into oxides the carbonate for Tk

Are K-tech going to come up with a separation process for NTU
And if so how long before some pilot size test unit would be ready for the plant.

All this US BS that keeps getting peddled here is just that.
What would or even could the US do with some 52% carbonate.
NTU who were in bed with the Chinese for separation (JFMAG) are now in bed to supply the EU. Do a little homework punters, where does the greater market stand.

IMO GB was taking advantage of all the media hype surrounding RE's and trying yet again to see if he could fleece the US for some dollars, all the while whilst living it up out of the NTU's Purse!

The Chinese who have been fair size donors to NTU have been screwed side ways with the Tk deal, and it could be as to why there has been some departure in the camp as of late.

Now realistically what is the 52% carbonate mix worth, it is going to have to show up on the books one day.

Is the outstanding ~$26.9 million in dilution donations going to come good, especially with $20 million of that tied directly to the Chinese.
China still hold all the cards atm in regards to the separation of NTU's carbonate, will they be willing to toll separate for Tk and lose some market share in the EU

With ~ $18.7 million in the bank at the end of the last 1/4 and outflows estimated at ~$9.7 for this 1/4 as well as deducting the $2.1M for sino and the $4M for JHY should the take the cash, and another $1.8M for the ATO

Without Any More Diluting Donor$ Chipping In, Or Dollars From Sales:
This would only leave $1.1 million come the start of 2020

It pay to look past the spin and look at reality, one might save themselves some money.

Can any here show me as to where NTU have divulged a business plan as to when/how they are going to be Cash Flow Positive.


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