Hi Commodities,Although I hold both NTU,and LYC,I havent posted...

Hi Commodities,
Although I hold both NTU,and LYC,I havent posted here but am a regular on LYC.
There are a couple of reasons that I bought NTU.
Firstly the negatives.
Uranium is still a major stumbling block in Aust.made even worse by the election results and the influence of the Greens.
Drilling results for the REE,s are still an unknown.
NTU is still at a junior mining entity stage.
The road ahead,is long,with so many issues one stick isnt enough to poke at all the problems.
The market has no clear indication what NTU is about..is it Uranium or REE,s.The SP hasnt moved because of uranium but the hype of REE,s.Its perceived as part of the bubble where small miners may never survive when it counts.
The positives.
Three words...Nick Curtis..Lynas.
No CEO in Aust,perhaps even globally (I dont know)has spent 10 years in China.
Certainly noone globally,came back to their home country,and saw what or where the future would hold for REE,S.
Thats why LYNAS will be the first cab off the rank..his foresight.
Radioactivity in REE,s is there for only one reason..the presence of uranium.
Uranium when treated will/can deposit REE,S residue.
The world is turning Green.
Uranium and REE,s are the prime movers.
There isnt a Fund manager worth their salt that isnt aware LYC has a stake in NTU.
LYC has sold 90% of phase 1,25% of phase 2,and there is now talk of a phase 3.
What is phase 3..as yet we dont know.
NTU to me will be part of phase 4.
Phase 4 imo will be instigated before the competition become mobile.
Why.
Phase 1 will bring income.
Phase 2 will double the income.
Phase 3 will involve NTU,with income from phase 1&2 to fast track NTU.
Phase 4 NTU to send concentrates for processing to LYC..no expenditure on a processing plant (save $1billion)
A pandora box opens up on this phase..does LYC do a JV..or a T/over of NTU..what will happen with the uranium..no doubt utilised.
I think Conglen see,s something similar..why buy the comet when the shirt tail is so much cheaper.
Thats why I bought into the comet and the shirt tail.
I trust and believe in Nick Curtis everything he has done so far has been visionary,and correct..until proven wrong im on board his comet.
Isnt there an old saying about hanging with winners not losers.
IMO NTU after LYC is the best buy.