Oh dear... Lynas is the only ROW supplier of Didymium in...

Oh dear...

Lynas is the only ROW supplier of Didymium in quantities that will fuel ROW REPM growth. Not only that but Lynas also supplies select customers inside China also.

Currently Lynas is producing close to the amount of Dy in a high purity HREE mixed concentrate than what NTU dream of one day producing from a pilot plant and Lynas is not selling it because it's basically worthless. NTU don't even have a binding off take agreement yet lol.

Do you actually think a pilot plant is ever going to produce a HREE mixed concentrate at anywhere near what it costs Lynas to produce as a by product?
I believe the pilot plant will never be able to generate enough revenue to be cash flow positive.
Might take the coal company a bit of time to figure it out once they realise no one will pay anywhere near what NTU want for a 52% mixed con. Took a while for Jien Mining to figure out.

How is NTU ever going to be a competitor to Lynas?

Your comments just prove the total lack of any logical thought process here IMO. Absolutely clueless.

BTW what's your thoughts on PRC approval for the coal company funding deal?

What's a 52% mixed HREE con worth these days?

What's the CAPEX and OPEX going to be for the pilot plant?