Its ok if that happens AU govt will lift the sell order and...

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gc2016

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22/08/24

13:09

Post #: 75324835
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Originally posted by Anndy: ↑

.

It will sort itself out, NTU through their love, gratitude and acceptance of the Chinese dollars, dollars that have kept them going for years now, have brought this upon themselves, and now they want the Gov to sort out their mess. Lol

The interesting saga will be which way iluka decides to go.
As they have said they will give an update regarding their rare earth business in September.
Even with Kim Beazley giving such a pump for Iluka and NTU at D&Dealers, iluka still have to have a viable plan regarding heading down this path. There are ILU shareholders out there that are far from happy with the RE processing idea.

ILU's original $1.25B tax payer assistance had a 16 year payback period with a 3% above the Bank Bill Swap Rate, with the current 3mth rate sitting at 4.37%.
So if ILU are given/chasing the $1.8B, and that rate deal still applies, 7.37% on 1.8B is a fair service chunk that has to be thought through.
Why doesn't ILU just tap the existing share holders for the extra dollars and see how that will go down.

Now if ILU pull the pin on their RE separation ambitions or even place them in a holding pattern for the time being, where will this leave NTU?

Will the numbers stack up?

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Its ok if that happens AU govt will lift the sell order and chinese can get more shares to stop West ever having a REE production capacity just as they did in past !

NTU Price at posting: 2.7¢ Sentiment: Hold Disclosure: Held
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(20min delay)
Last 3.5¢		Change 0.000(0.00%)		Mkt cap ! $292.5M

Open	High	Low	Value	Volume
3.6¢	3.6¢	3.4¢	$104.9K	2.976M

Buyers (Bids)

No.	Vol.	Price($)
11	2966004	3.4¢

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Price($)	Vol.	No.
3.5¢	313561	3

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No.	Vol.	Price($)
11	2966004	0.034
5	1258000	0.033
11	2119396	0.032
7	1458524	0.031
13	1508066	0.030

Price($)	Vol.	No.
0.035	313561	3
0.036	3172360	17
0.037	3770671	13
0.038	982101	9
0.039	1701452	6

Last trade - 16.10pm 28/07/2025 (20 minute delay)

NTU (ASX) Chart

Its ok if that happens AU govt will lift the sell order and...

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Its ok if that happens AU govt will lift the sell order and...

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