Hello Longtermlegs,Your economics look good until at the end you...

Hello Longtermlegs,

Your economics look good until at the end you expect Ntu to be supplying China's shortage of Hre in the not to distant future. Will we be paid at ROW oxide prices or Chinese domestic?

Also


Rare Earths 101

The higher the concentrate percentage the lower the Capex of the Hydromet plant and also the opex

This is from the DJ Carmichael report Pg 1 available from Ntu's website

" The lower the concentration grade, the more chemical inputs and energy is required to process and separate the ore i.e. a 5% REO concentrate grade will require roughly 8x the chemical and energy inputs of a 40% REE concentrate (and) up to 6x the operational costs"



Tonio