.
One thing that it seems like some seem to happily overlook here is what NTU actually produce and what it is worth.
Do you see in the Hallgarten report as to where they have put a value on what NTU actually produce.
Using the price of oxides has no real relation to what a 52% carbonate will actually sell for.
Remember GB is on record when asked in relation to a price per kg for their carbonate he said 30 35 dollars per kilo, and he said this when DyO was ~$170 USD/Kg.
Remember folks, NTU ONLY Produce a 52% carbonate. NOT FINISHED OXIDES
Maybe if they started using and giving you a carbonate price and not oxides some might start to see the real picture.
And lets see where they shift the hopeful (carbonate) nameplate date to next.
Nameplate in 2019 FAILED
Nameplate by mid this year FAILED
CF+ WILL BE sometime in 2019 FAILED
30 35 Dollar$ per kilo for their carbonate FAIL
25% of nameplate after ~1-3/4 years of operation FAIL
$0.38 cents and entering the ASX TOP 100 Stocks FAIL! FAIL!! FAIL!!!
If you want to promote yourself as a one/two trick pony, you sure want to have the goods, market and business plan to back yourself up.
You can see clearly who have not done their homework here!!!
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