NTU v. LYC v. the rest, page-42

Lol, beacon of BS, just what are NTU's costs in producing a 49% carbonate, what were the key recoveries of Tb & Dy into that low grade carbonate? In other words just how viable is NTU's operation? The fact they have never been forthcoming with key financial detail, all the way back to the fudged "production credits" in their 2013 FS:

https://hotcopper.com.au/threads/an...trength-of-browns-range.2304859/#.YJQP_a8zaCo

You should spend less time here and more time researching data such as the 2013 FS, if you manage to understand it unlikely you'll bother coming back, vain effort to make the project look economic at Dy $724kg when mkt value had already fallen well below that.

AL is NEVER going to telegraph key aspects of the business, simply doesn't need to, she's not trying to raise funds from a thought bubble, been delivering the key numbers to a viable business for years, but as I understand it LAMP delivers a SEG/HRE by-product ~70% TREO that is low single digit yttrium unlike NTU nominally 57% of 49%.

Having said that detail of the Texas separation plant should be released in the next few months so the level of info will be interesting, incl tech & timeline. Likely an initial module but sufficient to more than meet ROW demand in DyO equivalent, shutting wannabes like NTU out of that mkt, conversely they might purchase NTU concentrate if it were required & economically priced.