NdPr/NdFeB has a very secure future for the next 10 yrs or more irrespective of the eventual direction of various mkt segments, it is the current & future demand levels of DyO against existing supply capacity that is the SOLE issue here given NTU is a one trick pony with its entire business case resting shakily on Dy prices several multiples of current values.
Even the Chinese RE media have caught on now, reporting how all magnet manufacturers are working to eliminate Dy to remain competitive.
Luv to see someone try to validate the NTU business plan, been asking for years, it simply needs to be predicated on an illustration of future demand in excess of the current proven Chinese capacity 2200tpa plus incremental supply such as Lynas 50tpa, potentially sufficient to satisfy ROW demand.
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Look forward to a validation of future demand in excess 2200tpa sufficient to lift values from below 2015 price crash lows, at a time manufacturers are all eliminating DyO up their range on NdFeB grades, GL.
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NTU was predicated on yesterday's DyO values, investment grade semi precious metals, aka Fanya Exchange, et al, there is absolutely nothing to suggest it will ever come remotely close to those values again, beyond the fairy dust of course.
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Last
2.6¢ |
Change
-0.002(7.14%) |
Mkt cap ! $153.6M |
Open | High | Low | Value | Volume |
2.8¢ | 2.8¢ | 2.6¢ | $43.26K | 1.593M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
8 | 1418414 | 2.6¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
2.8¢ | 1038461 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
7 | 1379953 | 0.026 |
12 | 3152500 | 0.025 |
23 | 3754962 | 0.024 |
14 | 2552909 | 0.023 |
9 | 2084563 | 0.022 |
Price($) | Vol. | No. |
---|---|---|
0.028 | 1038461 | 2 |
0.029 | 649750 | 2 |
0.030 | 678687 | 4 |
0.031 | 90313 | 2 |
0.032 | 1122655 | 9 |
Last trade - 16.10pm 23/08/2024 (20 minute delay) ? |
NTU (ASX) Chart |
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