LTL
Good for you dude.
Wish you nothing but success in your investment in NTU. Hopefully one day in the future NTU will become a producer of a HREO mix.
Obviously Lynas business model is very different to NTU. Lynas business model is all about value adding through downstream processing and now as a successful producer, through partnerships with MSC customers to provide end users with a secure supply chain from mine to magnet.
Unlike NTU's business model that is simply based on supplying a HREO mix to China. No downstream capabilities, no value add and heavily reliant on demand for Dy to become a producer.
siemens lands mega wind turbine deal in the ne, page-16
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