The Adamas Intelligence "research" report was commissioned by NTU. Just like the Hallgarten & Co report. Both highly biased toward positive outcomes for NTU unviable business plan, omitting vital information such as China SRB stockpiling data, China HRE separation plant operating at only 30% capacity due to low demand and positive outcomes all based on fantasy DyO prices even though NTU plan to produce a low value 52% mixed concentrate.
"Australian heavy rare earths developer, Northern Minerals Limited (ASX: NTU) (the Company) has commissioned a research report by independent consultancy Adamas Intelligence (Adamas) focusing on dysprosium and the global drivers of supply and demand for this critical element."
Hallgarten & Company acts as a strategic consultant to Northern Minerals and as such is compensated for those services.
http://northernminerals.com.au/wp-content/uploads/2018/02/NTU_Hallgarten-Feb2018.pdf
You are merely a hired gun here to promote a company that has compensated you to do so, handsomely I am sure, and that is reflected in the biased reports you and Ryan have published IMO. Certainly would be reliant on the accuracy or relevance of the information and forecasts contained in both reports.
Christoper, what do you believe NTU 52% mixed concentrate is really worth?
The Adamas Intelligence "research" report was commissioned by...
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