Interesting discussion over on seeking alpha - very relevant to NTU and the ongoing Dy debate promoted by .....
For those that haven't seen it ...
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http://seekingalpha.com/article/237...ick-with-the-winners?v=1438723444&commenter=1
I have been following Ben Kramer-Miller for several years now, in my opinion he is one of the few mining analysts that actually knows what he is taking about when it comes to rare earths, and make no mistake - Ben says it as he sees it.
Here is a snapshot of his comments on Ucore from seeking alpha :- " .... My research on Ucore has become more critical as management has become far too promotional of its new REE separation technology. ......... I no longer trust the Ucore team . I see them as promoters."
http://seekingalpha.com/article/325...s-jack-lifton-dan-gorski-and-anthony-marchese
You have to respect an analyst that is honest and says it they way he sees it.
Perhaps NTU should reach out to Ben Kramer-Miller to do an article on NTU ... after we have secured the funding and the results of Jiens optimisation work are made public
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Interesting discussion over on seeking alpha - very relevant to...
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