Recent content by ashentegra

John, you HREE rankings look about right. There is some necessary subjectivity - no problem. Your ranking Myanmar Rebels first is entirely appropriate. I shudder at the environmental burden their workings will leave behind. On NTU's DFS - Ha! They have had it in hand for over a year, minus...

Hi John. Yes, I hold NTU.ASX. Highest grade exposure to HREE I could find. Chinese ore-bodies are opaque, unreported. Australian Treasurer Jim Chalmers' legal action acknowledges the original divestment order was not complied with and seeks a legal remedy. I smirked then that the shares were...

No. The book was largely about the eight minerals deemed critical and the government stimulus was earlier 1938-41. I misnamed met coal. The last commodity was manganese. I have modestly progressed my unpacking of books. I will share if I find it. Do not doubt Western governments are performing...

Good work on a possible shopping list for governments, John. Also very useful to remind investors et al of the Lassonde Curve. Back in 1938-40, the US government, in contemplation of war, foresaw shortages in eight key commodities: copper, zinc, nickel, aluminium, petroleum, rubber, iron ore...

The great uncertainty for ILU is the market price of its REE outputs. China would simply and opportunistically undercut them - that is how monopolies maintain their position. Australia's Critical Minerals Fund is not to create stockpiles of copper or nickel, it is to provide a price floor and...

A good reciting of the reasoning and variables around Australia's Critical Minerals Reserve Fund from you both and AI. The Fund will need legislation, which could be up to a year away. I would like to be wrong on this as projects will remain stalled. Even if China now freely trades REEs, the...

Hi John, Many questions there. I urge y'all to study the presentation, linked above. While Wolverine is a gem, vicinity exploration has only revealed small deposits - so far. NTU has 5,600km2 (that is not a typo) REE exploration permits across WA/NT. The presentation says: "DFS update due...

I am an investor in NTU:ASX. Why? Its Wolverine deposit is globally one of the highest grade Dy Tb deposits, ex-China. It might well be the best. It is fully-permitted, process-proven after a physical trial on-site and now an X-ray sorter incorporated in the flow-sheet. Mining will be by...