Recent content by ashentegra

Good luck getting permits in Europe! It has been thoroughly settled for over 2000 years. There will be an old castle of historic significance on top. Or, if untouched by human hands, will be deemed pristine. Either way, permitting is inconceivable outside existing mining districts such as...

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...