Recent content by ashentegra
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Price Discovery, Not Distortion: Rethinking Strategic Stockpiles
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...- ashentegra
- Post #8
- Forum: Government Policy & Regulations
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Price Discovery, Not Distortion: Rethinking Strategic Stockpiles
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...- ashentegra
- Post #5
- Forum: Government Policy & Regulations
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NTU - Quarterly Reports
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...- ashentegra
- Post #7
- Forum: Northern Materials (ASX: NTU)
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NTU - Quarterly Reports
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...- ashentegra
- Post #5
- Forum: Northern Materials (ASX: NTU)