NTU 0.00% 3.3¢ northern minerals limited

How do you know SARECO are shipping there concentrate to Russia...

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    How do you know SARECO are shipping there concentrate to Russia for further processing? It simply states that the finished products were shipped to a consumer in Russia. Maybe that consumer sends the mixed concentrate to China for final separation into individual REO.

    Do Shin-Etsu have the ability to toll process for Sumitomo? I would imagine that Shin-Etsu only have enough capacity for there own requirements.

    That's the elephant in the room here. NTU are trying to sell a product that is useless to MSP customers and even more so to OEM unless it is separated into individual REO. Not only that, NTU want to charge 2 x current China FOB Dy oxide prices for the privilege.

    Just don't see it happening IMO.
 
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