The REE market has always been one that is hard to analyse. The market is complicated and the cost of getting a project to production is difficult.
The implication of Chinese dominance has made market pundits aware wary of investing. This implied issue of a China monopoly of this sector has made it difficult for many companies.
Northern Minerals Limited (ASX:NTU) is one of these companies but NTU is different.
They are already in a pilot production stage and the changing world market due to COVID-19 may swing favour to the company.
George Bauk talks to us about what is happening with the company and the path forward.
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