ARU 2.70% 19.0¢ arafura rare earths ltd

Many such funds have criteria - derisking etc before they enter...

  1. 6,167 Posts.
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    Many such funds have criteria - derisking etc before they enter any given company.
    It remains to be seen how much money is sitting on the sidelines for when ARU close out off takes and financing and if such funds will partake in equity raisings which I anticipate they will and more will arrive on further derisking such as Nolan's commissioning and future ramp up in production achievements. It will happen. Using Lynas as a reference and guide can help with the logic of how it all plays out. They were struggling with SP action for a considerable period but each progress saw some gains with the biggest on commissioning - a share consolidation then ramp up in production. Higher product pricing was a big one at different times - ARU will see a similar maturity in SP as we progress and grow.
    The difference to Lynas is ARU have exponentially favorable circumstances and support and timing.
 
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