ARU 2.50% 20.5¢ arafura rare earths ltd

I may be mistaken, but I reckon on the Sky Business Weekend...

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    I may be mistaken, but I reckon on the Sky Business Weekend interview with the ARU CEO he referred to it as "multi generational" (check my thread on it, I think I noted it). I think it may have also been compared to Olympic Dam.

    I'm going 100 years.

    edit: actually I'm going with less than 100 years as I reckon they will ramp it up to meet the huge predicted shortfall. They may well indeed end up providing 10% of the world's NdPr. Huge barriers to entry for new entrants. Much easier to ramp up existing large super long life mines.
    > More ARU supply = more revenue (and larger NPV)
    Last edited by tradeprofits: 23/03/24
 
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