ARU 0.00% 14.0¢ arafura rare earths ltd

major portfolio imbalance, page-38

  1. NNZ
    104 Posts.
    Pisa,

    okay, I was on vacation and missed that. But nevertheless I don't think we will see a SPP this year but rather the appearance of a strategic investor. Can't say it any better than pirra ... time will tell.

    LYC revealed yesterday that 60% of their shares are held by US and UK hedge funds. One can only imagine how eagerly these fund managers are waiting for ARUs scoping study so that they can diversify their REE position.

    30% of my portfolio is ARU and 5% is LYC. And I'm lovin' it.
 
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