ARU 3.03% 16.0¢ arafura rare earths ltd

true value of aru post pfs, page-5

  1. 25 Posts.
    I don't think anyone can say that its down ramping because its clearly not.I am talkign about numbers that have been presented by the company along with public news that is avaliable in the media.

    $1 billion to me is not out of the question becasue RIO, BHP,ZFX ... (lets say producers) are all facing cost blowout of 30%+ in many of their divisions. In the PFS there was no mention of the OPEX deconstruction as well.

    The margins were stated in $$$ values rather than percentage which is a worry becasue if there is an appreciation in the OPEX this margin could be all but wiped out.

    Also I cannot find information on the ore quality (what impurities needds to be sorted out, what sort of screening must be done as this will determine the power usage, what is the recovery rate of the product...)

    This is the reason why I think the CAPEX is likely to be $1 billion+.

    I have also read a few posts from HC on ARU before and there were people who said the delay in PFS is because there are more posittive factors to consider.

    Seems to me that the delay in the PFS was time for management to patch some numbers to make the project look better.

    Also I do not understand why many people on HC will jump onto you if you point out a weakness in a project. As a rational investor shouldn't you want to know the weak points along with the strong points. I mean this is how you make an informed decision right
 
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