I owned ARU/ARUO pre demerger; sold b/c I lost some confidence in mgt / long timeframe / complicated.
Resolved to put 1% of my portfolio into this and hold for years with no expectation of short term gratification ... and have now done so. :-)
The valuation is compelling (ie comparison of EV to annualised op CF). The phosphoric acid is the gravy on top ... good chance of being one of the first projects into production.
I have a friend who is working at ANSTO on the ARU job. She doesn't tell me anything, she did however say Alistair / Gavin are "demanding". I liked that ... they need to be.
back on board
-
- There are more pages in this discussion • 35 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add ARU (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
14.0¢ |
Change
-0.005(3.45%) |
Mkt cap ! $363.4M | |||
| Open | High | Low | Value | Volume |
| 15.0¢ | 15.0¢ | 14.0¢ | $394.9K | 2.738M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 90 | 2537067 | 14.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 14.5¢ | 806443 | 26 |
View Market Depth
| Last trade - 12.41pm 06/11/2024 (20 minute delay) ? |
| ARU (ASX) Chart |