ARU 3.23% 15.0¢ arafura rare earths ltd

Ann: Date of Quarterly Report and Briefing, page-8

  1. 6,376 Posts.
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    Agree with all. Something really on the nose here unless not advised but delivered critical progress very soon.

    Unless unlikely increased Nolan's production - the engineering large additional expenditure from the BS SPP could be directed at further CAPEX/OPEX reductions (yes I know that was all done - apparently. Yet perhaps financiers are requesting such - get the OPEX down and competitive to Chinese RE pricing with sustainable margins - I dunno. Whyu so much more monies on more engineering when we are supposed to be in full construction - has there been new tech advances made available. Certainly we retail need a please explain on this - as the Insto's have been clearly advised.

    On another note - Birch a poster at IMU forum wedgeman7 today post number 71963791 really interesting post on "notification obligation" and hiding the 5% - joint held or otherwise. Only a 5 minute read and digest well worth a look.

    Chairman of Seimens Gamesa gone after epic failure with land based wind farm issues.

    Chinese RE exports up considerably YOY. Yet December 23 saw quiet a fall - is this going to be a continued trend time will tell and will lend to all other restrictions Beijing has placed in 2023 regarding RE controls.
 
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