The real issue is supply and price for REEs.
The price of most REEs is likely to be higher than forecast due to the increasing use of technology that relies on them. This is the issue that will really make ARU a big player. This will be partly balanced out by U price which may actually be more towards $70-$80. If the greens get the balance of power new U mines could well be a negotiating plank that Labor will have to surrender to get other legislation through.
Given this is supposedly current NPV this will obviously increased by 10% per year as the discount factor gets lower as production nears. A value of $1.1B if delivered is $8 per share and increasing 10% per year. It could (and likely will be) better given conservative assumptions have been made in coming to this amount.
- Forums
- ASX - By Stock
- ARU
- article from minignews.net re:pfs
article from minignews.net re:pfs, page-2
-
- There are more pages in this discussion • 44 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add ARU (ASX) to my watchlist
(20min delay)
|
|||||
Last
18.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $427.4M |
Open | High | Low | Value | Volume |
18.0¢ | 19.0¢ | 18.0¢ | $286.7K | 1.555M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 152154 | 18.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
19.0¢ | 482460 | 14 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 152154 | 0.185 |
61 | 2154736 | 0.180 |
48 | 2608375 | 0.175 |
34 | 4005791 | 0.170 |
17 | 1216509 | 0.165 |
Price($) | Vol. | No. |
---|---|---|
0.190 | 482460 | 14 |
0.195 | 1090211 | 21 |
0.200 | 2479936 | 37 |
0.205 | 1305023 | 26 |
0.210 | 1345138 | 25 |
Last trade - 16.10pm 19/07/2024 (20 minute delay) ? |
Featured News
ARU (ASX) Chart |