ARU 1.32% 18.8¢ arafura rare earths ltd

China frictions steer electric automakers away from rare earth magnets, page-297

  1. 19,584 Posts.
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    Reduce the capital intensity a lot further, that's probably difficult given high radiation levels, 2700ppm Th.

    Prove up the economics a LOT further, write some offtake contracts for the ~$10kg by-product credits, pure fantasy ATM, talk reality Chinese spot prices less VAT not dreamboat ROW fantasy, employ some mgt with real world chem processing & RE mkt experience, current lot look very second hand, don't have to look far to see exactly what I mean.
 
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