ARU - broker targets/ other research/key questions. Comparisons to LYC, page-27

Welcome @leggy. My brief replies:

- I have searched the company website (Investor section) and there appears to be a lack of any broker (big or small) covering the stock. Is this correct? If anyone is covering, who and what is the target price?
Have seen Bell Potter and possibly Canaccord reports on ARU in the recent past. Others can confirm. I don't recall their target prices.

- the major catalysts over coming months appear (based on company presos timelines) to be FID, 'Finance contractual close' and construction commencement. Are these all on track and any other major catalysts expected (these are already more than enough no doubt) and how is funding sorted for the huge Cap Ex?
And securing a second foundation customer (possibly GE Renewable Energy, but they could be trumped by a Japanese party or another European one). All looks to be relatively on track notwithstanding global economic hiccups.

- NdPr - is there much /visible' new supply coming on board globally over coming years or are we quite bullish about the long term pricing prospects - esp with China dominating the vast majority of supplies and the inherent geo-political issues increasingly at play here
Not that I can see on new supply. I'm sceptical on HAS and ILU delivering any time soon. PEK is inching forward with the pace of a glacier. Forget the remaining hard rock projects this decade. New and substantial supply from HMS monazite or clay supplying non-Chinese customers is beyond the horizon IMO.

- Finally, compared to LYC, am I right in saying ARU has the 'rarest' and most valuable of rare earths? Is there a summary of comparisons to LYC which has a market cap 5-6 x more relative to ARU in terms of respective NPV, total resource (size of resource and minelife) and mix of resource, where refined and other major differences? Is there any reason ARU cant become a 6-8b market cap longer term in a bull case scenario for NdPr?
LYC's orebody is better than ARU's, but who cares! By the end of this decade both will be operating. Ex-China needs both to be in production.