The quota has doubled in 6 short years - what has pricing done in those 6 years? up substantially although a recent pull back - reasons??????
Increase for their domestic market - magnets primarily for EV'S domestically and new Russian supply given they can no longer source western EV'S.
Exports dropped - why - because the west are sourcing elsewhere - ARU will be as we know beneficiary of that elsewhere - as Hyundai/Kia early movers have indentified and acted - more very soon to be announced.
Having said that - unsure why leaving FID to late in March even though positive commentary by old mate - ceo.
General Discussion, page-567
-
- There are more pages in this discussion • 1,669 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
18.0¢ |
Change
0.005(2.86%) |
Mkt cap ! $443.5M | |||
| Open | High | Low | Value | Volume |
| 17.0¢ | 18.0¢ | 17.0¢ | $1.087M | 6.257M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 6 | 200375 | 17.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 18.0¢ | 787496 | 25 |
View Market Depth
| Last trade - 16.10pm 04/10/2024 (20 minute delay) ? |
| ARU (ASX) Chart |