ARU 3.03% 17.0¢ arafura rare earths ltd

Arafura Rare Earths Ltd, page-767

  1. 458 Posts.
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    What reasoning behind FID translating into magical positive SP momentum At the end of the day, operations won't begin until oxide prices breach $130kg, period! Shorters/manipulators understand 1+1 = 2, not 1+1 = 3. With all these new projects coming online (short-ish term), the market will be flooded with abundant cheap NdPr. If you aren't profitable at $60/70kg (generous) or less, what hope is there for (ARU turning a profit before the 2040s? A time when companies/money will be but a historical footnote if* humanity survives the technological singularity, e.g., AGI/ASI, that is. IMO It's a tad off-topic, yet relevant to Nolans entering profitable production). Am I missing something? Genuinely scratching my head here. Nobody wants to address the $130 problem... No Bueno!
    Last edited by TheAlpha1: 17/06/24
 
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