Arafura Rare Earths Ltd, page-948

Thing is ARU are not alone. As frustrated as we are look at PLS and other lithium - Syrah graphite - other RE producers whom all have one thing in common - China's refining requirements. PLS and more recently Albermarle have taken it upon themselves to sell via auctions - the other lithium co Gina bought into just announced selling to China something they previously stated they would not. Until more refining capacity arrives ex China and end products - cathodes/anodes - magnets are made ex China they control.
This is what makes ARU a stand out in my view - a shovel ready - an early mine to refine/separation ex China with many Tier 1 partners globally that many potentials could only envy.

One could place more/all money in fixed term deposits and be void of the current - future shenanigans. Yet in 5 years when near full production and stage 2 being rolled out I anticipate some far more substantial gains with investing in ARU. After all this is the Insto's play - 5-10 years or more.