ARU 1.43% 17.8¢ arafura rare earths ltd

Cheers Birch and GL for that matter for responding - Making...

  1. 6,227 Posts.
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    Cheers Birch and GL for that matter for responding - Making himself available.

    Still it just leaves me with more questions than answers.

    It was a poor presentation in Sydney in many aspects.

    Exposure to China - GE have been openly mentioned for some time - Hyundai/Kia and Siemens have no issues. Neither do other companies in ASM for example - HAS.
    How can he say such re financing - when we have been advised financiers require 85% offtake - THEREFORE THE OFFTAKE REMAINS PRIORITY.
    When today advising on project cost reductions which could be very welcome and I spoke of such recently - why not advise with a key audience in Sydney when he stated updated economics for financing in coming months.

    - The TESLA one really gets me.
    - He will have a lot more than 5 million soon along with others - and he knows only to well what they will be worth in good time.

    Anyway thanks again - Soon China will be blamed for the shorting and SP manipulation - the insto's know the situation - why can management not?


 
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