ARU 3.13% 16.5¢ arafura rare earths ltd

This interesting enough was told to me by DC as well....

  1. 2,538 Posts.
    lightbulb Created with Sketch. 1694
    This interesting enough was told to me by DC as well. Disclosures on income etc. have not been revealed/disclosed. But I understand when researching that China has the market.

    ie 23 AR - US65m
    24 AR - US79m

    Reflecting on increase in spot price for p205, and so I don't feel they have priced in the battery grade supply.

    I was told that LFP was close to 50% of the world market now. So, it all sounded positive. I couldn't find pricing anywhere when looking.

    Agree, many more questions.
 
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