ARU 0.00% 13.0¢ arafura rare earths ltd

Ann: AGM Presentation, page-7

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  1. 911 Posts.
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    It seems so.

    Good article focused on supply chain investment for battery raw materials by the automotive sector https://www.rystadenergy.com/newsevents/articles/articles-supply-chain/article-supply-chain-battery-materials-06-july-2021/

    https://hotcopper.com.au/data/attachments/3717/3717953-b1f86d5035cfcedb27fb1d60e026d693.jpg

    The top line in the above graphic is of most relevance to ARU. Here's another deal for cobalt supply (not in the above graphic) https://roskill.com/news/automotive-cobalt-bmw-signs-offtake-with-managem-ctt-for-moroccan-cobalt/ from which I've pulled the below graphic. One might imagine ARU in the far left box, an OEM at the far right of the graphic, and the chevrons saying something like NdOr Oxide ➡ NdPr Metal ➡ NdFeB Magnet ➡ Auto Components ...... wink.png

    https://hotcopper.com.au/data/attachments/3717/3717971-b4d02240c2950aad00a1aee5e908da88.jpg



    Last edited by spendthrift: 23/10/21
 
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