Well if looking at her disclosure of company investments she certainly plays around. There must have been over 30+ companies invested in.
Diversity is key - new and progressive markets are key - particularly the reliant nature of key business iron ore on China whom now have positioned themselves to secure massive iron ore supply from Guinea in coming years - a real concern for Pilbara operations of the big iron ore miners there and W.A. govt coffers in coming years.
Where does the money transfer - into the likes of ARU specialty products - not bulk commodities. It will take time China time to establish their iron ore supply needs from Guinea but the big Pilbara operators are already diversified - the smaller not so. We saw China recently back flip on Australian coal imports - only because they need it - for now. We've seen recent commentary that China is open for free business - why - only because they need it now as their economy is gloom - clearly they are opening up - but only by their convenience of current needs until they secure it from elsewhere - smoke and mirrors stuff - right through to all the products they banned from OZ - just to get what they want/need then they'll hit hard again no doubt - play hard ball.
By which time ARU are in production of highly needed - high value - very profitable nd/pr - in which Gina's input - guidance I would anticipate would see a much larger production plan soon ahead to facilltate supply of the known shortfalls ahead. China are diversifying re the iron article and coal previously that they are now short - but they are only doing what US and Europe are doing with REO'S and other critical minerals - chems.
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Last
16.5¢ |
Change
-0.025(13.2%) |
Mkt cap ! $381.1M |
Open | High | Low | Value | Volume |
17.5¢ | 17.5¢ | 16.5¢ | $2.808M | 16.50M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
81 | 2992134 | 16.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
17.0¢ | 1169481 | 25 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
80 | 2962134 | 0.165 |
90 | 4206052 | 0.160 |
48 | 5192583 | 0.155 |
55 | 3963094 | 0.150 |
17 | 1143635 | 0.145 |
Price($) | Vol. | No. |
---|---|---|
0.170 | 1159481 | 24 |
0.175 | 1096003 | 17 |
0.180 | 1540305 | 21 |
0.185 | 965313 | 12 |
0.190 | 371480 | 11 |
Last trade - 16.10pm 25/07/2024 (20 minute delay) ? |
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