ARU 13.2% 16.5¢ arafura rare earths ltd

Well if looking at her disclosure of company investments she...

  1. 6,273 Posts.
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    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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