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15.5¢ arafura rare earths ltd

Hi BirchcorpDid you have any feedback from DC for Siemens Gamesa...

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skijapan

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14/06/24

10:46

Post #: 74312541
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Originally posted by Birchcorp: ↑

Hi Chok,

The shorters have been unusually quiet.

I noticed it was sellers I.e one day last week, a dump of 7M in one moment. So, not an orderly sale. But quite disruptive.

I had comms with DC last week, and put forward some suggestions, as it’s a bit confusing all theses funders, offtakers and equity stakes.

He did reiterate, they are doing the best they can with the commercially sensitive discussions. Ie he knew we would have more questions than answers.

The modeling, was what they were attempting to work through, and how they could utilise the recent changes to capture upside for us. That’s the last I have heard. So, difficult to answer any of your above theories.

I would like to see, modeling on supply deficit, with then the flow on effect on how this pushes up NdPr pricing…Given they haven’t locked contracts, I would like to see premiums on contracts well in excess of spot price… that price elasticity that DC describes in writing for us to review... That would have the shorters running!!

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Hi Birchcorp
Did you have any feedback from DC for Siemens Gamesa recent site visit to Nolans.

ARU Price at posting: 17.3¢ Sentiment: None Disclosure: Not Held
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(20min delay)
Last 15.5¢		Change 0.000(0.00%)		Mkt cap ! $371.8M

Open	High	Low	Value	Volume
15.5¢	15.5¢	15.5¢	$10.15K	65.50K

Buyers (Bids)

No.	Vol.	Price($)
139	5625828	15.5¢

Sellers (Offers)

Price($)	Vol.	No.
16.0¢	1817723	24

View Market Depth

No.	Vol.	Price($)
5	114407	0.160
132	5568394	0.155
110	3853034	0.150
37	1559171	0.145
31	3042049	0.140

Price($)	Vol.	No.
0.130	14000	1
0.145	10	1
0.150	15500	2
0.155	85108	4
0.160	1645723	16

Last trade - 09.59am 21/08/2024 (20 minute delay)

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