What needs to be announced Tuesday is that the German Auto manufacturers have signed binding OTs for 1,000tpa and GE Renewables for 750tpa....and thus lock in the needed 40% of planned 4440tpa production, and therefore release all funding, declare FID, and get the major construction underway ASAP, ready for early 2026 timeline of delivery of NdPr oxide just when China declares that from 1 Jan 2026 that NO NdPr oxide will be be exported from China (only in finished products ie EVs, Wind Turbines, tech appliances, etc)
If an announcement like that doesn't put a rocket under the SP/MC then I don't know what will...... well I do.....delivering the final product... and of course what the pricing in the binding OTs are for NdPr as well as the cost of funding/debt/equity conversion. I for one would like to put my hand up for some of the Debt that ARU will be seeking esp if its 10 yr Aussiebond + 4% fixed, with good equity conversion/swap price.All IMVHO, DYOR (cause I have), GLTA(patient) LTH "Build it they will come for more" LTH over 1.0mil but less than 5.0 mil shares.
What needs to be announced Tuesday is that the German Auto...
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