ARU 0.00% 17.0¢ arafura rare earths ltd

Ann: Gas supply agreement with Mereenie JV Partners updated, page-15

  1. 6,306 Posts.
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    Yes that would be very palatable - very nice indeed - best wishes Wednesday - the old sensitive private discussions reply re offtaker not wanting to be disclosed due to current supply China. Have they long hatched a plan with HATCH to make early expansions to accommodate that extensive list of other off takers.

    Opposed to many FMG holders at the time I have very fond memories of the serious debt issues that saw FMG SP tank considerably on iron ore pricing. Guess a hangover from lessons learned by those that sold on the fear. Of course ARU do not have that "pricing" issue as we steam towards 80% (perhaps more) allocated in off takes - opposed to FMG spot pricing vulnerabilities.

    Dam this is tracking good now debt locked away - no matter which way forward.

    Could what you are proposing be viewed as non disclosure - WED could be interesting. Why are management raising so much debt/equity -way overs advised Nolan's advised CAPEX etc - assuming they will say equity is a target only of 717! uuum.

    Many theories - questions - is Gina going inti magnets hahaa. I'm clearly enjoying this situation greatly since DEBT closure.
 
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