ARU 0.00% 19.5¢ arafura rare earths ltd

Ann: KfW Appointed Additional Mandated Lead Arranger, page-11

  1. 317 Posts.
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    Anythings possible in this game of lining up for OffTakes. ARU are in the box seat. Even the Swedes with their discovery are talking s minimum of 10 years before any production. Siemens gonna need some guaranteed supplied cos the Chinese aint no guarantee (and certainly not without some return favours !!).
    As my prior posts have said, firm belief that further binding OT will be signed late Feb/early March and FID just before Easter.
    MLAs are getting pretty close to finalising $$, its all about price v equity swaps now.
 
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