ARU arafura rare earths ltd

Ann: Quarterly Activities Report and Appendix 5B, page-105

  1. 3,453 Posts.
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    That was your first real response without an attack on people until the last sentence, so I, for one, welcome your change in attitude. However, your previous post again devolved into calling posters simpletons.

    Now, staying on topic:You have frequently mentioned the difficulties of processing material, but I somewhat disagree.

    As a non-holder in ARU, you may not be aware that ARU completed their pilot program about five years ago, similar to NTU. ARU provided the finished product to its customers, who were satisfied with the quality and standards produced particularly with regard to ESG ( something that LYC may work on going forward - as I understand they outsourced to Malaysia and subsequently environmental battles exist).

    Regarding scale, ARU's lengthy discussions and financial pursuits have indeed attracted negative publicity. This is akin to the behavior of tttoy, Ausheds, and JMillard attempting to use this against ARU. However, the significant advantage lies in ARU's extensive forward planning and advanced engineering efforts. These have not only reduced costs to offset inflation impacts but have also employed other techniques for a more reliable outcome.

    No one denies that scaling up takes time to resolve wrinkles—this is logical and widely accepted. But one aspect you're overlooking is that LYC began producing and designing over 15 years ago. Today's world moves at an astonishing rate, with advancements in AI and new technologies. Think about how you respond to me with Ai, that was not available 15 years ago.

    Consequently, ARU’s production process will benefit from the latest and greatest innovations, making it far more advanced.The rest of the process, despite your distrust, is straightforward and well-accepted chemistry, as a chemistry-trained individual would know.

    Additionally, ARU has several patented steps, which might pleasantly surprise you.

    Like, TP mentions, there is so much room for many players on the western side, it is well established that a deficit is forthcoming.

    For the record, I embrace LYC, as a pioneer in the western front, and at times have been over on the threads rightfully disagreeing with several of its serial pests. I find it odd that’s the role you have taken on for yourself here. After watching the guys like CJ for years.

    You cannot stop an incoming tide, so you may as well enjoy riding the waves.
 
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