ARU arafura rare earths ltd

Ann: Quarterly Activities Report and Appendix 5B, page-76

  1. 6,694 Posts.
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    Gina just dumped another circa AUD65 million into Lynas increasing her stake 1%. On a near highs short position and falling SP of course.

    Fact is she is fully connected at the highest levels and is increasing her RE investments - nadda on her lithium investments of late I'm aware of.

    FOLLOWZEEMONEY from the sector savvy mega rich and connected - management advised she's updated regularly (well of course/weekly at the very least) - does she increase ARU holding - of course but when and by how much. Expect she will want a blocking stake and current 10% could be seen as sufficient given her Liontown power exuberance showing - but she may want more with ARU (not just maintain her 10% when dilution is delivered) as well as Lynas and others - watch on her MP and BRE holdings.

 
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