Interesting take, but let’s unpack it. ARU has secured 66% of its targeted offtake with names like Hyundai and Siemens, and recently locked in a $200M cornerstone investment from the National Reconstruction Fund. They're also advancing over $1B in senior debt with global ECAs and have a cash runway through Q1 2026. The delay in FID isn’t due to lack of demand or poor pricing, it’s because they’re evaluating a JV that could materially reduce dilution for shareholders. That’s not a red flag, it’s strategic capital discipline.
Disagreeing with ARU's strategy is fair game, however, calling it fiction without evidence isn't.
That said, I’m not here to star in someone else’s conspiracy script. If you’re convinced the ARU board, CEO, multiple international ECAs, cornerstone investors, and T1 offtake partners are all in on a grand fabrication, that’s your rabbit hole to explore, not mine. I’ll stick to facts, disclosures, and reality. You’re welcome to keep spinning, but don’t expect me to grab the bait and join the theatre.
ARU Price at posting:
19.0¢ Sentiment: Buy Disclosure: Held
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