ARU 2.78% 18.5¢ arafura rare earths ltd

arafura january presentation out, page-2

  1. 1,217 Posts.
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    Hi pirra,

    would appear that a suggested deal with ipl could lead to reciprocal business deal, imo.

    Ipl could do with 30+ year supply business (as any forward looking comp would), and i would think that with that, comes the input financially to construct the Nolans site.

    The $500mil required over the next 2 - 3 years is ,imo, achievable for a company the size of ipl.
    Given an income stream (to IPL) for chemical requirement, and input or deal with the distribution of a portion of the out-put from nolans, would provide a positive outcome for all concerned!

    Just a thought :)

    Cheers :)
 
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