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16.0¢ arafura rare earths ltd

Arafura Rare Earths Ltd, page-1004

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BuffettWarren

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10/08/24

10:25

Post #: 75151071
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Originally posted by chokdee: ↑

Nice Sterlo. 2023 was the first time Beijing released 3 production quota's in which there was an annual increase in production overall as they tried flooding supply - saturated the market - keeping RE prices suppressed (with financial support to their producers) for their own downstream low price high end product manufacturing they wish to flood global markets with - however I do recall seeing reduced exports from China.

So now we see the whole Chinese RE industry control under 1 umbrella - Beijing. Is this the intel/concerns that has Lynas expanding and Insto's clambering over themselves to get a foot in on their register and ARU's along with that awesome debt closure and off takes to tier 1 global entities.
Feb 7 2024 Beijing released first round of RE production quota's - they were up again - 12.5% - why 2 reasons - one is above other following. Seriously every year we see these substantial increases in China's RE production - yet they continue to sell for rice prices in order to squeeze out any new producers/supply. All to the huge advantage of Lynas and ARU - although not seen in their market caps currently it is arriving.

Of course there is a major third reason - Beijing want to retain control of global supply - it is extremely advantageous for them and a huge trade relationship tool/weapon if you like given the critical importance of supply certainty. Beijing has already muddied the waters and dipped their toes with several RE - Graphite export restrictions I would say not bans - just to put ROW on notice. It didn't work - all it did was assist excrementally the likes of Lynas and ARU as the West aligned with their own import bans and tariffs.

Patience folks - this is so close now and next 3+ years is going to be fantastic with ARU commissioning Nolans and the additional extremely external events which will be highly favorable.

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"Patience folks - this is so close now and next 3+ years"

Perhaps some may view this comment contradictory. And what if delays (not out of the question) end up being 4 to 5 years before everything is up an running. I guess that is the risk with this type of stock though.

ARU Price at posting: 16.0¢ Sentiment: Hold Disclosure: Held
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Last 16.0¢		Change 0.000(0.00%)		Mkt cap ! $394.2M

Open	High	Low	Value	Volume
16.0¢	16.3¢	16.0¢	$558.1K	3.483M

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No.	Vol.	Price($)
18	1818172	15.5¢

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Price($)	Vol.	No.
16.5¢	1729486	40

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No.	Vol.	Price($)
17	1749036	0.155
70	2255409	0.150
26	2031185	0.145
34	1345927	0.140
12	851293	0.135

Price($)	Vol.	No.
0.165	1719671	38
0.170	1058568	20
0.175	1127021	20
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Arafura Rare Earths Ltd, page-1004

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Arafura Rare Earths Ltd, page-1004

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