as I understand it the NPV calculation was based on REE prices 25% above that used by LYC to get their project feasible. Does anyone with a spreadsheet know what the NPV would be for ARU based on REE prices being discounted by 25% for each year?
The other two points seem to be:
1. Separation technology, here I have faith as ANSTO has been involved all the way and given its approval on the processes used; and
2. The timelines being longer than expected. If you listen to AS's on brr this allows for plenty of completions ahead of time.
Whether ARU will deliver on the above 2 is debateable and one can only forecast the price of REE in the future.
- Forums
- ASX - By Stock
- ARU
- article from minignews.net re:pfs
article from minignews.net re:pfs, page-3
-
- There are more pages in this discussion • 43 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add ARU (ASX) to my watchlist
(20min delay)
|
|||||
Last
18.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $427.4M |
Open | High | Low | Value | Volume |
18.0¢ | 19.0¢ | 18.0¢ | $286.7K | 1.555M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 152154 | 18.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
19.0¢ | 482460 | 14 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 152154 | 0.185 |
61 | 2154736 | 0.180 |
48 | 2608375 | 0.175 |
34 | 4005791 | 0.170 |
17 | 1216509 | 0.165 |
Price($) | Vol. | No. |
---|---|---|
0.190 | 482460 | 14 |
0.195 | 1090211 | 21 |
0.200 | 2479936 | 37 |
0.205 | 1305023 | 26 |
0.210 | 1345138 | 25 |
Last trade - 16.10pm 19/07/2024 (20 minute delay) ? |
Featured News
ARU (ASX) Chart |