That’s not correct, ARU needs NdPr price above circa $34 now, include production credit and also phosphate credit.
As per recent presentation, we are in the lowest quartile.
Not to mention in a supply deficit (ex -China) in that will support a premium pricing. As noted by Darryl, why wouldn’t a OEM pay x4 to get a $53k out the door.
Not to mention our production timeline is at the height of this deficit.
This only matters if your long - ( have to put this disclaimer as long holders are often ridiculed and attacked here). That’s if your staying the course, but I understand I’m on the chart section, and comments in this section tend to fluctuate according to whether or not a person is buying or selling today.
That’s not correct, ARU needs NdPr price above circa $34 now,...
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Last
18.0¢ |
Change
0.005(2.86%) |
Mkt cap ! $443.5M | |||
| Open | High | Low | Value | Volume |
| 17.0¢ | 18.0¢ | 17.0¢ | $1.087M | 6.257M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 6 | 200375 | 17.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 18.0¢ | 787496 | 25 |
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| Last trade - 16.10pm 04/10/2024 (20 minute delay) ? |
| ARU (ASX) Chart |