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
14.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $345.0M | |||
| Open | High | Low | Value | Volume |
| 14.0¢ | 14.3¢ | 13.5¢ | $597.8K | 4.276M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 39 | 2312280 | 13.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 14.0¢ | 369909 | 8 |
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| Last trade - 16.10pm 07/11/2024 (20 minute delay) ? |
| ARU (ASX) Chart |