ARU Chart Thread, page-2659

The stakes are high and I am personally no longer interested in the stress of playing - just holding is fine. Best wishes though to players.

I was thinking forward - what restrictions are on SP post FID. With profitable pricing agreements locked in the only major I can consider is delay project delivery - IP processing tech confirmation. Should Trum win etc etc I can see no change with ARU - in fact there are possibly more favorable factors - other new investors arriving on book when all is closed and revealed - more progressive announcements re stage 2 for sure - demand really arriving and ex China supply deficits - external factors re pricing lord knows export bans over next 3.5 years until commissioning than negative - giving SP that long awaited time for the steady rise in ARU - representing the fair value that has been held back - ARU will have a very large/expensive operating mine to RE oxide - an expanding supply pipeline/growth - stage 2 rolling out if not sooner and many, more progressive/favorable additions.