He'd be spruiking for any or all to buy his beloved Lynas, which I have to admit I made a reasonable (but not enough) profit on, buying at $2 and selling at $4.20. I have to admit his analysis is reasonable, the NdPr market is reasonably saturated over the next 2-3 yrs with what Lynas can produce for ROW needs. The price from 2025 should lift as EVs are basically all that are manufactured and turbines go up everywhere. I can see why ARU is in no rush to just dig it up and ship to China for processing as that does not create value for ARU. NdPr oxide is the value product. IP/processing is the $$.
Gav needs to sign up some EU, Sth Korean or Japanese names with associated Finance, and hopefully get this plant built for under $1.0 bil
ARU Chart Thread, page-357
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Last
19.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $450.5M | |||
| Open | High | Low | Value | Volume |
| 19.5¢ | 20.0¢ | 19.0¢ | $534.1K | 2.745M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 24 | 631081 | 19.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 19.5¢ | 91095 | 2 |
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| Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
| ARU (ASX) Chart |