Well congratulations to you, and good luck with your self concocted "with our LYC debate"
A little bit childish but I'm not surprised. You can have all the conversations you like with who ever chooses to converse with you over on LYC, you never know you may actually learn a thing or two.
Arafura and Lynas are leagues apart, and there is no possible way imo that Arafura will ever get close to what Lynas have achieved in all their 15 years of trials and tribulations.
ARU and LYC ~15 years ago were side by side on the start line, I was looking into both companies back then after listing to a US podcast in relation to Rare Earths, both companies were spoken about in the same podcast.
Now after all those years have passed ARU are still on the starting blocks after numerous failed attempts to get up and running. It pays to understand as to why they failed in all their past attempts to get up and running.
Moving forward, and not so long ago ARU were on the same start line but this time it was lining up besides ILU. And now ILU have jumped the blocks and are talking oxides from 2027 and another 5,500 tpa NdPr.
The big question is, will there be a market to absorb all this product.
Is there the demand from magnet makers which would absorb all that product right now.
Where do most manufactures source their magnets from, and why.
If you believe in fairy-tale forecasts, which to their own credit have shown their inaccuracies for years now, and have shown to be nowhere near the mark, and you are investing using them as a justification to your decision, Best of Luck with that. Pays to understand (as LYC do) actual market drivers in this sector.
All the best with your conversations over @ LYC, feel free to let us know how you go
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ARU Price at posting:
17.0¢ Sentiment: Sell Disclosure: Not Held
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