ARU 3.03% 17.0¢ arafura rare earths ltd

ARU in PM's speech to Minerals Council Dinner, page-30

  1. 19,584 Posts.
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    NdPr $87kg???

    That's more than a little "adventurous", who's going to pay that, the Chinese certainly won't be, already the Japanese can't compete NdFeB cost structure.

    Little wonder ARU can't land any offtakes if they're asking $87kg LT pricing.

    BTW, do you ever try to validate ARU's numbers independently before you promote them here, or doesn't that matter? Guess you can always fallback on Adamas wing and a prayer garbage.
 
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