ARU 2.86% 18.0¢ arafura rare earths ltd

Too expansive and no knowledge inside Australia. possible, but...

  1. 2,361 Posts.
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    Too expansive and no knowledge inside Australia.

    possible, but 20 years in the making… that’s if the locals allow…not likely.

    Further, it cannot be used with renewables, and Australia are too deep on the renewables path to turn back now.

    In relation to ARU though, no impact at all.

    Think EV,s and defense, never mind that we are in the skinny western supply path… very limited competition to speak of.
 
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