Personally, have been investesting in ARU over 2 plus years as a...

Personally, have been investesting in ARU over 2 plus years as a superannuation investment.

Must be a shovel load of longer term, (frustrated), more seasoned holders.

Must be one of the few RE's around today that started 20 years back im guessing?!

Back then LYC was barely established if so...

Very much an interesting stalwart as far as developers are concerned. Difficult to find too many with as much pedigree and groundwork ready to fire as ARU stand.

The below was brought up today by a few of us oldies that tend to meet every week or so for a chat on all things (including shares) over yum cha. We aren't that technical, so feel free to pick. But one thing that stood out was how a company with as much pedigree over 15 plus years, with further resource left to drill upon existing numbers, could sit at a market capitalisation of sub $300m.

Given Lithiums moves in 2021, appears the markets have failed to recognise the full picture, given EVs saturation is barely 2% world wide.

Plenty to play out in this space, as has occurred in recent chip shortages. Arafura state 2022 is the time in which they will capitalise having done the legwork re. Foundation/ESG.

This next quarter, as far as 10 potential Offtakers as well as possible strategic investors is concerned, is a possible lift off point. As obvious as it may seem, this is a company that has spent the best part of this century developing a great resource with every intention of involving Government to help develop this project to an up and running status along the way.

Looking at the below chart, in my opinion, points to a story very much on the precipas of a new horizon. Outside of EV saturation of barely 2%, lets cross into green energy stalwarts such as Windfarms as one other major industry in need of RE for the foreseeable future.

Personally, there is no way any western company would sit idly by on its hands and bank on China supplying a generational load of product to support its growth. SECURITY OF SUPPLY.

Outside those on ignore, have a great weekend!!