HeadCoach,
I think you will find that I have always been bullish on the RE sector as seen in my posts on both threads.
I do think that there is a pricing anomaly in the basket price charts, caused by a tripling of the light RE prices that is caused by Chinese producers reluctance to export the 'cheaper' LREE to non-Chinese buyers, due to the non-discrimination of LREE,MREE, HREE export tonnage in the Chinese expert quotas. I have posted my thoughts on this on both threads.
I do think that Nolan's is a better project than Mt Weld, due to (when both are producing) most likely better cash flow from NB and a diverse product stream. And when comparing current market caps and estimated timelines to production, LYC is either over-valued or ARU is under-valued.
Also, if you copy and paste my posts and my own comments from one thread to another, can you please acknowledge them as my own, except for when you just remove the word 'Choice' from them.
For, your clarity:- I am bullish on the REE sector and all companies who have a realistic chance of production in a reasonable timeframe.
Any questions?
Choice
- Forums
- ASX - By Stock
- daily mail saturday
HeadCoach,I think you will find that I have always been bullish...
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add ARU (ASX) to my watchlist
|
|||||
Last
16.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $383.8M |
Open | High | Low | Value | Volume |
16.0¢ | 16.5¢ | 16.0¢ | $146.4K | 909.6K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
22 | 924074 | 16.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
16.5¢ | 713154 | 20 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
22 | 924074 | 0.160 |
115 | 5740883 | 0.155 |
89 | 3115059 | 0.150 |
28 | 1221669 | 0.145 |
22 | 3121154 | 0.140 |
Price($) | Vol. | No. |
---|---|---|
0.165 | 713154 | 20 |
0.170 | 1540918 | 25 |
0.175 | 689463 | 15 |
0.180 | 982888 | 23 |
0.185 | 605002 | 15 |
Last trade - 16.10pm 26/08/2024 (20 minute delay) ? |
Featured News
ARU (ASX) Chart |