All the weak hands have folded by now I'd hope. Who thought this would be easy? We are long a business plan that takes years to playout. The demand thesis is full intact. BEV and Hybrids are approaching 20% of global total car sales in 2023. NdPR prices have fallen from peak but has shown relative strength within a Chinese and European reccession. The world is in conflict and nearshoring is now paramount. The gap is the lag in execution by the ARU team which is painful. Sure we have a strategic equity overhang and I have my doubts that us retail or shorters will see any of it - rather it will go to offtakers and funds.
All the weak hands have folded by now I'd hope. Who thought this...
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Last
19.3¢ |
Change
-0.003(1.28%) |
Mkt cap ! $438.9M | |||
| Open | High | Low | Value | Volume |
| 19.0¢ | 19.5¢ | 18.8¢ | $1.008M | 5.305M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 34 | 722351 | 19.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 19.5¢ | 1431115 | 40 |
View Market Depth
| Last trade - 14.17pm 06/05/2024 (20 minute delay) ? |
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Last
19.3¢ |
Change
-0.003 ( 1.32 %) |
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| Open | High | Low | Volume | ||
| 19.3¢ | 19.3¢ | 18.8¢ | 3063613 | ||
| Last updated 14.34pm 06/05/2024 ? | |||||
| ARU (ASX) Chart |