General Discussion, page-591

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beeliney

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03/04/23

08:38

Post #: 67095988
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Originally posted by chokdee: ↑

Absorbed the recent pullback for various reasons.
- the FID no show March was telegraphed
- the reo price pull backs which make for little sense and not in line with all other commodities on China re opening and their increased 20% output.
- few rogue banks poorly run for years that sent markets downwards.
- paving way for the shorting opportunists.

Now a return to key progress as we saw with Hyundai/Kia off take (that was slow to be but was a big positive sp mover) - the placement and HP large involvement another catalyst for SP gains and clear those two were for all to see.
Now we steam towards a big quarter that will see the recently announced - yet non binding 900 million finance deal and off takes to powerhouse German end users - non SP mover at this point as was Hyundai/Kia deal even though binding for a several days - the two AUS financing deals to be completed - as much as 350 million I believe it was - one last binding off take - FID announced along with a quarterly advising a great deal and such things as project activities on the ground and long lead items ordered etc and full project development to occur in third quarter as advised when the FID comment was made in article someone posted - clearly shows this is the quarter to wrap up all finance.

I'm thinking that ann 2-3 months ago on I forget whom it was - financial advisory group joining the 2 existing in advancing finance must have been involved in the 900 million German non binder. Sure it was already initiated but seems the timing of them coming to the finance party aligns to the ann released last week - should be binding in next month or two at most. Will HP tip in with finance - not out of the question - 500 million loan would see them enjoy two revenue streams.

Also relevant end of this month is the court case for Lynas LAMP operations. If the appeal against original decision fails then no production from LAMP - I would expect some pretty lofty REO prices to be reflected on what would see less supply to their customers for quiet a period but moreso in highlighting the diverse - ex China supply chain that all end users are seeking. Did the CCP decision to increase REO quota's 20% over next 6 months reflect their expectations - anticipations. Anyway whether or not it is a significant situation that highlights awareness of supply chain that benefits ARU as a very advanced - fully permitted - shovel ready REO project.

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That financial advisory group engaged by the company you're referring to Chok would be N AB/Societe Generale. A great summation of where thinge are at mate.

ARU Price at posting: 49.5¢ Sentiment: Buy Disclosure: Held
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General Discussion, page-591

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