So it is very clear what is going to happen near to medium term. Global govts are going to have to pay a premium for the likes of ARU to invest 2 billion to establish mine to processing facilities for the ex China supply.
Otherwise there will be Syrah Resources situations (graphite for which China controls/dominates as well) in which mega investment over a decade that is yet to be profitable and very few company's in REO'S will ever progress to development - in the case of REO'S it is of extremely more global importance.
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ARU
arafura rare earths ltd
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8.89%
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20.5¢

NdPr Chinese pricing, page-3
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Last
20.5¢ |
Change
-0.020(8.89%) |
Mkt cap ! $523.6M |
Open | High | Low | Value | Volume |
22.5¢ | 22.5¢ | 20.0¢ | $2.533M | 12.07M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
25 | 509219 | 20.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
21.0¢ | 744844 | 23 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
25 | 518476 | 0.205 |
56 | 1613033 | 0.200 |
24 | 952968 | 0.195 |
31 | 1333295 | 0.190 |
29 | 1575722 | 0.185 |
Price($) | Vol. | No. |
---|---|---|
0.210 | 730018 | 21 |
0.215 | 846620 | 11 |
0.220 | 596280 | 10 |
0.225 | 300648 | 15 |
0.230 | 472890 | 13 |
Last trade - 11.22am 23/07/2025 (20 minute delay) ? |
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ARU (ASX) Chart |