Thanks for your info thealpha1, always of interest .The single...

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bluesamurai

10,654 Posts.

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05/12/23

16:25

Post #: 71284275
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Originally posted by TheAlpha1: ↑

True Kev! It's estimated that Australia's total REE in ground supply sits at 200Mt. While China only ever had 100Mt that's dwindled over the decades, making them a net importer of REEs now, yet with compete dominance to refining capabilities. China can only cater to their domestic needs necessitating the need within the next two or three years to cut the world off, irrespective of whatever threatening political, military and economic word play games and headline grabbing articles they throw into the abyss turn out to be. Especially considering almost every other manufactured vehicle for domestic sale in China is an EV with the CCP incentivising this transition. Bodes well for market prices of NdPrO! Obviously Australia's estimated in ground potential is subject to change in the upwards direction over time. With ARR already having a JORC of 1Mt+ of NdPr and almost certainly going to be increased to 10Mt + overtime we have the ability to set market prices with economies of scale too, taking that ability away from the Chinese. Something the company should be considering in the PEA or future models IMO. Furthermore, a regional war over the one China policy re Taiwan, could literally sink the freight tankers dealing a crushing blow Australia's export industry and economy. All of that and more coming at an unspeakable cost, The point being here re a regional war being that, its an albatross around the necks of our domestic producer Lynas and future producers, highlighting the military necessity of domestically sourced REEs for the US in addition to the US needing approximately 8-12 processing plants on the scale of the upcoming Texas Lynas plant. Who was it saying that more than one refining plant in the US would create problematic competition and other bizarre socialist/communist economical ideals? Someone without a Life or maybe an escaped North Korean needing to be educated about the differences between capitalism and socialism outside the DPRK?

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Thanks for your info thealpha1, always of interest .The single digit dance at the end of each trading day is certainly annoying.. Cant wait for the next announcement IMO

ARR Price at posting: 13.5¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 32.5¢		Change 0.035(12.1%)		Mkt cap ! $162.3M

Open	High	Low	Value	Volume
29.5¢	32.5¢	29.5¢	$920.8K	2.934M

Buyers (Bids)

No.	Vol.	Price($)
9	93513	32.0¢

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Price($)	Vol.	No.
32.5¢	307947	8

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No.	Vol.	Price($)
6	89300	0.320
4	24171	0.315
4	70349	0.310
3	117124	0.305
5	163000	0.300

Price($)	Vol.	No.
0.325	311458	9
0.330	559453	14
0.335	61940	3
0.340	94862	5
0.345	109266	5

Last trade - 12.13pm 15/07/2025 (20 minute delay)

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Thanks for your info thealpha1, always of interest .The single...

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