ARU 2.56% 20.0¢ arafura rare earths ltd

potential of being taken-out, page-21

  1. 262 Posts.
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    May be, I don't own such a mysterious crystal ball to look into the future "for many years", there is Your credo, but

    "The market for rare earths is small and diverse. Less than 130kt REO will be consumed in 2016 across a large number of applications. NdFeB permanent magnets are set to grow strongly with increasing uptake of electric vehicles. Rare earth producers will focus on maximising Nd yields but, even so, Nd prices will rise sharply as supply struggles to keep up with demand. By 2026, many magnet producers could switch to alternative technologies."
    Source: this weeks Roskill Report

    If only Lynas and Arafura could link their arms with each other, they might be strong enough to prevent alternative technologies also called reengineering! If I were in Australia I would have called Amanda for a cup of tea; sometimes the first little step is the most important.
 
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