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3.13% 16.5¢ arafura rare earths ltd

A 95-page electric car teardown by UBS to assess future demand...

  1. oldmate21
    91 Posts.
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    21/09/17
    17:34
    Post #: 27376569
    A 95-page electric car teardown by UBS to assess future demand levels of specific components, including RE.  

    "The market for rare earths, neodymium in particular, could face demand shocks in case of a rapidly evolving EV market" (page 8)

    https://neo.ubs.com/shared/d1wkuDlEbYPjF/

    thanks to BkrDzn for this.
    ARU Price at posting: 10.5¢ Sentiment: Hold Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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