ARU 3.85% 13.5¢ arafura rare earths ltd

Key statements by Mr Kaiser. Impressive and focussed.- ARU's...

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    Key statements by Mr Kaiser. Impressive and focussed.

    - ARU's offtake to wind companies appears to be focused in France
    - Growth markets for NdPr and NdFeB magnets are battery and hybrid EVs, and offshore wind
    - Active discussions with offtakers on strategic equity positions (not just GE)
    - "On track" for FID in December
    - Slide 9 discussion around FEED completion, ordering of critical long lead items, early works construction, plant construction, commissioning, etc. 28 month construction period. First product in the market 2026.
 
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