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23.5¢ american rare earths limited

Should have mentioned Wyoming state land permitting time frames...

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TheAlpha1

430 Posts.

204

15/03/24

15:56

Post #: 72908808
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Originally posted by TheAlpha1: ↑

1: Peer comparisons (assuming we have peers) subjectively/objectively we don't IMO.
2: Raw asset value
3: Cost to produce expected to be low 20-50k a ton.
4: Economies of scale (no other "peer" has this advantage)
5: Location, DOE and DOD partnerships / DARPA EMBER PROGRAM / BIO-MINING potential - (Only viable on Halleck & La Paz potentially Beaver Ck feedstock)
6: Bipartisan support for a stable domestic supply of our four key elements.
7: IRA
8: State and Federal loans and grants + current (DARPA EMBER program moving to stage two of three now USD 13M I believe, at a total cost of USD 25M.
9: Vital role in securing American national security & Defence/Offence capabilities.

These are nine mostly "unique" reasons applicable to ARR - With exceptions to 6, 7 and the first part of 8 and 9 to some degree with respect to MP.

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Should have mentioned Wyoming state land permitting time frames of 1-3 years (hence Don's 2026 timeline for Halleck becoming a producer) vs 8-10 years on Federal land, also no nuclear regulatory licencing hurdles are needed which would add further delays if we were bathed in Th & U

Last edited by TheAlpha1: 15/03/24

ARR Price at posting: 32.0¢ Sentiment: Buy Disclosure: Held
7 Upvote

0 Great analysis

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Last 23.5¢		Change 0.005(2.17%)		Mkt cap ! $115.9M

Open	High	Low	Value	Volume
23.5¢	24.0¢	23.0¢	$41.53K	176.8K

Buyers (Bids)

No.	Vol.	Price($)
7	373141	23.0¢

Sellers (Offers)

Price($)	Vol.	No.
24.0¢	68912	5

View Market Depth

No.	Vol.	Price($)
6	363141	0.230
2	25277	0.225
8	124897	0.220
1	150000	0.215
2	102500	0.210

Price($)	Vol.	No.
0.240	68912	5
0.245	10000	1
0.250	118682	4
0.255	450000	3
0.260	83071	2

Last trade - 15.39pm 14/06/2024 (20 minute delay)


Last 23.5¢			Change 0.005 ( 0.00 %)
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Last updated 15.57pm 14/06/2024 ?

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