ARU 2.94% 16.5¢ arafura rare earths ltd

There is no change in sentiment from me nor from what I...

  1. 2,501 Posts.
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    There is no change in sentiment from me nor from what I understand Chokdee is saying above. I’m still a BUY (I’m long) , hey why wouldn’t you this is the next thing since sliced bread. Why do we all see everyone making a last minute effort to take a slice. Hence our questions to the board, if you cannot get this across the line with very favourable terms for us existing shareholders than your not worth your money. After all, we did call in the big guns to sail through this closing out stage…

    Think of this as only a few positives:

    - supply deficit
    - price decouple
    - USA 30 years to build a mining project
    - Green transition to net zero
    - Geopolitics
    - Mandate on ex China supply
    - tariffs
    - production credits
    - Uk sales targets mandated on EV setting precedence
    - National security risk to major countries around the world

    This project will happen, and it will happen fast (relative to our peers), Darryl is on the east coast as we speak chatting up the equity.

    But let’s not take the fact of many actions from the board and management are failing us existing shareholders because we got in early. Instead of being rewarded we are penalised. We take all the risk, and then sell us out for large corporates once derisked.

    That has to be the clear message.
    Last edited by Birchcorp: Today, 10:08
 
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