Recent content by Andrew Ratcliffe

Him being fired was part of my calculus for buying as many shares in the company as I have. I don't know how to make sophisticated models like y'all but I think I know people pretty well and I figured that would light a fire under my ass to show what I could do next time around. Maybe it's silly...

I recall from my research last summer Cazzubo was ousted from his leadership role by the previous company he ran. I think it was a gold mining outfit. I feel like another L and he's in early retirement. It would be a comfortable retirement cause the C suite folks never experience real...

Ever since that one got kicked out of art school everyone has been afraid to try that. Any new theory or rumor on a JV candidate? HREE update? Like have they found Dyspro or Yttrium? Have they been reevaluating their samples or something? Would the price floor update be a price the US has...

I remember someone suggested that since this was such a well documented and proven site the Germans could just waltz in and rubber stamp it. I thought "that don't sound like any German I've ever known" Very persnickety people. Mr Patarnoster I think you are correct, good news is coming soon...

Do y'all think we'll get some FID news on the quarterly come the 29th?

https://www.freemalaysiatoday.com/category/business/2026/01/10/bessent-says-australia-india-invited-to-g7-meeting-on-critical-minerals Looks like China is tightening restrictions on Japan again. Guess it's been in the news for a few days but this was the first I saw of it.

I bought back in just before this big drop and I'm holding the line until February or so. I highly doubt any JV is coming to save the day but I think Daryl can get the numbers we need for an FID. If Big Mama Rhinehart is parked here then I think it's as safe as anywhere else right now. Besides...

I think they could have raised capital at an issue price of 35 cents a share but I think Gina wanted to buy in at a hefty discount. Us retail guys are just pawns they don't care if we get washed out. Frustrating. Glad I sold. Disappointed I didn't sell sooner. Really could have cashed in but I...

No way FID coming before the end of calendar year.

I'm glad the trade tensions have eased. That may cause a short dip in SP. But if the economy collapses the SP would suffer much more in the long run and so would all of us. I sold my OTC shares at .27 a little while back. Not at the peak of the US market but I did well. Just brought back in even...

Here's a screenshot from a today's US News article on the rare earths deal. Looks like we're still short

I thought they were still hoping to announce the FID before the end of the year. We are coming up on the end of the quarter next week right?

Is this trading halt the news we've been waiting for?

https://www.forbes.com/sites/timtreadgold/2025/10/13/iron-ore-billionaire-rinehart-now-also-a-rare-earth-billionaire/ Arafura gets a mention in Forbes!

Tail end of the article. Pretty sure it was the only rare earths company mentioned. Again I get the feeling Gina's people are hyping it up. Good to see Arafura mentioned in the same article as American DOD investments.