John's latest activity
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John replied to the thread Dec 2025 Quarterly.DC was brought in because of his construction experience. So we are yet to see him in his sweet spot...delivering major construction... -
John replied to the thread Modelling Arafura.Well...any agreement struck will just be margin on top of what we already have. There are a bunch of ways it could be structured....but...
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John reacted to Fundamental's post in the thread U.S. Signals Allied Price Coordination to Counter China’s Grip on Rare Earth Processing with
React.
An excellent synopsis of the past state of play. It is a great pity that it has taken so long for Western Governments to wake up before... -
I'm quite positive about the quarterly and the progress. Obviously frustrated on timelines and constantly moving the goal posts, BUT...
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John replied to the thread Modelling Arafura.Had a bit of fun with Chat GPT So if we do a peer evaluation with Lynas...and assume a discount to Lynas (e.g., 25–60% of Lynas...
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https://rareearthexchanges.com/news/the-real-china-exposure-in-rare-earths-isnt-where-most-investors-think/?utm_source=Rare+Earth+Exchang...
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The time for kindness for this management came and went many years ago, One cannot possibly get so much, so wrong, for so many years...
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https://rareearthexchanges.com/market-watch/northern-minerals-boardroom-pressure-and-the-china-risk-the-market-still-under-prices/
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John replied to the thread Dec 2025 Quarterly.yeah it has been a long journey with ARU. And i totally understand that the last bit always seems to take the longest. It is pretty...
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John replied to the thread Dec 2025 Quarterly.Nothing really new. Some points: - Its true that the delays would have improved pricing and betters the economics for the company -...
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John replied to the thread New Updated Rankings!.https://ir.compassdiversified.com/ They are def listed on the NYSE under CODI
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John replied to the thread General Chat.Congrats to the team at BAK!!! They will be listed on the ASX tomorrow (30 Jan 2026) under the investor code BAK
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https://wcsecure.weblink.com.au/pdf/ARU/03050057.pdf Key points: Funding to be locked in by end of Q1 2026. (no change there) FID in...
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John replied to the thread New Updated Rankings!.Correct. We are working on some methods to make the updates more often. Stay tuned.
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John replied to the thread Modelling Arafura.Something that obviously weighed heavy on the debt and equity participants…was getting into production and ramping up. Hence the massive...