@SilentStu
Maybe you could answer @patarnoster by talking about what you saw when the USA govt came out with news which pushed ARU to $0.70. You saw the approx levels and sold out before the top.
Wish I had listened to you that time!! Haha.
You forgot the BIG one!!!
Does the BOT want the stock price of a particular company to move up or down.
So many games happening in the stock markets these day. I think in 20 years we will look back at how much money was 'stolen' by these legal/illegal trading practices.
If you want to see...
I'm hoping late next week.
We are building a load of new things in the background. So this got delayed. But hopefully we can get the cadence up soon.
Sorry for the delay.
I'll put it in.
If you read any of our articles, we constantly say that processing is the choke point for RE. And there is no near term fix due to extended times in western countries to get permits (plus the tech to actually process to oxide).
And if you take the time...we have ranked all...
Can i test out you thinking here?
You say further below in your post
...that robotics and demands will out pace supply...
I think there will be two crisis:
- Near term (late 2026)...when USA realises it has gotten nowhere...and need to do a deal with China. (short term hit on ex-China...
China gave a 12 month reprieve on the RE restrictions.....that is when it ends.
Also note....1 Jan 2027....US military is supposed to me totally china magnet free.....
have a look at this post:
https://forum.rareearthexchanges.com/threads/there-is-no-rare-earth-or-critical-materials-crisis-stop-being-alarmists.4931/#post-6147
This is one of the largest trading opportunities across the sector...will Trump to a rare earth/magnet deal with China or not in the...
I think that the Venezuela, Iran and Ukraine wars...are in part, to prevent the shadow fleets supplying China with oil and gas.
This was done to help the USA negotiate a better rare earths deal in the lead up to November (when restrictions start again).
But what the US has realised, is that...
Thanks @SilentStu
Stu has made some incredible trades with ARU using his approach in the past (hope you don't mind me saying this). Wish i had of listened when he sold out at about 60 cents (something like that).
The thing to remember, is that there are lots of trading bots out there. And...
Hi @Deven
Hey I don't have time to write much today, but i'll give a quick reply on the first one.
"Mutual Dependence as a Stabilizer / Symbiotic Hostages
China’s dominance in raw minerals is balanced by its dependence on Western technology. This creates a state of mutually assured...
https://wcsecure.weblink.com.au/pdf/ARU/03083466.pdf
No FID yet.
BUT...lots of things to note.
- Offtake is the trigger for FID...not equity.
- Reminaing funding US$134 million...could come later or in different ways.
- The dual listing question was interesting...PS - CFO said it could...
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