Recent content by John

Thanks @Ian Brown This is all I could find on their website? "The Longonjo mine produces mixed rare earth carbonate, or MREC, a compound composed of multiple rare earth elements, which will be transported by rail along the Lobito Corridor to Angola’s Lobito port. With DFC’s project...

Yeah..Sept 2022.....so they still might be worth vesting....but they would want to get a move on!

I was thinking about how Arafura will progress Nolans in two stages (Phase 1 at 4,400 tpa NdPr oxide, scaling up to 11,000 tpa in Phase 2). And that led me to think about how this ties into their broader global positioning – especially in the U.S. There is clear demand from USA defense and...

https://wcsecure.weblink.com.au/pdf/ARU/02990015.pdf "ASX ANNOUNCEMENTVESTING OF EMPLOYEE OPTIONS 5 September 2025Arafura Rare Earths LimitedABN: 22 080 933 455Level 6, 432 Murray St, Perth WA 6000PO Box 5773, St Georges Terrace, Perth WA 6831T: +61 8 6370 2800 | W: www.arultd.com | E...

@Ian Brown It seems every rare earth player is over there...talking to all the various arms of USA Govt and US market particpants. When do you think all will be revealed? I believe that come mid Oct....when Trump's Executive Order 13817 is due..... the Department of Commerce will deliver a...

Hi @Ian Brown Sorry for the slow reply. I have been on holidays. I'll get our guys to double check. But we have been talking to Pensana. And they have not raised any concerns about the article. What the article was saying is that the product shipped is not a pure oxide. I agree the wording...

Thanks @MargyAllSeasonsPR Sorry for the slow response. i have been on holidays. Yeah it is an interesting business strategy. But i guess it all comes down to the economic viability. And that comes down to two things....price you can sell the RE for...and the cost to produce it. And at the...

Thanks @EddyMoney87 Sorry for the slow reply. I have been on holidays. Back now. Yeah some interesting insights into ARU and DC. Def worth a watch. Also amazing just how many people ARU will need to employ in a short amount of time. Hence the ramp up. I think they have given themselves 3...

Updated graphic. I have downloaded all the data. So this is EXACT. Crazy.....there is a fox in the arrangers hen house....free shares/short exit for shorters. Easy money. Totally illegal. This needs to be reported to Government. All levels from Minister, ASIC, ASX etc. To be clear - ARU can...

Just going sideways....

This is probably not correct, and designed to spark discussion....but maybe this last cap raise (80 million)....was the last cap raise for non-holders/externals? And the JV will bring the rest, plus the current shareholders contributing.......thoughts?

Yeah...its interesting....what I would like to see...is that same list...where the USA can access these from allies.....and I think RE will rank alot higher.

The shorting per se is annoying, and I don't think needed. But the real issue is the manipulative trading. The big guys have so much power in the markets. They have lots of tricks. Lots are illegal. But the authorities do nothing. I think there should be a Royal Commision. Capital markets are...

If govt's globally want to secure critical minerals....they could start by preventing short positions on these companies. It is preditory. Given the power imbalance in the market (ie china dominance), these shorters use this to cast doubt and fear on these companies. It is wrong.

Letter is very interesting. Great in detail explaination of the market...and suggested fixes. Cheers!