Recent content by John

Hopefully they get the message.

On the ASX there are rules for management and Directors. And they just got out of a blockout period. ASX Director & Management Blackout Rules – Quick Summary Not mandated by ASX rules, but most companies follow the ASX Corporate Governance Principles, which recommend having a trading...

Thank you to the ARU team for anwering our questions today. So today there were many small things said that could give us hints at what is going on behind the scenes at ARU. But they were very subtle. And the big question everyone has….who will the JV party be? So…that is why my first...

From what I understand, GE were all ready to sign to binding, then the big shake up at GE happened, where they were spilitting the business up. And the GE senior management didn't want to have any large binding committments whilst they restructure. GE were also in a rebuild phase. They were...

Interesting @patarnoster this will be my question tmrw: In ‘Table1: Offtake Overview’, the 730 tpa allocation to 'OEM Wind/Auto, Tier 1 & Trading' is the largest outstanding segment. Is this tied to a single advanced strategic partner, and is it fair to say that finalising this agreement is...

https://wcsecure.weblink.com.au/pdf/ARU/02971898.pdf Some intriguing updates in this quarter for anyone tracking ex-China HREEs and project readiness: HREE in Waste Streams - Potentially More Revenue: Arafura is reviving the opportunity to recover Dy/Tb from its waste liquor streams, long...

I’m going to come Back to this. I have some fixes as well. Very simple stuff.

They seem to always have a way out. Usually through the raises. Should be illegal.

So the following is just me trying out my programing skills. So there are sure to be some mistakes. But it looks ok so far. So here is what I could scrape: So that is the Data. Here are the graphs: o what does it all mean? Here’s the story that emerges from this dataset: 1. Early...

I'm trying to build a python scraper to keep a track of it all. THis is what i have so far. I need to check it all...so just draft for now.

Great work. I wish those guys at Ginger would come on here and have a discussion. They have completely the opposite view.

They only ever talk about their ore deposit being low cost. They never seem to give away their numbers. But given their multiple jurisdiction processing. Can’t be that cheap. Not compared to ARU who also has a low cost phosphate ore deposit that will make them One of the lowest cost producers...

https://wcsecure.weblink.com.au/pdf/LYC/02970284.pdf Just an MOU....yawn... Is this to appease the Malaysian Govt.....with all the processing that happens there...and all the recent issues......this ties them in better...and makes it harder for the Govt to close them down again?

https://wcsecure.weblink.com.au/pdf/LYC/02970287.pdf Summary: Record NdPr production – 2,080t, first time exceeding 2,000t in a quarter First Dy/Tb (HREE) production outside China in decades Revenue up 38% QoQ → A$170.2m Average selling price hit A$60.2/kg, highest since July 2022 Direct...

Thanks @patarnoster Ah retail....always selling out before the rocket takes off......