Recent content by John

DC was brought in because of his construction experience. So we are yet to see him in his sweet spot...delivering major construction projects. All that gold stuff...re his last job. I believe he sued them and got an apology? I don't know the details.....but that is what I can remember. I...

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 since we would be the only way for these guys to get to oxide (btw - i don't believe the Iluka will be able to do this)....so we should be taking no risk...and...

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 intensity until commissioning/ramp is de-risked). Also included the 100%. - ARU at 4400 tpa and 5.6 billion shares... 30% of Lynas ⇒ ~A$0.32/share 50% of Lynas ⇒...

https://rareearthexchanges.com/news/the-real-china-exposure-in-rare-earths-isnt-where-most-investors-think/?utm_source=Rare+Earth+Exchanges&utm_campaign=9c33092198-EMAIL_CAMPAIGN_2026_01_28_07_01_COPY_01&utm_medium=email&utm_term=0_50a3b684e9-fae25d4699-640552648&mc_cid=9c33092198&mc_eid=3d177c6a...

https://rareearthexchanges.com/market-watch/northern-minerals-boardroom-pressure-and-the-china-risk-the-market-still-under-prices/

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 unusual for funds to be applied to construction without FID. That being said, have a look at Pensana. They have been able to convince their lenders to use their...

Nothing really new. Some points: - Its true that the delays would have improved pricing and betters the economics for the company - The joint venture discussions have stopped. But may come up later? Interesting. Why later? - FID in Q2.....i think this was always going to happen. Because the...

https://ir.compassdiversified.com/ They are def listed on the NYSE under CODI

Congrats to the team at BAK!!! They will be listed on the ASX tomorrow (30 Jan 2026) under the investor code BAK

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 Q2 (this is new - why not have everything ready for when the Germans post us the money? It would be the quickest board meeting ever....FID...tick. Done. Just...

Correct. We are working on some methods to make the updates more often. Stay tuned.

Something that obviously weighed heavy on the debt and equity participants…was getting into production and ramping up. Hence the massive contingencies. But that will probably weigh on the minds of some fund managers. You don’t get sacked for buying Gold and Silver. But buying rare...

This aged well ;-)

The following is a rough model for Arafura. Please do your own analysis and don't rely on my work. There could be mistakes. So the model uses: - Discounted cash flow analysis - Provides an NPV which is then used as the Market Cap - Share on issues is estiamted as per the notes (5.66 billion)...

Hi @Les Confer Yeah we made some changes in what we show. From my discussion with technical experts....solvant is the only method that has worked truely at scale. The rest are really experimental. And they may work. Just not yeet proven at scale. Again...for Element Seperation Capability...