Recent content by JVP73

Great question John, Australian super funds could play a bigger role in owning strategic infrastructure like Darwin Port, as an asset like this could offer long-term, stable returns that align well with retirement savings goals. Local ownership also helps keep control of critical assets within...

The prospect of the Darwin Port control being sold to American interests to an ally of Donald Trump marks a major geopolitical shift with direct implications for Australia’s critical minerals sector. For Arafura’s Nolans Project, the Port of Darwin is the crucial export gateway. This change in...

Now there’s a tease if I’ve ever read one. Don’t keep us waiting too long John.

AFR Mining Summit in Perth today, where Madeleine King had a lot to say about the Critical Mineral Reserve. From the AFR article: Australia ready to play dirty against China’s rare earths manipulation "The details of the critical minerals reserve are so sketchy at this stage that the whole...

I've seen this graphic before. Although it does clearly show infrastructure, it doesn't identify the Beetaloo Basin being where Tamboran's gas will come from. It's located aprox halfway between Katherine and Tenant Creek. Given the LOI and significance to the project, they should have updated...

Didn't BHP have part ownership in SolGold where DC was fired?

Honestly don't know too much about the processing capability of the Enneaba plant, I thought as ILU would take external feed supply, they could process, perhaps not all the way to an oxide though and that this would help Aus Gov stockpile sooner. Always happy to be wrong when speculating :) Has...

Could Iluka Resources be a dark horse JV partner for Arafura? Possibly as a short- to mid-term processing solution. With its government-backed Eneabba refinery nearer to completion than Nolans' and designed to accept third-party feedstock (assuming there for they can process Nolans' ore). Iluka...

Given recent developments, including strong Australian government backing through substantial funding, strategic interest in stockpiling critical minerals, and the re-elected, majority, Labor government's supportive stance toward boosting domestic manufacturing capabilities, is it worth...

The raise price is anyone's guess. If there are more cornerstone announcements leading up to FID and the world continues to seek REE ex-China, the raise could be around 40c. Purely speculating of course :)

In the $200M NRFC Equity Ann, it was stated that: "At the NRFC’s election during the Conversion Period, the Convertible Notes will convert into fully paid ordinary shares in Arafura (Shares) at a fixed conversion price which will represent a 40 per cent premium to the Reference Price, which...