Recent content by Nomad

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    ARU - The rocket has taken off

    Hmmm,.... Ecstatic that this investment is finally beginning to realise its value. Disappointed that Aus is once again selling out cheap. Offering to supply the US with oxides is not value or strength, building out our own supply chain, going all the way to magnet production in Australia, this...
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    NEWS Arafura’s Funding Clock: Credit Approvals Edge Toward Final Investment Decision

    In a word, INCOMPETENT! I'm sorry but Arafura have a good many people on the books, they should be all over this stuff and had this well in hand before expiry or another solution in place - BEFORE EXPIRY! So many eyes but nobody watching the ball, this is simply not a good look. Completion of...
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    Is POSCO going to be the ex China global leader for magnet and other value-added production?

    "Next Cab off the rank" Asleep at the wheel more like it!
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    NEWS China Rare Earth Prices Dip as Market Stalls: What’s Really Going On?

    You're on the money (again) I reckon, inventories are key and it's early days. Rest of world is pivoting and China is countering, with the conflict of an (historic) average 18 years to bring a mine online and net zero targets looming ever closer, reality will be the winner here. There are...
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    NEWS Expose: Citigroup’s Sudden Exit from Arafura Rare Earths-Market Rebalancing or Coordinated Short Play?

    Excellent piece, thank you, I can't help but feel this is absolutely on the money. It inspired me to write to MK with my view and opinion, and a plea for the government to take action to protect our national assets. I'm sure nothing will come of it but hey, I felt better doing it I did...
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    Financial Investment Decision (FID) Discussion

    With Trumps demands still ringing in our ears: US demands Australia lifts defence spending by $40b a year 'as soon as possible' Is it not be on the cards for our own goverment to replicate this arrangement and the ADF become a major shareholder of ARU? Let's see if ARU fits the glass slipper...
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    Arafura 101

    I find the following statement very interseting, it is amongst Trumps DPA executive order. More so than the supply of raw minerals, the United States needs the refined products from these minerals that are ready to use in electronics, defense systems, and batteries...
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    Who is potentially going to JV with ARU?

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    Peak Rare Earths - General Discussion

    Looks like China may be providing the IP on this one! Peak to be acquired by Shenghe following Entitlement Offer (144 Pages)
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    Financial Investment Decision (FID) Discussion

    Solid research and analysis as usual, appreciate the time you input to arrange and share information, thank you! Happy "Wide Mouth Frog" has found a new home ;)
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