patarnoster's latest activity
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I'm quite positive about the quarterly and the progress. Obviously frustrated on timelines and constantly moving the goal posts, BUT... -
patarnoster replied to the thread Modelling Arafura.Thats what i was thinking, calculating based on NDPR output. Good call.
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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...
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patarnoster replied to the thread Modelling Arafura.I like the look of this :P
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Thank you for this info! For fun this is base case from my view if a clean FID is announced as expected from recent quarterly update...
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When it takes eight years just to reach FID, and with so much foul play, it’s hard to believe they’ll deliver a JV that actually creates...
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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...
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With $600m sitting in the bank and staff effectively idle for two years - and with him stating that FID will happen, not “if” but “when”...
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patarnoster replied to the thread Dec 2025 Quarterly.Yeah agreed on all points, the JV will probably still happen maybe for Phase 2
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patarnoster replied to the thread Dec 2025 Quarterly.I think its the offtake thats causing the delay.
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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...
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Something that obviously weighed heavy on the debt and equity participants…was getting into production and ramping up. Hence the massive...
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patarnoster replied to the thread Modelling Arafura.My view is similar, regarding that 47c - 50c however that I think is the minium, I will add that it peaked at 62c with no FID and no...
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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...
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patarnoster replied to the thread Arafura - General Discussion.While todays SP shows a incoming delay, the entire sector is red thanks to the USA, I would not be surprised if this all hinges of...
