patarnoster's latest activity

  • patarnoster
    patarnoster reacted to John's post in the thread Dec 2025 Quarterly with React React.
    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...
  • patarnoster
    patarnoster reacted to WideMouthFrog's post in the thread Dec 2025 Quarterly with React React.
    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”...
  • patarnoster
    patarnoster replied to the thread Dec 2025 Quarterly.
    Yeah agreed on all points, the JV will probably still happen maybe for Phase 2
  • patarnoster
    patarnoster replied to the thread Dec 2025 Quarterly.
    I think its the offtake thats causing the delay.
  • patarnoster
    patarnoster reacted to John's post in the thread Dec 2025 Quarterly with React React.
    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...
  • patarnoster
    patarnoster reacted to John's post in the thread Modelling Arafura with React React.
    Something that obviously weighed heavy on the debt and equity participants…was getting into production and ramping up. Hence the massive...
  • patarnoster
    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...
  • patarnoster
    patarnoster reacted to John's post in the thread Modelling Arafura with Love Love.
    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...
  • patarnoster
    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...
  • patarnoster
    patarnoster reacted to SJVR's post in the thread Arafura - General Discussion with React React.
    For me, I’d like to know where the bottleneck is for the funding. Is it the offtakes for the GRMF that they are struggling with? Or is...
  • patarnoster
    patarnoster replied to the thread Arafura - General Discussion.
    What I would like to see is a USA based offtaker, for thie US EXIM loan to be finalised, as thats the requirment. Weather its for Phase...
  • patarnoster
    patarnoster replied to the thread Arafura - General Discussion.
    Low shorts is the best indicator. I think GRMF is due Mid to End Feb, pushing into march is going to cause havoc. Next week is going...
  • patarnoster
    patarnoster replied to the thread Arafura - General Discussion.
    I don't think quarterlies are used to annoucne new things... companies want max market exposire for anything positive, its going to be...
  • patarnoster
    patarnoster reacted to SJVR's post in the thread Arafura - General Discussion with React React.
    Yeah I agree too. I’m not expecting a GRMF funding/FID announcement until early March. I would think that governments tend to announce...
  • patarnoster
    patarnoster reacted to John's post in the thread Arafura - General Discussion with React React.
    JV? No idea. Given how progressed all the other finance is....i'm guessing this has fallen away. And there is only so much time...
Show older items
Back
Top