Recent content by patarnoster

  1. patarnoster

    Export Finance Australia - Update

    Just spat my coffee. Haha Yes, never been closer until we are closer… this journey is something.
  2. patarnoster

    Export Finance Australia - Update

    Well fuck me sideways we’re close to close
  3. patarnoster

    ARU - Quarterly - 30 June 2025

    Thanks mate, i missed the RPRWMP & HREE update, this is good to hear, quite forward thinking, lets hope its not all bubbles. The other thing I noted was the metals note for NDPR Oxide, this points to a German downstream magnet maker, which would be interesting especially since it is tied to an...
  4. patarnoster

    ARU Trading Chat

    So yeah a bit of an up tick, but not ground breaking.
  5. patarnoster

    ARU Trading Chat

    Based on daily data there was 6.2m shares sold short 22nd, we will know more tomrrow, but we dont know how many were covered.
  6. patarnoster

    ARU Trading Chat

    T+4 right? So next week Monday maybe.
  7. patarnoster

    ARU Trading Chat

    There is couple of days delay.
  8. patarnoster

    Who is potentially going to JV with ARU?

    Yeah, it can make sense, lets see if any new nuggets pop up soon...
  9. patarnoster

    Who is potentially going to JV with ARU?

    John, what made you think "almost" what was the catalyst? ... aside from the SP action + DC saying more visits to the US?
  10. patarnoster

    Ore to Oxide...why it is important

    All these projects have hinged on the world decoupling from China, but that decoupling has long been uncertain. For a while, it felt more like political posturing: "Yeah, it should happen." But with MP Materials now signing a deal with the U.S. DoD, it’s become "Yeah, this is happening." That...
  11. patarnoster

    REEx Interview with ARU CEO - NOW LIVE

    "Probably every six months. Okay. So, but what I'm going to say um is given everything that's happening um it's probably going to be a little bit more than that." Now thats a damn tease
  12. patarnoster

    REEx Interview with ARU CEO - NOW LIVE

    Thank you John! Cannot wait! well done !
  13. patarnoster

    Financial Investment Decision (FID) Discussion

    Having a read… Was the monozite processing mentioned previously ?
  14. patarnoster

    Who is potentially going to JV with ARU?

    Maybe it’s USA Rare Earth. Had this discussion with another member last night. Here’s what u found. Arafura’s Nolans Project (Australia) Arafura Resources is developing the Nolans Project in Australia’s Northern Territory—a world-class NdPr resource with an integrated mine-to-oxide facility. At...
  15. patarnoster

    NEWS Energy Fuels Gains Key Approval for Donald Rare Earth Project-Strategic U.S.-Australia Supply Chain Integration Inches Forward

    That great news for the industry, tho a few years away from activation.
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