Recent content by patarnoster

I've been mulling over this today. The landholder is now financially aligned with the mine succeeding, so now they become a shareholder, which reduces land-access risk, removing permitting / land use hurdles before construction. Accomodation I think is simple, they wouldn't need to tender...

Thats been my biggest fear, but also a moment in time to pick up some more if it hits my avg. The thing is there will also be other retailers buying on fid too, a re rate generally sets a new floor too.

If all the above comes to fruition, a 10 year hold could provide generational wealth.

agree with you on that, some humans need a big kick down before they get back up and shine.

ARUs profit margin will be better than the bulk of the world, I don't think anyone is pricing this in due to how far away this potential is and it needs to be proved out. Secondly, NDPR is now up to 106 USD kg, which while its a peak is now well above 100, the spot sales are starting to look...

Thats what i was thinking, calculating based on NDPR output. Good call.

I like the look of this :P

Yeah agreed on all points, the JV will probably still happen maybe for Phase 2

I think its the offtake thats causing the delay.

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 funding certainty, so... that says a lot about FOMO. With that in mind, if we take LYC as an example, they trade at A$2 to 2.5 billion per 1,000 tpa of NdPr...

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 hundreds of dominos falling before GRMF, eg. as you said SMR... ARU has never been the fast cat in the game.

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 2 or 1 doesn't matter.

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 to be dry, unless we see SP run up with high volume, nothing much is on the horizon till Feb.

I don't think quarterlies are used to annoucne new things... companies want max market exposire for anything positive, its going to be anothing burger if no annoucment before hand.

Zee Germans take their DD seriously… They are all island time at this rate