Recent content by Szalva

  1. Szalva

    ARU - Quarterly - 30 June 2025

    This is clear John. But i think that applies to all stock markets here and there a bit stricter or not. Most CEO’s purchase into the company even right after starting. Sometimes minimum holdings are expected in the amount of a certain share of their overall salary. Even if we don’t have that...
  2. Szalva

    ARU - Quarterly - 30 June 2025

    Where did you hear “ Management have been blocked out from buying on the market. Presumably, now the 'end of year' stuff is over, we start to see some purchases.” I think what Darryl said in the meeting was (and he was very insecure when answering and just stumbled something): “management has...
  3. Szalva

    ARU - Quarterly - 30 June 2025

    Hi John thank you!! I think the German raw materials fund and the Long period he mentioned was last year to January when election was. The fund was set up 2024 and yes, political troubles in Germany might be a reason for the delay last year and beginning this year. But since April we have a...
  4. Szalva

    ARU - Quarterly - 30 June 2025

    Yes that I can imagine. GE had serious troubles. I once was working at one of their major suppliers for the wind turbines. Nevertheless, GEs businesses are very successful and also successful at the stock market. So is there was a need for arafuras supply, do you think that would stop any...
  5. Szalva

    ARU - Quarterly - 30 June 2025

    GE has also been „Advanced offtake negotiations“ for a long period and then Dissappeared silently….hopefully this would not be the case this time with the advanced….
  6. Szalva

    ARU - Quarterly - 30 June 2025

    Yes, Management buying shares would benanninteresting Signal-as Long as the buy for a significant amount
  7. Szalva

    Lynas - Quarterly Ending June 2025

    No doubt a great quarter! They know how to do it. Did they provide any information about their production costs / ton?
  8. Szalva

    VC firms talking about rare earths...

    There is a lot of Merchandising around palantir. Caps, hoodies, shirts, cups, and so on. Maybe we should start with Arafura.
  9. Szalva

    VC firms talking about rare earths...

    Hi @John, would love to have a FID shirt “FID 2025” 😀😀😀
  10. Szalva

    VC firms talking about rare earths...

    Cerberus back in 2022 supported Torngat metals: https://www.cerberus.com/media/torngat-metals-announces-investment-from-cerberus-capital-management/
  11. Szalva

    ARU - 2025 GLOBAL METALS & MINING CONFERENCE PRESENTATION

    Interesting also, that in the market slide page 9 with the mines development funnel, there is no Iluka mentioned. Or did I miss it? Why should they not mention Iluka, as one of the peers?
  12. Szalva

    NEWS U.S.-Ukraine Minerals Deal: Strategic Partnership or Transactional Diplomacy?

    Hi all, guess my first post here. Interesting news about the Ukraine /US deal. What I don’t get is that so many news outlets focus or headline explicitly REE as part of the deal. Well, yes there are plenty of REE, as nearly everywhere in the world, but only rarely specified, what quality the...
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