Recent content by WideMouthFrog

DC, the CEO of ARU, suggested they would process product from the Notthern states of Australia. Only this month he made this statement, so this opens up a very interesting can of fish? I cannot find who or what that means. Ie HRE or NdPr (their planned processing).

Additionally, Star reported about their plans to expand involving Australian supply - also 18months ago. Many reports can be found on this by quick Ai search.

I have it first hand from in the know at ARAFURA that POsCO was completing DD at ARU Nolans site circa 18months ago. It looks like something has stalled since, potentially government support that would obviously yield a better outcome (yet to be seen-elections upcoming), but also suggesting...

This also must consider the incoming government 'turbo charge'? It will be very interesting to see these unfold - imagine if we can get some interest free loans. i.e. I am not a big fan of the existing equity at 40% discount.

So, whilst at ARU are at a critical stage/junction that determines the entire outcome and positioning of existing shareholders. UBS helps shorters exit without any on market purchase. Couple that with the added sale of shares by index's that adds selling pressure. For the initial capital raises...