Recent content by WideMouthFrog

So this throws an interesting spin on the entire Korean piece. Notably ARU have stopped all the extensive ‘partying’ with the officials at every function between both countries. Also, the recent Australia government equity injection into ARU of $200m announced by MK, focused on the Australian...

Does anyone know if this paper to be released next Wednesday is to suggest specific investments in companies or like, or simply policy shift and future national goals in regard to Rare Earth. ARU obviously have a line in the sand moment in the future, the more I read, the more I believe the US...

https://www.reuters.com/world/us/trump-expected-waive-defense-production-act-requirements-boost-critical-minerals-2025-06-03/

Well said!

You may have missed the point here, Lithium is find and mine. Everyone is a lithium miner. Every country. Rare Earths are find, mine and refine. There is minimal ex-China supply. Where you have things crossed, is it doesn’t matter how much product China can produce, this is not the sought...

The focus here isn't just on small-scale manipulation or unsophisticated tactics, but on highly organized schemes that are clearly corrupt and illegal. Regulators must act and eliminate this misconduct—it’s not rocket science, nor as complex as some make it out to be. The evidence is public...

Additionally, Recently, Peter Sherrington (CFO of ARU) was a guest speaker at a conference in the US only 60 minutes from Mountain Pass - coincidence? Or other ideas to consider for JV if looking at the US idea. Here are potential JV models for each of these strategic partners: 1. MP...

They are all great ideas above, and completely valid. Here’s my guess. A few key considerations—because every decision must pass the pub test. When looking at a JV partner, excluding the Australian Government - who is very likely - also plausible and really should be the most likely candidate...

https://www.dailymail.co.uk/sciencetech/article-14718749/amp/China-secretly-installed-kill-switches-solar-panels-sold-West-Beijing-plunge-enemies-darkness-event-WW3.html So, the games begin!!! As per above, the need for the ex-China supply is at a critical junction!

Who will be the next world Superpower? China has the front seat! I have been watching Trump scan the planet for rare earth deals in the recent 6 months or so, there seems to be a sense of urgency; I have listed below many of the countries the US has tested, and also the reason for this urgency...

Here is a copy of a news article from the NT media released today. A signal the government is backing ARU to support AuKUs. Aligns with comments above. NT news - NT stands to benefit from Albanese Govt critical minerals and gas priority Minister for Resources and Minister for Northern...

So taking a look at the recent buy activity in the recent ARU shareholders, and there is a general theme; all incoming and increasing stakeholders are US based investors. There is definitely a theme running and its very clear, the US has intel on a matter that is undisclosed. Notice the...

Mentioned in this interview, and also. Minhub discussions closed down last year (I recall the half year report).

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.