Arafura - General Discussion
- Thread starter John
- Start date
patarnoster
Member
Andrew Ratcliffe
New member
I bought back in just before this big drop and I'm holding the line until February or so. I highly doubt any JV is coming to save the day but I think Daryl can get the numbers we need for an FID. If Big Mama Rhinehart is parked here then I think it's as safe as anywhere else right now. Besides with escalating tensions with Venezuela in my country I think security concerns and a reaction from China will give us a short term boost again soon.
My expeirence with Gina held companies, is she is ruthless in the short term. But in the long term, it generally always works out. Unless she manages to take the company private (then you lose the long term benefits).
I think what they do, is they buy into a company with a long term view. Then they leave the shares with their custodian...who can lend them out to shorters. This gives Gina some income in the short term. And she doesn't care if the share price is pushed down. Hell, if it is pushed down even more, she could buy even more.
Lots of heat has come out of the rare earth market globally. Becasue Trump said it is all fixed.
But - people in the know....know this is not the case. It has just kicked the can down the road. At REEx we are hearing that there will be a big crunch around mid 2026. Unless China actually starts delivering what they promised....which is highly unlikely.
But even if that happens, the world needs more RE and in needs to create an ex-China supply. Long term most of the top RE companies should do very well.
All just my humble opinions.
I think what they do, is they buy into a company with a long term view. Then they leave the shares with their custodian...who can lend them out to shorters. This gives Gina some income in the short term. And she doesn't care if the share price is pushed down. Hell, if it is pushed down even more, she could buy even more.
Lots of heat has come out of the rare earth market globally. Becasue Trump said it is all fixed.
But - people in the know....know this is not the case. It has just kicked the can down the road. At REEx we are hearing that there will be a big crunch around mid 2026. Unless China actually starts delivering what they promised....which is highly unlikely.
But even if that happens, the world needs more RE and in needs to create an ex-China supply. Long term most of the top RE companies should do very well.
All just my humble opinions.
EddyMoney87
Member
I stumbled of this tweet here:
LS Cable could as well be a potential partner / customer of Arafura $Aru.ax in the USA. As mentioned previously, there have been regular Australia/Korean business council meetings akbc.com.au and typically Arafura participated in the past.
Furthermore, reading Arafura’s investor presentations, LS Cable is mentioned as one of the top players in the NdPr Magnet sector.
To add to this, it would definitely be helpful for Arafura to supply those to be built rare earth magnet factories if they wanted to get more funding from the US: $USAR #LSCable #VACuumschmelze
Any thoughts on this?
LS Cable could as well be a potential partner / customer of Arafura $Aru.ax in the USA. As mentioned previously, there have been regular Australia/Korean business council meetings akbc.com.au and typically Arafura participated in the past.
Furthermore, reading Arafura’s investor presentations, LS Cable is mentioned as one of the top players in the NdPr Magnet sector.
To add to this, it would definitely be helpful for Arafura to supply those to be built rare earth magnet factories if they wanted to get more funding from the US: $USAR #LSCable #VACuumschmelze
Any thoughts on this?
Hi @EddyMoney87
I think these guys could be tied to the $300m uSA money?
I would imagine ARU are currently:
- waiting for Germany to announce their funding
- looking for someone else to fill the SPP shortfall. Please Aunty Gina….
- finalize the rest of the equity with those people.
I forget the last of the equity stack.
It’s strange that the SPP was not underwritten.
they will work it out. Aust govt is on board. Maybe they will stump up the rest.
Just has to get done.
I think these guys could be tied to the $300m uSA money?
I would imagine ARU are currently:
- waiting for Germany to announce their funding
- looking for someone else to fill the SPP shortfall. Please Aunty Gina….
- finalize the rest of the equity with those people.
I forget the last of the equity stack.
It’s strange that the SPP was not underwritten.
they will work it out. Aust govt is on board. Maybe they will stump up the rest.
Just has to get done.
EddyMoney87
Member
What i also found strange was this substantial holder change 19.12 Morgan Stanley / Mitsubishi and 22.12 no substantial holder.
Is this just a shift in shares as they were close to 5% or is there something with substance behind?
Wish you nice Christmas
Is this just a shift in shares as they were close to 5% or is there something with substance behind?
Wish you nice Christmas
