ARU - The rocket has taken off

John said:
Agree..trump needs to get a deal done with china...otherwise USA is 5 years minimium from having meaningful supply. And it would rock thier economy. Remember...every $1 of rare earth results in $600 of OEM product. (from DC's talk in washington).

Do Trump will do some type of deal to keep some RE flowing, but also invest in build the ex-China supply chain.
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This means for ARU we will not see crazy spikes (i think so) in the value we will wait to get a higher validation.
Any thoughts on FID - this year of before End of Q1 2026?
 
I think we will see the SP sit around the 40 cent mark for a while. Those instiutions always seem to knwo where the raise price is likely to be. And then on FID i think we will get back up above 60 cents. And if there are other global events at the time, could def head over $1.

That is not to say how I value ARU. That is different. But jsut have a look at how I value MP....around 30-40 per share...and they have been trading at 97!


I don't think FID will be this year. But I am very bullish for Feb 2026. Just looking at all the different things that have to come together.....


One thing I didn't competely realise at first, is that the Trump cash (US$300 million) extra to our funding.

So what that means is that all the DD that was done for phase 1....doesn't apply to phase 2 or this tolling/heavy RE.....so it will take at least 6 months. 6 months is what Trump said it would take to get these deals done. And even then I think that is pushing it.

It is my opinion (and I stress that)....that the US$300 is for a heavy RE company (either NTU or VHM) to JV or sign a tolling arrangement with ARU....and that will take some time to develop flow sheets, update all their permit applications etc etc......

So if things settle down in the next few months (with maybe Trump doing some type of deal with China)....I will be looking at NTU and VHM very carefully.
 
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