ARU's Offtake/Funding Strategy

[patarnoster]

I think in these types of performance targets, they need to give some head room for better than expected outcomes.

And given what the US is proposing to do for critical minerals (and RE)...this 75% cornerstone equity could happen.

But I have always thought....there will be a rush from the institutions, just before FID, when they realise what is really going on in the market, and how well positoned ARU is within the market to be a global leader.

Also look at what JP Morgan is proposing....spending $1.5T.....some of that will fall into ARU...

https://rareearthexchanges.com/news...iency-push-critical-minerals-quietly-central/

That pre-FID pre construction positioning is happening right now, how long will it last, well thats going to be interesting. Monday will be fun.

 

[Andrew Ratcliffe]

https://www.theaustralian.com.au/nation/politics/critical-rare-earth-minerals-risk-us-digs-into-china-trade/news-story/13a8f4885435549d85b8ac6496a2f77f?utm_source=TheAustralian&utm_medium=email&utm_campaign=Editorial&utm_content=TA_LATESTNEWS_AM_02&net_sub_id=590086904&type=curated_collection&position=2

Another arafura mention in the press.

 

[John]

Now ARU is getting into mainstream media......lets see how far it runs.

 

[patarnoster]

https://www.theaustralian.com.au/nation/politics/critical-rare-earth-minerals-risk-us-digs-into-china-trade/news-story/13a8f4885435549d85b8ac6496a2f77f?utm_source=TheAustralian&utm_medium=email&utm_campaign=Editorial&utm_content=TA_LATESTNEWS_AM_02&net_sub_id=590086904&type=curated_collection&position=2

Another arafura mention in the press.

could you screenshot some of the specific call outs?

 

[Andrew Ratcliffe]

could you screenshot some of the specific call outs?

Tail end of the article. Pretty sure it was the only rare earths company mentioned. Again I get the feeling Gina's people are hyping it up. Good to see Arafura mentioned in the same article as American DOD investments.

 

[patarnoster]

Tail end of the article. Pretty sure it was the only rare earths company mentioned. Again I get the feeling Gina's people are hyping it up. Good to see Arafura mentioned in the same article as American DOD investments.

Gina connects all the dots, she attended the Trump parties too... quite the puppet master. Lets see what next week brings.

 

[Andrew Ratcliffe]

Iron Ore Billionaire Rinehart Now Also A Rare Earth Billionaire

High and rising prices for rare earths used in commercial and military technologies has boosted the fortune of Australian iron ore billionaire Gina Rinehart

www.forbes.com

Arafura gets a mention in Forbes!

 

[SJVR-3005]

Great interview. ABC News in depth.
What will happen when Albanese meets Trump?