MARCH 2025 QUARTERLY REPORT INVESTOR CALL

[John]

https://wcsecure.weblink.com.au/pdf/ARU/02939170.pdf

So this webinar is going to be very interesting.

Timeline to FID - If there is a material change to the timeline to FID, then they will probably mention it here (i know the continous disclosure rules, but this quarterly forces them to re-confirm the timelines).

Aust Govt Buying/Stockpiling Minerals - They will probably just say they are in discussions...and waiting for outcome of the election.

Anyone got anything else they want to know from the ARU management?


Register for the webinar here:
https://s1.c-conf.com/diamondpass/10046979-lj8u7y.html

 

[patarnoster]

I was having a think about this, this would assume that next week there will be no PS announcements, and then the week after probably not either, which means all is to happen after elections... a lot of things out of our control.

 

[John]

I was having a think about this, this would assume that next week there will be no PS announcements, and then the week after probably not either, which means all is to happen after elections... a lot of things out of our control.

Yeah the new Govt Buying critical minerals is interesting. Because they could not commit till after the election. And even then, these things take time. Contracts, negotiations etc etc.

But the way I view it. This is ARU’s backstop. So the other off takers must commit now. Or Aust govt will buy.

 

[patarnoster]

Im interested in why the Quarterly is taking so long... It should be super simple. Also the election could be an interesting catalyst.

 

[John]

Im interested in why the Quarterly is taking so long... It should be super simple. Also the election could be an interesting catalyst.

Yeah...I think the election has held up some discussions......so i'm not expecting much.

But the body langauge will be what I will be looking at.