Hi Guys
We just finished interviewing Darryl the CEO of ARU. Podcast to be released soon.
It was a great interview. Some of the topics we covered:
- Why has it taken ARU about 20 years to get to this point
- What does ore to oxide really mean and why it is an important strategy
- How does the MP Material/DoD pricing floors affect the global market and ARU's current off takes (you will want to hear this part!!!)
- Why financing RE project is so difficult
- What ARU are looking for in a JV partner and how the JV financing would work (again you want to heat this part)
- Why the capex appears so large compared to other projects
- The role of governments in assisting the RE sector
- And much much more
There were so many other bit of information that you will find useful. Like did you know that those companies only producing to a concentrate, have additional transport costs, due to the radiation present in their product. Whereas, an oxide product that is transported does not have this cost. This is just one of the many little side points that are discussed.
Anyway....hoping to release this interview soon.
Thanks to the ARU team for the interview.
We just finished interviewing Darryl the CEO of ARU. Podcast to be released soon.
It was a great interview. Some of the topics we covered:
- Why has it taken ARU about 20 years to get to this point
- What does ore to oxide really mean and why it is an important strategy
- How does the MP Material/DoD pricing floors affect the global market and ARU's current off takes (you will want to hear this part!!!)
- Why financing RE project is so difficult
- What ARU are looking for in a JV partner and how the JV financing would work (again you want to heat this part)
- Why the capex appears so large compared to other projects
- The role of governments in assisting the RE sector
- And much much more
There were so many other bit of information that you will find useful. Like did you know that those companies only producing to a concentrate, have additional transport costs, due to the radiation present in their product. Whereas, an oxide product that is transported does not have this cost. This is just one of the many little side points that are discussed.
Anyway....hoping to release this interview soon.
Thanks to the ARU team for the interview.
