Trading Halt - Cap raise...is it the big one?

[John]

https://wcsecure.weblink.com.au/pdf/ARU/03014571.pdf

Obiviously not for cash runway...so part of the funding package....or is it for something else? Acquisition?

Thoughts?

 

[EddyMoney87]

Capital raise after capital raise - let’s hope it is the last one?
Hope they have a good reason and it will lead to FID.

 

[John]

I guess the last one was all to be applied to the funding (ie not cash runway)......but lets just hope the raise price is high.

 

[Andrew Ratcliffe]

No way FID coming before the end of calendar year.

 

[patarnoster]

It's not FID until it is... but even I'm sceptical on this one...

 

[JVP73]

From the CM Framework: ‘The Participants will mobilise government and private sector support including for capital and operational expenditures via guarantees, loans, or equity.’

Josh Kroon, critical mineral advisor to Trump was in Perth yesterday for meetings, perhaps deals???

 

[patarnoster]

From the CM Framework: ‘The Participants will mobilise government and private sector support including for capital and operational expenditures via guarantees, loans, or equity.’

Josh Kroon, critical mineral advisor to Trump was in Perth yesterday for meetings, perhaps deals???

Would be pretty quick if he came down to sign this off and USA will take equity in ARU... it would be great! but quick

 

[JVP73]

Would be pretty quick if he came down to sign this off and USA will take equity in ARU... it would be great! but quick

Not so quick if it's in the form of a JV, that's been in the pipeline for how long?

 

[patarnoster]

Not so quick if it's in the form of a JV, that's been in the pipeline for how long?

Would the Ann be in a form of Cap raise tho? Is that the Vehicle for such an ann?

 

[JVP73]

Perhaps not Hoping for a few leaks between now and Thursday. Sooner the better

 

[patarnoster]

$475m Raise final one for FID, well done.

 

[John]

maybe EFA is now binding? ie

Not so quick if it's in the form of a JV, that's been in the pipeline for how long?

I believe the JV would be more likley a magnet player or a HREE player that needs processing to oxide. Or outside chance of a big miner like BHP looking to build exposure to the RE market.

 

[John]

$475m Raise final one for FID, well done.

How does this stuff leak out...surely ASX should be releasing this before a newspaper!?!?!?

 

[John]

 

[John]

If this is all true - then congratulations to the ARU team and shareholders.

Lets hope for good terms in the raise given the recent SP performance.

 

[John]

And don't forget....we also have the US$300 million EXIM funding kicking around.....for additonal HREE/Tolling......

ARU already becoming THE Rare Earth Mining and Processing to Oxide Hub in Australia (and globally!).

 

[Nomad]

How does this stuff leak out...surely ASX should be releasing this before a newspaper!?!?!?

Yep, look what just popped up on the ASX , headline only still mind you.

[td]A$475m Placement and A$50m Share Purchase Plan (headline only)[/td]

 

[BM75]

$475m at $0.28

 

[Nomad]

And there it is, it's all in the glossy new investor presentation for our enjoyment!

https://wcsecure.weblink.com.au/pdf/ARU/03014915.pdf

I think I have figured it out though, the source of the leak is the glossy brochure printers

 

[EddyMoney87]

Oh almost no dilution at all

https://wcsecure.weblink.com.au/pdf/ARU/03014913.pdf