ARAFURA RESOURCES WKN: 787896 ISIN: AU000000ARU5 Kürzel: ARU Forum: Aktien Thema: Hauptdiskussion

Das aus dem HotCopper Forum von ARU finde ich eine einleuchtende Erklärung warum hier so wenig passiert Big businesses, Governments don’t want to be cut off with no supply, so they are still filling their boots with the cheap china supply while they can (stockpiling both NdPr and Magnets), but working in the background to seek ex-china supply. This is obviously why POSCO and others are not wanting any public release of strategic equity investment etc. until it is all agreed and signed. They are still reliant on China..and so are the POSCO customers!

Arafura’s Nolans project globally recognised https://www.australianmining.com.au/arafuras-nolans-project-globally-recognised/

And it is good news…. Korea Pledges $38 Billion to Shore Up Its Critical Supply Chains https://www.bnnbloomberg.ca/business/international/2024/12/19/korea-pledges-38-billion-to-shore-up-its-critical-supply-chains/ South Korea has pledged to spend 55 trillion won ($38 billion) over the next three years to shore up the nation’s supply chain for critical minerals and the components needed for key industries, like electric vehicles and battery making.

https://wcsecure.weblink.com.au/pdf/ARU/02897413.pdf Die Gaslieferverträge sind auf 4 Februar 2025 verlängert worden. Das ist ein komisches Datum. Sonst waren die immer auf einen letzten des Monats verschoben worden. Das könnte evtl. ein Hinweis auf die FID sein oder gar nix bedeuten. Evtl ist es einfach der Zeitpunkt zu dem die bisherigen Bedingungen auslaufen für das Gas?

Interessanterweise findet am 4.2.25 auch das nächste MSP Forum in Kapstadt statt.

Na immerhin doch noch ins Plus gedreht.... im Gegensatz zu Lynas. 🙄

Und die Reaktion sind -4%!? 🧐🤔

We're thrilled to announce that Nolans has been recognised under the Materials Security Partnership (MSP) highlighting the pivotal role we will play in securing a globally diversified NdPr supply chain. NdPr is essential for producing ultra-strong permanent magnets, crucial for EVs and wind turbines. A globally diversified and secure supply chain is vital for advancing renewable energy, high-efficiency technologies and a lower carbon future. The MSP aims to boost investment through government funding and private sector investment, addressing global supply risks in the rare earths industry. Thank you to the MSP Forum and its Chair, Director-General for Bilateral Economic Affairs Kim Jin-dong from South Korea’s Ministry of Foreign Affairs, for their support. We are proud to be part of a push to advance and accelerate rare earths projects globally, with strong backing from governments and investors. https://www.linkedin.com/posts/arafura-rare-earths_rareearths-sustainability-renewableenergy-activity-7273122898066706432-P2-t?utm_source=share&utm_medium=member_ios

We need a ‘Manhattan Project’ to beat China in the new war over rare-earth minerals https://nypost.com/2024/12/08/opinion/we-need-a-manhattan-project-to-beat-china-in-the-war-over-rare-earth-minerals/

Ich bin investiert

The misleading prices of rare earths https://www.globalminingreview.com/mining/05122024/the-misleading-prices-of-rare-earths/

Sollte ich gemeint sein??? Wenn ja - kenne ich nicht noch nix davon gehört

In this 180 Markets interview, we sit down with Arafura Resources (ARU:ASX) MD Darryl Cuzzubbo to uncover the real story behind their flagship Nolans Project. With debt financing already locked in and a clear path to FID, this is one conversation you need to watch. Rare earths are the future – here’s how Arafura is seizing the opportunity. Watch now https://youtu.be/KX8lS8BRIhs?si=Fa3hk6BcG-wcDNzZ

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