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

Auf Hotcopper scheint man sich ja am meisten Sorgen zu machen wegen der Shortseller. In der Tat erscheint es seltsam, dass man in einer entacheidenden Phase so gegen das Projekt wettet. Entweder halten diese Leute also die Risiken für sehr hoch oder sie haben Interesse daran, dass es nicht zu einer Realisierung kommt oder wenn dann zu möglichst unattraktiven Konditionen. Da fällt mir natürlich als erstes China ein.

Miners hope for budget tax credits reports The Australian Financial Review 'Mining industry leaders are convinced the government will unveil production tax credits for downstream processing of critical minerals in the budget on Tuesday...The budget support will be based on a model put forward by the Perth-headquartered AMEC (Association of Mining and Exploration Companies) that gained traction with Resources Minister Madeleine King. That model was backed by electric car maker Tesla, along with potential beneficiaries Mineral Resources Limited, Pilbara Minerals Limited, IGO Ltd, Liontown Resources Limited, Wyloo, Ardea Resources Ltd and Australian Vanadium. Scores of other critical minerals companies, including rare earths players Lynas Rare Earths Ltd, Iluka Resources and Arafura Rare Earths Limited , may also benefit.' https://lnkd.in/gadbpNaW

Australia’s Budget Will Boost Critical Minerals, Treasurer Says https://www.bnnbloomberg.ca/australia-s-budget-will-boost-critical-minerals-treasurer-says-1.2071807 Australia’s critical minerals industry is a major part of the government’s push to capitalize on the worldwide green energy revolution. Major powers including the US are keen to use Australian battery minerals as part of an effort to break reliance on Chinese supply for the materials, which are used in the production of solar panels, electric vehicles and lithium-ion batteries.

Biden to Quadruple Tariffs on Chinese EVs Administration is preparing to announce higher levies on range of Chinese goods next week Higher tariffs, which Biden administration officials are preparing to announce on Tuesday, will also hit !!critical minerals!!, solar goods and batteries sourced from China, according to the people. https://www.wsj.com/economy/trade/biden-to-quadruple-tariffs-on-chinese-evs-203127bf?st=fhj9xabxnza4wov

Aus eine HotCopper Forum von ARU The Biden admin introduction next week is a very major positive for the likes of ARU (not so for concentrate only producers supplying feed to the giant Chinese refiners). In my view next week we will see the beginning of the demise of Chinese RE pricing controls which has been a major issue/block for companies like ARU. Quiet simply and this whole tariff's quadrupling needs a lot of dissecting - some is immediately obvious - some lesser. However a US four fold increase in import tariffs on RE - NdPr - magnets has just 100% secured ARU's future - One would anticpate EU - SK to implement similar in the future and if one looks at the massive POSCO magnet supply to top auto in US and EU - no Chinese NdPr will be used - ARU will simply get a premium on top for end users - those huge multi national companies needing product but needing to circumnavigate the four fold import tariffs and of course the transparent/traceable ESG compliance topper. Anyway we will be able to discuss this more when announced next week the exact new import tariff and what that increases the NdPr pricing to US buyers. The other part is critical also. What does China then do. We know they will not sit idle on this matter of huge significance to their plans of global dominance in supply chain of EV's - WIND - SOLAR - DEFENSE CAPABILITIES, ETC. https://hotcopper.com.au/threads/arafura-rare-earths-ltd.7721583/page-554?direction=previous Bin gespannt

Biden set to impose tariffs on China strategic sectors, source says https://www.reuters.com/business/us-set-impose-tariffs-china-evs-certain-strategic-sectors-bloomberg-reports-2024-05-10/

New rare earths hub on horizon for Darwin https://www.australianmining.com.au/new-rare-earths-hub-on-horizon-for-darwin/

Preise für Seltene Erden steigen!!! https://news.metal.com/newscontent/102740555/china-northern-rare-earth-group-high-tech-announced-its-listing-price-for-may-prices-of-many-rare-earth-products-increased-by-more-than-7-mom

Ab hier könnt Ihr mal lesen https://hotcopper.com.au/threads/arafura-rare-earths-ltd.7721583/page-520?direction=previous Hier gibt es Erklärungen im Verlauf des Threads

Das mit der Kapitalerhöhung ist mir auch aufgefallen. Bei der letzten KE waren wir als Europäer ausgeschlossen. Ich gehe davon, dass das sicher nochmal eine größere Verwässerung geben wird, der Kapitalbedarf ist enorm. Aber ich hoffe, dass es am Ende in 2 oder 3 Jahren keinen großen Unterschied machen wird😊

Ich denke schon mal einen Schritt weiter und spekuliere ein wenig: auch in Rudis letztem Beitrag wird ja nochmal eine kräftige Kapitalerhöhung im Zuge der FID angedeutet. Wie hoch wird diese sein? Wie stark wird der Kurs dadurch nochmal in die Knie gehen? Werden wir als Nicht-Aussies teilnehmen können? Ich kenne mich mit derlei nicht aus, weil ich noch nie in einer solchen Take-Off-Phase bei einem Bergbau-Projekt dabei war.

Post auf Linked in Arafura MD Darryl Cuzzubbo spoke to the AFR’s Brad Thompson about the parallels he sees between the copper and rare earths markets and his strategy for bringing the Nolans NdPr Project in the Northern Territory into production to meet rising demand for ex-China supply. #NdPr #CriticalMinerals #RareEarths #NolansProject https://www.linkedin.com/posts/arafura-resources-limited-australia_20240506-afr-activity-7193118606442819584-P6qc?utm_source=share&utm_medium=member_ios

Schaut euch doch mal diesen Thread von HotCopper im Arafura Forum an: https://hotcopper.com.au/threads/arafura-seltene-erden-ltd.7985735/page-3 Geht im Endeffekt um die Guideline die das DOE der USA raus gegeben hat. https://www.energy.gov/articles/doe-releases-final-interpretive-guidance-definition-foreign-entity-concern#:~:text=The%20BIL%20defines%20a%20FEOC,%2C%20Iran%2C%20and%20North%20Korea The BIL defines a FEOC in part, as an entity that is “owned by, controlled by, or subject to the jurisdiction or direction of a government of a foreign country that is a covered nation.” Covered nations are defined in BIL as China, Russia, Iran, and North Korea

Dieses Zitat aus dem Co-Vorwort fand ich sehr interessant: 'We have also started a scoping study for what Nolans phase 2 would look like and I look forward to sharing more on this initiative over coming months.' Hat jemand ne Idee, in welche Richtung das gehen könnte?

Bin im mittleren 5stelligen Bereich