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

Blöderweise bräuchte ich sogar 0,32 Aud und aufwärts. 🙈😒

The West is recycling rare earths to escape China’s grip — but it’s not enough https://thewest.com.au/business/cnbc/the-west-is-recycling-rare-earths-to-escape-chinas-grip-but-its-not-enough-c-18846232?utm_campaign=share-icons&utm_source=twitter&utm_medium=social&tid=1748428610247

U.S.-China Trade Truce Risks Falling Apart Over Rare-Earth Exports Agreement struck in Geneva centered on Beijing’s promise to speed critical mineral export licenses https://archive.is/oObij

Car makers warn China’s rare earth curbs could halt production “Without reliable access to these elements and magnets, automotive suppliers will be unable to produce critical automotive components, including automatic transmissions, throttle bodies, alternators, various motors, sensors, seat belts, speakers, lights, motors, power steering, and cameras,” the Alliance for Automotive Innovation wrote the Trump administration. https://www.mining.com/web/car-makers-warn-chinas-rare-earth-curbs-could-halt-production/

Ja, das ist aber leider auch schon seit Ewigkeiten bekannt und trotzdem fährt nicht nur die Politik nach dem Motto "ging ja bisher auch gut", sondern erschreckenderweise auch die Unternehmen.

Alternatively, the company's valuation metrics are potentially concerning. A company's valuation met- rics provide insights into the market's expectations for its future growth and profitability. The firm's book value yield of 33.6%, a core component of valuation, falls in the bottom 30% compared with peers globally. The market value of this company's shares looks expensive relative to the book (ac- counting) value of equity, which, despite our favor- able price/fair value ratio, is a negative attribute.

Sehen den Fairen Wert fast doppelt so hoch 0,27AUD zu 0,17 AuD. On the surface, Arafura Rare Earths Ltd appears cheap due to significant downward price pressure over the past year. To incorporate the risk associ- ated with a potential value trap, we have capped its rating at 3 stars. The stock currently trades at a 38% discount to our quantitative fair value estim- ate of 0.27 AUD per share; however, caution is warranted due to this estimate's very high uncer- tainty rating. The firm's liquidity increases our valuation estim- ate. Adequate liquidity allows a company to meet short-term obligations, enhancing financial stability and reducing distress risk. Reflecting the firm's li- quidity is its median trading volume over the past 60 days, which sits in the top 20% compared with global peers. Trading volumes are high on shares, which may indicate increased institutional interest in stock ownership. We believe this is a sign that shares could be undervalued.

Ich komme leider auch nicht auf die seite😔 wenn ich öffnen will steht da *something is terribly wrong*

Kannst du kurz zusammenfassen, wie deren Einschätzung nun ist?

Die Einschätzung von Monrningstar über Arafura https://hotcopper.com.au/attachments/arafura-rare-earths-ltd-common-stock-aru-5212025-pdf.7020798/?filename=Arafura-Rare-Earths-Ltd-Common-Stock-ARU-5212025.PDF

Rosneft übernimmt Kontrolle über Russlands größtes Seltenerd-Vorkommen https://rohstoff.net/rosneft-uebernimmt-kontrolle-ueber-russlands-groesstes-seltene-erden-vorkommen/

From LinkedIn: !Thank you to Minister Gerard Maley MLA and the Finocchiaro CLP Government for meeting with the Arafura Rare Earths Board today in Darwin. We appreciate the strong support we received for the Nolans Project. Arafura looks forward to playing our role in “Rebuilding the Territory Economy” and “Restoring the Unique Territory Lifestyle” by delivering Australia’s first rare earths ore to oxide project right here in the Territory."

Yup, ich glaube fest dran. Hoffentlich wird bald die FID verkündet !!!

Gibt es hier noch jemand, der glaubt, dass das hier noch zu einem erfolgreichen Ende geführt wird?

You‘re welcome!!