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

Dein Gedanke ist nicht abwegig. Es ist halt immer noch nicht genug Druck auf dem Kessel. Bin der Meinung wenn Ara durchhält nur eine Frage der Zeit. Kommt nun darauf an wieviel du davon hast.

Meine Geduld wird sich bis 2030 halten 😉

https://youtu.be/zmC9Ms9fezA?si=WaXXrMXFf22ykxxK Verzweifelte Unternehmen schmuggeln kritische Metalle aus China, während...

Suzuki stops production of Swift model cars due to China's rare earth restriction https://www.forexlive.com/news/suzuki-stops-production-of-swift-model-cars-due-to-chinas-rare-earth-restriction-20250605/amp/ Und das ist eine japanische Firma die Eigentlich mit Lynas gut verbunden sein sollten Aber wenn die jetzt keine FID zusammenbringen dann wird es Nix mehr

Ginas World https://x.com/hc_haplo/status/1930493390380249180?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Hier die Quelle Exclusive: China's rare earth export curbs risk halting German car production, lobby group warns https://www.reuters.com/business/autos-transportation/chinas-rare-earth-export-curbs-risk-halting-german-car-production-lobby-group-2025-06-03/

GERMAN AUTO LOBBY VDA: OUR INDUSTRY IS HIGHLY AFFECTED BY EXPORT RESTRICTIONS ON RARE EARTHS GERMANY'S VDA: PRODUCTION DELAYS AND OUTAGES CAN NO LONGER BE RULED OUT https://x.com/deitaone/status/1929870063202336921?s=46&t=CND_DF6ErYtM-d_GnIoKqA Evtl hilft das das es hier mal weiter geht !!

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.

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/

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

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

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

Dankeschön!

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.