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

also keine gute Nachricht für uns.

Geschlossen bei 28ct - genau da wo der Preis für das Offering ist.

Nicht so bullish Trump: Xi Meeting a “12/10,” Paves Way for Trade, Fentanyl, and Technology Deals Ⅰ. Trump on China Meeting and Trade: Meeting Overview: Trump: Meeting with Xi was amazing Trump: A lot of decisions were made Trump: Will be providing conclusions on very important things Trump: On scale of 1 to 10, the meeting with Xi was 12 Rare Earths: Trump: All the rare earth issue has been settled Trump: No more roadblocks on rare earths Trump: It’s a one-year agreement that will be extended U.S. official travelling with Trump: China will keep exports of rare earths flowing https://x.com/sino_market/status/1983764895654146488?s=46&t=CND_DF6ErYtM-d_GnIoKqA

G-7 to Announce Critical Minerals Alliance to Counter China • Critical Minerals Alliance: The Group of Seven nations are set to announce a critical minerals production alliance to counter China’s dominance in the sector. • Alliance Details: The alliance will involve offtake agreements, price floors, and stockpiling deals for a range of critical minerals. • Alliance Goal: The alliance aims to address what the G-7 sees as China’s manipulation of the critical minerals market. • Meeting Participants: Canadian Energy Minister Tim Hodgson and Environment Minister Julie Dabrusin will host G-7 counterparts, including ministers from Ukraine, South Korea, and Australia. • Meeting Location and Dates: Toronto, Thursday and Friday. • Meeting Agenda: Nuclear power, energy security, and artificial intelligence. https://www.bloomberg.com/news/articles/2025-10-29/g-7-to-announce-critical-minerals-alliance-to-counter-china?embedded-checkout=true News Flow incoming!!

Chair Address • Strategic Importance of Rare Earths: Rare earths are now recognised as crucial for economic leverage, technical authority, and national security, leading to a global race to establish independent markets. • Supply Chain Vulnerabilities: Concentrated market dominance in the magnet supply chain has created risks and vulnerabilities, highlighted by recent control measures and production shutdowns in the automotive industry. • Shifting Market Dynamics: The world is moving away from single-source dependency for rare earths, with increased action and investment in establishing independent supply chains, as exemplified by the US Department of War’s partnership with MP Materials. • US-Australia Partnership: US and Australian Governments announced to co-invest in Arafura’s Nolans Project to secure rare-earth supply chain. • Nolans Project Status: The early works programme at Nolans is completed and ready for full-scale development, making it the most advanced source of NdPr outside of China. • Debt Financing Success: Arafura secured over US$1 billion in debt funding from various international banks and agencies, attracting cornerstone investors and government-seeded funds. • Financial Progress: Arafura has secured A$475 million through capital markets raising, nearing completion of debt and government equity packages. • Project Focus: Arafura’s attention is on delivering the Nolans Project, ensuring construction and operational capability with the support of Hatch’s expertise. • Commitment to ESG and Community: Arafura is committed to responsible rare earths processing, engaging with Traditional Owners and local communities to ensure positive impact and social license to operate. • Project Focus: Delivering Phase 1 of the Nolans Project while considering future growth opportunities. • Project Strategy: Advanced engineering and design work to ensure value delivery at the lowest capital intensity. • Project Priorities: Securing funding, managing capital costs, and preparing for project execution as the project approaches FID. https://wcsecure.weblink.com.au/pdf/ARU/03016458.pdf

"Arafura Rare Earths scheint derzeit der am besten für den Bau vorbereitete NdPr-Entwickler außerhalb Chinas im Westen zu sein." Zitat aus dem Artikel unten.

Arafura’s Moment: Why REEx Is Constructively Bullish on Nolans Arafura Rare Earths (ASX: ARU) has secured full funding with A$525M equity and ~US$775M debt facilities, plus US$300M EXIM LOI. Targeting 4,440 tpa NdPr oxide production with 66% offtake secured and FID flagged for Q1 2026. The company’s ore-to-oxide strategy bypasses China’s midstream processing, removes radionuclides at site, and positions Nolans as a potential Australian processing hub for third-party concentrates. REEx views Arafura as constructively bullish, identifying it as the most construction-ready ex-China NdPr developer. Execution risks include EPC ramp, schedule slippage, and NdPr price volatility as key watch points. https://rareearthexchanges.com/news/arafuras-moment-why-reex-is-constructively-bullish-on-nolans/

Ja, ich denke auch, dass man mit einem Abstauberlimit in nächster Zeit noch zum Zug kommt.

Die USA darf ab 2027 keine Seltenen Erden aus China mehr für sicherheitsrelevante Bereiche nutzen. Kurzfristig könnte ein Deal mit China den Kurs also belasten, aber mittelfristig geht im Westen kein Weg an Arafura vorbei. Die FID wird positiv ausfallen und wir werden im nächsten Jahr mit dem Bau der Mine anfangen. Davon bin ich absolut überzeugt.

Ich habe noch ein Limit bei 0,15 aufgestellt🤷‍♂️

Ich denke auch das die USA trotz eines Deals sich selber absichern wollen. Wer weiss wann der Deal wieder platzt oder sonstiges

Auch wenn Die sich einigen sollten, wird die USA trotzdem auf Nummer sicher gehen und ein Hintertürchen offenlassen. Verstehst Du???

Was sollten/könnten morgen die Neuigkeiten bei Arafura sein, die nicht schon bekannt sind?

Ich befürchte, wenn die USA und China sich morgen wirklich auf einen seltenen Erden Deal einigen, dann geht es noch um einiges tiefer als 0,18 EUR.

Auch nicht schlecht, DiamondHands!

In dem Kontext musste ich mal meinen User Namen anpassen 😄 DiamondHands, das brauchen wir bei Arafura