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

Australia rare-earth stocks soar as China clamps down on exports „Darryl Cuzzubbo, CEO of Australia’s Arafura Rare Earths, told Nikkei Asia. ‘China disincentivized investment into non-China rare-earths projects by controlling the price.’“ „He said that the industry needs to ‘move away’ from the Asian Metal index to ‘an index that’s transparent, that’s independent, that reflects market fundamentals.’“ „Arafura is developing a project in the Northern Territory desert region.“ „The company has secured 90% of the necessary funding and has met two-thirds of its goals for buyers. Those with offtake agreements include South Korean automakers like Hyundai and Kia, German renewable energy giant Siemens Gamesa and Traxys Europe, a Luxembourg-based global minerals trader.“ „Cuzzubbo echoed that concern, saying Arafura has long factored this risk into its strategy. ‘We’ve always assumed that China could and probably would stop exporting equipment needed,’ he said. ‘Our equipment has taken a non-China sourcing strategy. We’ve specifically done that so we’re not relying on Chinese equipment.’“ https://asia.nikkei.com/business/markets/equities/australia-rare-earth-stocks-soar-as-china-clamps-down-on-exports

Auch von der WiWo https://www.wiwo.de/politik/ausland/kritische-rohstoffe-deutschland-bleibt-bei-seltenen-erden-aussen-vor/100211498.html

https://www.mining.com/web/south-korea-germany-exposed-to-rare-earths-shortage-arafura-says/

Lehnen wir uns alle mal zurück und lassen uns überraschen, bis die FID kommt, wenn sie kommt. Constanze , darfst weiterhin das Offensichtliche posten, wenn es dir als Ventil dient. Letztlich ist ohnehin erst alles relevant, wenn Arafura Einnahmen aufweisen kann. für die, die schnelle Gewinnmitnahmen beim nächsten Anstieg realisieren wollen, viel Glück und rechtzeitiger Verkauf. Wird alles noch reichlich Zeit und Geld kosten.