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

Was immer hier gerade auch abgeht. Ich denke, dass die strategische Bedeutung des Projekts mittlerweile too important to fail ist. Ob wir Kleinanleger von dem Kuchen was abbekommen, mal sehen. Klar ist aber, dass die paar Kröten der KfW unbedeutend sind, dass die Europäer damit einen Fuß in die Tür bekommen. Da haben sie sich mal wieder verspekuliert.

Great for Arafura Rare Earths Limited to be one of the two companies in the KfW Due Diligence phase. https://www.linkedin.com/posts/ian-murray-67240a36_rareearths-capitalmarkets-europe-activity-7383230220905979904-3uTR?utm_source=share&utm_medium=member_ios&rcm=ACoAAAslFvcBUgWXBEdVVrH_pFcHQxHcXXLmg20

Nach allen Metriken sieht das aber Max. Überkauft aus. Hier einen kleine Bewegung im Handelsstreit und es geht wieder zurück.

Schön - ASX bisher +20% 😅

www.handelsblatt.com/politik/deutschland/rohstoffe-in-deutschland-haengen-eine-million-jobs-von-seltenen-erden-ab/100161754.html

www.afr.com/politics/federal/albanese-told-to-move-faster-on-critical-minerals-stockpile-20251012-p5n1uh

Ist ja fast beängstigend alles.. naja abwarten

👀

www.n-tv.de/wirtschaft/Australien-und-USA-schmieden-Allianz-bei-kritischen-Rohstoffen-article26090743.html

Albanese scrambles to lock in minerals deal before Trump meeting Officials from the prime minister’s department have started contacting Australian miners about how they could contribute to the new $1.2 billion critical minerals strategic reserve, according to the confidential departmental brief obtained by this masthead. Details about the Australian critical minerals reserve have been vague amid concerns that Australia lacked the funds to invest in hugely expensive extraction and processing. Labor has invested billions in companies such as Iluka and Arafura to increase Australia’s rare earths processing capabilities. There is growing anticipation among government officials about projects in Gippsland, Victoria, including the Fingerboards project, which contains terbium required for US defence products. The departmental brief confirms Australia is exploring “offtake agreements”, in which a government would commit to buying a certain amount of a resource. The document reveals Labor is considering setting price floors, government loans and guarantees, together with other countries investing directly in Australian projects, in a sign of the government’s focus on defending local companies from heavily subsidised competition from China. https://www.theage.com.au/politics/federal/albanese-scrambles-to-lock-in-minerals-deal-before-trump-meeting-20251006-p5n0b1.html

Australia Mulls US Deal, $777 Million Rare-Earth Fund, Age Says Australia is considering setting minimum prices for critical minerals and investing in new rare-earth projects as part of a potential resources deal with the US, the Age reported Sunday. The government has begun talks with miners about contributing to a A$1.2 billion ($777 million) strategic minerals reserve, the newspaper said, citing a leaked departmental brief circulated in recent weeks. The proposal under consideration includes possible price floors, government-backed loans, offtake guarantees and direct investment in Australian projects to bolster local producers. The plan comes amid rising tensions over China’s dominance in processed rare earths and President Donald Trump’s threat of sweeping tariffs in response to Beijing’s export controls. https://www.bloomberg.com/news/articles/2025-10-11/australia-mulls-us-deal-777-million-rare-earth-fund-age-says?embedded-checkout=true

China is seeking to acquire domination of global supply chains, ordering the entire world to submit for approval to the Chinese Communist Party-controlled government any export containing rare earths processed or mined in China. President Trump is responding forcefully and appropriately to safeguard America’s economic and national security. https://x.com/ustraderep/status/1977016249524572435?s=46&t=CND_DF6ErYtM-d_GnIoKqA