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This gives us a bit of a moral boost, not a bad interview. This...

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walker5

254 Posts.

7

08/02/19

17:49

Post #: 37380501
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Originally posted by Poohbear ↑

Originally posted by jaluma
Yep, LYC have Mt Weld, but a lot of 1 mine companies get to a point where they expand and become multi-mine companies. LYC would stick to the category they know you would expect and there are not many targets to buy within this segment.

They don't and probably couldn't just make a takeover offer for ARU on market given the register. But they could approach ARU and become a funding partner, building an ownership position over the next few years as the project de-risks.

It might also give them an Australian processing plant option in the future, which might avoid future issues in Malaysia, which could change anytime a minister or government changes.

ARU is going to be partnering with someone for funding, whether that be equity, or debt, so will be interesting to see who values this opportunity highest.
Absolutely, really looking forward to seeing who the interested parties are, it’s been a loooong wait for the DFS. On a geopolitically level it could be the usual suspects Japan and the US or maybe a company like POSCO in Korea???

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This gives us a bit of a moral boost, not a bad interview.
This could be a very interesting year. do not advertise external links.au/...-discusses-nolans-ndpr-project-dfs-12144.html

ARU Price at posting: 4.8¢ Sentiment: Buy Disclosure: Held
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Last 12.8¢		Change -0.003(1.92%)		Mkt cap ! $381.9M

Open	High	Low	Value	Volume
12.5¢	13.0¢	12.5¢	$62.50K	498.4K

Buyers (Bids)

No.	Vol.	Price($)
82	3777184	12.5¢

Sellers (Offers)

Price($)	Vol.	No.
13.0¢	568180	19

View Market Depth

No.	Vol.	Price($)
4	256173	0.053
2	300000	0.052
2	200000	0.051
2	270000	0.050
3	170500	0.049

Price($)	Vol.	No.
0.054	227951	3
0.055	215000	4
0.056	70702	3
0.057	285000	4
0.058	165401	3

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