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ARU logo

Arafura Rare Earths Limited Stock Price

ASX:ARU Community·AU$1.2b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 79 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ARU Share Price Performance

AU$0
-0.18 (-100.00%)
​
AU$0.30
Fair Value
AU$0
-0.18 (-100.00%)
​
Price AU$0
Tue, 8 Sep 26
Fair ValueAU$0.30
Share Pricen/a

ARU Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value AU$0.3 36.0% undervalued intrinsic discount

Ex China Rare Earth Supply Diversification And Long Term Offtake Contracts Will Support This Thesis

1users have liked this narrative
1users have commented on this narrative
19users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value AU$0.4 52.5% undervalued intrinsic discount

Long-Term NdPr Demand And Policy Support Will Drive This Rare Earths Upside Narrative

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value AU$0.27 29.6% undervalued intrinsic discount

Delayed Offtake And Funding Risks Will Challenge Rare Earth Upside Potential

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
ARU logo
Arafura Rare Earths
36.0% undervalued intrinsic discount

Ex China Rare Earth Supply Diversification And Long Term Offtake Contracts Will Support This Thesis

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 8 Sep
Read Narrative
ARU logo
Arafura Rare Earths
52.5% undervalued intrinsic discount

Long-Term NdPr Demand And Policy Support Will Drive This Rare Earths Upside Narrative

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Published 21 Aug
Read Narrative
ARU logo
Arafura Rare Earths
29.6% undervalued intrinsic discount

Delayed Offtake And Funding Risks Will Challenge Rare Earth Upside Potential

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Published 7 Aug
Read Narrative

Trending Discussion

SE
ARU logo

Heavily funded by big insto's ,what makes this stock stand out

0
|
0

Recently Updated Narratives

AN
AnalystConsensusTarget
ARU logo

ARU: Recent Equity Raising And CFO Transition Will Support Future Upside

Fair Value: AU$0.3 36.0% undervalued intrinsic discount
19 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
ARU logo

Long-Term NdPr Demand And Policy Support Will Drive This Rare Earths Upside Narrative

Fair Value: AU$0.4 52.5% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
ARU logo

Delayed Offtake And Funding Risks Will Challenge Rare Earth Upside Potential

Fair Value: AU$0.27 29.6% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with low risk.

3 Risks
0 Rewards
View Full Analysis

Arafura Rare Earths Limited Key Details

AU$0

Revenue

AU$33.9m

Cost of Revenue

-AU$33.9m

Gross Profit

AU$7.1m

Other Expenses

-AU$41.1m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.0068
0%
0%
0%
View Full Analysis

About ARU

Founded
1997
Employees
45
CEO
Darryl Cuzzubbo
WebsiteView website
www.arultd.com

Arafura Rare Earths Limited engages in the exploration and development of mineral properties in Australia. The company focuses on the production of rare earth products, such as neodymium-praseodymium and mixed middle-heavy rare earths oxides. Its projects include the Nolans project, a rare earths-phosphate-uranium-thorium deposit located in Nolans site, north of Alice Springs in Australia’s Northern Territory. The company was formerly known as Arafura Resources Limited and changed its name to Arafura Rare Earths Limited in October 2022. Arafura Rare Earths Limited was incorporated in 1997 and is headquartered in Perth, Australia.

Recent ARU News & Updates

User avatar
Narrative Update • Sep 08

ARU: Recent Equity Raising And CFO Transition Will Support Future Upside

Analysts have reduced their fair value estimate for Arafura Rare Earths from A$0.32 to A$0.30, reflecting updated assumptions around discount rates, projected revenue growth, profit margins and a higher future P/E multiple in their models. What’s in the News for Arafura Rare Earths Arafura Rare Earths completed a follow on equity offering of A$350.000001 million in ordinary shares, with 675,126,287 securities issued at A$0.26 each, at a discount of A$0.0091 per security.

Recent updates

No updates

Arafura Rare Earths Limited Competitors

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