ARU Share Price Performance
AU$0
-0.21 (-100.00%)
Price AU$0
Fair ValueAU$0.32
Share Pricen/a
New Narrative • Aug 07
Arafura Rare Earths Limited Stock Price
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ARU Community Narratives
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Fair Value
·Fair Value AU$0.32 33.5% undervalued intrinsic discount
Ex China Rare Earth Supply Diversification And Long Term Offtake Contracts Will Support This Thesis
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AN
Fair Value
·Fair Value AU$0.27 20.4% undervalued intrinsic discount
Delayed Offtake And Funding Risks Will Challenge Rare Earth Upside Potential
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Ex China Rare Earth Supply Diversification And Long Term Offtake Contracts Will Support This Thesis
Arafura Rare Earths is trying to build a major rare earths supply source outside China, betting that governments and customers want more secure alternatives for the materials used in magnets. The upside hinges on securing funding and long-term sales deals at supportive prices, but delays or weaker prices could quickly change the outlook.Read more
AN
AU$0.32
33.5% undervalued intrinsic discount
Fair Value
Profit Margin
23.4%
Future PE
77.6x
Price in 2029
AU$0
Delayed Offtake And Funding Risks Will Challenge Rare Earth Upside Potential
Arafura Rare Earths is trying to build a new rare earths supply source outside China, but the upside hinges on landing one last customer deal and closing the final slice of funding. If either slips, the wait for meaningful sales could stretch out—especially as pricing power and expansion plans depend on contracts, smooth execution, and stable market conditions.Read more
AN
AU$0.27
20.4% undervalued intrinsic discount
Fair Value
Profit Margin
38.7%
Future PE
19.13x
Price in 2029
AU$0
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Recently Updated Narratives
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Delayed Offtake And Funding Risks Will Challenge Rare Earth Upside Potential
Fair Value: AU$0.27 20.4% undervalued intrinsic discount
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AN
ARU: Recent Equity Funding Will Support Future Upside Potential
Fair Value: AU$0.32 33.5% undervalued intrinsic discount
13 fair values setusers have set this as their fair value
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Snowflake Analysis
Arafura Rare Earths Limited Key Details
About ARU
- Founded
- 1997
- Employees
- n/a
- CEO
- WebsiteView website
Arafura Rare Earths Limited engages in the exploration and development of mineral properties in Australia. It focuses on the production of rare earth products, such as neodymium-praseodymium and mixed middle-heavy rare earths oxides. The company’s flagship project is the Nolans project, a rare earths-phosphate-uranium-thorium deposit located in Northern Territory, Australia. 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 based in Perth, Australia.
Recent ARU News & Updates
Narrative Update • Aug 07
