Australian (ASX) Stock Market Forum

ARR - American Rare Earths

Dona Ferentes

NEMO SIBI NASCITVR
Joined
11 January 2016
Posts
8,518
Reactions
10,049
this announcement wasn't Market Sensitive, but the SP of ARR has moved up since it came out, from 17c to 23c today.

ARRs wholly owned subsidiary Western Rare Earths Corp. has been named a Team Member of Critical Materials Institute (CMI); a U.S. Department of Energy (DOE) Energy Innovation Hub.

Highlights:
• CMI is a public/private partnership funded by the US Department of Energy, led by the Ames Laboratory
• Team Members include universities, national laboratories, and private companies
• Focused on finding innovative technology solutions for the Rare Earths supply chain
• Strategic objectives include opportunities to drive R&D, license IP for deployment, and provide input to CMI research programs
• Recently approved, DOE funded, CMI managed R&D project to be announced in early 2022
 

Dona Ferentes

NEMO SIBI NASCITVR
Joined
11 January 2016
Posts
8,518
Reactions
10,049
Some of the smaller, exploration and early phase Rare Earth companies are doing well today
  • ARR doing 20% up and at an all time high of 32c
  • AR3 up 15% to $1.10
  • IXR, a fellow ionic clay play, up 15% to 6.4c
  • VML also picking itself up, now 6.0c
Interest could, maybe, be attributed to the former ASX listing Pensana (was PM8 before moving to UK domicile) moving ahead with a processing plant.
Pensana, which raised £10 million in late December in a share placing in which fund giant M&G took a 5 per cent stake, is one of only three major producers outside of China and the only one in Europe.
Its minerals separation facility, to be built at Saltend Chemicals Park, aims to produce enough refined metals to meet 5 per cent of global demand - and has the potential to be one of the largest hubs of rare earths processing in the world.
 
Joined
21 February 2021
Posts
152
Reactions
234
A very interesting group.
Hopefully it is more than just market perception/speculation of their future value.
ARR certainly could be getting a lot of interest in the US.
AR3 is looking promising for the January comp, we will see how it pans out ,maybe you were not too early.
 
Joined
12 January 2008
Posts
6,058
Reactions
14,573
I've been amazed at the price run in this RE company. The only exploration ARR has done so far is employ a geologist in the field to kick a few rocks over.

Exploration permits have since been approved and they've raised some capital for a drilling program that's yet to be planned.

Hey, I'm a commonsense chart based trader and yes I missed out on this flyer. Damn.
 

brerwallabi

The Oracle
Joined
5 July 2004
Posts
791
Reactions
311
Some of the smaller, exploration and early phase Rare Earth companies are doing well today
  • ARR doing 20% up and at an all time high of 32c
  • AR3 up 15% to $1.10
  • IXR, a fellow ionic clay play, up 15% to 6.4c
  • VML also picking itself up, now 6.0c
Interest could, maybe, be attributed to the former ASX listing Pensana (was PM8 before moving to UK domicile) moving ahead with a processing plant.
 

Dona Ferentes

NEMO SIBI NASCITVR
Joined
11 January 2016
Posts
8,518
Reactions
10,049
Some of the smaller, exploration and early phase Rare Earth companies are doing well
  • ARR doing 20% up and at an all time high of 32c
  • AR3 up 15% to $1.10
  • IXR, a fellow ionic clay play, up 15% to 6.4c
  • VML also picking itself up, now 6.0c
the only takeout I can arrive at; don't announce anything.
IXR to 6.9c, ARR moving up again, VML holding on, 6.1c, yet the (now detwinned) AR3 gives an update, hits $1.22 drops to 95c and closes at $1.01. Probably a thirst for capital
 
Joined
21 February 2021
Posts
152
Reactions
234
The only exploration ARR has done so far is employ a geologist in the field to kick a few rocks over.
I guess they found what they were looking for, and there it is, right on the surface. Drilling, that will tell how deep and what the resource is.
After all, it does fall into the US "critical minerals". The US government will not try a takeover, that is definitely not US Gov style, however they will certainly try to promote the move to production.

Edit: Inclusion as a "Team Member of Critical Materials Institute (CMI); a U.S. Department of Energy (DOE) Energy Innovation Hub", announced 12/1 may also help.
 

greggles

I'll be back!
Joined
28 July 2004
Posts
4,006
Reactions
3,504

Craton

Mostly passive, contrarian.
Joined
6 February 2013
Posts
1,362
Reactions
1,445
Just my :2twocents

As per Commsec: Morningstar Quantitative Undervalued.

ARR-20Jan2022-1.png
 

Garpal Gumnut

Ross Island Hotel
Joined
2 January 2006
Posts
11,780
Reactions
5,456
Just my :2twocents

As per Commsec: Morningstar Quantitative Undervalued.

View attachment 136174
I must admit, whenever I think of Morningstar it reminds me of someone I met with my first girlfriend.

We were young and went to the Show. There was a tent wherein sat a very old lady with dyed pitch black coloured hair. She smelt of gin, stale cigarettes and cheap cologne. She assured us she could tell the future.

She was wrong.

Nonetheless at the time we believed her as many would with ARR presently.

I actually feel it will either tank or go much, much higher than $0.53

I do wish I could get a position with Morningstar. I'd even dye my hair, splash on some Brut and take up the ciggies and gin again to do so.

gg
 

Country Lad

Off into the sunset
Joined
11 July 2005
Posts
1,343
Reactions
1,076
But it is quite interesting; wait for the ASX Query reply
Usual response to query except to question 3.

Now that you asked, there is nothing new but while we are at it we will tell the market how good we are and why people should buy our shares. Smart move.

3. If the answer to question 1 is “no”, is there any other explanation that ARR may have for the recent trading in its securities?
In recent days, there has been an increase in editorial coverage regarding the rare earths market in the market segments where we operate. This coverage has grown since the introduction of a bipartisan piece of legislation to the Senate of the United States. The Bill entitled Restoring Essential Energy and Security Holdings Onshore for Rare Earths Act of 2022 (REEShore). The REEShore Act would restrict purchases of rare earths from China and encourage the extraction and processing of rare earth metals in the United States.

This increase in coverage could be a factor regarding increasing market confidence in our US based rare earths projects at La Paz, AZ and Halleck Creek, WY.

On the 12th January, ARR announced it is a Team member of the Critical Materials Institute (CMI). The CMI is a multi-institutional, multi-disciplinary consortium led by the Ames Laboratory. CMI is an Energy Innovation Hub of the U.S. Department of Energy. Its focus is innovation to assure supply chains for materials critical to clean energy technologies with special focus on the Rare Earths supply chain for the United States. These critical materials are essential for American competitiveness in clean energy, including wind turbines, solar panels, electric vehicles, and energy efficient lighting. The Department’s “Critical Materials Strategy” reported that supply challenges for five rare earth metals may affect clean energy technology deployment in the coming years. CMI is a public/private partnership, led by the Ames Laboratory, that brings together the best and brightest research minds from universities, national laboratories, and the private sector. The shared goal is to find innovative technology solutions that will help avoid a supply shortage that would threaten the US clean energy industry as well as security interests.

On the 7th January ARR announced a new Non-Executive Director Mr Sten Gustafson. Mr Gustafson currently serves as the Chief Executive Officer and a director of Pyrophyte Acquisition Corp. (NYSE: PHYT), a Special Purpose Acquisition Company (SPAC) focused on companies that provide products, services, equipment, and technologies that support a variety of energy transition solutions. Mr. Gustafson is a highly experienced energy service industry executive, investment banker, and corporate securities attorney. With over 25 years of experience in the global energy sector, Mr. Gustafson has advised on over 100 corporate transactions around the world for over $100 billion of transaction value. In the Company’s opinion no new material information exists that can be announced.
 
Top