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Arafura Rare Earths Market and Project Update

1/28/2026 | Australia

Mining

Arafura advances the Nolans rare-earth project while trading gains contrast with negative profitability and limited cash buffer.

Arafura Rare Earths Limited is advancing the Nolans rare-earth–phosphate deposit in Australia’s Northern Territory, targeting neodymium-praseodymium and mixed middle–heavy rare earth oxides for magnet and industrial markets.

Shares (REB.F) were last quoted at 0.1619 with a previous close of 0.1649 and an intraday range of 0.1563–0.1619. Bid/ask showed 0.1600 x 14,808,100 and 0.1620 x 24,225,700, with volume around 128,100. The 52-week range is 0.0711–0.3000. Market capitalisation is roughly 754 million, with enterprise value near 772 million and a 5‑year beta of 1.34.

Latest financial metrics show total cash of about 27.2 million, net loss (ttm) near 19.2 million, and levered free cash flow down about 32.6 million. Return on assets and equity are negative (around -7.8% and -13.1% respectively), price/book about 8.84, and debt/equity extremely low at roughly 0.16%. Trailing and forward P/E are not meaningful given negative earnings.

Performance has outpaced the S&P/ASX 200 over recent horizons, including a roughly 122% one‑year gain versus about 5.8% for the benchmark. The company, incorporated in 1997 and renamed in October 2022, is based in Perth.

Recent Developments

2/10/2026

Arafura Rare Earths Secures Funding Boost Amid Nolans Delay

Arafura Rare Earths has dramatically increased its cash reserves to AUD 571 million through a successful capital raise, advancing the Nolans project toward a mid-2026 final investment decision. Despite rising NdPr prices, the stock lags as investors await binding commitments, with positive analyst forecasts signaling strong upside potential.

2/3/2026

Arafura Rare Earths Faces Funding Milestone Amid Price Pressure

Arafura Rare Earths has secured over 90% funding for its Nolans project, boosting cash to A$571 million, yet shares dropped sharply due to market headwinds, delayed FID, and weak rare earth pricing. Analysts see value potential despite short-term volatility.

1/27/2026

Arafura Rare Earths Rally Fueled by Government Funding

Arafura Rare Earths (ASX:ARU) shares have surged amid Australian government backing and anticipation for a key quarterly report, driving heightened trading volumes and positive market sentiment despite recent volatility.

1/26/2026

Arafura Rare Earths Gears Up for Key Investor Update on Nolans Project

Arafura Rare Earths (ASU:ARU) is set to host a crucial investor briefing on January 29, 2026, highlighting progress on its flagship Nolans Project amid strong government backing and financing milestones.

1/24/2026

Arafura Rare Earths Poised for Next Price Move

Arafura sees renewed investor interest driven by institutional position changes, active ASX filings and a favourable lithium/rare‑earths backdrop.

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Arafura Rare Earths

ARU
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.
Australian Securities Exchange (ASX)