Browsing Tag
National Reconstruction Fund Corporation
3 posts
Is Arafura Rare Earths (ASX: ARU) finally crossing the funding gap that has held Nolans back?
Arafura has funding momentum for Nolans, but dilution and execution risk remain. See what the A$350m raise means for ARU stock.
Alpha HPA (ASX: A4N) stock up 6.7% as Stage 2 build advances toward 2027 commissioning
Semiconductors, batteries, and synthetic sapphire all need high-purity alumina. Alpha HPA (ASX: A4N) is building the world's largest plant in Gladstone for 2027 production.
Liontown (ASX: LTR) rallies 4.7% as lithium price recovery powers Kathleen Valley thesis
LG Energy Solution exited at the worst possible moment. Lithium prices then ripped 58%. Liontown (ASX: LTR) now has Kathleen Valley margins working.