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Arafura Resources Limited (ARAFF)
OTHER OTC:ARAFF
Earnings Data
Report Date
Aug 26, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
>-0.01Last Year’s EPS
>-0.01Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed meaningful progress across funding, cash position, government engagement and execution readiness alongside strong NdPr price momentum and strategic investor support. However, there remain material near-term execution items (approximately USD 134m of equity to close), timing uncertainty for FID, shareholder concerns on dilution/valutation, and geopolitical/market risks that management is actively managing. On balance, the positives (large cash raise, 90% funding locked, improving commodity pricing, engineering appointments and government backing) outweigh the remaining issues, with the company emphasizing cautious negotiation to maximize long-term value.Company Guidance
Strong NdPr Price Momentum
NdPr pricing surpassed $100/kg on the Asian Metals Index, representing >80% increase over the last 12 months; ex-China (BMI) pricing is ~ $10/kg higher than Asian Metals and independent forecasters point to a functioning ex-China index in the $140–$160/kg range, improving long-term project economics.
Material Funding Progress — 90% Locked
Company has secured ~90% of required equity with cornerstone investors in advanced due diligence/documentation; remaining equity gap is ~USD 134 million (less than 10% of total) with multiple pathways to close.
Funding Structure and Backstops
Total funding requirement USD 1.6 billion (capex + working capital + financing/ramp-up + cost overrun cover) with undrawn completion support facilities of USD 280 million providing total potential sources of USD 1.9 billion.
Significant Balance Sheet Strengthening
Cash on hand raised to AUD 570 million at quarter end, up from AUD 90 million prior quarter (increase of AUD 480 million / ~533%), driven by a completed AUD 475 million two-tranche placement plus SPP participation.
Government & Strategic Investor Support
Conditional approval from EFA for up to USD 100 million and advanced engagement with the National Reconstruction Fund and German Raw Materials Fund (initial EUR 50 million, potential second EUR 50 million conditional on securing additional 500 t offtake) — demonstrating government-level backing and strategic validation.
Project Execution Readiness
Appointment of Hatch as engineering/execution partner and Ed Matthews as Nolans Project Director; ongoing owners team recruitment, established procurement processes, and AUD 3.4 million invested in execution readiness during the quarter.
ARAFF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ARAFF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $0.17 | $0.17 | +0.59% |
Aug 22, 2025 | $0.13 | $0.12 | -7.69% |
Feb 19, 2025 | $0.08 | $0.10 | +25.00% |
Aug 21, 2024 | $0.10 | $0.12 | +20.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Arafura Resources Limited (ARAFF) report earnings?
Arafura Resources Limited (ARAFF) is schdueled to report earning on Aug 26, 2026, TBA (Confirmed).
What is Arafura Resources Limited (ARAFF) earnings time?
Arafura Resources Limited (ARAFF) earnings time is at Aug 26, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ARAFF EPS forecast?
ARAFF EPS forecast for the fiscal quarter 2026 (Q4) is >-0.01.