Arafura Resources Limited (AU:ARU)
ASX:ARU
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ARU Stock Chart & Stats
AU$0.32
AU$0.00(0.00%)
At close: 4:00 PM EST
AU$0.32
AU$0.00(0.00%)
Day’s Range― - ―
52-Week RangeAU$0.17 - AU$0.62
Previous CloseN/A
Volume4.33M
Average Volume (3M)34.30M
Market Cap
AU$1.26B
Enterprise ValueAU$88.44M
Total Cash (Recent Filing)AU$571.35M
Total Debt (Recent Filing)AU$96.21K
Price to Earnings (P/E)―
Beta1.07
Next Earnings
Aug 19, 2026EPS Estimate
>-0.01Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)>-0.01
Shares Outstanding5,355,175,000
10 Day Avg. Volume56,207,430
30 Day Avg. Volume34,302,320
Financial Highlights & Ratios
PEG Ratio0.27
Price to Book (P/B)2.86
Price to Sales (P/S)0.00
P/FCF Ratio-11.24
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
AU$0.35Price Target Upside9.37% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)>-0.01
Revenue Forecast (FY)AU$733.33K
Bulls Say, Bears Say
Bulls Say
Funding Progress & Cash PositionSecuring ~90% of project funding and raising AUD 570m materially reduces near‑term financing risk and provides runway for engineering, approvals and pre‑construction activities. This cash buffer improves negotiating leverage with lenders and offtakers and lowers short‑term execution risk as the company approaches FID.
Conservative Capital StructureExtremely low leverage and a sizable equity base reduce refinancing and interest‑rate risk during the multi‑year construction phase. A conservative capital structure preserves financing optionality, limits fixed‑charge burdens while ramping, and supports the company’s ability to absorb development timing variances without immediate debt distress.
Strategic Investors & Execution ReadinessGovernment and strategic investor backing combined with Hatch appointment and experienced project leadership materially strengthen execution credibility. These relationships improve access to concessional financing, procurement discipline and project governance—factors that enhance the probability of delivering capital projects on schedule and budget.
Bears Say
Pre‑revenue & Persistent LossesAs a pre‑revenue developer with no operating sales through FY2025 and recurring losses, Arafura lacks internal cash generation and remains dependent on external financing. This dynamic creates ongoing dilution risk, weakens returns on equity, and means project success must be proven in construction and ramp‑up before fundamentals improve.
Remaining Funding & Timing UncertaintyA remaining ~USD 134m equity gap, while modest versus total funding, is pivotal to hit FID. Negotiations over offtake/pricing and conditional commitments risk delaying approvals and FID, potentially forcing bridge financings or additional dilution and creating real execution and timing risk in the coming months.
Geopolitical & Offtake DependenciesHeavy global concentration of rare earth supply and export controls create structural price and procurement risks for a new entrant. Conditional financing tied to additional offtake volumes increases dependency on third‑party contracts; failure to secure these volumes or adverse policy moves could impair revenue certainty and complicate long‑term financing.
Arafura Resources News
ARU FAQ
What was Arafura Resources Limited’s price range in the past 12 months?
Arafura Resources Limited lowest share price was AU$0.17 and its highest was AU$0.62 in the past 12 months.
What is Arafura Resources Limited’s market cap?
Arafura Resources Limited’s market cap is AU$1.26B.
When is Arafura Resources Limited’s upcoming earnings report date?
Arafura Resources Limited’s upcoming earnings report date is Aug 19, 2026 which is in 52 days.
How were Arafura Resources Limited’s earnings last quarter?
Arafura Resources Limited released its earnings results on Feb 18, 2026. The company reported -AU$0.004 earnings per share for the quarter, beating the consensus estimate of -AU$0.008 by AU$0.004.
Is Arafura Resources Limited overvalued?
According to Wall Street analysts Arafura Resources Limited’s price is currently Undervalued.
Does Arafura Resources Limited pay dividends?
Arafura Resources Limited does not currently pay dividends.
What is Arafura Resources Limited’s EPS estimate?
Arafura Resources Limited’s EPS estimate is >-0.01.
How many shares outstanding does Arafura Resources Limited have?
Arafura Resources Limited has 5,355,175,000 shares outstanding.
What happened to Arafura Resources Limited’s price movement after its last earnings report?
Arafura Resources Limited reported an EPS of -AU$0.004 in its last earnings report, beating expectations of -AU$0.008. Following the earnings report the stock price went up 2.128%.
Which hedge fund is a major shareholder of Arafura Resources Limited?
Currently, no hedge funds are holding shares in AU:ARU
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Arafura Resources Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
AU$0.35 (9.37% Upside)
AU$0.35 (9.37% Upside)
Blogger Sentiment
Bullish
AU:ARU Sentiment 97%
Sector Average ―
Sector Average ―
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
141.42%
12-Months-Change
Fundamentals
Return on Equity
-3.17%
Trailing 12-Months
Asset Growth
338.28%
Trailing 12-Months
Company Description
Arafura Resources Limited
Headquartered in Perth, Australia, Arafura Rare Earths Limited is engaged in the exploration and development of mineral properties across the Australian continent. The company's core business centers on the output of rare earth products, particularly neodymium-praseodymium and mixed middle-heavy rare earth oxides. Its principal asset is the Nolans project, a significant rare earths-phosphate-uranium-thorium deposit located in Australia's Northern Territory, which provides its key neodymium and praseodymium offerings. In addition to its primary operations, the firm also handles mining activities, associated infrastructure development, and comprehensive social and environmental feasibility studies. Founded in 1997, the company changed its name from Arafura Resources Limited to Arafura Rare Earths Limited in October 2022.
ARU Stock 12 Month Forecast
Average Price Target
AU$0.35
▲(9.37% Upside)
Technical Analysis
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Hastings Technology Metals Limited
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Options Prices
Currently, No data available
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