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$0.16 - AU$0.62
Previous CloseN/A
Volume4.33M
Average Volume (3M)34.30M
Market Cap
AU$1.47B
Enterprise ValueAU$207.04M
Total Cash (Recent Filing)AU$571.35M
Total Debt (Recent Filing)AU$96.21K
Price to Earnings (P/E)―
Beta1.15
Next Earnings
Aug 26, 2026EPS Estimate
>-0.01Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)>-0.01
Shares Outstanding4,680,048,300
10 Day Avg. Volume56,207,430
30 Day Avg. Volume34,302,320
Financial Highlights & Ratios
PEG Ratio0.00
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$1.10M
Bulls Say, Bears Say
Bulls Say
Material Funding ProgressSecuring ~90% of project equity and raising cash to AUD 570m materially reduces near-term financing risk for the Nolans Project. This durable funding momentum increases the probability of reaching FID and starting construction, turning a multi-year development into a nearer-term operating asset if remaining capital is closed.
Conservative Balance SheetVery low financial leverage and a sizeable equity base lower refinancing and interest-rate vulnerability over the project development phase. This structural balance-sheet strength gives the company flexibility to manage construction timing, supports vendor/lender confidence and reduces the probability of distress-driven dilution during execution.
Government & Strategic BackingConditional commitments from government-seeded funds and strategic backers provide long-term validation and potential preferential financing terms. State-level support can ease permitting, attract offtake partners and reduce political execution risk, strengthening the project's structural ability to reach steady production and market access.
Bears Say
Pre-revenue DeveloperArafura remains pre-revenue with recurring operating losses and negative free cash flow, meaning the company cannot self-fund development. Over months to years this forces continued dependence on external capital, risks dilution, and makes long-term project delivery contingent on successful financing and execution rather than internal cash generation.
Remaining Equity Gap & Timing UncertaintyWhile under 10% of total funding, the outstanding USD 134m is pivotal to call FID. Management's negotiation of offtake/pricing to close the gap creates execution timing risk; delays increase exposure to cost escalation, extended cash burn, and potential renegotiation of financing terms, all of which materially affect project economics.
Concentrated Supply & Geopolitical RiskThe rare earth market's structural concentration in China and evolving export controls create lasting supply and pricing volatility risks. For an ex-China producer, access to secure offtake channels, margin predictability and strategic customer diversification are critical; geopolitical shifts could compress margins or limit market access over years.
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$0.16 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$1.47B.
When is Arafura Resources Limited’s upcoming earnings report date?
Arafura Resources Limited’s upcoming earnings report date is Aug 26, 2026 which is in 101 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 4,680,048,300 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
Outperform
1
2
3
4
5
6
7
8
9
10
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 75%
Sector Average 75%
Insider Transactions
Bought Shares
Worth AU$30.0K over
the Last 3 Months
the Last 3 Months
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
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
Arafura Rare Earths Limited explores for and develops 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 principal property is the Nolans project, a rare earths-phosphate-uranium-thorium deposit that supplies neodymium and praseodymium products located in Northern Territory, Australia. It also engages in mining and associated infrastructure, and social and environmental feasibility evaluations. 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.
ARU Stock 12 Month Forecast
Average Price Target
AU$0.35
▲(9.37% Upside)
Technical Analysis
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Options Prices
Currently, No data available
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