ARAFURA RARE EARTHS LIMITED (ARU)
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ARU

ARU - ARAFURA RARE EARTHS LIMITED

FNArena Sector : Rare Earth Minerals
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: -0.01
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.28

15 Jan
2026

-0.020

OPEN

$0.31

-6.67%

HIGH

$0.31

38,760,844

LOW

$0.28

OTHER COMPANIES IN THE SAME SECTOR
ASM . BRE . HAS . LIN . LYC . MEI . MTM . NTU . SVM . VHM . VML .
FNARENA'S MARKET CONSENSUS FORECASTS

- No Record -

HISTORICAL DATA ARE ALL IN AUD
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Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx-0.8
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx0.0 M
Book Value Per Share xxxxxxxxxxxxxxx6.1
Net Operating Cash Flow xxxxxxxxxxxxxxx-34.9 M
Net Profit Margin xxxxxxxxxxxxxxx-

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx-13.12 %
Return on Invested Capital xxxxxxxxxxxxxxx-13.11 %
Return on Assets xxxxxxxxxxxxxxx-11.81 %
Return on Equity xxxxxxxxxxxxxxx-13.12 %
Return on Total Capital xxxxxxxxxxxxxxx-22.19 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-36.0 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx0 M
Long Term Debt xxxxxxxxxxxxxxx0 M
Total Debt xxxxxxxxxxxxxxx0 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx27 M
Price To Book Value xxxxxxxxxxxxxxx2.89

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx3.0 M
Capex % of Sales xxxxxxxxxxxxxxx-
Cost of Goods Sold xxxxxxxxxxxxxxx1 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx32 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.0

No. Of Recommendations

0
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Canaccord Genuity

17/12/2025

1

Upgrade to Speculative Buy from Hold

$0.35

25.00%

Canaccord Genuity has removed Arafura Rare Earths from "under review" with an upgrade to Speculative Buy from Hold, and an increase in target price to 35c from 20c.

The company raised $482m at $0.28/sh for Nolans rare earths project, taking pro-forma cash to $570m and materially de-risking funding.  Hancock Prospecting lifted its stake to 15.6%.

The broker notes the company has US$775m in senior debt secured and over US$1bn total debt support, and an estimated -US$1.9bn total funding needs.

This means the equity gap is now -US$500m, expected to be met via conditional cornerstone equity, with potential upside from US EXIM debt.

Funding visibility supports a 1Q26 FID, with the project development-ready and a 3-year build targeting commissioning in late 2029, the broker highlights.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.00 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 0.00 cents.
Access Extra Coverage Research History >

ARU STOCK CHART

FNArena News on ARU

1
In Case You Missed It – BC Extra Upgrades & Downgrades – 19-12-25

Dec 19 2025 - Weekly Reports
2
Australian Broker Call *Extra* Edition – Dec 18, 2025

Dec 18 2025 - Daily Market Reports
3
In Brief: Rare Earths, Hub24 & Sigma Healthcare

Oct 24 2025 - Weekly Reports
4
Next Week At A Glance – 25-29 Aug 2025

Aug 22 2025 - Weekly Reports
5
Australian Broker Call *Extra* Edition – Aug 08, 2025

Aug 11 2025 - Daily Market Reports

Latest Rare Earth Minerals News

1
Lynas’ Valuation Key Point Of Contention

Jul 30 2025 - Australia
2
Lynas Rare Earths Shares Bounce Off Support

May 27 2025 - Technicals
3
Lynas Rare Earths: High Chance Of Upside

May 23 2023 - Technicals
4
Rare Earth Elements: A Critical Challenge

May 03 2023 - Commodities
5
Security Blanket For Lynas

Nov 02 2022 - Australia
6
Consolidation Over For Lynas Rare Earths

Nov 16 2021 - Technicals
7
RESEARCH: Greenland Minerals, Major Capital Cost Reductions

Aug 05 2019 - FYI
8
Trade War Will Hasten Bull Market For Rare Earths

May 27 2019 - Commodities
9
CORRECTION: Trade Impasse Threatens US Lithium, Rare Earth Imports

May 24 2019 - Commodities
10
RESEARCH: Greenland Minerals Lowering Costs At Kvanefjeld

Feb 05 2019 - FYI