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Arafura Rare Earths Poised for Next Price Move

1/24/2026, 8:05:26 PM | Australia | European Union

Mining

Arafura sees renewed investor interest driven by institutional position changes, active ASX filings and a favourable lithium/rare‑earths backdrop.

Arafura Rare Earths (ARU) is drawing renewed market attention amid a broader revival in battery and critical‑minerals sectors.
On Tradegate on 23 Jan 2026 at 21:56 the stock traded at €0.176, up 1.33%. Intraday bid/ask prints showed bids around €0.167–0.171 and offers near €0.176–0.180, illustrating tight but thin traded liquidity.
Recent ASX disclosures have been active: notifications of changes in substantial holdings, directors’ interest notices, an SPP result and multiple applications for quotation. Notably, filings record both becoming and ceasing to be substantial holders from institutions such as MUFG and Morgan Stanley, signalling portfolio rebalancing by large investors.
Market participants are also watching a scheduled quarterly report and investor briefing as potential catalysts for a renewed move. The macro backdrop — rising demand for lithium and rare earths, and EU CRM policy support — is keeping exploration and processing names in focus.
With 114 news items over the past 12 months and continued institutional activity, key near‑term drivers will be upcoming ASX updates, any further shifts in substantial holdings, and operational milestones that could re‑rate the stock.

Recent Developments

2/10/2026

Arafura Rare Earths Secures Funding Boost Amid Nolans Delay

Arafura Rare Earths has dramatically increased its cash reserves to AUD 571 million through a successful capital raise, advancing the Nolans project toward a mid-2026 final investment decision. Despite rising NdPr prices, the stock lags as investors await binding commitments, with positive analyst forecasts signaling strong upside potential.

2/3/2026

Arafura Rare Earths Faces Funding Milestone Amid Price Pressure

Arafura Rare Earths has secured over 90% funding for its Nolans project, boosting cash to A$571 million, yet shares dropped sharply due to market headwinds, delayed FID, and weak rare earth pricing. Analysts see value potential despite short-term volatility.

1/28/2026

Arafura Rare Earths Market and Project Update

Arafura advances the Nolans rare-earth project while trading gains contrast with negative profitability and limited cash buffer.

1/27/2026

Arafura Rare Earths Rally Fueled by Government Funding

Arafura Rare Earths (ASX:ARU) shares have surged amid Australian government backing and anticipation for a key quarterly report, driving heightened trading volumes and positive market sentiment despite recent volatility.

1/26/2026

Arafura Rare Earths Gears Up for Key Investor Update on Nolans Project

Arafura Rare Earths (ASU:ARU) is set to host a crucial investor briefing on January 29, 2026, highlighting progress on its flagship Nolans Project amid strong government backing and financing milestones.

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Arafura Rare Earths

ARU
Arafura Rare Earths Limited engages in the exploration and development of 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 flagship project is the Nolans project, a rare earths-phosphate-uranium-thorium deposit located in Northern Territory, Australia. 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.
Australian Securities Exchange (ASX)