Valuation: Arafura Rare Earths Limited

Market Cap 1.12B 791M 694M 652M 597M 1.12B 75.69B 7.84B 3.04B 38.7B 2.97B 2.9B 125B P/E 2027 *
-72x
P/E 2028 * -42x
Enterprise Value 691M 486M 427M 401M 367M 685M 46.53B 4.82B 1.87B 23.79B 1.83B 1.79B 76.91B EV / Sales 2027 *
-
EV / Sales 2028 * 77,797x
Free-Float
87.47%
Yield 2027 *
-
Yield 2028 * -
1 day-2.63%
1 week+8.82%
Current month-9.76%
1 month-13.95%
3 months-30.19%
6 months-33.93%
Current year-31.48%
1 week 0.16
Extreme 0.165
0.2
1 month 0.16
Extreme 0.165
0.23
Current year 0.16
Extreme 0.165
0.38
1 year 0.16
Extreme 0.165
0.62
3 years 0.1
Extreme 0.105
0.62
5 years 0.1
Extreme 0.105
0.7
10 years 0.04
Extreme 0.043
0.7
Manager TitleAgeSince
Chief Executive Officer - 05/02/2024
Director of Finance/CFO - 31/08/2026
Corporate Officer/Principal - -
Director TitleAgeSince
Chairman - 14/02/2019
Director/Board Member 63 01/12/2019
Director/Board Member - 01/11/2021
Date Insider Type Main position Quantity % Market Cap. Importance
13/7/26 Buy

Chairman

115,384 0.0022%
13/7/26 Buy 115,384 0.0022%
23/2/26 Buy 107,142 0.0023%
Change 5-day change 1-year change 3-year change Capi.($)
-2.63%+8.82%0.00%-26.00% 820M
-1.27%+0.24%-22.14%+69.63% 20.45B
+1.10%+6.07%-4.05%+115.10% 10.38B
-4.21%-0.57%-33.23%+146.05% 9.09B
-1.85%+2.30%-2.72%+94.12% 5.81B
-6.83%+2.79%-1.55%+54.89% 4.16B
-10.35%+0.76%-71.00%-69.06% 2.31B
-1.30%+2.70%-10.31%-23.68% 1.93B
-11.94%+13.83% - - 845M
+1.52%+18.34%+5.82% - 785M
Average -3.78%+6.50%-15.47%+45.13% 5.66B
Weighted average by Cap. -2.29%+3.36%-17.92%+81.79%

Financials

2027 *2028 *
Net sales - 20.82K 14.65K 12.87K 12.08K 11.06K 20.66K 1.4M 145K 56.36K 717K 55.02K 53.82K 2.32M
Net income -26.19M -18.44M -16.19M -15.2M -13.91M -26M -1.76B -183M -70.91M -902M -69.22M -67.71M -2.92B -32.6M -22.94M -20.15M -18.91M -17.32M -32.36M -2.2B -227M -88.24M -1.12B -86.15M -84.26M -3.63B
Net Debt -433M -305M -268M -251M -230M -430M -29.16B -3.02B -1.17B -14.91B -1.14B -1.12B -48.2B 496M 349M 307M 288M 264M 493M 33.44B 3.46B 1.34B 17.1B 1.31B 1.28B 55.28B
Logo Arafura Rare Earths Limited
Arafura Rare Earths Limited is an Australia-based company that is engaged in the production of rare earth products. The Company produces rare earth products from the Nolans Project. The Nolans Project consists of a mine, process plant, including beneficiation, extraction and separation plants, and related infrastructure to be constructed and located at the Nolans site, approximately 135 kilometers north of Alice Springs in Australia's Northern Territory. Its rare earth products are Neodymium-Praseodymium (NdPr) oxide, and Mixed middle-heavy rare earths (SEG/HRE) oxide. NdPr oxide is the Company's flagship product, which is used by magnet and magnet alloy customers. The Company’s primary products from the Nolans project are rare earths, which are used in catalytic converters in automobiles, consumer electronics, energy efficiency lighting, optics, alloys, advanced ceramics and permanent magnets that enable e-mobility and renewable energy applications.
Employees
45
Date Price Change Volume
23/09/26 $0.1850 -2.63% 17,085,090
22/09/26 $0.1900 0.00% 10,081,879
21/09/26 $0.1900 0.00% 20,288,325
18/09/26 $0.1900 +11.76% 131,633,370
17/09/26 $0.1700 +3.03% 29,947,466
Trader
Investor
-
Global
-
Quality
-
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
3
Last Close Price
0.1850AUD
Average target price
0.2967AUD
Spread / Average Target
+60.36%

Quarterly revenue - Rate of surprise