Post today's AGM, we have to say that $AEE will likely be better than $BOE in terms of project matrix.
Sub $20/lb AISC
On a full resource exceeding 100mlbs of recoverable #uranium
Coupled with lowest quartile capex
It going to be hard to achieve a full resource NPV of <$1.80
Sub $20/lb AISC
On a full resource exceeding 100mlbs of recoverable #uranium
Coupled with lowest quartile capex
It going to be hard to achieve a full resource NPV of <$1.80
SP targets on delivery of the following:
40c +60% = $60 spot + Revised Project matrix (29% full resource) achieving 70-85c NPV per share = 1H 2023
60c +140% = $65 spot + Tiris Project Financing completion + runway to 100mlb resource = 2H 2023
$AEE
#auraenergy
#uranium
1/2
40c +60% = $60 spot + Revised Project matrix (29% full resource) achieving 70-85c NPV per share = 1H 2023
60c +140% = $65 spot + Tiris Project Financing completion + runway to 100mlb resource = 2H 2023
$AEE
#auraenergy
#uranium
1/2
80c +220% = $75 spot + 6 month away from cashflowing on 3mlb of capacity = 2H 2024
$1 +300% = $80 spot + massive resource/reserve increase > 100mlb + Optimized Cashflow run rate > $100m = 2H 2025
$2 +700% = combo >$110 spot + implementation 5mlb capacity + >120mlb resource
2/2
$1 +300% = $80 spot + massive resource/reserve increase > 100mlb + Optimized Cashflow run rate > $100m = 2H 2025
$2 +700% = combo >$110 spot + implementation 5mlb capacity + >120mlb resource
2/2
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