#AURAENERGY $AEE approaching it's 9 month high, only 15% off it's 36 month high with a massive upgrade in NPV incoming....
Sub $20lb AISC on 3mlbs of capacity with project implementation 18 months = 200% catch up relative to peer group valuations over the next 15 months.
Sub $20lb AISC on 3mlbs of capacity with project implementation 18 months = 200% catch up relative to peer group valuations over the next 15 months.
This #uranium case study for us started back in 2018, cap low in 2019 was around $6m....
On entry we valued the opportunity at around 15x avg entry price.
This has been upgraded as further research has lead us to much higher resource levels at Tiris on lower AISC assumptions...
On entry we valued the opportunity at around 15x avg entry price.
This has been upgraded as further research has lead us to much higher resource levels at Tiris on lower AISC assumptions...
....also we believe the Swedish assets will have significantly higher valuation impact than applied to the original valuations.
For Tiris the nearology resource expansion will likely be material Vs the current 56mlb (5x is possible), that can push the full NPV up to A$2bn.
For Tiris the nearology resource expansion will likely be material Vs the current 56mlb (5x is possible), that can push the full NPV up to A$2bn.
For the Swedish assets, removal of the #uranium mining ban in 2023 adds A$5bn plus to the battery metals project NPV.
So at $160m cap the full resource NPVs combined will stand at $3-8bn.
Very material upside over the next 5-7 years.
So at $160m cap the full resource NPVs combined will stand at $3-8bn.
Very material upside over the next 5-7 years.
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