Thread by @BULLReturns

#AuraEnergy initial #uranium reserve expansion, we expect this to move from 30mlbs to over 70mlb within the next 30 months. In the next few weeks expect the initial substantial lift in NPV as the project capacity increases to 3mlbs and the AISC falls to around $20. $AEE

30mlb reserve NPV at $75 pricing = A$400m or 60c per share

70mlb NPV = A$1.0bn or $1.30 per share

$AEE #uranium

Swedish assets with pro #uranium mining add another $2-5 per share NPV through 2027.

Note the $2 per share value in #molybdenum, #Vanadium, #nickel
And #zinc at current spots alone.

$AEE #auraenergy

Upside above what the market understands:

Nearology expansion at Tiris > 5x resource = additional $1 in NPV

The drop in AISC on higher capacity -30%

The low grade resource, that has a low cost enhancement, puts it on par with high grade

#uranium
#AuraEnergy
$AEE $AURA.L

When does low grade #uranium become high grade? Tiris $AEE, if you don't understand this, then you have a knowledge deficit, which requires more reading to understand why this uranium stock will outperform the sector. #auraenergy

Incorrect statements made about #AuraEnergy
- Tiris low grade (not post beneficiation)
- Tiris NPV is low (not when you calculate on the full resource and add in the nearology ground)
- Non aligned mgmt (complete board change out in the last 18 months)
- Swedish ban (removal 2Q)