#auraenergy $AEE the global $1 party is looking set for 2H 2024, entry for those with 1m shares plus
Who is joining us?
1m shares
Cost A$26k at the bottom
Will cost A$335k today
Will be A$1m 2H 2024
......perhaps A$4m through 2028
The power of sitting and compounding $AEE #uranium
Who wants to join the next wealth compounder with us from day one?
What to expect....
A) likely sub $20m starting cap
B) a huge Scalable NPV....50x buy in cap
C) a down and out rear vision mirror picture
D) twitter hate
E) under the radar, no promotion
F) no institutions
Ofcourse $5m of capital moving into a cap (<$20m) trading at <2% of it's 10 year NPV creates a massive accelerator for all participants.
Particularly when the participants have learnt the ability to sit and enjoy the re-rate to fair value.
Hence 1m $AEE shares purchased below < 5c is one's trainer position to finetune the art of sitting.
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We provided full guidance on this opportunity over this period....while many were overpaying for explorers and high AISC plays, we did the opposite and shared this widely. $AEE #uranium
The weighing machine works in the end, the voting machine has a shorter life.
Tiris resource will grow to a major deposit within 4 years due to nearology, new DFS out this month....
Haggan a monster mix of battery metals and #uranium has a very low AISC due to the monster credits.....Sweden moving to pro-mining this Month.
Total NPV per share > $4
How did you miss this opportunity?
- you didnt read the DFS or Scoping study
- you went for the over-promoted plays and overpaid
- you listened to those with marketing agendas as opposed to those open for the best value plays in the #uranium space
- you didn't relate NPV to sp
We won't mention a position unless we own it or are accummulating it (and eventually scaling down, often due to size constraints of our 20 baggers), sometimes in size, we are paid by noone to promote anything. We are asset managers who investor near cycle bottoms.
Many of our core positions are difficult to replicate, hence we are cycle holders, particularly in #uranium.
$CKA while we believe the #coal cycle is against us, the company will scale up to 5mtpa through 2027 and produce 3x it's current cap in cashflow in due course.
$AEE outperforming #uranium again today +30% in the last week.
Why?
- few have read the Haggan Scoping Study < $20 AISC
- Sweden is going pro-mining
- Tiris updated DFS pushes the NPV up massively
- #auraenergy is underexposed Vs peers
When we entered into this potential 100 bagger we read everything we could get our hands, as the price fell 65% we tripled up and tripled up again, why?
- it was by far the best value of the whole sector with 2 great #uranium projects
- we worked hard to create alignment ...
....of interests between the board and shareholders to ensure future success.
- we exposed the opportunity to those that had objectivity of thinking
Thought of the day: Return compounding is all about timeframes in #cyclicals, 10x over 5 years reinvested in 10x over 5 years reinvested in 10x over 5 years with 1-2 year waiting between reinvestment = 1000x over 17-19 years. Are you formulating your compounding plan?