AEE 3.23% 15.0¢ aura energy limited

Vanadis IPO, page-388

  1. 1,940 Posts.
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    And the crowd cheered.

    A couple of flaws, imo, in your post.

    1. Tiris funding Haggan. How and when? Are you saying the Haggan IPO is off the cards? I agree Tiris is further advanced than Gabby (AVL project). One is at DFS stage, and has been for years, and the other at PFS. A key difference is AVL will seek financing towards the top of a V bull run, imo. Tiris will only get financing when U is much higher, imo. And no, the tiny V amount at Tiris cannot support funding, imo. Or are you saying Tiris is now a V project with U credits? Lol.

    2. Current and future SOI. AEE will need a CR next quarter, imo. I think you have mentioned similar. More dilution. Unless there is a pump beforehand which lessens the dilution. But dilution it will be regardless.

    3. CapEx to MC. AVL is well within an acceptable ratio and has an MOU re offtake. Both AEE and AVL will require funds. No one knows the debt:equity mix now of either. And yet you state unequivocally AVL will need a lot of debt and more dilution. Probably best to state imo or some such rather than make unsubstantiated claims.

    I wont report your post. I would rather all your posts are kept for future reference. But perhaps you should self-report, considering, imo, your unsubstantiated claims.
 
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