AEE (ASX) Vanadium Electrochem Processing Technology

Originally posted by Trade138 ↑

Hi Growler - hope you're well Sir.

Just going to address the "How does Peter stack up" part.

Personally- Peter is a large part of the reason I am in AEE. Tiris being the other large part.

The IPO at Haggan is probably the best idea for AEE moving forward IMO. When you look at the history of AEE and the U mining ban in Sweden - he's done well to navigate a tricky situation there. Granted - it hasn't finished playing out yet - so the jury is waiting to see what happens. The SS will be interesting IMO - as will the next 6 months at Haggan. i think we will find out whether the delays last year were justified by what happens in the next 6 months there. I hope this makes sense.

I'm not having a dig here - but when compared to our peers (AVL) they delayed their PFS for 6 months - the market would have expected something in return for those delays? IMO - their PFS didn't justify the 6 month delay - you have commented similarly to this.

In regards to to Tiris / Uranium and the. delays at Tiris.

The U market has been a b**ch to deal with since Fukushima - Pete has navigated it fairly well. There's no point digging up their U and selling it cheaply (giving it away). He has also recently said in an interview that discussions about financing are progressing well for the U and V (or something very similar).

Pete has delivered a Tiris mining licence.
Pete will deliver a completed DFS early 2019.
Pete has added Vanadium to the mix at Tiris (granted - no one quite knows the details yet - but it will give us credits there, on already cheap Opex - great IMO)

Personally - I think the wider market is waiting for the U price to break away from $30/lb - and then we should see all U stocks benefit. Tiris will be producing in this bull run!! He's winning with that licence.

To conclude- Pete has performed well at this stage, IMO. However, I would concede that 2019 is going to be the year when he gets judged the most. I think we should find out in 2019 how good he is. - Too many "IFs" to comment much further on what happens in 2019.

But that mining licence - followed up with a DFS early 2019 - will suggest he knows what he's doing.

He has also built a $1Billion company before - how many of our U and V junior peers can say this? It's about getting it done - he's proven it before.

Anyway- hope you have a great weekend. All IMO.

Tine for lunch time Beers.

T

Expand

Hi Growler- a few further comments.

The management team is what's important. Bob Beeson and Neil Clifford are seasoned Geologists with many achievement's to their name.

Neil has been instrumental in identifying nine resources - of which seven have gone on to become producing mines.

When directors select a MD to take the Coy's projects forward - they usually get an experienced team that have the combined capability to get the job done.

I believe AEE tick all these boxes very well.

T

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0.013	1132508	2
0.014	1152736	4
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(20min delay)
Last 15.0¢		Change -0.005(3.23%)		Mkt cap ! $107.4M

Open	High	Low	Value	Volume
15.0¢	15.3¢	14.5¢	$51.13K	340.9K

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Hi Growler- a few further comments. The management team is...

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