AEE

3.23%

15.0¢ aura energy limited

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

First 28 Last

Share
Profile

Follow
Trade138

867 Posts.

130

29/12/18

19:32

Post #: 36981637
Share

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

AEE Price at posting: 1.8¢ Sentiment: Buy Disclosure: Held
9 Upvote

3 Great analysis

Reply

Top Stories

PYC

Scientific conference spotlights PYC's work on blindness disease treatment

Week 47 Wrap: HotCopper users' most watched; Brent lifts on Putin's scary letter; RFK dents CSL

HotCopper Highlights: Your most watched stocks for Week 47, 2024

DUI

Panic, paranoia, and gangland politics: HotCopper users react to Dubber's missing $26M

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

GRL

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

SIG

Dale Gillham's weekly wrap: Sigma-Chemist Warehouse merger creates pharma powerhouse

BTH

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

LPE

Sales growth pushes Lovisa's fortunes (and shares) upwards

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

There are more pages in this discussion • 29 more messages in this thread...

First 28 Last

Add AEE (ASX) to my watchlist

(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

Buyers (Bids)

No.	Vol.	Price($)
1	5795	15.0¢

Sellers (Offers)

Price($)	Vol.	No.
15.5¢	29029	2

View Market Depth

No.	Vol.	Price($)
12	5175405	0.012
9	4708402	0.011
11	5696999	0.010
2	3500000	0.009
4	1475000	0.008

Price($)	Vol.	No.
0.013	1132508	2
0.014	1152736	4
0.015	4077609	10
0.016	1080476	4
0.017	1324000	3

Last trade - 16.10pm 22/11/2024 (20 minute delay)

AEE (ASX) Chart

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

Scientific conference spotlights PYC's work on blindness disease treatment

Week 47 Wrap: HotCopper users' most watched; Brent lifts on Putin's scary letter; RFK dents CSL

HotCopper Highlights: Your most watched stocks for Week 47, 2024

Panic, paranoia, and gangland politics: HotCopper users react to Dubber's missing $26M

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Dale Gillham's weekly wrap: Sigma-Chemist Warehouse merger creates pharma powerhouse

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Sales growth pushes Lovisa's fortunes (and shares) upwards

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

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

Top Stories

Scientific conference spotlights PYC's work on blindness disease treatment

Week 47 Wrap: HotCopper users' most watched; Brent lifts on Putin's scary letter; RFK dents CSL

HotCopper Highlights: Your most watched stocks for Week 47, 2024

Panic, paranoia, and gangland politics: HotCopper users react to Dubber's missing $26M

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Dale Gillham's weekly wrap: Sigma-Chemist Warehouse merger creates pharma powerhouse

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Sales growth pushes Lovisa's fortunes (and shares) upwards

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News