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#1
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Aura Energy Update RCR confirms 5x upside recommendation
Summary:
Scoping Study confirms viability of Reguibat at the contract uranium price: capex US$45m, opex US$30/lb. The market appears to have overlooked Reguibat as a rapidly emerging and economically viable uranium project with high beneficiation grade (0.25% U₃O₈), large resource (49mlbs U₃O₈), easy mining and expected streamlined permitting - trading at a large discount to peers. AEE 12 month target price $0.15/share. Longer term, the large Haggan project represents a free option. Investment points:
Note at this price Haggan is a free carry.... not bad for the world's second/third largest undeveloped uranium resource
Disclaimer: The author of this post, may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content. Comments on this forum should never be taken as investment advice. |
#2
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Aura Defines Vanadium JORC Resource at the Tiris Uranium Project, Mauritania
KEY POINTS:
• JORC Resource of 18.4 million pounds V2O5 defined within Aura’s low capex, low operating cost Tiris Uranium Project in Mauritania. • 34% classified as Measured/Indicated Resource. • The vanadium is contained within the mineral carnotite which also contains the uranium at Tiris. • Metallurgical testwork indicates that the vanadium can be readily extracted at low additional cost. • Production of a vanadium product stream is likely to significantly lower the effective cost per lb of U3O8. Read the full ASX report:
Disclaimer: The author of this post, may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content. Comments on this forum should never be taken as investment advice. |
#3
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AEE's Haggan Scoping Study +ve
Aura Energy Limited ACN 115 927 681
Level 30, 35 Collins Street, Melbourne VIC, 3000 ASX RELEASE 5 September 2023 Häggån Scoping Study Confirms the Scale and Optionality of Aura’s Critical Minerals Project in Sweden Vanadium, potash, nickel, molybdenum, zinc and uranium among a diversified suite of future- facing commodities in a Swedish location positive in light of leadership in the European resource industry o 65MT Scoping Study covers less than 3% of Haggan’s known 2.0Bn tonne Mineral Resource Estimate.
Disclaimer: The author of this post, may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content. Comments on this forum should never be taken as investment advice. |
#4
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Sweden enquiry to overturn Uranium mining ban?
Swedish Government initiates enquiry to overturn uranium mining ban
KEY POINTS: • The Swedish Government have announced an inquiry into the ban on mining uranium • The inquiry will conclude on 15 May 2024 at which point, the Government can proceed to lift the ban on uranium mining • The Häggån Project contains Uranium Mineral Resources of approximately 800 M lbs of U3O8 • Uranium has the potential to increase the Häggån Project NPV by 37% and adds 14% to revenue1 from current scoping study NPV range of US$ 456 million to US$ 1307 million • Häggån can assist Sweden with their aims of becoming climate-neutral and energy independent • Aura strongly supports the Swedish Government to allow safe and environmentally responsible extraction of Uranium in Sweden https://investi.com.au/api/announcem...f33dbf-9e1.pdf
Disclaimer: The author of this post, may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content. Comments on this forum should never be taken as investment advice. |
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