One of the better presentations i have seen for an explorer/development play.
This slide can not be understated. Especially when we see many development plays blow up capital structure and continuous dilute as a result of overblown studies, permits and construction.
Africa is coming back into play ex Junta nations. USD will commence a decline under Trump admin and help the burden.
ORE.tsx and RBX.tsx will be listing also on the ASX shortly. Both African Gold producers.
WAF over $2 now. Old enough to remember it at 068c in 16.
The team looks to be targeting that 2.5-3moz for Boundiali by 25
Plenty to like on the exploration slide decks.
Napie is the wild card, is possibly going to look like a bargain buy if they get it to a 80-100kpa profile by 26. They certainly think so.
AUE has a potential to be a 250k development play with Boundaili and Napie - looks extremely attractively priced even after the bounce.
Chart has finally churned out the MKG holders IMO
25 will be a great year in terms of milestones for AUE
Good luck all.
(20min delay)