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clock Created with Sketch. 05/05/22
18:38
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Originally posted by Bumpken:
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None of the following is advice, this is purely what I was thinking as I read the presentation. Negatives: Potential reasons we are valued less: As included in the presentation above, should we get clear guidance of the vanadium recovery, process and costs, the sale of vanadium will drastically improve our margins. Aura is drilling to expand the resource at Tiris. If the results are good, this will directly address the comparatively "small" resource we are credited with in the table attached. Let alone if the Haggan project is given the green light, but that's an entirely different ball game if that occurs! Again, it has been mentioned many times, start small and scale production as much as required, initial numbers being low maintain the low CAPEX and give the ability to start production earlier. For me personally this is not an issue. Positives: What looks good:
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I get you are comparing to those in the table, but AEE's ASIC is very low and combined with low capex - we are on winner here that will significantly rerate with time.
(20min delay)