AEE 7.14% 13.0¢ aura energy limited

Ann: Yellowcake Production, page-71

  1. 7,323 Posts.
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    I have stated many times I am happy to wait for the DFS and water study. My guess is the SP will still be well below when I first looked at AEE at 0.025. Risk v Reward trade-off plus opportunity cost.

    I also want to see how Lind play the C-note. Maybe we will see 0.008. If so, there may be a swing trade in it.

    The bellwether, CCJ is haemorrhaging. I gave an opinion why on here and Twitter: $KAP results show the Chinese are buying less. Is it a coincidence CCJ has been sold off since and is headed towards 52-week lows? Maybe. But I guess not.

    I am unsure how you can compare Alkin with Asean. One is running a U-specific fund; the other is more generalist. Do you reckon Alkin holds AEE? Imo, no.
 
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