AEE (ASX) AURA ENERGY COMPETITIVE ADVANTAGE

Originally posted by CJTJ: ↑

Comrades

Let's forget the past and focus on the future for Aura and where to from here.

From the presentation the slide that got my attention was on page 6.

I have done some facts and figures, if you like to criticise or post your opinion please do, especially if I have made mistakes but following are my
Calculations based on information from the presentation..

Annual production for 1st year projected is 1 Million lb

1,000,000 lbs x current price of $40/lb = $40,000,000
less production costs at $25.60/lb
1,000.000 x $25.60/lb =$25,600,000
leaves a profit of =$14,400,000

now we had a high price of $52/lb this year

Uranium is on the rise and demand...can we reach a spot price of $65/lb I believe we can

1,000,000 lbs x current price of $40/lb = $65,000,000
less production costs at $25.60/lb
1,000.000 x $25.60/lb =$25,600,000
leaves a profit of =$39,400,000

We are currently sitting at a market cap $95M what is our share priced valued at with these sort of profits???

NOW!!! also according to the presentation we have the.....

ABILITY TO INCREASE PRODUCTION RATE WITHOUT SIGNIFICANTLY INCREASING CAPITAL COST .......scroll down....

Once the productions starts and cash flow is there the company for an approximate spend of US$60M we can increase our production 3 fold to 3 Mlb

so here are the sums for this...

Annual production for 1st year projected is 3 Million lb
3,000,000 lbs x current price of $40/lb = $120,000,000
less production costs at $25.60/lb 1
3,000.000 x $28.00/lb =$84,000,000
leaves a profit of =$36,000,000

Annual production for 1st year projected is 3 Million lb
3,000,000 lbs x current price of $65/lb = $195,000,000
less production costs at $25.60/lb
3,000.000 x $28.00/lb =$84,000,000
leaves a profit of =$111,000,000

That is $111,000,000 possible profit.....what is out share price and Market Cap worth???

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At current time where you get about .05% bank interest or 1.25% for 10 year gov bonds
any investment with a yield of 5% is considered excellent ! to put a value on a investment with that yield any of the the numbers you posted You can 20x that ?