AEE 2.94% 17.5¢ aura energy limited

Comparison with Berkeley

  1. 52 Posts.
    Morning guys, nice to see many of the same names in this hotcopper group 2 years in as an AEE shareholder. Hopefully we can all hold onto this one for the next few years as the next uranium bull market plays out.

    I just read through the last BKY presentation which is worth checking out:
    http://www.berkeleyenergia.com/wp-content/uploads/2015/10/161125-BKY-Presentation-v3.pdf

    BKY management present a very polished picture & a compelling argument to be invested ahead of the looming global uranium under-supply situation. And their development strategy is clear and professional. However, it is hard to escape the fact that Aura has uranium resources which are more than 3x larger than BKY's in similarly mining friendly countries, and is going down the same low cost development path as BKY. Current BKY market cap AUD475m, current AEE market cap AUD25m...
 
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