The current SP does not factor in anything much right now and here are some key gaps on our current key 3 verticals:
1. Uranium: the fully owned Uranium Asset near Honeymoon that has already been Jorced to millions of pounds of yellow cake and any further step outs would confidently hit more. Boss Energy is literally next door and is putting in $125M to get things moving (see attachment). We should consider carving this out for a possible M&A or JV to provide an upfront material cash payment and ongoing cash flow through royalties.
2. Gold: the fully owned Aurora Tank and TYX tenements are huge and so many mega bonanza gold findings already including the most recent at 235 g/t (8 x Bonanza). Our gold assets are world class and Aurora Tank represents the biggest gold discoveries in Australia in recent history (see attachment).
3. REE: PTR will circle for another possible M&A or JV here too and each can in the short term provide a win-win situation as both company drilling campaigns will provide results that will impact both SP.
We have a fully funded dedicated drilling camp and machinery at The Tank and the drilling team are all shareholders - Dr Colin Rose even gave the drilling team shares and Dr Rose is on a gold coin wage holding 100M shares.
The current April/May drilling campaign will put this into Blue Sky mode (see attachment).
This is a masterclass in intergenerational wealth so get on and go long and strong.
