Glenn Gould

Investor and equities trader with an appetite for uranium and battery metals plays.

[Glenn Gould @kajdes]

@ausstockchick Whatever Donald said earlier today didn't help!

[Myles McNulty @MylesMcNulty]

There is a reasonable argument for #NEO being valued at 10x its current cap, purely based on its uranium assets (121 million lbs at $82/lb equates to a current in-situ value of $10.0 billion).

Add in the 5.4 million oz of gold at $4,400/oz, and that's an additional in-situ value of $23.8 billion.

$34 billion in-situ value, across @NeoEnergyMetals' SA assets. Post completion of the two Beisa deals, we're looking at a TVR of circa 3.9 billion - which would equate to a mkt cap of only $52m at 1.0p.

Completely mad, given that the company will be moving into production in H1 next year.

At current pricing (Au at $4,400 and U at $82) and based on Shore Cap's assumptions for Beisa at nameplate capacity, Beisa should be generating around $200m EBITDA per annum. And the refurbishment/development capex to get there really is not a lot, relative to the substantial cash flows that the mine will generate.

[Glenn Gould @kajdes]

@NeoEnergyMetals ⛏️ Shore Capital's research report values Neo at 13.4p
⛏️Neo enterprise value is at a large discount to its peers with an inground U value of US$0.11/Ib versus peers at US$14/Ib
⛏️ Financial estimates show Neo being in profit post tax in 2027

@NeoEnergyMetals #NEO #Uranium #Gold

[Glenn Gould @kajdes]

NEO - why it's attractive proposition

⛏️ Focused on a Critical Commodity: Uranium
⛏️ LSE main market listed
⛏️ Substantial resource base 124m Ibs U & 5.4m oz Au
⛏️ Near term production & cash flow: 2027
⛏️ Pursuing JSE listing

@NeoEnergyMetals #NEO #Uranium #Gold

[Glenn Gould @kajdes]

⛏️ Sibanye-Stillwater will become the major shareholder in Neo, enhancing credibility and industry support
⛏️ Existing infrastructure greatly reduces development timelines and costs

@NeoEnergyMetals #NEO #Uranium #Gold

[Glenn Gould @kajdes]

NEO - a large gold company in the making?

5.4 million ounces of gold in SAMREC-compliant resource

When NEO went into suspension on 31 Jan, gold was US$2,796

Today NEO has resumed trading and gold is US$4,327, a massive rise of 55%

Do the maths!!!

#NEO #Uranium #Gold #Beisa

[Glenn Gould @kajdes]

NEO Energy Metals - Au and U

Gold and uranium from the same project is globally uncommon.

However the most famous and successful gold-uranium province in the world is the Witwatersrand Basin (South Africa) where the Beisa mine is located.
@NeoEnergyMetals #NEO #Uranium #Gold

[Glenn Gould @kajdes]

NEO Energy Metals - A compelling value proposition

124 million pounds of uranium (U₃O₈) and 5.4 million ounces of gold in SAMREC-compliant resources across its projects, including Henkries and Beisa

@NeoEnergyMetals #NEO #Uranium #Gold #Beisa

[John Quakes @quakes99]

🚨Spot #Uranium continues its flight higher🌀🪁 now UP +$1.25 to $77.75/lb #U3O8 for UK #Nuclear fuel brokers @Numerco 💲⬆️⚛️⛏️ as #SPUT's ATM is on fire constantly issuing new shares to raise 10's of $Millions in new stacking cash🔥🏧💵 as U #stocks soar.🚀🌜🤠🐂🚆

[Glenn Gould @kajdes]

@JB_MiningAfrica @NeoEnergyMetals Where was Theo presenting? His lanyard appears to be in French.

[John Quakes @quakes99]

💥Spot #Uranium spiked +$1.88 today to a 3-month high of $72.00/lb #U3O8 for US #Nuclear fuel brokers @UraniumMarkets ⏫💲⚛️⛏️ with @Numerco also closing Up +$1.37 at $72.00⏫🤠🐂🌊🏄‍♂️

[Glenn Gould @kajdes]

@OrthocellLtd Looking forward to it!

[Glenn Gould @kajdes]

@MarulaPlc A great move!
#Maru #Manganese

[Glenn Gould @kajdes]

@JB_MiningAfrica Great to see that even in Nairobi the Anzacs are recognised and respected

[Glenn Gould @kajdes]

@OrthocellLtd Amazing news!
Well done to the team at Orthocell.

[Glenn Gould @kajdes]

@ElonMuskAOC Magnificent! Be the envy if all

[Glenn Gould @kajdes]

@JB_MiningAfrica @NeoEnergyMetals @MarulaPlc @CaracalGoldplc On 9/12/2024, Beisa Central acquisition was announced, the price of gold was US$2,638. Today it is approximately US$3,127, an increase of US$489 in just under 4 months. NEO's 5.4 Moz has become an increasingly valuable by-product. @NeoEnergyMetals #NEO #BeisaProjects #Gold

[Glenn Gould @kajdes]

@JB_MiningAfrica @MarulaPlc Reminds me of the Leyland Brothers!

[Glenn Gould @kajdes]

@NeoEnergyMetals The Beisa Uranium and Gold Project's value proposition just keeps improving. Gold currently sitting at around US$2,886.
@NeoEnergyMetals #Gold #Uranium #Beisa

[Glenn Gould @kajdes]

@NeoEnergyMetals @ShoreCapital Shores latest appointment: https://t.co/SZo2VdRRNs