Member Info for Andii

Also, AUO (Q u i nton van der burgh) the billionaire will have done thorough due diligence before investing £3.5m at IPO, and now stands to invest a lot more.

Also, Jason's history? Totally debunked and a factless smear campaign conducted on telegram chatrooms on weekends over the past year whenever Marula mining was brought up.

Jason Brewer was CFO of a company. He resigned I believe a year before the company CEO was found to be conducting fraud. There was a thorough investigation by a court of law and Jason was found to have had no knowledge or involvement.

Here is the prospectus here

https://data.fca.org.uk/artefacts/NSM/RNS/4917922.html

Page 129 to 131 details all the parties involved in the "concerted party"

It is worth noting that they were all together shareholders in the Henkries asset previously and it is the maiden asset of Neo, basically the whole reason Neo exists is because of the Henkries asset. (Until the other day that is)

Here is the prohttps://data.fca.org.uk/artefacts/NSM/RNS/4917922.html

More aquasitions, resource upgrades and announcements of the AUO $1billion investment fund which I hmthink could be made in the next week or two. Every share that Q u i n t o n is invested in should do 75% on the day of that announcement.

£10k buy quote 0.99p.

£100k buy quote (10m shares) 1.24p

Here is that historic interview again

https://youtu.be/j5VOfPzrxCo?si=yFAURSoY_-ZUY_tG

Here is the last time Q u i n t o n , the billionaire mining euntrepuener and 14% shareholder of NEO carried out an interview.

This was back in November.

https://youtu.be/j5VOfPzrxCo?si=yFAURSoY_-ZUY_tG

Just providing sources buddy.

Yesterday it was 150m buys vs 150m sells yet we were 100% up.

A difference of 20m buys vs sells if the MM's are holding stock could be right. Otherwise someone is managing to sell at a very nice price to trick the algo's.

Anyway, why are you taking it also personally??

30m buys to 12m sells according to the algorythms

https://imgur.com/a/Kb0UKWk

Didn't they have a chance to forward sell and convert those options between November and June when the price was above 0.6p? Maybe they will be using cash form elsewhere to convert those options as they won't want to sell any shares =)

Well, it would put Neo at 10% of the in-situ value of just this asset.

GGP reached around 20% of their in-situ value a few years ago.

Who knows what the next aquasitions will add.

So the new asset is 20x the uranium content, at double the grade. Plus gold worth 2x the uranium so effectively it is 60x larger metal value.

What is 60x 3.3p?

This was for the Henrikes asset.

What I found interesting is the average risked share price target for Henrikes is 3.3p (up to 17p with increasing uranium price)

That existing asset is currently 4.7Mlbs at 399parts per million uranium.

https://mcusercontent.com/d266f47cec87da1170bcd0f35/files/1437153e-15d4-5916-dc0c-c5c777abd385/FE_Neo_Energy_Metals_13Jun24_Buy_Note_TP_3.33p_.pdf

Compare this to yesterday's RNS:

"· Total inferred resources in the Beisa Reef comprise 53.57 million tonnes ('Mt') at an average grade of 780 ppm U₃O₈ for 89.23 Mlb of contained U₃O₈ and with several large zones of well-mineralised and high-grade uranium occurring at both Beisa North and Beisa South at grades of up to 3,400 ppm U₃O₈ and 2,200 ppm U₃O₈ respectively"

Jason Brewer on telegram today stating that fair value for an explorer is $5 to $20 per ounce of gold.

If we convert today's RNS into ounces of gold its about 7moz. So $35m to $140m market cap on today's resource alone.

Fulcrum in London have a $35/ounce resource valuation. That would be more like a £200m market cap.

Henrikes the existing asset is also only 10% explored.

There are also other assets being looked at.

All this should be paid for by the incoming F9 $1b Saudi funding package

3.3p target back in June based on the already owned Henrikes asset

https://mcusercontent.com/d266f47cec87da1170bcd0f35/files/1437153e-15d4-5916-dc0c-c5c777abd385/FE_Neo_Energy_Metals_13Jun24_Buy_Note_TP_3.33p_.pdf

Today's aquasition is many times larger.

To be developed through non dilutive funding from AUO who are busy signing off on a $1b funding package from Saudi Arabia

https://waya.media/uaes-f9-capital-qgc-partner-to-invest-us1b-in-producing-green-metals-in-sa/

Isn't the Beisa central asset owned by SIBANYE-Stillwater?

https://www.miningmx.com/news/energy/56200-sibanye-stillwater-says-considering-offers-for-sa-uranium/

Here is where the funding will come from.

https://waya.media/uaes-f9-capital-qgc-partner-to-invest-us1b-in-producing-green-metals-in-sa/

Mornington-oz

You asked me this:

"Andii, with those figures what do you think is a realistic price over the coming weeks?"

Well, considering not all the $17b in-situ resource will be converted into a maiden resource, as it is in the inferred category, I would use maybe $10b as a base figure.

Historically, they used to say an explorer was worth 1% of the in ground value. So that would put NEO at $100m market cap at thus early stage.

But, NEO already have existing assets closer to production

https://x.com/NeoEnergyMetals/status/1788130839114428527?t=XTrXAxxU82Ip2jOxlO4qrw&s=19

The Henrikes asset. They are aiming to grow this to 100million lbs of uranium which would be worth an extra $10b in-situ.

Based on only 10mlbs 10 year production, the broker had a share price target of 3.3p.

https://mcusercontent.com/d266f47cec87da1170bcd0f35/files/1437153e-15d4-5916-dc0c-c5c777abd385/FE_Neo_Energy_Metals_13Jun24_Buy_Note_TP_3.33p_.pdf

Todays asset aquasition is much larger.

And they have a fully committed funding partner.

So add up all the parts, and the in-situ value could be $20-30b. Compared to GGP who have what, $4b.

Not sure what route NEO will go down, if they will fast track to production without full DFS studies like Marula are doing. If so, they could be producing in a fraction of the time it usually takes.

In-situ value of uranium plus gold around $20billion? Working capital available from AUO fund?

GGP in-situ gold is about $10b, and they only have a 30% share.

NEO market cap £8.5m, GGP £363m

CEO updates yesterday

https://youtu.be/yvXYUuMcrDA?si=jXGv1vb-6w-5owXw

Https://youtu.be/yvXYUuMcrDA?si=V6Drxxz_FpOZJpXs

CEO talks about current state of business