RE: Puting accepts 28point plan basis, major US talks next week.27 Nov 2025 14:18
Simply exceptional
Let’s cut through the noise.
When you look at the assets and the macro backdrop, EUA is massively mispriced — and the coming geopolitical shift only strengthens the case.
1️⃣ Monchetundra = Multi-Billion Metals Inventory
Over 4Moz+ Pt/Pd/Au equivalent, plus major nickel, copper and cobalt credits.
Even using suppressed PGM pricing, you’re looking at $2bn+ in-ground value.
Yet the market is valuing EUA at pennies. It’s absurd.
2️⃣ Nyud + Western Areas Add Serious Base-Metal Firepower
Nickel grades stack up with global producers.
Copper and cobalt are back in strategic demand for EV, defence, and energy infrastructure.
On standard EV/resource multiples, EUA screens at 30p–60p today.
3️⃣ The Ceasefire/Peace Shift Is a Direct Market Catalyst
Whether people like it or not, any stabilisation or thawing in the geopolitical situation instantly increases the accessibility and strategic attractiveness of assets like EUA’s.
Funds that have been sitting on the sidelines re-enter fast.
This is exactly how sharp rerates start.
4️⃣ One Material RNS = Instant Normalisation
JV, carve-out, asset disposal, strategic partner — take your pick.
EUA is fully permitted, holds massive resources, has zero debt, and multiple monetisation routes.
You don’t need huge news for a big move — you just need clarity.
⭐ Bottom Line:
The maths alone puts EUA in the 40p–50p valuation zone.
With geopolitical pressure easing and multiple corporate catalysts still ahead,
this has all the hallmarks of the fastest rerate in the sector once the switch flips.
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