Member Info for bunsenburner123

Broker note out soon CEO sounded super bullish on it, could be explosive

He also said he expects the share price to ‘rerate significantly’ on the news update of Chance of Success CoS update - Expected in the coming days

These markets I’m expecting 0.3p

Hahah very good enjoyed that Shooter

One RNS and this could hit 10p within the first 10mins of trading

🔹 Resource Scale

• Contained nickel metal:

• Total: ~3.95 Mt Ni

• In-ground value @ US$8.50/lb (US$18,700/t):

• ≈ US$74.1 billion gross metal value.

Probably the biggest nickel mine in the world

🤯🤯🤯🤯

✅ Bottom Line

• No urgent raises in the next 3–6 months.

• Next capital event will almost certainly be tied to the Mining Right outcome.

• Positive outcome → raise/JV at a massively stronger valuation.

• Current £3m mkt cap reflects “near-worthless” status, so a Mining Right + NI 43-101 update could drive a major re-rate.

⸻

🔹 Strategic Positioning

• URU positions itself as “AIM’s premier nickel supplier to the EV market.”

• Zeb project is marketed as one of the largest undeveloped nickel sulphide assets globally, with upside from PGEs + gold.

• Roadmap:

1. Secure Mining Right (environmental authorisation already done).

2. Upgrade historic 2012 resource to NI 43-101/JORC.

3. Define high-grade Ni-Cu-PGE sulphide zones.

4. Assess gold as standalone resource.

⸻

🔹 Management & Ownership

• CEO John Zorbas: 30.6% stake → very high

• Board: very lean (Zorbas + 2 NEDs).

• Comp: modest by AIM standards (Zorbas ~$173k, NEDs ~$30–40k).

⸻

🔹 Resource Scale

• Contained nickel metal:

• Total: ~3.95 Mt Ni

• In-ground value @ US$8.50/lb (US$18,700/t):

• ≈ US$74.1 billion gross metal value.

⸻

👉 In short: Zeb (URU) is a tier-one scale nickel sulphide project. Market cap is tiny vs potential. The binary catalyst is the Mining Right — unlocks the ability to finance/joint venture at a materially higher level

What’s the connection here

They probs have the biggest nickel mine in the world

$50b in ground metal

A large tier 1 mine nickel is north of $18b in ground

Looks about ready to break from this range

Market wants it at 50p

Placing holding it at 30p

It’s the very recent growth that excites me

Not shown in the results but "With total bookings secured by the end August almost surpassing last year's total, combined with effective cost management, the Board is confident in its full year performance."

Mixed in with Dara Nasr appointment that’s HUGE for a £5m cap company

Exactly.

Hold for gold chaps

This could be the one

Absolutely Dibs

Hold for genuine gold

£1.4m cap £2.4m cash

Boom

Yes but also bear in mind when a tier 1 mine is in production it is valued in the multiple billions

URU are looking at a large tier 1 mine

The opportunity for 1000 bags is real

1.6B tons of nickel is worth $27t that can’t be right

Multiples? Try 10x

T Rex leather is world wide news

£100m mkt cap not Unfathomable

Will smash through 1p today actually

1p probable today. Well done all

Credibility boost: Prof. Perrie has collaborations with AZ, GSK, Pfizer, MHRA, WHO → putting her name on the programme adds serious scientific legitimacy.

• Validation by association: Academic/industrial partnerships like this are often precursors to commercial traction. Big pharmas don’t like to risk partnering until platforms are well-characterised – CMAC accelerates that process.

• Clinical pathway: N4P is still pre-clinical, and the major criticism has always been: “when will Nuvec actually get into the clinic?” This collaboration directly addresses that gap.

• Dual-loaded vectors: If Nuvec® can show it works with multiple nucleic acid payloads, it broadens licensing opportunities (oncology, vaccines, gene therapy).

📌 Why that might be valuable

• Tax losses = potential future tax shield.

• If the company merges with or acquires a profitable business, those losses can sometimes be offset against future profits → saves on corporation tax.

• In the UK (19%–25% corp tax), $37.5m losses could shelter ~$7–9m in tax.

• That’s theoretically worth 10x+ the current market cap if fully utilisable.

Wow fair play