Member Info for Jontfsi

59c paid now …..31.86p

Rising as hardly !!

56c paid ……. 30.25p and climbing

100koz a year would easily be a £2b Mcap. I think it might take 3 years to get to that stage but worth the wait!! Mining always takes longer to progress than expected.

TSX looking stronger again with some juicy buys into close on AIM 👍

Too positive to ignore.

Just bought another 10k worth of.

A few big sells into the volume which have been soaked up with ease.

Bring on the assays and resource update.

I could buy through ii earlier today but it wouldn’t allow me to sell.

Keep trying as it allowed me to sell a bit later.

Price on the TSX creeping up now.

I sold out here in the 50’s as I didn’t think the SP had anywhere to go.

Bought back in now hoping for a quick 100% in the near term.

$1bn Mcap possible in 18months if thinks move quickly.

Excellent post Stringer01.

We’re also stuck in a trading range for 2.5 years.

We’re moving forward now with board changes and gold/uranium prices much improved etc.

This is becoming a much better looking investment all the time.

Haha F1 Driver that’s the in group value of the resources 🤦‍♂️

Another 5k here as well. Got over 12m now.

There will be shares issued and monies borrowed. All part of getting your hands on a $1b asset.

Very relaxed here patiently awaiting the rerate.

The Board of Directors is confident of being able to secure all its future funding requirements in 2026 and through to 2027 to complete the acquisition and subsequent re-development of the Beisa Mine into a long-term and sustainable producer of uranium and gold. This confidence is derived from the advanced nature and work already undertaken at the Beisa Mine, the involvement of a major and multi-billion dollar shareholder upon completion of the acquisition, the significant infrastructure and sunk capital at the Beisa Mine, the size of the uranium and gold resources as determined by independent consultants and the strength in both the uranium and gold markets and interest from both equity and debt funders to support the Company in delivering on its uranium strategy in South Africa.

$30m was quoted in one RNS and in a recent interview Theo said less than $100m.

I guess they won’t be able to say accurately until they have access to site and a full report is completed.

Either way minimum dilution is preferred

If they are selling by choice then that would be a huge red flag as it would show lack of confidence in the deal going through.

Anyone with half a brain cell could figure that out………..

Well If someone on X is talking about it must be true 😂

Why wait? Errrr 10x maybe?

Good luck all holders this one is going to the moon 🚀

I don’t see the ex Board selling any of their shares right now. They are more aware that this is going to be a 1-3bn dollar company than anyone.

Some sellers are 100% up in the last month and they fear being diluted so are taking profits.

I see dilution coming myself but I welcome it. As long as it’s not too much it matters not. NEO will own an $800m asset soon and the SP will rerate accordingly.

No ex Board member in their right mind would be selling right now.

Superb bit of information there.

I’m even more confident about this investment now 😎

I’ve done my research.

Cheeky top up today to take me over 10m shares.

Chilling out waiting for the deal to go through 😎

News rich period over the next couple of months.

I’ve bought more than 2 years salary’s worth over the last few weeks and I’m sleeping like a log.

The Mcap here will be in the billions in 2 to 3 years.

GAL is waiting on the sign off for their 5moz+ asset and are in a similar situation to NEO playing the waiting game. They also need to spend many millions to get their plant back up and running.

Whilst they wait their Mcap sits at £175m and ours sits at £19m.

Assets of very similar value.

5.4moz of gold to be precise,

Annual production target of 100,000oz

On gold alone that’s $500,000,000 turnover.

With a wild guess of $1500 AISC that’s a very rough Mcap of $3b to $5b on the gold alone using a conservative PE of 15.

Gold and uranium are both set to rise significantly in the near to mid term.

By the time this gets into production these numbers could have doubled,

The market is asleep on this one.

This could turn out to be that once in a lifetime share you wish you’d done more research on and had the balls to take a chance on.

Don’t forget the dilution which could vary massively. $30m needed to get the plant back up and running, that could easily get to $40m+.

If they can get the funding sorted through forward selling then bingo.

Even with pure dilution to get the $30m+ the SP would be well north of where it is today.

We just need NEO to execute the plan and we’ll all be 💰

There’s no point in even trying to put a price on SP as the dilution is unknown.

Based on future production figures given by the company this will be a $3b dollar Mcap at current gold and uranium prices.

It’s all about the amount of dilution.

Working out the potential Mcap is easy and the numbers are crazy

200 to 300 bagger from here based on production numbers without dilution.

Obviously there will be dilution and nobody knows how much but the team are working on forward sales to fund getting into production.

If they can pull this off then the numbers here are ridiculous.

I’ve gone in big over the last few weeks.