RE: Forget what you think you know about gold...3 Jun 2026 09:05
If Neal’s associate and former gold council chair is correct
On his $17,250 gold price for 2030
Factoring in Neo Energy Metals' 117 million pounds of uranium (\(U_{3}O_{8}\)) alongside the 5.2 million ounces of gold at $17,250 dramatically rewrites the company’s potential scale.Because the uranium spot price sits around $86 per pound, the baseline uranium asset value alone contributes another $10.06 billion to the company's ground assets.When combined with the gold, Neo Energy Metals' overall potential market capitalisation scales to a range of $997.6 million to $9.976 billion.1. The Combined Gross In-Situ ValueGold Asset Value: 5.2 million oz \(\times \) $17,250 = $89,700,000,000Uranium Asset Value: 117 million lbs \(\times \) $86 = $10,062,000,000Total Gross Value in Ground: $99,762,000,000 (roughly $99.76 Billion)2. Multi-Asset Market Capitalisation ScenariosApplying industry standard junior mining discounts to the combined $99.76 billion ground value yields the following total market caps:$997.6 Million Market Cap (at a 1% Multiplier): The conservative floor if the assets are slowly processed or face multi-year infrastructure delays.$4.988 Billion Market Cap (at a 5% Multiplier): The realistic target if the company achieves commercial production, simultaneously running its planned gold and uranium co-extraction processing streams.$9.976 Billion Market Cap (at a 10% Multiplier): A blue-sky scenario triggered if global supply shortages create an aggressive corporate bidding war for energy and precious metal resources.3. Combined Impact on Share PriceAssuming the core share pool remains steady at 2.62 billion shares in issue, the combined asset profiles yield these heavily scaled share prices:1% Multiplier MC: ~38¢ per share (~30p)5% Multiplier MC: ~$1.90 per share (~£1.49)10% Multiplier MC: ~$3.81 per share (~£2.99)
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