Member Info for justfencing

I meant Sibanye - fat fingers came up with (donate) 🤔

Don’t forget our friend donate - would they invest into something that is not recoverable - licensing is a formality.

This is grounded !!

Well not just any where - UP ⬆️

THIS IS DEFINITELY LIFE CHANGING-

For those that were brave enough to stay for the duration

Here we go

JB ON X

Gold hitting more records.

Sibanye’s gold resources at the Beisa Mine calculated off a US$2,000 gold price.

With gold now over US$4,800/oz it will be interesting to see how the resource statement will be positively impacted by the higher gold price.

@NeoEnergyMetals #NEO #Gold

This won’t be held back for long.

Https://x.com/neoenergymetals/status/2013886082501202146?s=46

Duster —Try reading

Hmmm - clue is in the name eh!

Funding Purpose: Neo Energy Metals has utilized CLNs to provide immediate liquidity and fund ongoing projects, such as the Beisa North and Beisa South uranium and gold projects.

🚨 Why #uranium is Poised to Be the Top Performing Commodity in 2026 🚀

As we dive into 2026, uranium is emerging as the undisputed star of the commodities market. With prices already climbing to around $85/lb and forecasts pointing to explosive growth, here's why this critical mineral is set for a blockbuster year:

Nuclear Renaissance Fuels Demand Surge:

Global nuclear capacity is projected to skyrocket by 87% by 2040, driven by new reactor builds, life extensions, and the insatiable energy needs of AI data centers. Tech giants like Google and Microsoft are restarting mothballed plants to power their AI ambitions, doubling uranium demand to 150,000 tons annually by 2040

Supply Crunch Creating Deficits:

Major producers like Kazatomprom are slashing output, with 2025 production down to 69 million pounds.

Combined with depleting mines and slow new developments, the market faces outright deficits in 2026 – supply could fall below 75% of reactor demand.

Bullish Price Outlook:

Analysts are calling for uranium to hit $130/lb by Q4 2026 with some eyeing $150-$200/lb as utilities scramble for spot market supplies.

That's a potential 50%+ rally from current levels, echoing highs not seen since 2007

Policy Tailwinds and Institutional Backing: U.S. pro-nuclear policies, including $80B in reactor funding and bans on Russian fuel, are revitalizing domestic production

Funds like Sprott are ramping up holdings, signaling strong investor confidence.

Uranium isn't just powering reactors – it's fueling the clean energy revolution and AI boom. If you're in commodities, this is the play to watch. #Uranium #Commodities

Looks like there is still a little time to get in here before the red dot turns up - ☑️☑️☑️

Uranium doing pretty well too - from literally All accounts - U is about to set unbelievable new heights —-

Honestly I’ve never been so excited to own a stock .

And this is our WOW SIGNAL - Gold @ 4.888 the value here is absolutely unbelievable- who would want to miss what’s

Coming here -WOW

Triangle investor

Made this point

People ask is it to late to enter #uranium trade. Few important things to consider before answering👇Take 2 minute of your time to read this🙏

✒️Structural deficit isn’t going away. Demand keeps climbing while supply struggles to catch up.

Project development is late, overpromised, and in some cases not coming.

✒️Spot and term price are rising, but still far from levels needed to incentivize major new production.

✒️Utilities are returning to the market after a decade of under-contracting. Long-term contracts are accelerating.

✒️Global plans to triple or even quadruple nuclear capacity by mid-century massively increase long-term uranium demand.

✒️ Geopolitical risk is growing, and diversification away from single-source supply is pushing prices higher.

✒️The real big institutional money hasn’t entered in size yet — most funds are still underweight or waiting for liquidity.

✒️Nuclear renaissance is real — from SMRs to lifetime extensions, demand looks set for multi-year growth.

✒️Governments (like the U.S.) are openly telling you what’s critical — energy security, nuclear fuel, and domestic supply chains.

And it’s going to be happening this 1/4 !!

# of Trades 98

Vol Sold 17,762,460

Vol Bought 30,448,366

A significant re-rating is expected to occur in Q1 2026, as the company anticipates receiving all final regulatory approvals from South Africa and the UK during this quarter.

The announcement of licensing and acquisition completion acts as a primary "de-risking" event, which typically triggers a rapid market correction toward analyst targets.

Expected Re-rating Catalysts in Q1 2026

Immediate Funding Unlock: Upon receipt of South African regulatory approvals, a strategic investor has the right to immediately inject a further £6.5 million in convertible loan funding within 10 days.

Acquisition Completion: Approval allows the company to finalize the purchase of the Beisa Mine from Sibanye-Stillwater, officially moving multi-billion dollar resources onto their balance sheet.

Analyst Price Targets: Market commentators and analysts (such as Shore Capital) have previously set a Net Asset Value (NAV) target of 14p per share, which represents a potential 1,750% increase from the current 0.80p level.

Recent Market Reaction (January 19-20, 2026)

The market has already shown high sensitivity to positive news. On January 19, 2026, shares jumped approximately 6.5% to 16% in early trading following news of an initial £2.5 million strategic investment at a 0.90p premium.

Post-Licensing Timeline

Once the licenses are secured in Q1 2026, the company will immediately transition into a four-phase implementation assessment:

Months 0–3: Site re-establishment and workforce recruitment.

Months 3–9: Shaft equipment upgrades and gold plant recommissioning.

Target H1 2027: First uranium sales and full production ramp-up.

Because the market often "buys the rumor and sells the news," the most aggressive re-rating typically happens the moment the regulatory barrier is removed, rather than waiting for the first day of production.

Neo

We are on the precipice of a massive squeeze in #uranium.

Many investors see it coming.

What most investors don't understand is that the price of U will indeed spike but then it will stay at the elevated price. It will never return to these levels again.

Great time to be buying