Member Info for justfencing

Duster - did you make that call ?

# of Trades 99

Vol Sold 7,160,621

Vol Bought 51,501,081

52 Week High 1.10

52 Week High Date 23-Dec-2025

52 Week Low 0.525

52 Week Low Date 17-Dec-2025

Sea of blue and price goes down =manipulation - they need to fill some orders here

25million shares - That’s about 1.25%

Of the company bought right there!

08-Jan-26 08:50:49 0.874 60,000 Buy* 524.40 O

08-Jan-26 08:50:33 0.874 126,144 Buy* 1,102 O

08-Jan-26 08:50:15 0.895 1 Buy* 0.01 O

08-Jan-26 08:49:52 0.85 2,000,000 Buy* 17.00k O

08-Jan-26 08:49:48 0.85 75,000 Buy* 637.50 O

08-Jan-26 08:49:42 0.849 242,434 Buy* 2,058 O

08-Jan-26 08:49:41 0.845 329,469 Buy* 2,784 O

08-Jan-26 08:49:41 0.849 191,742 Buy* 1,628 O

08-Jan-26 08:49:32 0.845 1,000,000 Buy* 8,450 O

08-Jan-26 08:49:30 0.845 346,949 Buy* 2,932 O

08-Jan-26 08:48:17 0.825 500,000 Buy* 4,125 O

08-Jan-26 08:47:15 0.795 248,945 Buy* 1,979 O

08-Jan-26 08:47:10 0.85 25,000,000 Buy* 212.50k O

08-Jan-26 08:36:33 0.765 912,166 Sell* 6,978 O

08-Jan-26 08:34:01 0.7775 884,576 Buy* 6,878 O

08-Jan-26 08:32:00 0.80 63,244 Buy* 505.95 O

08-Jan-26 08:25:16 0.80 100,000 Buy* 800.00 O

08-Jan-26 08:25:11 0.80 10,175 Buy* 81.40 O

08-Jan-26 08:24:20 0.7975 119,000 Buy* 949.03 O

08-Jan-26 08:24:13 0.7777 979,148 Sell* 7,615 O

08-Jan-26 08:07:33 0.845 5,000 Buy* 42.25 O

08-Jan-26 08:05:20 0.838 22,328 Buy* 187.11 O

Duster—- how did the call to Neo go ?

We don’t get many opportunities like this in a lifetime- I’m very Confident this will be one to remember.

Dister - i

have had several calls with Jason - just before Christmas and during out lock out period- I fully believe this is going to be very good for anyone invested early.

Duster- I assume you must be shorting such a dreadful stock,

I don’t know of any better tool to use - AI unfortunately is the best I can come up with - it’s all the info I can find - I’ll be very pleased to hear any info from you that challenges the info I have been able to find - —- my opinions are based on info available out there. Do let us all know what your phone call produces - thanks in advance

Neo Energy Metals presents several potential positives, primarily centered on its near-term production goals in a strong uranium market, the advanced status of its key projects, and strategic partnerships.

Key Positives for Neo Energy Metals

Exposure to a Strong Uranium Market: Neo Energy Metals is positioned as one of the few London-listed companies offering direct exposure to the growing uranium sector, a key component in the global transition to clean energy. The current market dynamics for uranium are robust, with demand exceeding a fragile supply.

Advanced Projects with Historical Investment:

Henkries Project: The company's primary asset, the Henkries Uranium Project in South Africa, is an advanced, low-cost project that benefits from over $30 million in historical exploration and feasibility studies by previous owners like Anglo American. The shallow nature of the deposit allows for simple, low-cost open-pit mining.

Beisa Project: The acquisition of the Beisa project adds one of South Africa's largest undeveloped uranium resources, with a significant associated gold resource, offering substantial potential upside.

Potential for Resource Expansion: Only a fraction of the license areas (e.g., 10% of the Henkries license) has been explored, indicating significant potential to increase the existing resource base through further drilling and exploration.

Strategic Partnerships and Experienced Management:

Sibanye-Stillwater, a multi-billion dollar mining major, is expected to become the largest shareholder (30-40%) upon completion of the Beisa acquisition, lending significant credibility and potential operational support.

The management team has proven experience in Southern African uranium and mineral project development, which is valuable for navigating regional specifics.

Strong Growth Forecasts: Analysts forecast substantial future earnings and revenue growth for the company, with one analyst from First Equity issuing a "Buy" rating and a target price of 20 pence per share, suggesting significant potential appreciation from the current price.

Clear Pathway to Production: The company is focused on an accelerated development and production approach, aiming to generate cash flow from the Henkries project in the near term. The existing infrastructure at the project sites helps facilitate this goal.

Neo Energy Metals secured its funding arrangement with Yorkville Advisors Global LP as part of its overall financial strategy, not for a specific single date agreement like the one NioCorp announced on January 26, 2023. The funding from Yorkville is a continuous facility for general working capital and development through 2026 and 2027.

Key Details of the Yorkville Financing

Lender: Yorkville Advisors Global LP, a US-based investment firm.

Facilities: The arrangement includes a $40 million convertible debt facility and a $100 million equity facility.

Purpose: The funds are for accelerated project development and general working capital, distinct from the loan notes for the Beisa acquisition.

Status: This is an ongoing agreement providing capital for Neo Energy's development

If it doesn’t make sence to you and it s so unbelievable then why are you even here - if I felt they way you do about this company then I’d be elsewhere looking at other stock that I could understand- seems weird to be here shouting chicken little- when you could be spending time Looking for great opportunities .🤷🏻‍♂️

Computer says——

Neo Energy Metals has secured funding from Yorkville Advisors as part of its overall financial strategy, but this specific financing is a separate agreement from the loan note issued directly to Sibanye-Stillwater for the acquisition of the Beisa project.

The key aspects of the financing involving Yorkville are:

Lender: Yorkville Advisors Global LP, a US-based investment firm specializing in structured debt and equity-linked financing for small companies globally.

Facility Type: Neo Energy secured a financing arrangement with Yorkville that includes a $40 million convertible debt facility and a $100 million equity facility.

Purpose: The purpose of the Yorkville funding is to provide capital for the accelerated development of various projects, and for general working capital, not specifically the cash component of the Sibanye-Stillwater acquisition.

Status: This financing agreement is in place to provide capital to Neo Energy for its ongoing operations and development plans through 2026 and 2027.

The loan notes mentioned in the direct payment for the Sibanye deal (ZAR 250 million) are a different financial instrument issued to Sibanye-Stillwater itself as part of the asset transfer and are not related to the Yorkville facility. Neo Energy is working with various advisors and brokers to secure all the necessary funding to complete the acquisition and re-development, including exploring options like a potential royalty or streaming structure.

Sibanye-Stillwater chose to partner with Neo Energy Metals, a smaller "junior" miner, rather than a larger major player for several strategic reasons that prioritize speed, financial leverage, and long-term upside:

Strategic Control and Upside: By selling to a smaller company, Sibanye-Stillwater was able to negotiate a deal that makes it the largest shareholder of the new entity, holding an approximate 40% equity stake. A deal with a major miner would likely have been a clean exit, whereas this structure allows Sibanye to retain significant exposure to future uranium price increases without the operational risk.

Faster Development (Fast-Tracking): Neo Energy's entire business model is focused on becoming a near-term uranium producer. Smaller miners often move faster on niche assets because they are central to their growth, whereas a larger miner might deprioritize Beisa behind even larger global projects. Neo Energy expects to restart production within 18 to 24 months.

Balance Sheet Management: The sale allows Sibanye-Stillwater to "crystalize value" immediately without committing any of its own capital to the project. It effectively offloads the environmental and rehabilitation liabilities of the Beatrix 4 shaft to Neo Energy, a move that a larger player might have demanded more concessions for.

Access to Regional Expertise: Neo Energy is led by a management team specifically experienced in Southern African uranium and mineral project development. This specialized focus is often more effective for restarting legacy "care and maintenance" assets like the Beatrix 4 shaft than a diversified major.

BEE Compliance: As a junior miner focused on South Africa, Neo Energy had already established a landmark Broad-Based Black Economic Empowerment (BEE) agreement, satisfying key regulatory requirements that are essential for the transfer of mining rights in the country.

Sibanye-Stillwater has agreed to sell the Beisa Uranium Project (and associated Beatrix 4 shaft) to Neo Energy Metals (often referred to as Neo Energy) to unlock immediate value from a non-core asset while maintaining future upside.

The transaction, expected to obtain final regulatory approvals in the first quarter of 2026, is driven by the following strategic reasons:

Capital Prioritization: The Beisa project was not a capital investment priority for Sibanye-Stillwater. Selling it allows the company to focus its balance sheet on higher-priority growth projects, such as the Keliber lithium project in Finland.

Retained Exposure: Despite the sale, Sibanye-Stillwater will remain the largest shareholder in Neo Energy with an approximate 40% equity stake. This allows the company to benefit from future uranium production and price increases without the direct operational costs.

Royalty Revenue: Sibanye-Stillwater will receive royalties on all uranium sold from the project, capped at $5 per pound depending on spot market prices.

Liability Transfer: Neo Energy will assume responsibility for all environmental and rehabilitation liabilities associated with the Beatrix 4 shaft, which Sibanye-Stillwater had placed on care and maintenance in 2023.

Asset Monetization: The total consideration is R500 million (approx. £22 million), consisting of R250 million in cash and R250 million in Neo Energy shares.

Neo Energy plans to restart production at the site within 18 to 24 months of the deal's finalization, targeting its first uranium sales by the first half of 2027.

Vol Sold 11,949,481

Vol Bought 21,364,190

👍🏼👍🏼

Imagine what good news is going to do to sp!

Just a matter of time

We are on the brink of transformational events - we await confirmation of funding and some regulatory issues - that should not be too far from being sorted - we sit on approx 30 billion of assets and have a mcap of around 20 millions -

So risk / reward here is mind blowing- brokers view is 20 p per share -but could be much higher if things go our way - try dividing 30 billion between 2.2 billion shares - in summary- we are LTH for good reason - good luck