Member Info for Major-Tom

I love Rick Rule. He has been banging on about a Uranium bull market for the last 5 years. Last Uranium bull run made him and many other very, very wealthy. Hes been waiting the next one and i think the time is now. Hopefully we can all get exceedingly wealth from this one and NEO place in it.

every once in a while a company comes along who exceeds all expectations and break what we see as reasonable market norms. i get the feeling that neo is one of these companies. i know that there has been a lot of pretenders over the years who have been pumped and dumped but the managment team, particularly *****on, have outstanding reputations to protect and i am 100% sure they would not risk this be feeding a pump and dump. they want to make neo a major player in the uranium sector. they have a proven track record developing such companies in the coal space and there is no reason to think they will not succeed again. what price for a major player in the uranium supply sector as the world transition's to a green, nuclear powered world? that type of company is easily a £1bn + company. current neo valuation around £20m is bonkers and the potential, realistic, upside i have honestly never seen before.

Hi, I assume given the Middle East links it is actually Wamda Capital, the Dubai based evergreen fund run by Fadi Ghandour. There is a lot of money in the Middle East looking for new investment vehicles to transition them from dependence on hydrocarbon revenue as the world transitions to green energy. Nuclear energy is the only long term solution to provide a truly green energy powered world. NEO are perfectly placed as the only main market Uranium developer with a realistic chance of becoming a significant player in this market. Therefore, I am not surprised that there is so much interest in NEO.

A key point here regaridng the substantial rise which now seems inevitable. Unlike other companies that have seen exponential SP increases there are no resistance levels from previous dealings / positions.

NEO listed at 1.25p never rose above this so anyone holding is in profit. There is clear blue sky from here. It really is just a matter of how high this can go and how quickly it gets there.

This could realistically surpass HE1 and PPP. The 20p broker rating on reflects what we know on Henkries and Beisa North and South. JB has already said there will be additional acquisitions and NEO, AOU and QVDB have already laid out a clear pathway regarding no diilutive funding. NEO has clear plan and pathway to becoming a mid tier miner and a major player in the uranium market going into an inevitable uranium bull run. This could very realisticall do x20, x30, x40, ......... from current valuatikm

As far as I am aware not yet. But the funds are available as and when required. The way this has been funded is exceptionally pleasing. NEO ongoing working capital covered by the previously announced AOU subscriptions. Projects fund with debt. Neo will most definitely transition very quickly into a mid tier company. What valuation for a midcap uranium / gold mjner 2, 3, 4, 5 hundred million £?

The upside here is mind boggping

JB is an absolute breath of fresh air. Something big is brewing here with NEO.

To hell with it roll out the rockets.

Ground control to Major Tom

Commencing countdown, engines on

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RKH was one all those years ago I took a "decent profit" from and missed my chance to make my life changing. Made good money, had a few 10 baggers over the years since but never found that once in a lifetime, hang up the boots opportunity in all that time.

This feels special. Management team and QVDB set this aside from the usual pump and dump. These guys mean business, they are bold, they have the finances required to build something of scale, they move fast and are happy to keep market informed all along the way. I think this could be something really, really special

This has the makings of a once in a lifetime opportunity. Cold heads take profits off the table. Done it in the past and missed out on life changing money for the security of a "decent profit"

Management team and QVDB set this aside from the usual pump and dump. These guys mean business, they are bold, they have the finances required to build something of scale, they move fast and are happy to keep market informed all along the way. Could be the perfect storm.

Well done Whale nice profit. Sure you'll enjoy your weekend with your pockets bulging with your hard-earned rewards.

Personally, I can see tis hit 10p by the end of September. I expect news flow next week could see this bag a couple of more times so really don't want to be out this one over the weekend :-)

With such a proactive, fully aligned top tier management team signaling significant news flow I just cant bring myself to sell out this low. I think this could be something really, really special

i am holding as expect news flow next week could see this bag over and over again.

proactive, fully aligned top tier management team with top tier connections in country and backed by local billionaire *****on van der burgh.

this could be something really, really special

If the news keeps flowing as expected this could be one 🚀 we all remember

Don't get opportunities like this very often. A proper old school multibagger. Should conservatively be 10x from here on what we know so far. With what's to come really could send this astronomical. 🚀

Jason 9 days ago = Feasibilities studies that NEO will obtain from adjoining projects can be extended into Beisa North very very quickly and NEO will be finalizing development plans to enable them to progress over Q4 into 2025 to become a Uranium producer. Very happy with how the portfolio stands at present and how it's going to expand over the coming month.

Sean 6 Days Ago = Moving forward with commodity linked debt facility. Pretty much know how to structure deal and move it forward planning to finalize by 20th of September. Looking at additional acquisitions. Having discussions with a number of parties in the Basin to increase the land holding, resource base and to get access to existing infrastructure in the region. Using gold by product.

These guys don't hang around. Undervalued at present with shove loads of significant news to come over comings days, weeks and months.

Sure, all LTH have seen these interviews but thought I'd post for any new / interested investors.

https://www.youtube.com/watch?v=l-jCvwKLD5c

https://www.youtube.com/watch?v=YDz9MCGxp68

https://www.youtube.com/watch?v=j5VOfPzrxCo

NEO, the guys running it and backing it don't mess around. I think BEO will have a very exiting remainder of 2024

Following the Beisa deal the potential presented by NEO is mindboggling. Massively undervalued in what we know so far. Obviously leveraging the QVDB connections and look like they can secure and close EVEN more of these mindboggling deals.

Brilliant summary from Myles. If MKA progress as expected over next couple of years MKA should easily be atleast a £150m MCAP company.

From todays MCAP that's a 10x revaluation. Interest must pick up soon.

https://x.com/MylesMcNulty/status/1826251971407327701?t=oWRap7z4qUH5qEKQdy4zCg&s=19

Yes unusual to see such an advanced stage project valued at ZERO. Usually some % priced in before the company starts to re rate. Guess it will make the rerate all the more interesting when it does come.

Agree Bonkers. If you take a value of 27% of NPV then you are looking at around £125m for Songwe alone. But given REE prices and the currently unknowns of the MDA I used a very Conservative 10%. Anyway I am sure we can agree Songwe certainly isn't priced in at all as of now and as we start to see new on Finacing, offtakers etc. etc. We should start to see this value crystallise in the MKA valuation

Conservative current valuations:

Recycling - Price to market from COTECS investment, excluding any progress since then = £15m

Processing- Price to market from EITs investment = £3m

Mining - Conservative 10% of NPV = £46m

Total overall conservative valuation = £64m

Current valuation = £16m

It's clear to see that the only thing priced into MKAs valuation at the moment is the recycling. As Songwe and Pullway start to progress again over coming months, following on from MDA, we should start to see there valuations reflected in the overall MKA valuation.