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The only reason this value gap exists is because of doubts around approval but when approval lands it will trade closer to peers. Extremely unfair discount currently.

Potential is staggering.

“Neo Energy’s current enterprise value implies an in-situ valuation of its uranium resources of just $0.15 per lb vs peers at US$14/lb."

NT all day

As lithium continues to rocket

Copper +2.5%

Yes I do not think market quite understands what NEO are sitting on and those with patience will reap the rewards.

If NEO get the approvals and I see no reason why not then you can make a similar comparison to GGP when they were early stage production.

No other gold and uranium near term producer offers as much potential as NEO, the real move comes on approval and holding into production.

Copper on the rise again.

Wider market still does not understand just how bad the supply crunch is.

All time highs 1.8p will be easily taken out if they get approval soon.

On a risk basis this should be well over £100million market cap on approval.

Will they get approval? That is the question.

Someone happy to put £millions at 0.9p seems to think so.

Always will get traders.

Big picture is the explosive uranium and gold market. Approval RNS will catch a lot of people on the sides out.

No one what put up £millions at 0.9p in a premium placing unless they were confident on approvals being granted.

So follow the money, if approvals are granted and they put this into production and all goes to plan then this will be the biggest riser of 2026.

Elegance grok gives a figure of around 30% chance of early settlement which is a very big chance really. Grok is quite good at historical cases and statistics.

Also if you did not notice AURA news today RTO on a canadian company to list their swedish uranium seperately, valued at $50million. Worth noting ZEN italian asset has more in situ uranium aswell.

NEO will be producing uranium sooner than a similar peer AURA which is valued at near £100million market cap.

Also NEO in situ assets are much larger and that is without taking into account the gold production.

Lithium going vertical!

Any positive update from weardale and this multibags.

Only £2million market cap here.

Soon find out if there are any forward sellers of the placing, not the end of the world if there are.

Yes sibanye team support is the key, board will be very strong well beyond just JB.

Market is pricing this like they will not get approval but if they do this will be the biggest mover of 2026. Market pricing this so low can only be seen as a gift.

Think he has had some very good success in the past.

Getting in the same room as Sibayne is an achievement in itself. Proof is in the pudding approval will put all the doubters to bed.

They said the same about GGP.

After all regulatory approvals get granted this should be worth multiples of current market cap.

2027 they start production. Show me any other near term major uranium and gold producer this cheap.

Black mass price has sky rocketed for obvious global macro reasons.

And there lies the huge opportunity here.

Why do they maintain fair value at only 1.9p?

Jbco

There will be placing shares being forward sold shortly there always is but I do not think it will take 3 months to clear.

Let us assume a third are fickle retail and they want to sell, probably within next 4 weeks is my guess.