Cycle Bottom

Thought of the day: Return compounding is all about timeframes in #cyclicals, 10x over 5 years reinvested in 10x over 5 years reinvested in 10x over 5 years with 1-2 year waiting between reinvestment = 1000x over 17-19 years. Are you formulating your compounding plan?

1st day on the Lycian Way, Turkey amazing coastal views, history and tomorrows a mystery. Market entry is an Art, scale in patience over the next 7 months will create generational wealth.

Note the hate from those pointing out the obvious near incoming cycle lows over the next zero to 7 months as opposed to the useful deployment of one's time in selecting the next set of #10baggers Near cycle lows are the home of #10baggers Near cycle lows are where the easy money is as lack of expectations are priced in Near cycle lows is where extreme hate resides for those driven by cycle top greed Near cycle lows are where wealth building commences Near cycle lows is where to align oneself to building wealth

Which Chairman(s) is/are eating his/their own cooking at the moment in the #uranium sector? .....one is $AEE.ax #Aura

.....our cycle clock is always pretty accurate

......proper guidance often requires going against the flow

......How do these look now? #gold #silver #copper

.....remember this, #silver is -61% from it's highs.....can't rule out -75% if we review previous sell offs

$DGR.ax No bid "capable of acceptance" .....Likely the stockprice remains reasonable steady with an upward bias to avoid a low priced bid given a 6-8c 2027 NPV per share.

$AMLIF another hidden #uranium $1bn NPV project coming in for landing with 2 #lithium projects, expect a separate listing through 2028 <15c = #10bagger over 36 months

......near cycle bottom entry for cyclicals determines the return profile of the results #cyclicality

$AEE.ax review the recent Webinar Notes: a) Every +US$10 on LT #uranium pricing adds +20% to NPV b) Reserve conversion drill out will accelerate over the next 24 months +75% in reserves +50% to NPV c) The #Tiris new uranium district has the potential to grow the reserves by 10x over 10 yrs d) FID on track over the next 4 months, pilot results out in January, multiple funding options active in the data room. 5c entry to 55c #10bagger over 36 months 7c entry to 55c #7bagger over 36 months

......$100 LT #uranium pricing 1Q 2027 Note for say $AEE.ax 's BFS that's an additional US$18m CF pre-tax per year or 35% of cap at recent lows....we believe the LT price is going to $110 by the time #Tiris starts cashflowing, that's an additional 70% of cap at recent lows.

..... $MNB.ax a #10bagger from recent lows assuming mgmt deliver in 2027 on production cashflow given current high pricing. 1.3c to 14.6c over 24 months #Phosphate