External broker reports(aggregated public sources), Argonaut

Argonaut

Argonaut’s research focuses on Metals & Mining, Energy, Agribusiness, Businesses and Contractors that service the natural resource sector and select Industrial companies and where warranted, the research team covers special situations. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Equity Bottom-Up

<ul><li>AEE has lifted reserves by 49% and has outlined a growth study which has shown optionality to lift production from ~1.8mlbpa to ~3.0mlbpa and ~4.0mlbpa bringing forward production under two scenarios.</li><li>Updates on contracting and funding are key near-term catalysts.</li><li>We believe the timing of Tiris development and ramp-up coincides with tightness in the uranium market, driving economic upside from our near-term bullish price outlook.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

AEE has lifted reserves by 49% and has outlined a growth study which has shown optionality to lift production from ~1.8mlbpa to ~3.0mlbpa and ~4.0mlbpa bringing forward production under two scenarios.Updates on contracting and funding are key near-term catalysts.We believe the timing of Tiris development and ramp-up coincides with tightness in the uranium market, driving economic upside from our near-term bullish price outlook.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Aura Energy (AEE) - Options for Growth Beyond 2.0mlbpa

Aura Energy Ltd

Aura Energy (AEE) - Options for Growth Beyond 2.0mlbpa