OREMAVEN
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2026-11-06
◂ Monitor AEU ASX

Atomic Eagle Limited

DFS Unfunded Developer · Uranium · Zambia · Niger Rating locked: sign in to view v8.1 · aeu-20261030t224418-full
Last 2026-11-06
A$0.38
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$149.5M
EV
A$138M
Cash
A$11.5M
Debt
—
1 newer ASX announcement not yet reflected in this valuation

Narrative and provenance

Research & Sources

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Chronological evidenceSource-document inventory35 documents
Quarterly Activities/Appendix 5B Cash Flow ReportResults · HighExtracted

September quarter cash flows and update on Madaouela foreign estimate, mining convention and option exercise; selected pages read.

Document ID
sep_quarter_2026
Published UTC
2026-10-30T07:17:46+00:00
Projects
—
Commodities
—
Open original source ↗
AEU ASX closing priceMarket Data · MediumPartial

miners.reference_price AEU: 2026-10-30 raw close AUD 0.37; volume 460062; market data provider via miners.collect_stock_prices; one ASX ordinary share. Publication clock is unverified; timestamp is a date-only placeholder and no intraday reaction is inferred.

Document ID
market_close_20261030
Published UTC
2026-10-30T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
AEU market snapshotMarket Data · MediumPartial

Local market snapshot command miners.v8db.market_snapshot AEU, cutoff 2026-10-30, commodity U3O8; local market and FX data. Publication clock is unverified; timestamp is a date-only placeholder and no intraday reaction is inferred.

Document ID
market_snapshot_20261030
Published UTC
2026-10-30T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
Bannerman quarterly activities reportOther · MediumPartial

Peer quarterly report. Publication clock is unverified; timestamp is a date-only placeholder and no intraday reaction is inferred.

Document ID
bannerman_oct_2026
Published UTC
2026-10-29T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
Boss Energy September quarterlyResults · LowPartial

Peer issuer financial disclosure; metrics not independently verified are left null. Publication clock is unverified; timestamp is a date-only placeholder and no intraday reaction is inferred. Indexed filing text was accessible via search; direct page access failed.

Document ID
boss_oct_2026
Published UTC
2026-10-28T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
Yellow Cake quarterly operating updateOther · MediumPartial

Uranium spot as of 26 October 2026. Publication clock is unverified; timestamp is a date-only placeholder and no intraday reaction is inferred.

Document ID
uranium_spot_yellowcake_2026
Published UTC
2026-10-27T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
Nuclear power in KazakhstanOther · MediumPartial

Kazakhstan uranium market context. Publication clock is unverified; timestamp is a date-only placeholder and no intraday reaction is inferred.

Document ID
uranium_kazakhstan
Published UTC
2026-10-23T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
Change of Company SecretaryLeadership · HighPartial

Abby Macnish Niven resigned as company secretary and Bennett Greenhalgh was appointed effective 16 October 2026.

Document ID
secretary_oct_2026
Published UTC
2026-10-16T01:43:03+00:00
Projects
—
Commodities
—
Open original source ↗
AEU management background screeningOther · MediumPartial

Local management/AEU/summary.md and background-check.json reviewed: screening as of 9 October 2026; secretary and Niger arbitration status are superseded by later issuer releases. No clearance implied. Publication clock is unverified; timestamp is a date-only placeholder and no intraday reaction is inferred.

Document ID
management_local
Published UTC
2026-10-09T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
AEU ownership snapshotOther · MediumPartial

Local ownership/AEU/investors.json reviewed: top-20 register is 16 March 2026 and nominee-limited; Sep 2026 option exercise changes prospective Menel position. Publication clock is unverified; timestamp is a date-only placeholder and no intraday reaction is inferred.

Document ID
ownership_local
Published UTC
2026-10-09T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
AEU insider transactionsOther · MediumPartial

Local insiders CLI reviewed: coverage through 9 October 2026 is partial; Menel commitment is superseded by 30 October exercise disclosure. Publication clock is unverified; timestamp is a date-only placeholder and no intraday reaction is inferred.

Document ID
insider_local
Published UTC
2026-10-09T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
Lotus Resources annual reportResults · LowPartial

Peer issuer financial disclosure; metrics not independently verified are left null. Publication clock is unverified; timestamp is a date-only placeholder and no intraday reaction is inferred.

Document ID
lotus_annual_2026
Published UTC
2026-09-28T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
Numbers and Narratives: Atomic EagleOther · MediumPartial

Independent valuation and investment thesis, not valuation anchor. Publication clock is unverified; timestamp is a date-only placeholder and no intraday reaction is inferred.

Document ID
independent_musk_sep_2026
Published UTC
2026-09-25T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
Madaouela mining convention formally executedOther · MediumPartial

Reproduction of issuer release on convention execution.

Document ID
madaouela_convention_2026
Published UTC
2026-09-23T23:18:00+00:00
Projects
—
Commodities
—
Open original source ↗
Drilling expands Muntanga mineralisationOther · MediumPartial

Drilling summary; quarterly confirms the original announcement.

Document ID
drilling_sep_2026
Published UTC
2026-09-15T23:16:00+00:00
Projects
—
Commodities
—
Open original source ↗
Funding Commitment from OptionsOther · MediumPartial

Independent summary of September 14 commitment; descriptions of exercise as non-dilutive are incorrect for existing holders. The later primary quarterly states the exercise and pending share issue.

Document ID
options_sep_2026
Published UTC
2026-09-13T22:20:00+00:00
Projects
—
Commodities
—
Open original source ↗
Half Yearly Report and AccountsResults · HighPartial

June 2026 interim statements and Muntanga mineral resource table; selected pages read.

Document ID
half_year_2026
Published UTC
2026-09-08T07:51:06+00:00
Projects
—
Commodities
—
Open original source ↗
Application for quotation of securities - AEUCorporate Action · HighPartial

September 7 quotation notice reports quoted and restricted ordinary share classes and options.

Document ID
quotation_sep_2026
Published UTC
2026-09-07T02:49:31+00:00
Projects
—
Commodities
—
Open original source ↗
Corporate PresentationPresentation · MediumExtracted

August presentation reviews two uranium projects, historical feasibility economics, Niger terms and 429 km² Sitwe option. Slides describing convention as executed were superseded by 24 September execution announcement; Q1 2027 supersedes the 2026 JORC target.

Document ID
presentation_aug_2026
Published UTC
2026-08-24T23:14:00+00:00
Projects
muntanga · madaouela · sitwe
Commodities
uranium
Madaouela Foreign Resource EstimateResource Update · HighPartial

NI 43-101 foreign estimate effective 1 July 2022 totals 41.21 Mt at 1,282 ppm for 116.5 Mlb, and is not JORC; further verification required.

Document ID
madaouela_foreign_2026
Published UTC
2026-08-23T22:06:20+00:00
Projects
—
Commodities
—
Open original source ↗
Atomic Eagle secures MadaouelaOther · MediumPartial

Reproduction of issuer release: original commercial framework.

Document ID
madaouela_agreement_aug_2026
Published UTC
2026-08-23T22:06:00+00:00
Projects
—
Commodities
—
Open original source ↗
Quarterly Activities/Appendix 5B Cash Flow ReportResults · HighExtracted

June 2026 quarterly report: Sitwe option, Muntanga approvals and selected cash-flow pages reviewed.

Document ID
june_quarter_2026
Published UTC
2026-07-27T23:32:30+00:00
Projects
—
Commodities
—
Open original source ↗
Application for quotation of securities - AEUCorporate Action · HighPartial

June 29 quotation of 1,571,080 shares following 1,013,600 options at A$0.31 and 557,480 options at A$0.22; 383,310,581 quoted plus 10,000,000 restricted ordinary shares.

Document ID
quotation_june_2026
Published UTC
2026-06-29T07:39:52+00:00
Projects
—
Commodities
—
Open original source ↗
Quarterly Activities/Appendix 5B Cash Flow ReportResults · HighPartial

March 2026 quarterly report and cash-flow bridge, selected pages reviewed.

Document ID
march_quarter_2026
Published UTC
2026-04-29T23:23:51+00:00
Projects
—
Commodities
—
Open original source ↗
Board ChangesLeadership · HighPartial

Grant Davey appointed non-executive chair and Muna Hantuba director; Eric Krafft resigned and Govind Friedland became non-executive director.

Document ID
board_changes_2026
Published UTC
2026-04-20T00:02:59+00:00
Projects
—
Commodities
—
Open original source ↗
Annual Report for year ended 31 December 2025Results · HighPartial

2025 audited financial statements, reverse acquisition, share capital and royalty note; selected pages read.

Document ID
annual_2025
Published UTC
2026-03-25T07:26:12+00:00
Projects
—
Commodities
—
Open original source ↗
Muntanga Ore Reserve and Feasibility StudyStudy · HighPartial

March 2026 independent review of historical Muntanga feasibility economics and JORC probable reserve; selected pages read.

Document ID
muntanga_study_2026
Published UTC
2026-03-03T22:29:39+00:00
Projects
—
Commodities
—
Open original source ↗
Quarterly Activities/Appendix 5B Cash Flow ReportResults · MediumPartial

December 2025 quarter: A$1.087m royalty receipts and A$5.953m operating cash outflow on legal-parent Appendix 5B scope; differs from reverse-acquirer audited annual scope.

Document ID
dec_quarter_2025
Published UTC
2026-01-29T22:50:25+00:00
Projects
—
Commodities
iron_ore
Open original source ↗
World Nuclear Fuel Report 2025Other · MediumPartial

Uranium industry supply and demand outlook. Publication clock is unverified; timestamp is a date-only placeholder and no intraday reaction is inferred.

Document ID
uranium_wna
Published UTC
2025-09-05T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
Tombador to Acquire GoviEx Uranium Inc.Transaction · HighPartial

August 2025 proposed Tombador acquisition of GoviEx; 0.2534 Tombador shares per GoviEx security and capital raise; completion confirmed in November financial statements.

Document ID
govidex_acquisition_2025
Published UTC
2025-08-18T22:58:19+00:00
Projects
—
Commodities
—
Open original source ↗
Muntanga technical reportOther · MediumPartial

Original 2025 feasibility technical report, including satellite mine option and sensitivities. Publication clock is unverified; timestamp is a date-only placeholder and no intraday reaction is inferred.

Document ID
muntanga_technical_2025
Published UTC
2025-03-10T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
GoviEx Niger strategic roadmapOther · MediumPartial

Historical sensitivity and negotiations. Publication clock is unverified; timestamp is a date-only placeholder and no intraday reaction is inferred.

Document ID
madaouela_npv80_2025
Published UTC
2025-02-18T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
GoviEx research noteOther · MediumPartial

Historical external research: illustrative resource calibration in another jurisdiction. Publication clock is unverified; timestamp is a date-only placeholder and no intraday reaction is inferred.

Document ID
goviex_scp_2025
Published UTC
2025-01-24T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
Madaouela 2022 feasibility technical reportStudy · MediumPartial

Historical 2022 Madaouela technical report, reviewed in indexed source passages by the economic reviewer. Issuer-hosted PDF returned 404; alternate mirror is not retrievable via the web tool due to size. Fiscal terms predate 2026 mining convention. Publication clock is unverified; timestamp is a date-only placeholder and no intraday reaction is inferred.

Document ID
madaouela_technical_2022
Published UTC
2022-11-01T00:00:00+00:00
Projects
madaouela
Commodities
uranium
Open original source ↗
GoviEx feasibility study summaryOther · MediumPartial

Historical feasibility study; superseded ownership terms and historical cost base. Publication clock is unverified; timestamp is a date-only placeholder and no intraday reaction is inferred.

Document ID
madaouela_study_2022
Published UTC
2022-09-20T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
Evidence facts74
document_aeu_f001cash

11495000 AUD

2026-09-30
document_aeu_f002quarterly net burn

2539000 AUD

2026-09-30
document_aeu_f003operating cash flow

-7820000 AUD

2026-09-30
document_aeu_f004capex

462000 AUD

2026-09-30
document_aeu_f029resource tonnes

41210000 t

2022-07-01
document_aeu_f030resource grade

1282 ppm

2022-07-01
document_aeu_f031resource contained

116500000 lb

2022-07-01
document_aeu_f032ownership pct

100 %

2026-09-30
document_aeu_f033country

ZM text

2026-09-30
document_aeu_f034commodity

uranium text

2026-09-30
document_aeu_f035ownership pct

60 %

2026-09-30
document_aeu_f036country

NE text

2026-09-30
document_aeu_f037commodity

uranium text

2026-09-30
document_aeu_f047resource tonnes

13700000.0 t

2022-07-01
document_aeu_f048resource grade

1000 ppm

2022-07-01
document_aeu_f049resource contained

30100000.0 lb

2022-07-01
document_aeu_f050resource tonnes

20780000.0 t

2022-07-01
document_aeu_f051resource grade

1460 ppm

2022-07-01
document_aeu_f052resource contained

66800000.0 lb

2022-07-01
document_aeu_f053resource tonnes

6730000.0 t

2022-07-01
document_aeu_f054resource grade

1330 ppm

2022-07-01
document_aeu_f055resource contained

19600000.0 lb

2022-07-01
document_aeu_f016resource tonnes

86200000 t

2026-03-03
document_aeu_f017resource grade

309 ppm

2026-03-03
document_aeu_f018resource contained

58800000 lb

2026-03-03
document_aeu_f024cash

13823941 AUD

2026-06-30
document_aeu_f025book equity

17197265 AUD

2026-06-30
document_aeu_f026npat

-5656966 AUD

2026-06-30
document_aeu_f027operating cash flow

-5401446 AUD

2026-06-30
document_aeu_f028capex

502358 AUD

2026-06-30
document_aeu_f041resource tonnes

50400000.0 t

2026-03-03
document_aeu_f042resource grade

359 ppm

2026-03-03
document_aeu_f043resource contained

40000000.0 lb

2026-03-03
document_aeu_f044resource tonnes

35800000.0 t

2026-03-03
document_aeu_f045resource grade

238 ppm

2026-03-03
document_aeu_f046resource contained

18800000.0 lb

2026-03-03
document_aeu_f005shares basic

393427745 shares

2026-09-07
document_aeu_f057ownership pct

0 %

2026-06-30
document_aeu_f069quarterly net burn

2470000 AUD

2026-06-30
document_aeu_f070tenement area

429 km2

2026-06-30
document_aeu_f071permitting status

ESIA approved and RAP no objection; implementation steps remain text

2026-06-30
document_aeu_f067cash

16313000 AUD

2026-03-31
document_aeu_f068quarterly net burn

2811000 AUD

2026-03-31
document_aeu_f019cash

19338619 AUD

2025-12-31
document_aeu_f020book equity

21694572 AUD

2025-12-31
document_aeu_f021npat

-39101767 AUD

2025-12-31
document_aeu_f022operating cash flow

-14220434 AUD

2025-12-31
document_aeu_f023capex

77532 AUD

2025-12-31
document_aeu_f038royalty rate

4.25 %

2025-12-31
document_aeu_f039commodity

iron_ore text

2025-12-31
document_aeu_f040country

BR text

2025-12-31
document_aeu_f056shares basic

391054814 shares

2025-12-31
document_aeu_f058ownership pct

0 %

2025-12-31
document_aeu_f059ownership pct

100 %

2025-12-31
document_aeu_f060royalty type

net revenue text

2025-12-31
document_aeu_f061underlying asset

Tombador Iron text

2025-12-31
document_aeu_f062cash

1736334 AUD

2024-12-31
document_aeu_f063book equity

1254348 AUD

2024-12-31
document_aeu_f064npat

-117684848 AUD

2024-12-31
document_aeu_f065operating cash flow

-16515152 AUD

2024-12-31
document_aeu_f066capex

125758 AUD

2024-12-31
document_aeu_f006study type

feasibility text

2026-03-04
document_aeu_f007study npv post tax

242600000 USD

2026-03-04
document_aeu_f008study irr

20.8 %

2026-03-04
document_aeu_f009initial capex

281900000 USD

2026-03-04
document_aeu_f010mine life

12 years

2026-03-04
document_aeu_f011study price assumption

90 USD/lb

2026-03-04
document_aeu_f012reserve tonnes

39600000 t

2026-03-04
document_aeu_f013reserve grade

320 ppm

2026-03-04
document_aeu_f014reserve contained

28000000 lb

2026-03-04
document_aeu_f015annual production lom

2108333.3333333335 lb/yr

2026-03-04
document_aeu_f072study discount rate

8 %

2026-03-04
document_aeu_f073study date

2025-03-10 date

2026-03-04
document_aeu_f074royalty receipts 12m

1332000 AUD

2026-09-30