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BKY

Berkeley Energia Limited

Basic Resources First-pass screen £97m
380/1000 Overall fit
AI beneficiary 35% 28
Operating leverage 25% 55
Valuation 25% 30
Downside protection 15% 46

First-pass take

Pre-revenue uranium miner with strong project economics (US$116m annual NPAT target per DFS) but significant execution and commodity-price risks. Regulatory appeals ongoing (though unsuccessful); project financing not yet secured.

Flags

pre-revenuecommodity-exposedregulatory-riskexecution-riskcustomer-concentrationno-valuation-datacyclicalloss-making