Yes , agreed
I buyer would like at sunk capex to build, plus average Uranium price over long term. there is also the strategic benefit of locking in supply , which to a buyer such as a utility would help them lock in margins
a figure of 250-300m would in my view provide a see through value on LH and reduce funding issues and interest costs
It would result in a rerate without a doubt. I would be wrapped with a transaction at that level
afr: 25% stake to sell for $250-300m? , page-19
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Last
$10.11 |
Change
0.020(0.20%) |
Mkt cap ! $3.022B | |||
| Open | High | Low | Value | Volume |
| $10.00 | $10.17 | $9.95 | $15.38M | 1.527M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 8737 | $10.09 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.12 | 1000 | 1 |
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