possible sources of upside Sabre
Just some possible sources of upside
Price has to incorporate some element of 'production' and 'reserves'
1. Additional 'reserves' discovered from the 2nd mine.
2. Additional production from the 2nd mine (1000T was a rather conservative figure, production could go up 25-50%). The BFS will give us this idea.
3. Uranium price increases- As it is not traded high volumes like other commodities, any price increase will be slow. Anyway PDN is currently discounted for a uranium price of well over $50, so one can critique that it is already factored in.
4. PDN buys additional advanced project(s) in Southern Africa. This could potentially double exisiting resources/reserves, and enable them to be a multi-mine uranium producer in Africa. This is the real kicker.
abc 10 am sunday 2nd april, page-67
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