Hi Folks
Hi Intell11
Most of us here know we are looking at multiples once a deal is announced...a deal that is of substance and one that clearly delineates 'production' and the economics and $$ attached.
Lets wait for the 'Trading Halt' announcement to sort that out ;)
Now, back to some numbers.
Just who here is prepared to put some numbers to URA?
Start with Ukraine. And rather than razz up the spot price calcs at over $100, why not be conservative and say after the discount to spot already stated by URA we have a price per pound of say $70.
SP3, Cotik, Archbald and others?
We all (well I do at least;) rave about URA and the multiples that will eventuate on a deal/s
Would someone here take the above $70 and apply it to say a project where URA gets say 40-50% on the Ukraine grades assumed?
Can we assume similar grades to other Ukraine projects though?
Is that being a little naive?
This thread imo is seriously lacking some updated numbers here.
Uran is unwilling to provide even basic guidance here, so budding mathematicians fire away :)
Just what do you think the grades will be at the two deposits in Ukraine and how will that transalte to $70 a pound and what will that mean for Urans share price and perhaps a further rerating where the blue sky is taken a hell of a lot more seriously?
Once that is done throw one Uzbekistan project into the mix.
Any takers?
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