Re points 5,6 and 8 from Etchel...
3m pounds @ $54 = $162m over 5 years
According to march report quarterly OPEX to be less than $4m. OPEC over 5 years = $80m (conservative?).
Net cash flow = $82m
Less price paid for U = 1.5m @$25 = c$37m
= $45m or AUD$60m (@75 cents) or AUD$65m (@70cents)
AU$65m freecashflow next 5 years. Add to that accumulated inventory, cash etc PV it and I would have thought on that basis alone we are above current MC.
No Brainer, page-11
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