Two Uranium stocks to watch, page-20

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stevenlala

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06/06/18

01:13

Post #: 33517645
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Originally posted by scatterbrain ↑

I agree, most U stocks will multi from here, most of the uranium plays have their own unique edge which is great for investors. Choosing the best is difficult and as always depends on the investment approach. Adding some further thoughts:

DYL seems overpriced to me, they still have a lot of work to do considering they have a 53m market cap - only at pre-scoping phase plus most of resource still reported as JORC 2004, great mgmt and insto investment backing though. BMN study price $75 / lb and opex $38 / lb for an IRR 15% seems higher risk to me, plus no cash currently.

I like VMY best as they tick the most boxes project / mgmt / location / structure wise. Also think they have the best long term prospects based on their current assets. PEN is my second favourite with contracts locked in through to 2030, ph permit expected to be approved by mid 2019 to drop their opex costs below $20 / lb (currently $30 / lb) significantly widening margins. BOE has the ability to be fast tracked into production with low capex and opex, also with large additional exploration target 100m lbs.

View attachment 1131199

I think most from the above table will multi.

Expand

Thanks for the information. Where did you get the table? Why some of these figure is different to what I seen posted by BMN recently?

VMY Price at posting: 11.0¢ Sentiment: Hold Disclosure: Held
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Two Uranium stocks to watch, page-20

Top Stories

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

Ava Risk Group expands US presence with A$0.7M Substation Deal

ChemX Materials kicks off first stage works at WA high purity alumina pilot

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

Recce's R327 found effective against E.coli during clinical trial

Microcap Wrap: 5 explorers with news out today

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

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