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
$13.03 |
Change
1.290(11.0%) |
Mkt cap ! $3.897B | |||
| Open | High | Low | Value | Volume |
| $12.85 | $13.27 | $12.74 | $66.40M | 5.110M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 639 | $13.00 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $13.03 | 5949 | 1 |
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| Last trade - 16.10pm 17/10/2024 (20 minute delay) ? |
| PDN (ASX) Chart |