Dazt49,
Yeah took two pages of notes -LOL!. Unusual for me to do so but I found most of Nathan's presentation really informative and worth putting into writing.
As for attendance, let's just say it was a full house with at least half a dozen people having to stand at the back. Overall numbers would have been around 100 attendees.
One other point I forgot to mention earlier was that Nathan stated both RIO and Areva (he implied BMN communicate regularly communicate with them which is interesting in itself) are banking on a VERY LONG TERM U price of $US65/lb.
BMN was however hoping to be able to take advantage of a $US160/lb price when peak demand was expected - a price forecast by UBS Warburg. Can you imagine selling 8 million lbs with a $US120+ profit margin (that would be equate to a near $1 billion gross margin!!)
melbourne seminar highlights, page-15
-
- There are more pages in this discussion • 11 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add BMN (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.30 |
Change
-0.170(4.90%) |
Mkt cap ! $589.4M | |||
| Open | High | Low | Value | Volume |
| $3.41 | $3.42 | $3.29 | $1.679M | 503.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1784 | $3.30 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.36 | 8000 | 1 |
View Market Depth
| Last trade - 16.10pm 04/10/2024 (20 minute delay) ? |
| BMN (ASX) Chart |