My back of the envelop calculation shows NPV critical point is $41/lb. Thats assuming cost per lb stays the same at 25/lb (in reality should decrease aswell?).
At the end of the day I can't see the U price staying this low in the long term. Last I heard they haven't decided to shut down current reactors nor stop constructing the planned ones.
If there was no Savannah issue pending I'd be buying up more.
everyone needs to change their thinking, page-23
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