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Sprott Factor, page-196

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icebear

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17/09/21

21:33

Post #: 56164296
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Originally posted by Alleggsin: ↑

It’s a difficult one to ‘value’. We’re 100% over valued right now if applying any old school method.

Those days are done in the current environment. Justin Huhn ‘Uranium Insider’ addressed these sort of comments.

These days it’s all about the flow of money. Whilst your calculator investors are sitting back thinking ‘seems a bit hot right now… might wait for a pull back’ You blink and it’s gone.

Scale in on dips. Sit. Wait.

You either believe the story or you don’t. If you believe spot can go $60+ then the equities rally until that point.

If you think $100+ then the equities will be multiples of current prices.

Anything past previous highs is gravy.

Follow the money. If Sput is going gang busters, if uranium price is moving upwards, if tweets and media are trending… don’t second guess it.

Have a plan. Then scale out. Save some for the potential gravy.

Many of these companies will hit multi billions in market cap and never produce a pound.

Don’t attempt to be ‘clever’ and run your calculations. We’re in a general bubble. The uranium bull is gathering steam.

A hot uranium sector within a general bubble? Forget about it. This will be beyond most people’s comprehension. Valuations won’t make sense.

Catalysts galore:
Sprott buying
Wall Streets Bet Crowd
NYSE listing at some point for Sput
Utilities re-entering
Japanese restarts
Germany potentially reverting back to nuclear
Growing awareness of importance of nuclear

Then on top of those general catalysts you have specifically Boss related:
resource upgrades
Off take agreements
sitting on 1.25million pounds at US$14 profit!
$65million Tribeca mandate
Institutional support
Incredibly low restart costs with funding discussions well advanced.

Only 2 things can halt this juggernaut. General market collapse (but then I’d be loading up the truck as the thesis won’t alter)

Nuclear accident. Sell everything and see how dust settles.

Expand

Much as I like BOE…. I also hold PDN

its prices on higher multiple….but it’s ready to go.
… Enviable Proven track record…
….Funding is already sorted….
…Customers see it as preferred supplier (scale & past performance)…
…. Large exploration assets beyond the LH mine
…..Institutions want to back it … its already ASX300 and given Mkt Cap surge it will enter ASX200 after the next rebalance in Dec..

They are holding an impressive hand and the share
price record in this cycle has outperformed even BOE’s impressive run… affirming PDN has a lot going for it.

Anyhow…here’s to both

BOE Price at posting: 34.5¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last $4.13		Change 0.110(2.74%)		Mkt cap ! $1.688B

Open	High	Low	Value	Volume
$4.06	$4.16	$4.06	$19.56M	4.747M

Buyers (Bids)

No.	Vol.	Price($)
1	2704	$4.12

Sellers (Offers)

Price($)	Vol.	No.
$4.14	51604	2

View Market Depth

No.	Vol.	Price($)
1	2704	4.120
1	2704	4.110
2	22704	4.100
1	2704	4.090
3	5154	4.080

Price($)	Vol.	No.
4.150	10800	2
4.160	21204	6
4.170	14204	3
4.180	13537	3
4.190	2704	1

Last trade - 16.10pm 28/06/2024 (20 minute delay)

BOE (ASX) Chart

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