In response to you direct question. I think your 10% cash flow is a bit skinny.
If I look at the same for BHP & Rio over a decade it's around 15% and they're more diversified and lower risk being significantly bigger.
That implies a U price of $ 87/lb from your list which will be hard to achieve consistently. Also the Commsec historical numbers shows a relatively consistent growing FCF of say 6% p.a. for those tow behemoths over a decade.
Conversely by exploration and management ability (like buying U before it went up) BOE should be able to better those benchmarks. That's the strengths of small caps.
All IMVHO.
BOE cashflow + valuation, page-2
-
- There are more pages in this discussion • 17 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 BOE (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$2.45 |
Change
-0.100(3.92%) |
Mkt cap ! $1.003B | |||
| Open | High | Low | Value | Volume |
| $2.51 | $2.52 | $2.44 | $6.282M | 2.539M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 15844 | $2.45 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.46 | 8548 | 2 |
View Market Depth
| Last trade - 16.10pm 06/09/2024 (20 minute delay) ? |
| BOE (ASX) Chart |