The NAV of $8.06 per share is based upon a 20% higher capex ($1.2 billion) than previously indicated by the company, a long term uranium price of US$60 per pound, and includes a 30% discount to NAV. This seems to be quite conservative, indicating that here is probably little downside risk at these share price levels, and an upside surprise is possible.
Also: "...(the NPV) equates to US$3.09/lb ... a valuation which is still modest relative to corporate transaction levels in recent years." Too right!
Good find Gero.
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Last
0.8¢ |
Change
-0.002(20.0%) |
Mkt cap ! $16.58M | |||
| Open | High | Low | Value | Volume |
| 0.9¢ | 0.9¢ | 0.8¢ | $24.16K | 2.685M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 2745670 | 0.8¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 0.9¢ | 4498266 | 2 |
View Market Depth
| Last trade - 15.47pm 20/06/2025 (20 minute delay) ? |
| EXT (ASX) Chart |