Alta Mesa is the significant upside wildcard. Two tier one jurisdictions. Production from both within weeks. Under $2B MC or around 7% of Cameco's MC. Obviously different levels of production output profile but look at the number (or lack thereof) producers within the next 3-5 years. It's a handful at most and we are in the thick of it with a fast-declining world stockpile and huge ramp up in demand happening and incoming.
Boss could and should be 15-25% of Cameco if production occurs as planned (which I have no reason to say it won't --> EVERY other milestone for past 4yrs has been met or exceeeded). Which is 2-4x here and still plans for more growth.
Great position to be.
Ann: Boss produces first drum of uranium, page-13
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Last
$2.91 |
Change
-0.020(0.68%) |
Mkt cap ! $1.192B | |||
| Open | High | Low | Value | Volume |
| $2.90 | $2.96 | $2.86 | $6.979M | 2.401M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 16020 | $2.91 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.93 | 9320 | 3 |
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| Last trade - 16.10pm 23/08/2024 (20 minute delay) ? |
| BOE (ASX) Chart |