Let's dream on the back of Tim Gitzels comments on the end of cheap uranium from Kazakhstan.
Numbers below using avg. 3.2M lbs/yr for 17 years (54Mlbs total), 15M AUD raise at 0.18cts, 50/50 debt/equity financing at 0.28cts for 320M USD plant costs.
Term price. NPV. Share price
USD. USD. AUD
80. 849. 0.9
90. 1103. 1.17
100. 1357. 1.44
110. 1611 1.71
So, simply 0.27cts upside for a $10 increase in contract price
That is 0.15cts when producing 2Mlbs/Ur starting at 0.41cts share price at $80 contract price.
Case with equity raise and plant financing both at 0.18cts, then fair share price is AUD 0.35cts @ US $80/lb and increases by AUD 0.13cts with every USD $10 increase in contract price.
As others have pointed out, this is using the old numbers prior to the resource increase. Also ignoring the potential upside from further resource increase at Tiris and completely ignoring Haggan
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