Yes production costs Auto. I agree at the spot price Paladin is not making great money. The majority of sales would be at long term contracts however eg. $60+ see latest contracts signed with US utility's.
If you think The U price wont rise and nuclear is dead PDN is a sell. If you think the U price has to rise to encourage production just to service current reactors, not to mention huge growth in emerging country's PDN is a screaming buy.
Very much agree that just because a mcap is a fraction of what is what does not make it cheap. What makes Paladin cheap is the fact it is the only major independant producer and it is very cheap v peers eg Extract, Mantra valued at at least $7/lb while paladin is currently less than $2/lb.
paladin book build 1.14 - 1.19, page-24
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$11.66 |
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Mkt cap ! $3.487B | |||
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| Price($) | Vol. | No. |
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