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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