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.
Alta Mesa is the significant upside wildcard. Two tier one...
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Last
$4.76 |
Change
-0.580(10.9%) |
Mkt cap ! $1.945B | |||
| Open | High | Low | Value | Volume |
| $5.07 | $5.16 | $4.68 | $68.62M | 14.15M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 4578 | $4.75 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $4.76 | 42038 | 1 |
View Market Depth
| Last trade - 16.10pm 28/05/2024 (20 minute delay) ? |
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Last
$4.75 |
Change
-0.580 ( 11.1 %) |
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| Open | High | Low | Volume | ||
| $5.07 | $5.16 | $4.68 | 1727154 | ||
| Last updated 16.00pm 28/05/2024 ? | |||||
| BOE (ASX) Chart |