PEN peninsula energy limited
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Ann: Presentation - DFS Completed for Lance, page-66

  1. James7821
    920 Posts.
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    23/08/22
    12:23
    Post #: 63269031
    Maybe they're all overvalued? Lousy IRR with ridiculous price assumptions. Sure, spot might rise there in a heartbeat but offtakes are based on forward prices which are a lot more sticky than what most of the sudden Uranium experts seem to think. Go read Kaz medium term production outlook to get a feel for what is driving this medium term price behaviour......
    PEN Price at posting: 15.5¢ Sentiment: Sell Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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