Just a tidbit off Tiwtbit..
"$LOT didn't publish sensitivity analysis which impacts their credibility in my eyes. Hard to assess their NPV at different U prices. Their base case is $75/lb, higher than $PEN. When comparing at same price points, NPVs are very comparable which gives $PEN 2x bigger upside"
Plus..
"Despite how good the macro might look, history shows that the uranium price has never behaved realistically. They have to use around US$65/lb(ish), anything higher is unrealistic to funders (I think there’s a reason LOT buried their US$75/lb assumption on p94 of their DFS)"
Ann: Presentation - DFS Completed for Lance, page-52
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Last
10.0¢ |
Change
-0.010(9.09%) |
Mkt cap ! $278.4M | |||
| Open | High | Low | Value | Volume |
| 10.5¢ | 10.8¢ | 10.0¢ | $1.175M | 11.23M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 146 | 12095921 | 10.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 10.5¢ | 11033334 | 29 |
View Market Depth
| Last trade - 15.13pm 11/06/2024 (20 minute delay) ? |
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Last
10.3¢ |
Change
-0.010 ( 2.38 %) |
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| Open | High | Low | Volume | ||
| 10.8¢ | 10.8¢ | 10.0¢ | 3515742 | ||
| Last updated 15.32pm 11/06/2024 ? | |||||
| PEN (ASX) Chart |