BOE cashflow + valuation, page-2

In response to you direct question. I think your 10% cash flow is a bit skinny.
If I look at the same for BHP & Rio over a decade it's around 15% and they're more diversified and lower risk being significantly bigger.

That implies a U price of $ 87/lb from your list which will be hard to achieve consistently. Also the Commsec historical numbers shows a relatively consistent growing FCF of say 6% p.a. for those tow behemoths over a decade.

Conversely by exploration and management ability (like buying U before it went up) BOE should be able to better those benchmarks. That's the strengths of small caps.

All IMVHO.