PEN has cash cost of U$41/lb and target range of 600k-800k U lb/yr from what i can find
Honeymoon historically had costs of U$35/l (U$49/lb in 2012 when AUD was at parity) and numbers range from 600k-880k U lb/yr
So BOE should be slightly more profitable at a given U price and similar production rates
markets caps are $190M vs $22M
(don't forget the infrastructure alone was a $140M build!)
so yes, if the market caps head towards parity based on profits from U production, the BOE would have a target of somewhere in the 20's
Peer Analysis, page-6
-
- There are more pages in this discussion • 72 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add BOE (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.54 |
Change
-0.110(3.01%) |
Mkt cap ! $1.450B | |||
| Open | High | Low | Value | Volume |
| $3.62 | $3.71 | $3.51 | $12.34M | 3.454M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 15277 | $3.54 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.56 | 1348 | 1 |
View Market Depth
| Last trade - 16.10pm 18/10/2024 (20 minute delay) ? |
| BOE (ASX) Chart |