and leading on, using Zog's numbers and those published thus far by SLX, the valuation of GLE based on the Tails processing (using USD $30lb cost base and USD $89lb revenue) and 6MSWU of enrichment (@$150 USD per SWU and 50% margin) we get roughly $750m USD margin for GLE per annum.
Using conservative P/E of 10, that gives GLE a valuation of $7.5bn USD.
Will Cameco write a check for $1.87bn USD / $2.7bn AUD?
or does Silex sell a smaller percentage of GLE - just enough to cover the CAPEX understanding the enrichment revenues can grow with additional capacity....
feel free to correct anything that seems out of whack with the numbers above.
and leading on, using Zog's numbers and those published...
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$5.27 |
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Mkt cap ! $1.250B | |||
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