I've cocked this up surely, but how nice would it be if the DOE deal is worth $0.68c/share ($USD)?
Play around with this and let me know what assumptions are wrong, and then lets see if we can attribute some current valuation. Surely there's enough data about to do this now.
Column 1 Column 2 Column 3 0 U/lb ($US) $20 Currently $18.75 in depressed market 1 total production (MTU) 300000 As agreed DOE / GLE 2 enrichment factor 0.5 Assume "high assay tails" have half quantity of natural U3O8 3 value $6,612,000,000 2204 lb/MTU x $/lb x enrichment factor 4 royalty 10% Range 7% - 12% 5 SLX value $661,200,000 royalty x value 6 "average" value date 2040 Assume 40 years production, mid point of timeframe 7 Discount rate 7% Pick a number! 8 NPV (total $US) $115,857,355.21 9 Shares outstanding 170,500,000 10 Value per share $0.68 $USD 11 pe 20 Just because 12 Current valuation $13.59 Surely not!
I am not Sir Knight! Nor am I Moosey or silex or any of the other gang. But I reckon I met half of you at the SLX AGM about 10 years ago when the share price was what it is now. It then headed to about $12 at one point. How lovely will it be when it heads back in that direction again?
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