PDN 0.48% $12.48 paladin energy ltd

I think its a generally good deal. PDN may be able to accelerate...

  1. 4,764 Posts.
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    I think its a generally good deal. PDN may be able to accelerate that potentially.

    If we all think this bull market will go on for over a decade and there'll still be a supply deficit then then it's a good deal.
    I was really surprised at the AISC of just ~ $14 USD for production from Fission and it will produce 9 million pounds for ~ 10 years.
    If we do expect the so-called moonshot or pricing to be ~ $150 in the next year or so that CAPEX will look so tiny relative to positive cash flow generated from LHM which is now effectively in production.

    https://hotcopper.com.au/data/attachments/6271/6271357-8961df90c3cae8a1d8e80945fe2944d8.jpg

 
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