Reading through UNX's ann' re drill results in Tanzania and the resulting 30% jump in their SP I've done a comparison of EV/LB U308,as @ today's closing SP.
Draw your own conclusions as to how the market prices spec' stocks but I would take into consideration:
risk(political and financial),
grade,
jorc(m/lb),
capex,
other,
Highest to lowest EV,
MRU=7.96, 422ppm,
PEN=5.00, 449ppm,
EXT=4.42, 400ppm,
TOE=2.56, 467ppm,
DYL=2.03, 261ppm,
UNX=1.67, 144ppm?(recent drilling will improve jorc)
USA=.915, 280ppm,
BMN=.39, 200ppm,
ACB=.33, 154ppm,
BLR=.295, 570ppm
MEY=.145, 97ppm
AEE=.09, 200ppm,
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