Hi Tibbs,
I agree with everything you said except I want to make the point that EV/lb should not be the ONLY indicator assigned as a valuation metric. Point taken that its the industry standard so should be given credit. In particular we must also look at operating costs/lb, development capital and uranium throughput rate per year. Operating costs are important because they directly affect the margin and hence profit of the company. If all margins for every JORC resource were the same AND all fixed costs per lb were the same AND throughput rate was the same for every uranium company then of course EV/lb would be the perfect indicator. This post is neither an upramp or downramp, just making the point that there is more to it than EV/lb.
Cheers
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