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lesen: Buy Denison Mines Because Of The Acquisition http://seekingalpha.com/article/628861-buy-denison-mines-bec… Auszüge: [...] Once the reorganization is complete, EFR will become the largest 100% U.S. pure-play uranium producer as well as one of the largest holders of National Instrument 43-101 compliant U.S. based uranium. 2012 production forecasts for the company total more than 25% of U.S. total production estimates. [...] According to the company presentation on a post transaction pro-forma basis, EFR trades at a price of roughly .25 of its NAV. This supports management's assertion that once the markets better understand the new EFR, it will garner a higher valuation commensurate with other leading U.S. based developer/producers. Based on those comparisons it has the potential to trade 2-4x higher than today's prices or between $.50-1.00/share. The fact that analysts like RBC's Adam Schtzker believe that Denison sold its U.S. assets below net asset value further reinforces mine and management's belief that the newly formed EFR.TO is dramatically undervalued. |
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| aus der Diskussion: | Energy Fuels (EFR.TO) Uranium prodcent in 2012 ! |
| Autor (Datum des Eintrages): | Kongo-Otto (31.05.12 20:51:51) |
| Beitrag: | 38 von 4,568 (ID:43234633) |
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