|
David Talbot, Dundee Capital Markets (5/27/13) "Energy Fuels Inc. signed an LOI to acquire all outstanding shares of Strathmore Minerals at an exchange ratio of 1.47 Energy Fuels for every 1 Strathmore share; this values Strathmore at $28.2M, or $0.23/share for a 26.6% premium as of Energy Fuels' May 23, 2013, close. . .this deal is yet another example of Energy Fuels' desire to become an intermediate uranium producer, the clear conventional choice in the U.S., and is positioning itself to be a unique vehicle in an otherwise small sector. . .Energy Fuels has strong leverage to rising uranium prices." The Energy Report Interview with Matt Badiali (5/23/13) Matt Badiali: Energy Fuels Inc. has production. Uranium producers like this are breaking even at $40/lb, but once the price of the uranium goes up, their profits are going to grow because they've already covered their costs. These companies are going to start popping up on people's radar screens, and investors are going to wonder why they're trading at 3x earnings. The uranium sector right now is a textbook opportunity. It was a hated commodity that was left for dead and we see the uptrend coming. If you're willing to wait 18–24 months, you can very easily double your money here. . --> ich hab hier nur einen sehr kleinen anteil im depot aus dem spinoff.. damals. frage mich ob ich aufstocken soll. die q-zahlen ja tiefrot.... wie kommen die auf breaking even at $40/lb ? präsi gab mir auch keinen aufschluss.... warum sollten die kosten deutlich sinken (schließ ich daraus). bin hier nicht drin im geiste bisher... |
|
| aus der Diskussion: | Energy Fuels (EFR.TO) Uranium prodcent in 2012 ! |
| Autor (Datum des Eintrages): | Boersenkrieger (01.06.13 00:44:31) |
| Beitrag: | 176 von 4,568 (ID:44763347) |
| Alle Angaben ohne Gewähr © wallstreetONLINE | |