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Energy Fuels Ord Shs T.EFR

Alternate Symbol(s):  UUUU

Energy Fuels Inc. is a critical minerals company focused on uranium, rare earth elements (REEs), heavy mineral sands (HMS), vanadium and medical isotopes. The Company is a producer of natural uranium concentrate, which owns and operates several conventional and in situ recovery uranium projects in the western United States. The Company also owns the White Mesa Mill in Utah, which is the fully licensed and operating conventional uranium processing facility in the United States. The Company also owns the operating Kwale HMS project in Kenya. It is developing three additional HMS projects, including the Toliara Project in Madagascar, the Bahia Project in Brazil, and the Donald Project in Australia, in which the Company has the right to earn up to approximately 49% interest in a joint venture with Astron Corporation Limited. The Toliara Project is located in south-west Madagascar, 45 kilometers (kms) north of the regional town and port of Toliara.


TSX:EFR - Post by User

Bullboard Posts
Comment by AfterGlowon Jan 15, 2013 10:48pm
284 Views
Post# 20843132

RE: Too much stock to too many hands.

RE: Too much stock to too many hands.

One other data point to consider:

Uranium One is getting bought out with an implied valuation of $66/lb per pound of resources.  

See this link: https://www.mining.com/uranium-one-being-taken-private-for-1-3-b-by-russian-firm-75587/

So the bottom line question to ask is:  what stock price should EFR trade at to reflect a $60+ per pound of resources valuation?  That would be a reasonable inference as to the maximum  current valuation of EFR, which arguably would only be achieved if it was bought out.

One thought: when spot Uranium traded at $62/lb in January 2011, EFR was selling in the 70 cent range, and that was without the mill and other denison assets.

GLTA

 

 

Bullboard Posts