Zen to 10% of NAV
Agree - Zen to Ten is catchy, but it is not not a true reflection of what this company has. It is nice to know that this is a minimum we can expect, but I like 416Investor's verson of the chant. It might be a tad more clumbsy, but in terms of accurately reflecting where we want the final buy out price to be, prefer "Zen to 10% of NAV."
We already know, even if the markets have yet to do their homework and catch on, that we have at least 2.5 million tons, and 99.99%. This is going to add up to a lot more than a $6B NAV. 2, 3, 5 or more times? we do not know yet. But it will add up to more than $10 a share. (60M sharess)
We have a 25 year mine life at 100,000 tons a year. Even at an extremely low price of $5,000 a ton. we are looking at an NAV of 25 years x $500M per year profif = $12.5B. Or a litle over $20 a share at 10% of NAV
Remember, we will have low production costs - at least 80% cheaper at than synthetic costs, and will have the unique ability to compete in top synthetic markets at $8-$20K a ton prices.
And we have not even talked yet about nulcear at $35K a ton. That would be double icing with a mess of cherries on top.
Zen to 10% of NAV