Perhaps $20 billionusing a 43-101 compliant table by RPA that is in the FCU PEA, and extending it to inlcude NXE, and SHea Creek resources, one can calculate upwards of $20 billion after tax cash flow from this emerging PLS new production region.
As NXE firm up their inferred and extend that, and FCU's growing lbs, that $20 billion will continue to grow.
The consortiums that are studying all this are probably quite content to let each of FCU and NXE use thier current monies for another year, but as soon as more uraium orders start coming in for all the new reactors, they gonna start to get antsy for locking up deals on how to go about developing all this new area.