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Global Atomic Corp T.GLO

Alternate Symbol(s):  GLATF

Global Atomic Corporation is a Canada-based company, which provides a combination of high-grade uranium mine development and zinc concentrate production. The Company operates through two segments: the Uranium Business and the EAFD Business. The Company’s Uranium Business activities presently take place in Niger, Africa. The Uranium Business segment includes four deposits with the flagship Dasa project. The Dasa project is a high-grade uranium deposit that lies within the Adrar Emoles III licence area, approximately 105 kilometers (km) south of the established uranium mining town of Arlit, in the Republic of Niger. The Company Base Metals Division holds a 49% interest in the Befesa Silvermet Turkey, S.L. (BST) Joint Venture, which operates a zinc production plant, located in Iskenderun, Turkey. The plant recovers zinc from Electric Arc Furnace Dust (EAFD) to produce a high-grade zinc oxide concentrate which is sold to zinc smelters around the world.


TSX:GLO - Post by User

Comment by watch22on May 27, 2021 3:51pm
213 Views
Post# 33279898

RE:RE:RE:GLO Price Enters Margin Eligibility - Record High Price

RE:RE:RE:GLO Price Enters Margin Eligibility - Record High Price
V,

how exactly do you get to apples to apples of $25 a share?  Please share the math.

I see Dasa with a reported NPV of $210 million and we're trading at 2x that (depending on how you value Turkey).


Fission Uranium has a project NPV of $1.3 billion (but that's pre-tax)... so maybe $1 billion after tax.  And with a market cap of $400m its got to be well under 0.5x NPV.

Forsys Metals has a project NPV of $600 million (post tax)... and a market cap of $200 million... so again <0.5x NPV.

(all those NPVs were calculated at 8%... i haven't worked through to see what the assumed u3o8 price assumptions were).

Just wondering where you get other apples that are multiples of their reported project NPV?

I'm actually a holder of Global... (and Forsys .... not of Fission) as the Turkey assets help AND its got to be the closest new project to actual production.   I just struggle to find easy comparables amongst the likes of UR Energy or Uranium Energy Corp or Fission or Forsys
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