Post by
scramblin8man on Feb 08, 2021 5:11pm
Value of time and security of supply
When trying to value Energy Fuels one has to use uncommon metrics. What is the value of being able to react quickly to supply disruption in the Uranium, Rare Earth and Vanadium markets. Especially when price is not a large factor in the overall business of running a nuke, building an electric car or making steel. And security of supply in the rare earths. Ask Ford and GM what they would pay for the semi conductors that have shut down their very profitable truck manufacturing lines.
I do not have the answers but given the current background I do not plan to sell any of my shares until the $25.00 level.
Comment by
FastIroc on Feb 08, 2021 5:14pm
Of course the rise of TSX helps......of course it will fall sharply soon....just hope we will reach 10 $ before it crashes............soon ?
Comment by
Snowballer on Feb 08, 2021 6:13pm
At $25 you see EFR at a $3.375B Market Cap. Wonder if that's gonna happen in 2021 or not? I'd like to see some added volatility to test supports etc. At some point hard to hang on with exploding valuations without seeing quarterlys.
Comment by
scramblin8man on Feb 09, 2021 12:42am
catalyst for 25 would be shortages and signicant price moves in rare earth's, uranium and Vanadium.