Hi everyone,
Which uranium miner (Company X) about to sell their first lb of uranium since February 2014, am I talking about?
https://preview.redd.it/4bi6f51pylbg1.png?width=1672&format=png&auto=webp&s=731a935145978a20071146d6ea32dc9082d74f1d
Some perspecive about that Uranium Company X
AISC 45 USD/lb
Prod 2.4M lb/y
Long term and spot uranium price going higher.
https://preview.redd.it/86c73bkrylbg1.png?width=828&format=png&auto=webp&s=aa225a5b108b760e9cf7c1337cc845cb24dfcc62
81 to 101 USD/lb uranium price vs AISC of 45 USD/lb
Total outstanding shares of that Uranium Company X end December 2025 <2.72 billion shares
Total Market Cap of uranium company X: 0.25 AUD/sh \* 2.72B shares = 680 million AUD = 455 milion USD
Scenario: Uranium Company X Earnings
20 USD/lb \* 2Mlb ->PE: 455/40 = 11.375
30 USD/lb ->PE: 455/60 =7.58
40 USD/lb ->PE: 5.69
Is a near term PE<10 cheap for you or not?
(Cameco CCJ PE \~100)
Uranium Company X:
\- end September 2025 workforce >400 people (\~400 to 450 ppl) + 10-20 corporate staff
\- Q3 CY2025 total cash cost:
Staff: 939k AUD for \~18 staff members: 939/(3m\*18p)= \~17.5k AUD/month pp
Admin & corporate: 1237k AUD for \~420 workers: 1237/(3m\*420p)= 1k AUD/m = \~670 USD/month per person!
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Uranium Company X is on track for completing their own acid production plant early 2026, while increasing their acid suppliers in December 2026
Those acid suppliers will become the back up acid suppliers once their own acid production plant will be operational
The construction of the acid production plant is entirely covered by the cash position of Uranium Company X (73.9M AUD cash as at 30 November 2025)
First incoming cashflows from sold lbs in Q1 2026
**This isn't financial advice. Please do your own due diligence before investing**
Cheers