Tweet

Cycle Bottom

Follow @BULLReturns

7 Sep, 4 tweets, 2 min read

https://twitter.com/UraniumEquities/status/1435235044357025799

Likely very accretive for $EU shareholders given the much higher valuation #uranium

https://twitter.com/UraniumEquities/status/1435235044357025799

This deal will propel the $EU stockprice through $3 over the next 3-6 months

#uranium

The foundations are being laid for the next 3x upside $EU, potentially exceeding $PDN 869x last cycle

#uranium

Who is the next target? $AEC, non listed acreage?

$EU #uranium

• • •

Missing some Tweet in this thread? You can try to force a refresh

This Thread may be Removed Anytime!

Twitter may remove this content at anytime! Save it as PDF for later use!

More from @BULLReturns

Cycle Bottom

@BULLReturns

29 Aug

Is a 2-3x PE cheap for #coal company given extraordinary high spot prices?

The answer is ofcourse no, perhaps 2 upside remains.

Variables to consider:
Low cost producer, still profitable as cycle lows, what's mid cycle CF multiple?
Are volumes expanding?

Is the share count reducing due to stock buy backs?
Using a price to book ratio, is it trading near an historic High?
How much super normal cashflow will be collected, prior to the cycle drop off?
Does the current PE drop to 8-10x using midcycle assumptions?
Whats the debt level?

A combination that could produce a 3-4x return from here:

- 50% sustainable increase in volumes over 2022 as low cost
- a net cash balance sheet allowing 20% of shares to be repurchased over 18 months
- 1st quartile cost producer, always profitable through the cycle

#coal

Read 4 tweets

Share this page!

Cycle Bottom

Try unrolling a thread yourself!

More from @BULLReturns

Cycle Bottom

Did Thread Reader help you today?

Like this author's thread?