Uranium: Energy Fuels - Owning Mill Creates Value. Here is Why

Matthew Gordon,
Ptolemy Capital


Has anything changed in recent weeks? No news coming out of DC. The Bloomberg leak hasn't manifested itself as being anything other than rumour and conjecture at this point. Chalmers talks the macro factors again that all company CEO's and fund managers are obliged to talk whilst the market awaits price discovery. However, we were interested in understanding how their White Mesa Mill actually contributes to their valuation and future fortunes. Chalmers gets in to some detail on that and gives us a some insight on how they view the economics and how they feed the beast. It has a licensed capacity of 8Mlbs pa of uranium. The most it has operated at is 5Mlbs pa. It can also process multiple lines of ore (c.17), which are licensed too. Many investors were keen to hear solid evidence of the mill's processing capabilities, feedstock/toll situation, margins and its economic feasibility for lower-grade producers. He answers. Chalmers also touches on Energy Fuels' ISR facilities.

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