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The #uranium bull v. 2.0 has started and equities has rallied since dec 2020. But who will be the winners?
Here is a comparison of two great companies located in Africa, Deep Yellow, $DYL & Global Atomic, $GLO. Both developer companies likely to be producers in the coming years.
Here is a comparison of two great companies located in Africa, Deep Yellow, $DYL & Global Atomic, $GLO. Both developer companies likely to be producers in the coming years.
Marked Cap:
Dyl 156M$
Glo 194M$
Mine size (both companies are open for further discoveries):
Dyl 143Mibs
Glo 250Mibs
AISC:
Dyl <30$/ib
Glo ~ 20$/ib
CAPEX:
Dyl 115-130M$
Glo ~200M$
Dyl 156M$
Glo 194M$
Mine size (both companies are open for further discoveries):
Dyl 143Mibs
Glo 250Mibs
AISC:
Dyl <30$/ib
Glo ~ 20$/ib
CAPEX:
Dyl 115-130M$
Glo ~200M$
Management:
Both companies have very experienced management.
Dyl John Borshoff
Glo Stephen Roman
Countries:
Dyl Namibia
Glo Niger
Revenues:
Glo has 12-15M$/year of zink revenues from their Befesa Zinc JV in Turkey.
Which company do you think will do best & why?
Both companies have very experienced management.
Dyl John Borshoff
Glo Stephen Roman
Countries:
Dyl Namibia
Glo Niger
Revenues:
Glo has 12-15M$/year of zink revenues from their Befesa Zinc JV in Turkey.
Which company do you think will do best & why?
