Re YCA: "Estimated net asset value as at 31 December 2021 of £3.31 per share 1 or US$818.6 million, comprising 15.83 million lb of U 3 O 8 valued at a spot price of US$42.00/lb 2 and cash and other current assets and liabilities of US$153.6 million."
Currently trading at £3.21, so isn't the discount to NAV more like 3%?
Hi Conor, What's your take on $BAYRY with a view to their crop science segment? Think of the challenges for global agriculture which will come with the climate change. Thanks for your work. Best regards, Johannes
im super horny for PANR for obvious reasons. Love your blog and weekly email.
Thanks Conor.
Re YCA: "Estimated net asset value as at 31 December 2021 of £3.31 per share 1 or US$818.6 million, comprising 15.83 million lb of U 3 O 8 valued at a spot price of US$42.00/lb 2 and cash and other current assets and liabilities of US$153.6 million."
Currently trading at £3.21, so isn't the discount to NAV more like 3%?
Hi Conor, What's your take on $BAYRY with a view to their crop science segment? Think of the challenges for global agriculture which will come with the climate change. Thanks for your work. Best regards, Johannes