Epstein-Research Blog | Uranium Resources Inc., Company Story A Lot Stronger, Yet Valuation 60% Lower? | Talkmarkets - Page 4
Founder, Chairman, CEO, President, Treasurer, Analyst at Mockingjay, Inc.
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In 2011 Peter Epstein, CFA, left a $3 billion hedge fund where he was a senior natural resources analyst to help increase awareness of a number of natural resource companies in which he's invested in. 


Uranium Resources Inc., Company Story A Lot Stronger, Yet Valuation 60% Lower?

Date: Thursday, January 7, 2016 3:51 PM EDT

Reiterating the analysis, the Company’s pro forma cash balance is about $9.5 million (including the prospective $5.5 million from sale of assets). The pro forma EV is just $27 million, 40% below URI’s EV before the Anatolia acquisition. Investors are arguably getting Temrezli’s Pre-Feasibility Study derived NPV(8%) of $126 million (at $65/lb. uranium) for free. Even at $55/lb, the NPV is about $85 million, 3x that of the entire Company’s EV. Fundamentally the story has only become stronger, a story that does not require a near-term spike in uranium prices to be a big winner. Therefore, investors are faced with a compelling risk/reward opportunity.  

Here’s a good audio interview of CEO Chris Jones, conducted by Jeb Handwerger.

Disclosure: Uranium Resources Inc. has a small market cap. Small market cap stocks are highly speculative, not suitable for all investors. I, Peter Epstein, own shares of Uranium Resources Inc. purchased in the open market. Mr. Epstein, CFA, MBA is not a licensed financial advisor. Readers should take that fact into careful consideration before buying or selling any stocks named herein. 

Readers are encouraged to consult with their own investment advisors before buying or selling any stock, especially highly speculative ones like Uranium Resources Inc. At the time that this article was posted, Uranium Resources Inc. was a sponsor of: http://EpsteinResearch.com. Please visit:  http://EpsteinResearch.com for free updates on URI and others across a range of sectors. Thank you for supporting my articles & interviews.

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