Note: A high score (> 0.5) implies a greater-than-even chance of an enterprise exhibiting both a high Net Profit Margin and low Absolute Cost Structure at the Long-Term Price Case at which it was evaluated. Our Hypothesis: High MTQ Scores are a reliable determinant of Future Market Cap Growth The MTQ Score is the 4th pillar of our updated valuation methodology. It will be published in future analyses alongside TAIC, ACS and True Value.
Deep Yellow is eager to take advantage of the uranium downturn to buy lbs. cheap. Management has hinted that an acquisition would transform the company into a ‘globally diversified uranium platform,’ which suggests management may be in talks with advanced explorers and early developers outside of Namibia.* Wording in recent press releases may also be construed to indicate that a strategic acquisition is imminent. *Strategy for Growth Establish through selective sector consolidation a multi-project, global uranium platform with a project pipeline eventually supporting 5-10Mlb annual low cost production with multi-mine capability. Press Release: Placement and SPP to Fund Growth Strategy