Скачать или смотреть Uranium - Bannerman Resources (BMN) - Will Change of Plan Work

Interview with Brandon Munro, CEO of Uranium Developer, Bannerman Resources (ASX:BMN)

READ ARTICLE FOR THIS INTERVIEW HERE:

https://cruxinvestor.com/opinions/ban...

Bannerman Resources is a uranium junior with a large uranium project in Namibia called Etango. The big sticking point for Etango has always been the large CAPEX: US$780M indicated in their DFS and the Africa factor.

However, today's scoping study could well go some way towards changing that sentiment. The scale of the project has been much reduced; the CAPEX is now down to just US$254M. This is now a much more manageable project and their optionality around financing has been enhanced. Bannerman Resources now has the optionality to turn this uranium project into a reality in a variety of ways.

A new PFS and DFS are now on the horizon and should follow in around 18-months. Bannerman Resources could now be primed to time its entry into the next cycle perfectly.

What did you make of Bannerman Resources and Brandon Munro? Comment below and we will respond.

00:00 - Introduction
2:36 - Company Overview
3:49 - Scoping Study Results: Why Did it Take So Long?
7:25 - What They Had vs What's Possible Now: A Look at the Numbers
11:33 - 3.5M pounds vs 5 or 2: Discussions and Decisions
14:04 - Options for Financing it: Cost Drop to $65
21:13 - Middle East Becoming a Player in Uranium: Benefits and Concerns
23:17 - Still to Come: Speed, Process, Risks, Costs
32:03 - Market's Reaction: Does Anyone Care, Should They?
34:39 - Mitigating Board Concerns and Issues
36:53 - Timing it Perfectly: How Do They Know?
39:58 - Sneak Peak to #19 of the Uranium Series with Brandon

Company page: https://www.bannermanresources.com.au/

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