NexGen Energy Ltd. WKN: A1WZPW
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NexGen Energy Announces $10 Million Bought Deal
http://www.nexgenenergy.ca/...nergy-announces-10-million-bought-deal/
NexGen Energy Ltd. Files Preliminary Short Form Prospectus
http://uraniuminvestingnews.com/17777/...y-short-form-prospectus.html
http://www.newswire.ca/en/story/1395262/...3o8-at-the-arrow-discovery
http://www.marketwired.com/press-release/...x-venture-nxe-1955136.htm
irre Aussichten auf ein riesiges Vorkommen in Kanada!
Mark Bunting is the publisher of The Capital Ideas Digest, a weekly compilation of investment ideas based on a variety of research reports. The Globe and Mail provides marketing services and receives compensation from its parent company, Capital Ideas Research. Try it now.
Getting investors excited about a uranium investment is a tough sell with uranium prices near 11-year lows of about $25 (U.S) per pound.
Supply of the nuclear fuel is still plentiful more than five years after the Fukushima disaster, which led to plant shutdowns in Japan, Germany and Sweden. On top of that, China has delayed approvals for some new nuclear plants.
Despite that backdrop, Warren Irwin is abandoning his usual low profile to make the case for uranium exploration and development company NexGen Energy Ltd. (NXE-T) because he believes strongly that it has “all the hallmarks of a huge winner.”
One of the largest-ever uranium discoveries
Mr. Irwin is the founder of Rosseau Asset Management, a hedge fund which specializes in alternative long-term investment strategies with a focus on the resource sector. The company has about $100-million in assets under management. Mr. Irwin says his firm’s average compound rate of return since inception nearly 18 years ago is more than 15 per cent, net of fees. Rousseau is one of NexGen’s largest shareholders.
Mr. Irwin told Capital Ideas Digest he thinks NexGen is sitting on what might be one of the world’s largest-ever discoveries of uranium in the Athabasca Basin in northwestern Saskatchewan. The company estimates its Arrow deposit, discovered in 2014, is at least the third largest-ever uranium discovery in the area after Cameco Corp. (CCO-T) and its McArthur/Key Lake and Cigar Lake mines.
One major difference with NexGen’s discovery, according to Mr. Irwin, is that the mineralization is located in basement rocks which is easier to mine compared to wet sandstone where mining challenges are common due to an excess of water.
Making the case for NexGen
“I’ve never seen a stronger management team in a junior,” Mr. Irwin says. “We’re dealing with uranium which is at the bottom of the cycle. We’re finding a tremendous amount of uranium in the best types of rocks, in the best basin, in the best province, in the best country in the world to find uranium.”
Assessing the reserves
Mr. Irwin says he has stuck with “old school” research techniques in assessing resource discoveries.
“I try to be ahead of the curve and I have my own resource model so I have a good handle on where I think the resource is going to come out at, and they’re adding resources like crazy, frankly.”
NexGen’s initial resource estimate for Arrow, issued in March, indicated nearly 202 million pounds of uranium. The number was in line with what Mr. Irwin’s research was telling him. More than half of the estimated deposit has an average grade of more than 13 per cent uranium, well above the global average which, according to the World Nuclear Association, is about 0.10 per cent.
NexGen’s shares surged after the announcement from just under $1 (Canadian) a share to more than $2.80. The stock now trades around $2 a share.
The stock is “extraordinarily cheap”
NexGen has an enterprise value (market capitalization plus debt) of roughly $700-million, including the $60-million (U.S.) in convertible bonds held by CEF Holdings, which is 50 per cent controlled by legendary Hong Kong billionaire, Li Ka-shing. Mr. Irwin says the market is valuing NexGen’s uranium at “roughly $3.50 per pound.” He thinks that figure is too low based on the latest drilling results.
“I’ve taken the assays (an evaluation of the ore), and it has increased my estimate of the current resource from 200 to more than 350 million pounds,” Mr. Irwin says. “All of a sudden that drops the value of the company to $2 (per pound) which is extraordinarily cheap by all metrics.”
Big oil may eye NexGen
Mr. Irwin believes NexGen could eventually be a takeover target and that the buyer may be a large oil and gas company.
“People will think I’m wacky for thinking this way,” he says. “But this deposit is getting so big that whoever controls it will have one of the biggest uranium resources in the world. When that happens, it opens it up to a whole host of new buyers who’ll buy it on a strategic basis who are not currently involved in the uranium space.”
Once in a generation
While uranium stocks are currently out of favour, Mr. Irwin thinks the sector will eventually take a turn for the better, and that investors will start to take more notice of Nexgen.
“It’s a very, very unique story and it really hasn’t captured the imagination of the markets yet,” Mr. Irwin says. “These things come around once in a generation. They’re extremely rare at this level of richness, in such scale, and in such a good operating environment.”
Mark Bunting is the publisher of The Capital Ideas Digest, a weekly compilation of investment ideas based on a variety of research reports. The Globe and Mail provides marketing services and receives compensation from its parent company, Capital Ideas Research. Try it now.
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NXE-T
Nexgen Energy Ltd
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$1.79+0.08(+4.68%)
Updated October 14 4:00 PM EDT. Delayed by at least 15 minutes.
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Wenn die Arbeit gesagt und getan ist, werden es vielleicht 800 plus sein, denn arrow ist riesig!
Die aktuelle Bewertung beläuft sich bei 202 Mio Pfund etwa pro Pfund bei 3,10 C$. Rechnet man mit 350 sind wir schon bei unter 2 C$ pro Pfund. Bei rapide steigenden Ressources aktuell ein Schnäppchen, zumal bei einem Aufkauf von mindestens 5 C$ ausgegangen werden kann....
Alles natürlich ohne Gewehr :-))
übrigens jederzeitige Aufkauffantasie, ja kann zu jedem Zeitpunkt hier knallen!
Bin vor ca. 2 Wochen mit ca. 225 St eingestiegen. Jetzt warte ich ab und schaue ob da was geht. Bei der kleinen Anlagesumme habe ich auf einen Stopp verzichtet.
Gruß
VANCOUVER, Nov. 9, 2016 /CNW/ - NexGen Energy Ltd. ("NexGen" or the "Company") (TSX:NXE, OTCQX:NXGEF) is pleased to announce the appointment of Dr. Mark O'Dea as an independent non-executive director, effective November 8, 2016.
Leigh Curyer, Chief Executive Officer, commented: "We are delighted to welcome Dr. O'Dea to the Board of Directors of NexGen. His track record in all facets of resource project development is very relevant considering the stage of Arrow and complements the existing skills and experience of the Board. Everyone at NexGen is looking forward to working with Mark as we progress the project through development."
Aber jetzt könnte sich das Blatt wenden, gestern +10%, der Boden dürfte erreicht sein. Vor uns könnte eine goldene Zukunft liegen, zumal sogar auch Gold auf "arrow" gefunden wurde :-) wirklich wahr ohne Scheiß!
Das drilling Programm wird jetzt Mitte November zu Ende gehen, vor uns liegen spannende Tage, denn wir können davon ausgehen, dass das Sommer-Bohrprogramm erfolgreich gewesen ist.
Nach meinem Gefühl gehen wir nun wieder Richtung 2 Euro, vorausgesetzt der Uranpreis stabilisiert sich ein wenig höher um die 25$ herum! Andererseits wird aber auch die neue Resourcenschätzung, die im 1Halbjahr 2007 erwartet wir, für ausreichend Kursphantasie sorgen.....kann also jedem nur raten jetzt zu zugreifen.
Auf ein super 2017, davon bin ich voll überzeugt!
in der Kategorie: Exploration of the year!
Im Markt wird sich herumgesprochen haben, dass Nexgen ein Riesenvorkommen an Uran im kanadischen Athabascar Becken gefunden hat.
Die nächste Resourcenschätzung wird im 1.Halbjahr erwartet, Schätzungen kursieren um 350-400 Mill. Pfund Uran, aktuell 202 M. Das würde zwangsweise aus heutiger Sicht zur Kursexplosion führen, da umgerechnet um 3Can$ pro Pfund in die Marktbewertung von Nexgen einfließen könnten.
Kurse um 2,50 Euro wäre dann realistisch, zumal auch das Vorkommen in einem juristisch sicherem Land sich befindet.
"Außerdem geht es ja gerade erst los", zitiert man den CEO Leigh.
Ich gehe davon aus, dass es bei 400 M nicht bleiben wird und bin durchaus optimistisch für einen späteren Merger mit einem big player aus dem Energiesektor. Dann wären Preise für so ein Weltklasse Vorkommen um 7Can$ pro Pfund möglich und noch ein bißchen mehr!
Die erste im 1Halbjahr17, die 2 gegen Ende des Jahres!
Bislang sind 202 M referred, wir dürfen gespannt sein viewiel davon indicated sind, vielleicht 100-150M, weitere 300M referred!
There is no better sector to be than uranium — NexGen
http://www.mining.com/web/...better-sector-to-be-than-uranium-nexgen/
Wünsche allen die dabei sind oder noch überlegen eine schöne Weihnachtszeit und hoffe, dass wir in einem Jahr um 100 Prozent reicher sind als heute :-)