Energy Fuels: Zeit zum Einsteigen
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| Eröffnet am: | 16.05.07 13:52 | von: scioutnescio | Anzahl Beiträge: | 23 |
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Basis Informationen:
Energy Fuels hat alte bekannte Vorkommen in den USA aufgekauft, die wegen des Verfalls der Uranpreise aus der Produktion genommen waren - ähnlich wie Energy Metals. Die Produktionskosten liegen bei maximal 30 Dollar pro Pfund. Da bis zum 1. Quartal 2008 drei Minen wieder in Produktion gehen sollen, besteht die Gelegenheit von den hohen Uranpreisen, die aus der weltweiten Knappheit resultieren, Nutzen zu ziehen. Da Energy Fuels noch nicht produziert haben sie auch noch keine langfristigen Lieferverpflichtungen zu niedrigeren Preisen. In der Uran Industrie ist es üblich mehrjährige Verpflichtungen zu festgelegten Preisen einzugehen. Daher gibt es Produzenten, die jetzt noch zu 20$ pro Pfund liefern müssen, obwohl der Marktpreis weit über 100$ liegt und wohl noch weiter steigen wird. Da Energy Fuels diese Verpflichtung nicht hat wird man mit dem Produktionsbeginn in einigen Monaten stark partizipieren. Die Marktkapitalisierung beträgt 187 Mio CAD.
Die erste Mine, die in Produktion gehen wird, ist Whirlwind. Dort gibt es nachgewiesene Vorkommen von 657.000 lbs Uran nach NI 43-101. Dazu 2,17 Mio lbs Vanadium. Bei Whirlwind und auch den anderen Vorkommen werden in diesem Jahr Bohrungen vorgenommen, um die nachgewiesenen Vorkommen auszuweiten.
Ist aber auch keine Wunder wenn 27,591 Mio. von einen Investor der selber für die Aktie im Dezember 2006 nur 1,09 CDN Dollar bezahlt hat dann diese auf den Markt wirft. Und da auch noch Warrents zu 2,20 CDN Dollar vorhanden sind wird diese Siel sogar noch bis nächsten Jahr weiter gehen!
Wer das liest der steigt hier bis Juni 2008 lieber nicht ein!
Energy Fuels 7,142,857-share private placement
Energy Fuels Inc (C:EFR)
Shares Issued 29,003,522
Last Close 12/28/2006 $4.08
Thursday December 28 2006 - Private Placement
The TSX Venture Exchange has accepted for filing documentation with respect to a brokered private placement announced Dec. 14, 2006.
Number of shares: 7,142,857 shares
Purchase price: $1.40 per share
Warrants: 3,571,428 share purchase warrants to purchase 3,571,428 shares
Warrant exercise price: $2.20 until June 14, 2008
Number of placees: 181 placees
Insiders/pro groups: Michael Gundy (insider) 18,064; Robert J. Leinster (insider) 3,318; Rhodes Capital Corp. (M. Skutezky) (insider) 4,152; Birks Bovaird (insider) 5,808; Ian Peres (insider) 4,692; Steve Antony (insider) 11,877; George E.L. Glasier (insider) 20,823; Lester Asset Management Inc. (pro group) 31,147; Gary Ross (pro group) 4,152; Jason Neal (pro group) 4,568; Tammy Neal (pro group) 6,312; Doug Flegg (pro group) 11,877
Agent: Wellington West Capital Markets Inc.
Agents' fee: a total of $700,000 plus 500,000 warrants, each exercisable into one common share at a price of $1.40 until June 14, 2008
© 2006 Canjex Publishing Ltd.
==================================================
Energy Fuels 10,057,143-share private placement
Energy Fuels Inc (C:EFR)
Shares Issued 29,003,522
Last Close 12/27/2006 $3.90
Thursday December 28 2006 - Private Placement
The TSX Venture Exchange has accepted for filing documentation with respect to a brokered private placement announced Dec. 14, 2006.
Number of shares: 10,057,143 shares
Purchase price: $1.998579537 per share
Warrants: 5,028,571 share purchase warrants to purchase 5,028,571 shares
Warrant exercise price: $2.20 until June 14, 2008
Number of placees: 181 placees
Insiders/pro groups: Michael Gundy (insider) 25,436; Robert J. Leinster (insider) 4,670; Rhodes Capital Corp. (M. Skutezky) (insider) 5,848; Birks Bovaird (insider) 8,180; Ian Peres (insider) 6,608; Steve Antony (insider) 16,723; George E.L. Glasier (insider) 29,320; Lester Asset Management Inc. (pro group) 43,853; Gary Ross (pro group) 5,848; Jason Neal (pro group) 6,432; Tammy Neal (pro group) 8,888; Doug Flegg (pro group) 16,723
Agent: Wellington West Capital Markets Inc.
Agents' fee: a total of $1,407,000 plus 704,000 warrants, each exercisable into one common share at a price of $1.998579537 until June 14, 2008
© 2006 Canjex Publishing Ltd.
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| Boardmail an "Knappschaftskassen" |
Wertpapier: Energy Fuels Inc. |
Die Kursentwicklung seit meine Empfehlung hat gezeigt, dass das Tief, das durch den Verkauf aus dem Private Placement entstand übertrieben war. Der Kurs hat sich gegen den allgemeinen Abwärtstrend behauptet. Ich will nicht ausschließen, dass er noch einmal ein bisschen zurückgeht, aber er wird sich mit Sicherheit wieder erholen und ich bleibe bei meiner Einschätzung des Kurspotentials. Private Placements gibt es bei allen Explorern, die sich Cash auf dem Kapitalmarkt besorgen. Nur dann, wenn dann einer der Investoren größere Mengen plötzlich auf den Markt wirft, stürzt eine Aktie so ab wie es hier der Fall war. Das ändert aber nichts am inneren Wert; vielmehr ist es eine hervorragende Kaufchance.
I believe that the syndicate that did the last placement believed that they could force the company to raise money and are driving the shares down. This is fairly typical (and disgusting). In any event, I would say that in 6 months you will be a very happy camper. I would hold tight & average down, everything is fine here.
In einem ausführlichen Artikel vom 9.4. hat er die Aktie besprochen und sieht bis 2008 ein Potential zur Verzehnfachung (1000%). David DesLauriers ist übrigens kein kanadischer Frick sondern ein anerkannter Experte.
July 18, 2007
Toronto, Ontario – July 18, 2007 Energy Fuels Inc. (TSX: EFR) (“Energy Fuels” or “the Company”) is pleased to announce that, consistent with our previously announced strategy to become a fully integrated uranium producer, the Company has acquired approximately 1,000 acres of property located west of Naturita, Colorado, in the Paradox Valley of western Montrose County, where it intends to construct its Piñon Ridge Uranium Mill. This mill will be designed as a state-of-the-art conventional uranium/vanadium mill. The site is large enough to accommodate a mill to meet the needs of the Company for at least 30 years of mill operation. The Energy Fuels team responsible for the Piñon Ridge Mill development includes many of the key members of the team that financed and built, for Energy Fuels Nuclear, the last fully operational uranium mill commissioned in the US, the White Mesa Mill in Blanding, Utah.
In light of the status of the various alternatives, it has become apparent that to efficiently execute our long-term growth plans and to provide the maximum possible benefit to Energy Fuels’ shareholders, the Company needs to take this step to control the production process from start to finish. In the interim, during licensing and construction, Energy Fuels will continue to pursue other milling opportunities.
Energy Fuels is well funded, with C$32 million in cash as of June 30, 2007, and an additional C$12.4 million expected from the exercise of in-the-money warrants by mid 2008. There are a number of funding options available to Energy Fuels to finance the construction of the Piñon Ridge Mill with minimal shareholder dilution. These could include long-term debt and project financing from financial institutions, other company participation and/or nuclear utility company joint ventures or direct forward sales of U3O8.
Initial engineering studies indicate the Piñon Ridge Mill will be designed with a capacity of 1,000 tons per day of ore throughput. At historical U3O8 grades typical for the region, this mill will be designed to produce between 1.6 million and 2.0 million pounds of U3O8 (yellowcake) per year.
In addition, the mines in the local region (the Uravan Mining District) produce vanadium (V2O5) as an associated mineral with uranium. Vanadium is a rare earth metal currently used primarily for alloying in high strength steels. The presence of vanadium in these deposits effectively lowers the cost of uranium extraction. At historical V2O5 grades for this region, the Piñon Ridge Mill will also produce 5 million to 8 million pounds of V2O5 per year. The current spot price for V2O5 is in the $7.50 to $8.00 per pound range.
Location
The Piñon Ridge mill site is located in a sparsely populated region of open rangeland, centrally located among all of Energy Fuels’ properties in Colorado and Utah. Additionally, the Piñon Ridge Mill will support the Company’s Arizona Strip operations.
Competitive Advantage
With state-of-the-art automation and control, the Piñon Ridge Mill will be designed to be the most cost effective facility available for conventional uranium/vanadium ore processing. The mill will be located in a recently producing uranium district with numerous mines visible from the site that have been operational within the last two years. It is less than two miles from an open uranium surface mine with a known historical resource that has been on standby since 1984 because of low uranium prices.
George Glasier, Energy Fuels President and CEO, reports that, “This land acquisition is a major step in Energy Fuels’ return as a major US uranium producer. It will enable us to provide vital domestic fuel supply for the nation’s nuclear power plants, and at the same time, offer an opportunity for many small miners in this uranium-rich area to bring new supply to market. We are very excited about the potential for this facility.”
Next Steps
Mill construction consultants have been retained and their work has been initiated. Lyntek Incorporated of Denver, Colorado, has undertaken the preliminary process design and the Kleinfelder consulting group has begun planning to conduct baseline environmental studies and to prepare the mill license application.
Mill license review and approval are expected to require about 16 months from the time of application submittal. The Company plans to submit the mill license application in approximately 12 months. Mill operations are expected to commence in 2010.
Stephen P. Antony, P.E., a Qualified Person as defined by National Instrument 43-101, has reviewed and approved the content of this press release.
Energy Fuels Inc. is a Toronto-based uranium and vanadium mineral exploration and development company with more than 38,000 acres of highly prospective uranium and vanadium property located in the States of Colorado, Utah and Arizona. The Company, through its wholly-owned Colorado subsidiary, Energy Fuels Resources Corporation, has assembled this property portfolio along with a first class management team, including highly skilled technical mining and milling professionals based in Lakewood and Nucla, Colorado and Kanab, Utah.
This news release contains certain "Forward-Looking Statements" within the meaning of Section 21E of the United States Securities Exchange Act of 1934, as amended and “Forward Looking Information” within the meaning of applicable Canadian securities legislation. All statements, other than statements of historical fact, included herein are forward-looking statements and forward looking information that involve various risks and uncertainties. There can be no assurance that such statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements. Important factors that could cause actual results to differ materially from the Company's expectations are disclosed in the Company's documents filed from time to time with the British Columbia, Alberta and Ontario Securities Commissions.
‘George E.L. Glasier’
President & CEO
Energy Queen ist eine alte, stillgelegte Mine aus Zeiten des niedrigen Uranpreises. Die Mine ist in einem guten Zustand. Die Aufnahme der Förderung ist für 2008 vorgesehen.
Allerdings gibt es einen Wermutstropfen. Energy Fuels hat mit Denison verhandelt, um deren - nicht ausgelastete - Gesteinsaufbereitungsmühle mitzubenutzen. Denison ist zwar bereit, die Anlieferung von Energy Queen zu verarbeiten, will aber das Uran selbst verkaufen. Damit ist Energy Fuels nicht einverstanden. Man befindet sich auch in Verhandlungen mit anderen Mühlenbetreibern, aber es gibt noch keinen Ergebnisse.
Die Knappheit an Verarbeitungsanlagen ist ein allgemeines Problem in den USA. Deshalb plant Energy Fuels die Errichtung einer eigenen Verarbeitungsanlage, die aber nicht vor 2011 in Betrieb gehen wird.
hab mich kräftig eingekauft zu Weihnachten 2016
Optionen
| Boardmail an "olloallahommoh" |
Wertpapier: Energy Fuels Inc. |
nagut bis dahin zurück wären es gute 6000%
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| Boardmail an "olloallahommoh" |
Wertpapier: Energy Fuels Inc. |
hab noch paar Uran Titel gekauft,die vom ersten Tag an Laufen
seltsam,ich kann da nichts dafür weil soviel Dollars hab ich nicht zum anschieben-:)
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| Boardmail an "olloallahommoh" |
Wertpapier: Energy Fuels Inc. |
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Wertpapier: Energy Fuels Inc. |
- At the end of the quarter, we had nearly 850,000 pounds of finished uranium and about 900,000 pounds of finished vanadium and 250 tons of finished high purity, partially separated, mixed rare earth carbonate and inventory. ...... Uranium inventory, we have the 850,000 pounds of finished inventory, but we have nearly 400,000 pounds of in circuit and other raw materials at the mill, totalling nearly 1.25 million pounds of uranium either finished or in circuit or raw materials.
- We also purchased some U.S. origin uranium about 120,000 pounds for around $50 per pound
- Just a few days-ago, we sold or completed sale of our PFN Prompt Fission Nuclear technology to Encore Energy for $3.1 million. We purchased that during COVID for about $500,000 and we no longer needed the PFN technology, but we did secure or have rights for 20-year usage of that technology in the future if needed.
- So we produced in the queue about 250 metric tons of high purity, partially separated, Rare Earths carbonate, containing around 115 metric tons of total Rare Earths oxides and this is the most advanced rare earth material of being produced commercially in the United States.
- We also purchased a sonic drill rig that will be transported to Brazil in the next month or so. And we are looking at advancing and doing more drilling starting in Q3 of this year and we are also very much looking at other acquisitions similar to Bahia in other parts of the world, including United States.
- But if you adjust all these inventories to current prices, you would get an uplift in that working capital of somewhere in the order of $20 million to $25 million, because if you look at this table, the uranium inventory we have on the books. The finished goods is currently valued at about 29.19 per pound with a current uranium price currently being about $54 a pound. So when we sell uranium at current prices or higher prices, we have a very significant margin and the same thing for vanadium.
- ZU DEN URAN-FÖRDERKOSTEN:
.... When we are looking at the various uranium projects that we can put into production, we do have some production that is probably in the order of around $35 to $40 per pound. ....we try to make sure we are trying to build margins of $20, $25 a pound ...
- We had gross margins on, of around 57% on our product sales, which included 58% margin on our uranium and 37% on our vanadium sales.
https://www.insidermonkey.com/blog/...script-1149575/#q-and-a-session
UUUU (USA): Die Shortquote hat sich jetzt zum sechsten mal in Folge erhöht. Aktuell sind 23,100,000 Aktien leerverkauft: https://www.marketbeat.com/stocks/NYSEAMERICAN/UUUU/short-interest/
IBorrowDesk verleiht Aktien an die Leerverkäufer. Hier kann man nachverfolgen, wie die Entwicklung der verleihbaren Aktien ist (Stückzahl und Zinssatz):
https://iborrowdesk.com/report/UUUU
https://filecache.investorroom.com/...te-Presentation_%28FINAL%29.pdf
https://www.marketbeat.com/stocks/NYSEAMERICAN/UUUU/short-interest/
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Wertpapier: Energy Fuels Inc. |
