Uranaktien: Minen, Explorer, Produzenten, Anwender

hier mal der hinweis das nuscale unter dem ticker "smr" public geht.

NuScale
Power, the Industry-Leading Provider of Transformational Small Modular
Nuclear Reactor Technology, Announces Plans to Go Public via Merger with
Spring Valley Acquisition Corp.

12/14/2021

• NuScale Power, LLC (“NuScale”) has entered into a business combination agreement with Spring Valley Acquisition Corp. (NASDAQ: SV)
• The combined company, which will be named NuScale Power Corporation, will have an estimated pro-forma enterprise value of approximately $1.9 billion and will be listed under the ticker symbol “SMR” upon closing
• Transaction includes a $181 million oversubscribed, fully committed common stock PIPE anchored by global financial and strategic investors such as Samsung C&T Corporation, DS Private Equity and Segra Capital Management, with participation by Spring Valley’s sponsor, Pearl Energy
• NuScale’s proprietary and innovative carbon-free baseload and load-following power solution, the NuScale Power Module™, is the only viable, near-term deployable U.S. advanced nuclear small modular reactor (SMR) technology
• NuScale’s SMR technology is safe, reliable and scalable and the first and only to receive Standard Design Approval from the U.S. Nuclear Regulatory Commission
• The transaction is expected to provide gross proceeds of up to $413 million to bolster and accelerate the commercialization of NuScale’s SMR technology
• Fluor (NYSE: FLR) projects to control approximately 60% of the combined company and remain an important partner providing NuScale with engineering services, project management, administrative and supply chain support

https://newsroom.nuscalepower.…campaign=home-copy-banner

https://www.oregonlive.com/bus…ic-through-spac-deal.html

bg bh

Zitat von Blue Horseshoe

hier mal der hinweis das nuscale unter dem ticker "smr" public geht.

Sehr schön, danke für den Hinweis.
Wie ist deine persönliche Einschätzung zu dem Unternehmen?

Vielleicht auch für die Uranaktien interessant: der Sprott Uranium Trust muss noch ein Gap bei ca. 11,60 schließen. Außerdem ist der RSI noch nicht in den klar überverkauften Bereich gefallen - und wir kommen von 90!

[Blockierte Grafik: https://charts.comdirect.de/charts/rebrush/design_large.chart?AVGTYPE=simple&AXIS_SCALE=lin&DATA_SCALE=abs&HEIGHT=614&IND0=RSI&IND1=MACD&LCOLORS=5F696E&LNOTATIONS=345511217&SHOWHL=1&TIME_SPAN=6M&TO=1639692000&TYPE=candle&WIDTH=632&WITH_EARNINGS=1]

Zitat von Wurschtler

Wie ist deine persönliche Einschätzung zu dem Unternehmen?

hat gewaltige chancen, das VOYGR desgin mit den nuscale power module[NPM] ist sicher(gen IV) sowie skalierbar
in der produktion sowie im einsatz.
hat als erstes design die NRC zulassung!
wenn ich mich recht erinnere produziert 1x npm 77 MWe und ist über das design skalierbar auf 2x 4x 6x 12x
in maximaler ausbaustufe mit 924 MWe. [letztendlich auch ein reaktordesign um kohlekraftwerke zu ersetzen]

Zitat von nuscale

With the first ever small modular reactor (SMR) to receive U.S. Nuclear Regulatory Commission (NRC) design approval, NuScale is bringing the first VOYGR™ SMR power plant online in the U.S. this decade.
Our SMR technology, the NuScale Power Module™, generates 77 megawatts of electricity (MWe), resulting in a total gross output of 924 MWe for our flagship VOYGR-12 power plant. We also offer smaller power plant solutions in four-module VOYGR-4 (308 MWe) and six-module VOYGR-6 (462 MWe) configurations, though others will be possible. With an array of flexible power options, NuScale is poised to meet the diverse energy needs of customers across the world.

technischen features gen IV

Zitat von nuscale

Features of the NuScale Power Module

• No AC or DC power for safe shutdown and cooling: Modules safely shut down and self-cool, indefinitely, with no need for AC or DC power, operator or computer action, or additional water. This provides what is called an unlimited coping period—a first for light water reactor technology.
• Helical Coil Steam Generators (HCSG): The use of compact HCSGs provides a large heat transfer surface area in a small volume. The HCSG geometry has a very low pressure drop that serves to maximize natural circulation flow in the primary loop. The once-through counter-flow design enables the generation of superheated steam and good thermal efficiency using natural circulation flow.
• High strength steel containment immersed in the cooling pool: Acts as a heat exchanger to provide the means to transfer reactor heat to the reactor pool water to limit containment pressure, eliminating the requirement for containment spray systems for cooling. The containment vessel is submerged in the reactor pool, which provides a passive heat sink for heat removal under loss-of-coolant accident (LOCA) conditions.
• Maintaining containment in a vacuum limits heat exchange during normal operation: Minimizes reactor vessel heat loss, limits oxygen content, and prevents component corrosion, eliminating the requirement for physical reactor vessel insulation and hydrogen recombiners.
• Small, efficient core design limits source term: Our NuScale Power Module™ has 1/20 of the nuclear fuel of a large-scale reactor. Its small decay heat, inherent stability, and reactor physics eliminates fuel damage in all postulated design basis events, including those with failure of all control rods to insert. For postulated beyond design basis events, radiation from fuel damage is well below regulatory limits at the plant site boundary.
• Digital Instrumentation & Control (I&C): NuScale’s proprietary field programmable gate array digital I&C system provides comprehensive monitoring and control of all plant systems in a single control room. Control room layout and panel displays were designed using a state-of-the-art simulator and a comprehensive human factors engineering and human system interface evaluation program.

https://www.nuscalepower.com/technology/technology-overview

ich werde sogar versuchen pre-ipo reinzukommen, falls mir das nicht gelingt werd ich definitiv einige stücke über den markt kaufen - hatte aber noch keine zeit gründlich zu recherchieren oder meinen broker mit mails zu bombardieren

so wie ich das lese wird fluor(an der nyse gehandelt) auch mehrheitseigentümer mit 50%+ post ipo.

bg bh

Zitat von Blue Horseshoe

ich werde sogar versuchen pre-ipo reinzukommen, falls mir das nicht gelingt werd ich definitiv einige stücke über den markt kaufen - hatte aber noch keine zeit gründlich zu recherchieren oder meinen broker mit mails zu bombardieren

so wie ich das lese wird fluor(an der nyse gehandelt) auch mehrheitseigentümer mit 50%+ post ipo.

bg bh

Die hohe Beteiligung von Fluor gefällt mir nicht so ganz.
Trotzdem, auf eine solche Technologieaktie habe ich eigentlich nur gewartet.

Ich habe mir daher eine kleine Position Spring Valley Acquisition Corp. (NASDAQ: SV / KYG8377A1085) geholt.
Die bekommt man aktuell für 10 $ und ist bis zum SPAC-Merger nahezu risikolos, da es derzeit noch eine leere Hülle ist, die nur aus Cash besteht.

Zitat von Wurschtler

Die hohe Beteiligung von Fluor gefällt mir nicht so ganz.

naja irgendwer musste das ja bisher auch finanzieren...

Zitat von Wurschtler

Ich habe mir daher eine kleine Position Spring Valley Acquisition Corp. (NASDAQ: SV / KYG8377A1085) geholt.
Die bekommt man aktuell für 10 $ und ist bis zum SPAC-Merger nahezu risikolos, da es derzeit noch eine leere Hülle ist, die nur aus Cash besteht.

ja das hatte ich mir als eine der möglichkeiten überlegt, allerdings habe ich mir noch keine position angelacht.
habe mal ein paar mails rausgeschickt, mal sehen welche möglichkeiten sich bieten.

grüße bh

Die Spring Valley Acquisition Corp. war von Mitte August bis Mitte Oktober ja sehr unruhig im Kurs.
Das war der nur kurze Zeitraum einer "Zusammenarbeit mit Aerofarms", wenn ich die Headlines korrekt interpretiere.

NuScale hatte in Sachen SMR doch neulich während dem Klimagipfel etwas mit Rumänien unterzeichnet.

saludos

Ich halte es zumindest für wenig riskant, den SPAC für 10 $ zu kaufen. Kurse unter 10 $ sind unwahrscheinlich, weil die 10 $ durch Cash gedeckt sein sollten. Abweichungen gibt es natürlich trotzdem, aber es pendelt sich normal immer wieder bei 10 $ ein.
Falls etwas nicht gefällt, kann man bis zum Merger also wahrscheinlich noch für 10 $ verkaufen. Auf der anderen Seite gibt es die Chance, dass der SPAC gehyped wird und schon vor dem Merger mit NuScale abgeht. Zumindest war ein derartiges Verhalten dieses Jahr bei verschiedenen anderen SPACs zu beobachten.

NuScale Power Signs Memorandum of Understanding with KNPP to Explore SMR Deployment in Kazakhstan

PORTLAND, Ore.--(BUSINESS WIRE)-- NuScale Power and Kazakhstan Nuclear Power Plants LLP (KNPP) announced today that the two organizations have signed a Memorandum of Understanding (MOU) to explore the deployment of NuScale VOYGR™ power plants in Kazakhstan. The agreement advances the rapidly growing global consensus that small modular reactors (SMRs) will play a critical role in delivering safe, reliable, and emissions-free energy.

KNPP specializes in the development of nuclear power plant construction in Kazakhstan. The agreement calls for a sharing of nuclear and technical expertise between NuScale and KNPP as they examine the value NuScale’s SMR technology could bring to the country. Under the MOU, NuScale will support KNPP’s evaluation of NuScale’s SMR technology, including nuclear power plant engineering, construction, commissioning, operation and maintenance, and project-specific studies and design work.

KNPP has been actively studying the prospects for further nuclear energy development, and NuScale’s technology continues to prove itself as a best-fit, climate contender. The MOU builds on the existing relationship between NuScale and KNPP, as NuScale previously submitted a Technical and Price Offer (TPO) to KNPP in 2019.

“NuScale is excited to partner with KNPP on the potential deployment of a NuScale power plant,” said John Hopkins, President and Chief Executive Officer of NuScale Power. “NuScale is continuing to gain impressive momentum in international interest around the globe. We look forward to continuing our collaboration with KNPP and demonstrating the immense benefits of our technology to the people of Kazakhstan as they seek safe, emissions free, and reliable methods of decarbonization.”

“Kazakhstan has set the goal of achieving carbon neutrality by 2060. To solve this difficult task, carbon-free sources such as nuclear power along with renewable energy are to be considered,” said Timur Zhantikin, Chief Executive Officer of KNPP. “Small modular reactors are the most promising for Kazakhstan, and we consider the cooperation of KNPP with NuScale Power as a real opportunity to develop this direction and achieve the set goal of the country's transition to a green economy.”

This announcement follows a string of previous MOUs signed earlier this year with customers in countries such as Poland and Bulgaria, signaling the global interest in NuScale’s SMRs as a critical means to reach countries’ climate goals. Additionally, NuScale signed a teaming agreement with Romania’s Nuclearelectrica at the United Nations Conference on Climate Change (COP26), as the organizations begin taking steps toward deploying the first NuScale 6-module, 462 MWe, VOYGR-6 power plant in Romania as early as 2027/2028. This latest agreement with KNPP is another step forward in continuing NuScale’s momentum to commercialize its technology and showcase the variety of applications of NuScale Power Modules™.

In August 2020, NuScale made history as the first and only SMR to receive design approval from the U.S. Nuclear Regulatory Commission and in July of 2021, the Commission published the proposed rule that would certify the NuScale design – a crucial step towards the construction and deployment of this SMR technology. The company maintains strong program momentum toward commercialization of its SMR technology, including supply chain development, standard plant design, planning of plant delivery activities, and startup and commissioning plans.

About NuScale Power

NuScale Power is poised to meet the diverse energy needs of customers across the world. It has developed a new modular light water reactor nuclear power plant to supply energy for electrical generation, district heating, desalination, hydrogen production and other process heat applications. The groundbreaking NuScale Power Module™ (NPM), a small, safe pressurized water reactor, can generate 77 MWe of electricity and can be scaled to meet customer needs. The VOYGR™-12 power plant is capable of generating 924 MWe, and NuScale also offers the four-module VOYGR-4 (308 MWe) and six-module VOYGR-6 (462 MWe) and other configurations based on customer needs. The majority investor in NuScale is Fluor Corporation, a global engineering, procurement, and construction company with a 70-year history in commercial nuclear power.

https://newsroom.nuscalepower.…n-Kazakhstan/default.aspx

_______

smrs & nuscale nun im forbes
https://www.forbes.com/sites/j…MlIWwS2TVeGAYCQNCw5IGTHds

Zitat von Salorius II

Deutschland war führend in Reaktor Technologie, bis die Roten alles ruinierten- es ist zum heulen …

Das wird sich auch in anderen Sparten wiederholen…

Lg meggy

so, viele titel weiter um die 200dma

nur in down under finde ich lotus immer interresanter(zum aufstocken), asx:lot - abnehmendes volumen mit 0,27 aud knapp über dem gap, habe mal mehrere order eingestellt.

Gibts eigentlich irgendwo eine zeitliche Einordnung zum Ipo von nuscale? Hab nischt gefunden … danke schonmal

Was ich gehört habe, erst im 2. Quartal 2022.

Was mich auch wundert, warum das Listing von SPUT an der NYSE so lange dauert.

Beides könnte aber wohl wieder zu einem gehörigen Schub bei den Uranaktien führen.

Im Moment ist Geduld gefragt....

Zitat von Toni666

Kannst du kurz beschreiben was an Isoenergy so gut ist.

was heisst so gut, die auswahl insgesamt ist begrenzt. gegenfrage hast du schon dd zu iso gemacht, hurricane?

richte mal dein augenmerkt bei der dd auf location & infrastructur - merkmale?
https://www.isoenergy.ca/_reso…orporate-presentation.pdf
2020 Drilling Highlights:
 LE20-32A: 8.5m @ 19.6% U3O8
 LE20-34: 8.5m @ 33.9% U3O8
 LE20-51: 7.5m @ 14.5% U3O8
 LE20-52: 7.5m @ 22.7% U3O8
 LE20-53: 10.5m @ 11.7% U3O8
 LE20-54: 9.0m @ 12.8% U3O8
 LE20-57: 10.0m @ 11.7% U3O8
 LE20-62: 4.5m @ 6.2% U3O8
 LE20-64: 5.0m @ 48.8% U3O8
 LE20-68: 11.0m @ 6.9% U3O8
 LE20-72: 6.0m @ 6.2% U3O8
 LE20-76: 7.5m @ 38.8% U3O8

nur ca 25m tiefer als tripleR(fission).
gibt es spezifische fragen, welche ich eventuell, versuchen kann zu beantworten ?

gruß bh

DYL

NEW POTENTIAL FOR BASEMENT
URANIUM DISCOVERIES AT OMAHOLA

HIGHLIGHTS
 Omahola comprises the Ongolo, MS7 and Inca deposits and provides Deep Yellow
with another significant exploration target to unlock further value across its
Namibian portfolio
 220-hole, 7,426m shallow exploration drilling program completed at the Omahola
Project, a Reptile basement exploration target zone
 50ppm isopach representing 47% of holes drilled outlines a large, highly
prospective zone for follow up
o three priority targets identified for immediate drilling
 Omahola occurs within the highly prospective “Alaskite Alley” corridor, which
includes the major uranium deposits of Rössing, Husab, Etango and Valencia

https://deepyellow.com.au/wp-c…eriesAtOmahola22Dec21.pdf

__

https://www.newsfilecorp.com/release/108301

Fission 3.0 Commences Geophysics on Flagship Property PLN
Kelowna, British Columbia--(Newsfile Corp. - December 22, 2021) - FISSION 3.0 CORP (TSXV: FUU) (OTCQB: FISOF) ("Fission 3" or "the Company") is pleased to announce that on-site lake-ice preparation is underway to support a 4000-meter drill program on its 100% owned flagship Patterson Lake North "PLN" project in Canada. In addition ground geophysical surveys consisting of DC Resistivity and Time Domain electromagnetic surveys, designed to refine drill targeting, have commenced at the Broach Lake area. Located in the same area as where Fission Uranium Corp and NexGen Energy are advancing their world-class, large, high-grade uranium deposits PLN is amongst the highest ranked projects in Fission 3's extensive portfolio. Previous drill programs at PLN have identified basement hosted uranium mineralization supported by the presence of alteration, pathfinder structural disturbance supporting large-scale potential of the area.
News Highlights:

• Drilling in winter 2022 with two diamond drill rigs will focus on the prospective and previously untested Broach Lake and N Conductor Targets.

• Ground Geophysics has commenced at Broach Lake to refine the targets for the upcoming drilling in the new year. The work consists of 22 line-km of DC Resistivity and four line-km of Time Domain electromagnetic (TDEM) surveying.
• Fission 3.0 has received proceeds of $690,500 from warrants recently exercised.

Upcoming PLN Winter Drill Program:
Broach Lake Targets:
The Broach Lake conductors are ~9 km to the north, adjacent and parallel to EM conductors of the Patterson Lake Structural Corridor, host to Fission Uranium's Triple R deposit and NexGen's Arrow Deposit.
N Conductor Targets:
The N Conductors are interpreted as multiple parallel basement EM conductors with an overlying low resistivity zone referred to as the "Chimney" target in the lower part of the sandstone. Deep drilling is planned to test these basement conductors.
About Patterson Lake North:
The Patterson Lake North property (PLN) lies adjacent and immediately north of the Patterson Lake South property (PLS), owned by Fission Uranium Corp. where uranium mineralization has been traced by core drilling at PLS over ~3.18 km of east-west strike length in five separated mineralized "zones" which collectively make up the Triple R deposit, and where a Feasibility Study has commenced. Previous drilling at PLN by Fission 3 in 2014 identified a mineralized structure associated with the ~3 km long A1 conductor with strongly anomalous geochemistry, including uranium values, in addition to common pathfinder elements including boron, copper, nickel and zinc. Drill hole PLN 14-019 intercepted a 7.5 m interval (191.5 m - 199.0 m) of anomalous radioactivity with peak measurements up to 1450 cps (as measured by handheld spectrometer) over 0.5 m within a strongly clay altered and brecciated graphitic gneiss which assayed 0.5 m of 0.47% U₃O₈ within 6.0 m of 0.12% U₃O₈.

Hier ne gute Analyse zu Deep Yellow DYLLF/DYL.ax von einem Research Büro.
Neben DY geht es auch um die Marco-Analyse des Sektors - Vielen hier aber schon bekannt

DY ist meiner Meinung nach ein vielversprechender Player in Namibia. Insbesondere das Management um CEO Borshoff ist richtig gut und hat Paladin im letzten Zyklus in Produktion (Langer Heinrich Mine) gebracht. Ob es diesen Zyklus was mit der Produktion wird oder DY übernommen wird, wird sich zeigen. Ich vermute ja stark, dass die Chinesen bald in Namibia ernst machen und ordentlich zukaufen werden, um nicht nur am Tropf der Kazachen zu hängen.

Kursziel laut diesem Research für Q2/22 sind US$1,45 also mind. ein Verdoppler von hier.

https://scr.zacks.com/news/new…ck-to-Comple/default.aspx