NexGen Energy / NXE (NYSE, TSX)

Fundstück: Ein Chart von Palisade Global vom Dezember, deshalb hier hereingestellt und sehenswert, weil sich unter der Auswahl der Uranaktien NexGen befindet, die Hauptbeteiligung von Mega Uranium MGS, eigener Thread.

Homepage: http://www.nexgenenergy.ca/

Die Präsentation ist sehr gut mit vielen Schaubildern:
Präsentation : http://www.nexgenenergy.ca/_re…orporate-presentation.pdf

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Edel

[Blockierte Grafik: https://gallery.mailchimp.com/f5df3bbeb9f9a7925b1168838/images/e5a757a5-f6e4-4a39-abd1-af17d908a24a.png]

Im Beitrag 5 hatte ich den Wert der MGA Beteiligungen vs Börsenbewertung von MGA erstellt.

Hier aktualisiert:

20 % von Toro Energy / TOE (ASX) = 0,406 Mio Aktien x 0.055 = 22,3 Mio C$
64 % von NexGen Energy / NXE (TSX) = 19,4 Mio Aktien x 4,19 = 81,3 Mio C$

Beteiligungen insgesamt = 103,6 Mio C$

MGA MC = 281,8 Mio x 0,31 = 87,35 Mio C$

Fazit: Der Wert der Beteiligungen übersteigt allein den Börsenwert von MGA um 18,6%, oder anders :
Der Börsenwert von MGA ist allein durch seine Beteiligungen gedeckt mit 18,6 % Diskont.

Angehängt ein 2 J Chart von NexGen, der vorgestern sein historisches Hoch erreichte...

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Edel

Die Beteiligung von MGA an NexGen entspricht etwa dem Börsenwert MGA.....

„VANCOUVER — NexGen Energy (TSX: NXE; US-OTC: NXGEF) has updated the resource estimate at its wholly-owned Rook I property in Saskatchewan’s Athabasca basin that could underpin dual economic studies expected by early 2018.

Rook I features the world-class, basement-hosted Arrow discovery, which now contains 1.2 million indicated tonnes grading 6.88% U3O8 for 180 million lbs., and 4.25 million inferred tonnes at 1.3% U3O8 for 122.1 million lbs. The result marks an 89% inferred-to-indicated conversion rate based on a maiden resource released early last year....

“Twelve months ago on this day we released the maiden resource at Arrow, which immediately ranked it as the single largest, undeveloped uranium deposit in the Athabasca at that time,” commented CEO Leigh Curyer during a conference call.

“When you consider the strong technical characteristics at Arrow, including very strong metallurgical results, it suggests the potential to be one of the most economically powerful resource assets in the world when in production,” Curyer laborated...“

http://www.northernminer.com/n…near-term-pea/1003784228/

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Edel

Der Kurs steigt um 8,7 %, der von MGA um 17,7 %.

„NEXGEN ANNOUNCES ADDITIONAL US$110 MILLION FINANCING WITH CEF HOLDINGS

NexGen Energy Ltd. has entered into a binding term sheet with CEF Holdings Ltd. for a second financing package totalling $110-million (U.S.), including:

1. $50-million (U.S.) of common shares of NexGen;
2. $60-million (U.S.) aggregate principal amount of unsecured convertible debentures.
3. The $50-million (U.S.) placement will result in the issuance of approximately 24.1 million placement shares at a price of $2.70 ($2.07 (U.S.) at an exchange rate of 1.3060) per placement share representing the 20-day VWAP (volume-weighted average price) of the company's common shares.....“

https://www.stockwatch.com/News/Item.aspx?bid=Z-C%3aNXE-2484273&symbol=NXE®ion=C

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Edel

Gestern war ein Tag der Uranwerte, viele mit 2 stelligen Kurszuwächsen.

Der Zwerg Mega Uranium mit + 29 % auf 0,20 C$, in 2 Tagen + 37,9 %.
Er profitierte von seiner großen Beteiligung an NexGen / NXE, die gestern um 24 % zulegte.

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Edel

Zitat von Caldera

Ausbruch bei NextGenEnergy :
Mit Volumen und entspanntem RSI,MACD,Slow Stoch. Seit 2013 wie an der Schnur gezogen !
Caldera
[Blockierte Grafik: https://goldtadise.com/wp-content/uploads/2017/11/0002.png]

Zitat ist aus dem Uranminenthread.
Paßt natürlich hier genau hin, denn die 6,4 % Beteiligung von MGA an NexGen bildet rd. 80 % des eigenen Börsenwertes.

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Edel

Nachdem ich über Mega Uranium / MGA seit längerem an NXE beteiligt bin, inzwischen auch mit Anteilen direkt.
Gestern mit schöner Kursgewinn + 16,5 % und hohem Umsatz von 4,1 Mio Stück.

Die Präsentation gefiel mir schon lange mit guten Grafiken und Charts zur Weltverorgung :

http://www.nexgenenergy.ca/_re…orporate-presentation.pdf.

Angehängt ein Bespiel der erwartenden Unterversorgung....

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Edel

Bei der Durchsicht der sehr guten Präsentation fiel auf, daß NexGen mit dem gewaltigen Arrow Vorkommen zum 2.größten Uranproduzenten aufsteigen will / wird. sh. Anhang.

Bin hier hoch mittelgewichtig investiert.

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Edel

Ergänzend zum Vorbeitrag passend:

"outperform" rating and $5 share target. Analysts on average target the shares at $5.40. Mr. Wong says in a note: "We think the deposit has potential to be developed into a top-tier uranium mine with production volumes comparable to or above today's largest mines, while realizing operating costs at the lower-end of the cost curve. ...

Recent drilling also points to significant resource upside that could support a project life beyond the 15-year mine life envisioned in the PEA. ... Current challenging uranium market conditions make a bid for NexGen a low probability."

https://www.stockwatch.com/New…41027&symbol=NXE&region=C

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Edel

NXE hat eine neue Studie für das gewaltige Arrow Deposit herausgegeben, der Markt nimmt diese begeistert auf mit Kurssprung + 13,7 % auf 3,23 C$. NXE ist Depotmittelschwergewicht.

"NexGen Energy Ltd. has released the results of an independent prefeasibility study and mineral resource update of the basement-hosted Arrow deposit, located on the company's 100-per-cent-owned Rook I project in the Athabasca basin in Saskatchewan, Canada....

Leigh Curyer, chief executive officer, commented: "An assessment across all of the PFS metrics, results in a substantial improvement to the PEA with a 64-per-cent increase in average annual after tax net cash flow. Incorporating only the indicated mineral resource, the life of mine drops from 15 to nine years, yet the increase in average annual grade -- whilst maintaining a consistent capex and lower opex -- results in an after tax NPV of $3.7-billion. In addition, the 43-per-cent increase in indicated mineral resource growth during 2017 demonstrates with closer-spaced drilling, Arrow improves and optimizes mine production plans....

Note: Preliminary economic assessment based on $1 (Canadian) equals 80 U.S. cents, PFS based on $1 (Canadian) equals 75 U.S. cents..."

https://www.stockwatch.com/News/Item.aspx?bid=Z-C%3aNXE-2678742&symbol=NXE®ion=C

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Edel

THE NORTHERN MINER mit ausführlichem Kommentar zur neuen PFS von Nexgen, aber auch mit einigen Kurszielen :

"NexGen Energy (TSX: NXE; NYSE: NXE) is planning a 125,000-metre high density drill program—the largest in the company’s history—at its Arrow uranium project in Saskatchewan after completing a positive prefeasibility study that estimated an after-tax net present value of $3.66 billion and internal rate of return of 56.8%.

The study was based on a uranium price of US$50 per lb., and a 43% increase in indicated resources to 256.6 million pounds of U308 contained in 2.89 million tonnes grading 4.03% U308....

At the end of September, NexGen had $133 million in its treasury.

The company says its new diamond drill program commencing in December will involve two stages and ten drill rigs....

Brian McArthur, a mining analyst at Raymond James, increased his price target on the stock to $5.50 from $5.00 per share.
Colin Healey of Haywood Securities maintained his target price on the stock at $6.00 per share."

http://www.northernminer.com/f…-in-arrow-pfs/1003800678/

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Edel

Hier noch ein Update . Als Langzeitanlage sicherlich sehr interessant, denn es ist nun mal das größte Vorkommen weltweit.

"Summary
-- The Arrow deposit contains inferred and indicated resources of nearly 350 million lb U3O8.
-- With an annual production of 29 million lb U3O8/year, NexGen Energy has a real chance to become the world's biggest uranium producer.
-- The after-tax NPV (8%) of the Arrow mine is around $1.09 billion at the current uranium prices and approximately $2.75 billion at an uranium price of $50/lb.
-- If everything goes well, the uranium production should start in 2023 or 2024.
-- NexGen Energy is a serious acquisition target for anyone who wants to play a major role in the future of the uranium mining industry....

Conclusion
NexGen Energy holds a world-class uranium project. After the Arrow mine gets into production, it should become the world-biggest uranium mine and NexGen has a real chance to become the world's biggest uranium producer. Moreover, the project is located in a safe jurisdiction, and it has the backing of a Chinese partner, which may turn out to be important during the process of mine development financing...."

https://seekingalpha.com/artic…uranium-project-impresses

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Edel

[Blockierte Grafik: https://static.seekingalpha.com/uploads/2018/11/6/13760932-15415169669499428.png]

NXE mit sehr ambioniertem Bohrprogramm, für 2019 sicher gestellt.....

"NEXGEN RELEASES PROJECT DEVELOPMENT-FOCUSED SUMMER 2018 DRILLING RESULTS

NexGen Energy Ltd. has released geotechnical and radioactivity results for 29 holes comprising 20,482.31 metres on the company's 100-per-cent-owned Rook I property, in the Athabasca basin, Saskatchewan. The primary objective of the program was the geotechnical characterization of areas within Arrow's footwal...

GAR-18-016 intersected 38.5 metres of total composite mineralization including 10.7 m of total composite off-scale radioactivity (greater than 10,000 to greater than 61,000 counts per second) within a 75 m section (552.0 to 627.0 m) and featured 1.5 m of continuous massive to semi-massive pitchblende with minimum greater than 61,000 cps....

Troy Boisjoli, vice-president, operations and project development, commented: "The summer 2018 drill program demonstrated the highly competent geotechnical chartateristics of the Arrow deposit. .....

• Expediting Arrow to feasibility by initiating a two-stage 125,000 m (10 rigs) high-density drilling program commencing in mid-December, 2018, to focus on mine optimization plans based on measured and indicated mineral resources;
• As of Oct. 31, 2018, had cash-on-hand of approximately $125-million which fully finances NexGen for all programs throughout 2019...."

https://www.stockwatch.com/News/Item.aspx?bid=Z-C%3aNXE-2687705&symbol=NXE®ion=C

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Edel

Weiter so: