Beiträge von Blue Horseshoe

sector mc auf neuem allzeithoch, bei gerade einmal 45,16 mrd usd.

sput
+ 583.000 lbs für 20,1 mio usd
+ 3,2 mio shares
81,6 mio usd cash
nav premium +4,58%
% atm facility used 73,57%

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Zitat von c-Mc2k

Passend dazu kommt eben die News, dass sich Fission Uranium intensiv um die Clearwater River Dene Nation kümmert und ihr soziales Engagement ausbaut. Nur so geht's, denke ich!

ja, aber die meisten "älteren" companys sollten ihre abkommen mit den first nations eigentlich in trockenen tüchern haben. probleme kann es, so denke ich, eher bei den neueren und neuesten projekten geben.
es findet ja schon wieder ein boom bei projektübernahmen etc in der region statt.
da ist immer mit einem gewissen "säbelrasseln" der first nation zu rechnen, was ja in meinen augen auch absolut in ordnung ist. verantwortungsvoller umgang miteinander...

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https://www.newswire.ca/news-r…xploration-898283328.html

Clearwater River Dene Nation Serves Notice on Uranium Industry Regarding Impacts of Uranium Mines and Exploration

SASKATOON, SK, Nov. 10, 2021 /CNW/ - This week, the Clearwater River Dene Nation (CRDN) served notice on the uranium industry and the Governments of Canada and Saskatchewan regarding the community's grave concerns about the potential impacts and risks posed by an increasing number of uranium mining and milling projects and exploration activities occurring within its Traditional Lands.
Over the past few years, numerous mining companies have conducted uranium exploration and have proposed extensive development in the heart of CRDN's Traditional Lands. This includes proposals for mines by NexGen Energy Ltd. and Fission Uranium Corp. and exploration activities by Denison Mines Corp., Standard Uranium, Purepoint Uranium, Cameco, UEX Uranium, Orano, Azincourt Energy, and other lease holders affiliated proponents. The Government of Saskatchewan has granted tenure and issued authorizations for exploratory activities in the absence of meaningful consultation with the CRDN.
CRDN General Manager Walter Hainault states, "contrary to the United Nations Declaration on the Rights of Indigenous People (UNDRIP) and directives of the Supreme Court of Canada, governments have and continue to illegally permit uranium companies to run roughshod over our People, Traditional Lands and Treaty rights. As a result, we now have uranium mines being proposed in the Patterson Lake Area – the hub and heartland of our ancient and traditional lands". The CRDN is the Indigenous Nation and Government in closest proximity to the 'Patterson Corridor' of interest to the uranium industry and the PLA.
The CRDN has commissioned an in-depth Indigenous Rights and Knowledge Study (IRKS). This has been developed through intense work and research with community Elders, trappers, hunters, fishers, youth and families which directly use and occupy the Patterson Lake Area (PLA), the area in which two major uranium and milling projects are now proposed. Chief Teddy Clark of the CRDN reports "that the study transmitted to industry groups and Crown agencies confirms:

• our People's historic, intense and strong cultural connection to the PLA and project areas;
• our People continue to live in and rely upon our Traditional Lands and the PLA and the project areas;
• that our People can provide evidence of how they have been impacted and are being forced out of their traditional family hunting grounds by uranium mining activity;
• that the current level of uranium exploration and proposed mines/mills being proposed within the PLA are incompatible with CRDN's rights, culture and way of life, and
• at this time, the vast majority of CRDN community members are not supportive of the overall level of uranium mining activity:

Clark adds, "CRDN continues with diplomacy to engage and consult with the companies and Crown in good faith, however, our community has certain limits and they feel that the line has been crossed with so many companies being granted rights to access and develop their ancient and sacred lands. There is no government mechanism in place to assess the cumulative impact of all of this development on our rights, way of life and our people's needs. There is no defensible land use plan in place that determines where this activity should be prohibited, constrained or allowed only under the strictest of CRDN conditions. No Crown agency is dealing with this bigger picture. Crown failure to address this critical matter could result in a challenge to project approvals, substantial delay to the regulatory path, risks to the projects and stranded investment.
CRDN is now working to build on its initial community IRKS report. CRDN General Manager Walter Hainault ends, "we are now preparing for upcoming environmental assessment processes and regulatory hearings. Our People will be front and center and their voices will be heard and all of the issues, concerns and alternatives they bring forward must be addressed such as:

• our People's ability to exercise their Treaty rights into the future;
• the practice, maintenance and transmission of our Denesuline culture;
• the protection of our way of life;
• our community members ability to put food on the table and make ends meet;
• the impact of the dispossession of our people being forced out of the Patterson Lake Area and other areas that lie at the heartland or core of our Traditional lands;
• risks posed to the Clearwater River Watershed which is critical to our people;
• the long-term risks posed to the environment and our People's health should untested underground tailings management facilities fail over time allowing release of radio-toxic elements;
• the impact of the influx of people into work camps, drugs, alcohol, crime and violence which tend to accompany such resource developments;
• the impacts arising from required Highway 955 upgrades between the CRDN's reserve and the PLA
• road access to the Patterson Corridor and the PLA which traverses the main CRDN community and reserve lands, and
• the cumulative impact of past, present and proposed uranium projects and exploration activities and human induced change on our Treaty rights, way of life and culture"

SOURCE Clearwater River Dene Nation

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aktuell gestiegener risiko faktor für alle athabasca plays!

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Sokoman Reports First Barge-Based Drill Results, Moosehead Gold Project, Central Newfoundland

MH-21-291: 4.95 m of 27.70 g/t Au from 41.55 m downhole
MH-21-283: 4.20 m of 14.72 g/t Au within 9.80 m of 6.65 g/t Au from 53.00 m downhole
The results confirm shallow, high-grade, gold-bearing quartz veins which are extensions to the Upper Eastern Trend and the Footwall Splay mineralized zones (plan map attached). The reported holes were drilled on a 10 m to 15 m grid spacing south of MH-20-115, which gave significant intercepts of 4.60 m of 47.20 g/t Au from the Footwall Splay, and further downhole, 8.10 m of 68.70 g/t Au from the Upper Eastern Trend (November 19, 2020 NR). The new holes are on trend towards the 75 Zone, located approximately 150 m further south, and from where recent results include MH-21-234 that returned 4.80 m of 17.56 g/t Au (September 28, 2021 NR).

...

https://www.businesswire.com/news/home/20211110006082/en/

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Zitat von onlinefan

Ich glaube nach der Übernahme steht Uranium Energy vor einer völligen Neubewertung.

uec ist doch nicht schlecht bewertet.

vorab: ich mag den deal
aber:
dieser entspricht einem kauf von 41,9 mio lbs zu 3,13$ lbs - low grade material(selbst für isr ist das low grade). sie bekommen noch ne mill, verarbeitungsanlage damit sind sie bei steigenden u3o8 preisen, so denke ich mit einer relativ guten feasbility studie dabei. sollte sich ein premium preis für us sourced uran etablieren - all bets are off.

akkumulieren werde ich uec auf diesem preis- & wertniveau nicht(price is what you pay - value[wert] is what you get). es gibt momentan an andere stelle mehr value zu niedrigeren preisen.
verkaufen, oder versuchen zu traden? nein, das geht zu 90% in uran bullenmärkten schief, die begründung habe ich mehrfach in den uranthreads dargelegt.

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https://www.kazatomprom.kz/en/…for_nuclear_power_plants_

Kazakhstan Launches Production of Fuel for Nuclear Power Plants

On November 10, 2021, the official opening ceremony for the new Ulba Fuel Assembly plant, dedicated to the 30th Anniversary of Independence of the Republic of Kazakhstan, was held via teleconference from the Ulba Metallurgical Plant, Ust-Kamenogorsk, Republic of Kazakhstan. Top management from Samruk-Kazyna JSC, NAC Kazatomprom JSC, UMP JSC, China Atomic Energy Authority, China General Nuclear, Framatome, and the akimat of East Kazakhstan region attended the ceremony.
“The development of the nuclear industry is a strategic direction for the Fund. Our country is interested in the production and sales of uranium products of processing value, as well as higher value added products. Successful implementation of the Kazatomprom project with foreign partners ensured entry into the limited circle of states that supply nuclear fuel for nuclear power plants,” Almassadam Satkaliyev, Chief Executive Officer of Samruk-Kazyna stated in his speech.

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Biden administration draft drops uranium from critical minerals list, reversing Trump

https://thehill.com/policy/ene…um-from-critical-minerals

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un nun mit pro nuclear statement

Global climate objectives fall short without nuclear power in the mix: UNECE

The urgent need to reduce emissions and slow global heating, should involve the roll-out of more nuclear power stations, regional UN energy experts argued in a new briefing on Wednesday.

Only weeks before world leaders gather in Glasgow to hammer out plans to slow climate change, the United Nations Economic Commission for Europe (UNECE) has released a document arguing that nuclear power can help deliver on the Paris Agreement and the 2030 Agenda for Sustainable Development.
“Nuclear power is an important source of low-carbon electricity and heat that can contribute to attaining carbon neutrality and hence help to mitigate climate change,” UNECE Executive Secretary Olga Algayerova said.
In the new technology brief published on Wednesday, the agency warned that “time is running out to rapidly transform the global energy system,” as fossil fuels still account for over half of electricity generation in the UNECE region, which include the countries of Europe, but also countries in North America, Central Asia and Western Asia.
The report highlights how only hydropower has played a greater role in avoiding carbon emissions over the past 50 years.
Nuclear power is a low-carbon energy source that has avoided about 74Gt of CO2 emissions over this period, nearly two years’ worth of total global energy-related emissions, it noted.
Yet nuclear power currently provides 20 per cent of electricity generated in the UNECE region and 43 per cent of low-carbon generation.

https://news.un.org/en/story/2021/08/1097572

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Mineral Resource - Investor Webinar and Presentation vom 09.11

https://chalicemining.com/site…nnouncements/61061682.pdf

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https://www.devexresources.com…nnouncements/61061861.pdf

DevEx Resources Limited
Level 2, 1292 Hay Street, West Perth WA 6005, Australia
GPO Box 2890, Perth WA 6001

10th November 2021

Initial diamond drilling at Sovereign intersects thick intrusive
sequence with disseminated nickel-copper sulphides

Visual observations from first two diamond holes validate the significant potential for
Julimar-style nickel-copper mineralisation within extensive mafic-ultramafic intrusion

HIGHLIGHTS

• DevEx’s maiden stratigraphic diamond drilling program has encountered an extensive
sequence of differentiated mafic-ultramafic intrusive rocks, including gabbronorite, norite,
pyroxenite and serpentinite.
• Within Hole 2, broad intervals of low-grade disseminated nickel-copper sulphide mineralisation
are observed in the hole, including several narrow (5-10cm) bands of matrix textured iron-
nickel-copper sulphides.
• The diamond holes are currently being logged with sampling of the core underway.
• In parallel, an extensive ground electromagnetic (EM) survey has also commenced which is
designed to cover the majority of the 12km-long intrusion over the coming months.
• The encouraging results from these initial diamond holes have provided strong endorsement
of the prospectivity of the 12km long Sovereign Mafic-Ultramafic Intrusion, which is located
within the Julimar Complex to the north of Chalice Mining Ltd’s world-class Gonneville Ni-Cu-
PGE discovery.

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presentation
Live Virtual Investor Conference: Critical and Precious Metals Company Executives Present November 10th & 11th

https://www.tieronesilver.com/…8/t1_ir_04nov2021_web.pdf

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Sput

+ 1.2 mio lbs (knappe 1% der welt jahresproduktion)
gesamt nun 19,3 mio lbs
1,4 mio neue units ausgegeben
spotpreis close 44,75$
theoretischer preis den sput bezahlen kann 46,25$
premium 3,34%
CASH 54,4 mio

https://docs.google.com/spread…WRGvt0/edit#gid=504025026

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Zitat von Lewrie

Du schlägst aber einen freundlichen Ton an, ist das der normale Umgangston bei dir?

warum - war doch nicht unfreundlich - sind fakten mit einer frage an dich(die ich im vorfeld mit "nein" beantworten kann).

boooooommmmmmmmmm... - ein bisschen kindliche freude sei mir bitte verziehen

https://www.prnewswire.com/new…e-americas-301419343.html

Uranium Energy Corp Creates America's Largest Uranium Mining Company with the Acquisition of Uranium One Americas

CORPUS CHRISTI, TX, Nov. 9, 2021 /PRNewswire/ - Uranium Energy Corp. (NYSE American: UEC) (the "Company" or "UEC") is pleased to announce the Company has entered into a definitive share purchase agreement with Uranium One Investments Inc., a subsidiary of Uranium One Inc. ("Uranium One"), to acquire all the issued and outstanding shares of Uranium One Americas, Inc. ("U1A") for a total purchase price comprised of $112 million in cash and the replacement (with corresponding payments to the seller) of $19 million in reclamation bonding (the "Acquisition"). Uranium One is the world's fourth largest uranium producer and part of Russia's State Atomic Energy Corporation, Rosatom.

The Acquisition is fully funded with UEC's existing balance sheet, which as of October 26, 2021 had over $235 million of cash and market value liquid assets.
The U1A assets are primarily situated in the Powder River Basin of Wyoming; the most productive in-situ recovery ("ISR") uranium mining district in the western hemisphere.
Highlights of the Acquisition include the following:

• Positions UEC, a U.S. corporation headquartered in Texas, as the largest American uranium mining company, amid a new era of domestic and global support for clean-air nuclear energy as essential to the realization of a low-carbon global economy;
• Creates Wyoming hub-and-spoke operations for UEC, anchored by U1A's Irigaray plant which is one of the largest central processing facilities in the United States with a licensed capacity of 2.5 million pounds U₃O₈ per year;
• Incorporates U1A's production-ready assets including Christensen Ranch ISR Project with four fully installed wellfields, and six additional permitted or development-stage satellite ISR projects, combining with UEC's Reno Creek Project;
• Anticipates significant capital expenditure savings and deep operating synergies with UEC's permitted and nearby Reno Creek ISR Project which is 45 miles away from the Irigaray plant;
• Secures approximately 37.6 million pounds U₃O₈ in historically estimated Measured and Indicated Resources and 4.3 million pounds U₃O₈ in historically estimated Inferred resources with considerable growth potential based on independent technical reports prepared for U1A. These historical resources are not treated by UEC as current and the Company plans to complete and report current resources post-closing of the Transaction; ⁽¹⁾
• Adds a dominant land package of approximately 100,000 acres in Wyoming's prolific uranium producing Powder River and Great Divide Basins consisting of dozens of under-explored, mineralized brownfield projects, backed by detailed databases of historic uranium exploration and development programs, thus greatly enhancing the potential for resource expansion; and|
• Provides for significant tax loss carryforwards to be applied to offset future income.⁽²⁾

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Zitat von Sapnovela

Alle anderen Schiffe der russ. Marine haben konventionellen Antrieb.

du vergisst aber die ganzen nuclear angetriebenen submarines. da von diesen mittlerweile schon einige mit den neuen raketentechniken ausgerüßtet sind, stellt sich die frage ob es so viel mehr überhaupt bedarf...

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die meisten asx´ler sind am ausbruch(zb dyl) oder kurz davor.

sput gestern
+2,93 millionen shares
+34,6 million cad
cash holdings 92 mio cad
nav auf allzeithoch(total net asset value) $us 1,73 milliarden
close mit sattem 4,06% premium.

https://docs.google.com/spread…WRGvt0/edit#gid=504025026
https://www.sprott.com/investm…-commodity-funds/uranium/

ich habe im asx handel meine position in aee (aura energy) nach dem zeichnen options zusätzlich mit weiteren käufen verdoppelt.

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die maiden resource ist da

@chalicemining
chalice-mining
9 November 2021

Tier-1 scale maiden Mineral Resource for Gonneville –
10Moz Pd+Pt+Au (3E), 530kt Ni, 330kt Cu and 53kt Co
Largest nickel sulphide discovery in over 20 years and largest PGE discovery in
Australian history establishes foundation for world-class ‘green metals’ project

Highlights

«Maiden Indicated and Inferred, pit constrained, mineral resource estimate (Resource) defined
for the Gonneville PGE-Ni-Cu-Co-Au deposit (Deposit), located on Chalice-owned farmland
within the 100%-owned Julimar Project, ~70km NE of Perth, WA:
« 330Mt @ 0.94g/t 3E1, 0.16% Ni, 0.10% Cu, 0.016% Co (~0.58% NiEq2 or ~1.6g/t PdEq3);
« Containing 10Moz 3E, 530kt Ni, 330kt Cu, 53kt Co (~1.9Mt NiEq or ~17Moz PdEq);
« ~150Mt (45%) is within the Indicated category (55% within the Inferred category);
« Resource is constrained within a pit shell and reported above a 0.4% NiEq cut-off grade
(sulphide) and 0.9g/t Pd cut-off grade (oxide).
« The pit-constrained Resource includes a significant higher-grade sulphide component above a
0.6% NiEq cut-off grade, starting from a depth of ~30m:
« 74Mt @ 1.8g/t 3E, 0.22% Ni, 0.21% Cu, 0.021% Co (~1.0% NiEq or ~2.8g/t PdEq);
« Containing 4.2Moz 3E, 160kt Ni, 150kt Cu, 15kt Co (~760kt NiEq or ~6.6Moz PdEq);
« This higher-grade component affords the project significant optionality in development and
could potentially materially enhance project economics in the initial years of operations.
« Gonneville is already the largest nickel sulphide discovery worldwide since 20004 (>20 years),
and the largest PGE discovery in Australian history.
« The Deposit remains open to the north and at depth, demonstrating the potential for material
growth with ongoing drilling.
« High-grade mineralisation begins at surface and has already been intersected ~60m below
the limit of the Resource pit;
« Wide-spaced extensional drilling is continuing down-plunge, with >1,000m of potential
plunge extent yet to be fully tested on Chalice-owned farmland.
« The maiden Resource, which is interpreted to cover just ~7% of the 26km long Julimar Complex,
confirms the world-class nature of the Julimar Project, and demonstrates the potential for the
project to become a strategic, long-life ‘green metals’ asset

bg bh

bei denen ist der name programm - fool.com.
die autorin hat keinen blassen schimmer und warum du einen solchen beitrag postest ist mir ein rätsel.
hast du dich selbst überhaupt auch nur ein wenig mit dem uranmarkt beschäftigt?

und freilich kann uec nochmal nachgeben, das hängt jetzt einfach alles an der weiteren marktentwicklung.
generell ist der uranmarkt immer noch um ca den faktor 8 unterbewertet um mit den bewertungen des öl und gas marktes gleichzuziehen.

gruß
bh

ca 700 millionen lbs sollten in den nächsten jahren in us & eu zur eindeckung mittels long term contracts anstehen.
in wie weit neu geschaffene kapazitäten das strukturelle angebotsdefizit ausweiten werden, wird noch abgewartet werden müssen...

ebenfalls lt contracts supply daten, in diesem fall von upc, habe ich bereits hier eingestellt:

Uran -- Märkte und Informationen

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Zitat von Divinitatis

Glaubt ihr dass der gesamte Uranmarkt auf 500 Milliarden oder mehr steigen kann?

das könntest du dir mit ein wenig dd selber beantworten.

mc u3o8 equities ca 44 mrd

Kohle soll bis 2050 verschwinden, öl & gas eingeschränkt werden.
wie hoch ist denn die mc der anderen energiesektoren im vergleich(sector weightage)?

laut dem oil and gas global market report 2021, der eine interresante lektüre für sich darstellt,

(hier erwerbbar: https://www.researchandmarkets…+2030F&utm_exec=chdo54prd)
ist die mc des öl & gas sektors in 2020 bei 5870.13 milliarden.

wenn also der simple vergleich herangezogen wird, aber achtung, die daten des weltenergiemix sind aus 2019, öl & gas mc aus 2020. um einen groben anhaltspunkt setzen zu können, sollte es aber trotz der (covid) fluktation ausreichend sein.

5870,13 mrd = 57,4% (33,1% + 24,3%)

d.h. die 4,3% des nuclearsektors müssten auf der bewertungsbasis von öl und gas eine mc von ca 439 mrd
aufweisen. dem steht die aktuelle mc des uransektors von nicht ganz 50 mrd entgegen.

und das ohne all das andere marktgeschehen, da ist schon erkennbar, wie ungeliebt der sektor (immer) noch ist.

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