aber die gewichtung ist noch nicht veröffentlicht.
solactive.com/indices/?se=1&index=DE000SLA4825#detail
The new positions for URA are out. No weightings yet.
Mega, Toro, Skyharbour, SPUT, A-Cap, Alligator, Aura, and Elevate added.
index composition(weightings) ist nun veröffentlich/aktualisiert
solactive.com/indices/?se=1&index=DE000SLA4825#detail
bg bh
mou zircon offtake 20.000t/jahr
https://cdn-api.markitdigital.…35c2d45a094df02a206a39ff4
▪ MoU for the potential supply of zircon products to Mario Pilato, a leading international supplier of raw
materials for ceramics, glass and refractories, from Hyperion’s Titan Project in Tennessee, USA.
▪ The MoU contemplates a supply agreement for an initial five-year term on an agreed market-based
pricing methodology for the annual supply of up to 20,000 tonnes of zircon products.
▪ The benchmark price for Zircon is currently reported to be over US$2,000 per tonne (CIF China), up ~40%
since Q1 2021, driven by significant global demand, including from China, and limited new supply.
▪ Hyperion is currently completing a scoping study at the Titan Project, due for completion in the coming
months, which will further inform zircon supply volumes, product quality and pricing.
Ich habe ein Captraderdepot (IB Plattform). Zum leihen von Devisen: Es ist generell so, dass du alle Devisen selbst umtauschen musst. Hast du nur Euro oder US Dollar so musst du für Rubel Zinsen zahlen, oder du tauscht um. Meines Erachtens bekommst du hier aber gute Kurse.
wenn du es richtig machst, hast du die offiziellen forex kurse + gebühr.
@LuckyFriday ich bin zu frieden bei ib für moex. veles wäre wie ich im forum schrieb eine alternative, allerdings kein einfacher zugang.
bg bh
Große Volumina kurz vor Börsenschluss bei Uranaktien an der TSX in Toronto am Freitag.
Decken sich hier Morgan Stanley und andere gerade im großen Stil ein?
unter anderem etf balancing, vermutlich aber auch zusätzlich mehr allocation im sektor.
hallo zusammen,
ich habe derzeit sehr gehäuft die problematik, das mitten unter dem surfen im forum oder des verfassens von beiträgen die
verbindung zum forum weg ist.
wan konnektivität ist aber gegeben und auch ein ping sowie reverse dns lookup auf sonst jedes ziel problemlos möglich.
gibt auch keine auffälligkeiten in der ngfw
hat der webserver "aussetzer"?
und geht das nur mir so?
vllt kann ja mal einer der admins @Edel Man dazu etwas sagen, danke!
bg bh
super Beitrag über die Schneekatastrophe in ..war es 72 0der 78.....echt geil..ua auch Greifswald...die Meiller fehlen auch
schau dir dazu einen seiner vorträge an, ist klasse
Da spenden also zig Leute über die Organisation „GoFundMe“ Geld für die kanadischen Trucker. Das ist nun soviel geworden, das „GoFundMe“ das Geld nun einbehält und ANDERWEITIG verteilen will! Hier deren Statement:
ist die frage, dürfen die das, oder müsten sie zurückzahlen? ich würde einen refund beantragen und wenn abgeleht wird wegen betrug anzeigen und oder falls möglich zurückbuchen lassen.
ausserdem kannst dir sicher sein, staatliche stellen haben vor der auszahlung interveniert...
IsoEnergy Reports Final Chemical Assays From 2021 Drilling at Hurricane Zone
..
6.5m averaging 20.4% U3O8 in southern expansion drill hole LE21-107, including 3.5m averaging 34.5% U3O8
7.5m averaging 4.5% U3O8 in southern expansion drill hole LE21-87A
Mineralization in drill hole LE21-101 of 0.5m at 3.1% U3O8 confirms continued expansion potential
heywood zu den news mit target(7 cad):
https://clients.haywood.com/up…2a8e972eabc7cfab8c06b0ed1
sprott vom 19.01.22 nach den news vom 19.01
https://sprott.com/media/4744/220119-scp-iso-exploration.pdf
bg bh
IsoEnergy Reports Final Chemical Assays From 2021 Drilling at Hurricane Zone
Saskatoon, SK, February 3, 2022 – IsoEnergy Ltd. (“IsoEnergy” or the “Company”) (TSXV: ISO; OTCQX: ISENF) is pleased to announce the final assay results from its successful summer 2021 drilling at the Hurricane zone. Hurricane is a high-grade uranium zone located on the Company’s 100% owned Larocque East property (the “Property”) in the Eastern Athabasca Basin of Saskatchewan.
Highlights:
..
..
..
Southern Expansion
LE21-107 (Section 4485E)
LE21-107 targeted the centre of a 26m gap between previously reported drill holes LE20-71 (2.4% U3O8 over 2.0m) and LE21-82 (4.5m averaging 0.9% U3O8 including 1.0m 1.4% U3O8). LE21-107 intersected 6.5m averaging 20.4% U3O8 from 325.5 to 332.0m, including 3.5m averaging 34.5% U3O8 from 327.5 to 331.0m. Figures 2 and 3 show the location of the drill hole in plan and section view, respectively.
LE21-87A (Section 4460E)
LE21-87A intersected 7.5m of uranium mineralization from 331.0 to 338.5m averaging 4.5% U3O8 including 2.0m averaging 9.2% U3O8 from 336.0m to 338.0m and including 1.0m averaging 8.1% U3O8 from 334.0m to 335.0m. LE21-87A expanded the Hurricane zone 17m south of drill hole LE21-78C1 (12.0m averaging 5.2% U3O8 including 2.0m averaging 27.6% U3O8), increasing width of the mineralized footprint to at least 86m on section 4460E. Figures 2 and 4 show the location of the drill hole in plan and section view, respectively.
LE21-103 (Section 4485E)
Drill hole LE21-103 targeted the unconformity 31m south of previously reported drill hole LE21-82. LE21-103 intersected 4.0m of uranium mineralization from 334.5m to 338.5m averaging 0.9% U3O8 which includes 0.5m averaging 4.7% U3O8 from 337.5 to 338.0m. LE21-103 expanded the Hurricane zone 31m to the south and the mineralized footprint is now at least 125m wide on section 4485E. Figures 2 and 3 show the drill hole in plan and section view, respectively.
LE21-91 (Section 4510E)
Drill hole LE21-91 was completed to test for easterly extensions of mineralization intersected by earlier 2021 drill holes and targeted the unconformity 28m northeast of LE21-82 and 47m east of LE21-78C1. LE21-91 intersected 5.0m averaging 0.7% U3O8 from 336.0m to 341.0m. Figures 2 and 5 show the drill hole location in plan and section view, respectively.
LE21-105 (Section 4535E)
Drill hole LE21-105 was completed to test for easterly extensions of mineralization intersected by LE21-91. LE21-105 reached the unconformity 21m east of LE21-91 at a depth of 341.5m, intersecting 0.5m averaging 0.1% U3O8 from 339.5 to 340.0m. Figure 2 shows the drill hole in plan view.
Continued Growth Potential
LE21-101 (Section 4785E)
Drill hole LE21-101 tested the prospective graphitic structural corridor bounded by the J- and L-Faults in an area that has seen limited drilling. The drill hole intersected 4.5m of uranium mineralization from 324.5 to 329.0m averaging 0.6% U3O8 including 0.5m averaging 3.1% U3O8 from 327.5 to 328.0m. Figures 2 and 6 show the drill hole in plan and section view, respectively.
Defining the Zone
LE21-85 (Section 4460E)
Drill hole LE21-85 was drilled to follow up mineralization intersected by previously reported drill holes LE20-57 (11.7% U3O8 over 10.0m) and LE20-38 (2.0% U3O8 over 7.5m). The drill hole intersected an upper zone of uranium averaging 0.2% U3O8 over 1.0m from 321.5m to 322.5m above a lower zone averaging 0.2% U3O8 over 0.5m 327.0m to 327.5m. Figures 2 and 4 show the location of the drill hole in plan and section view, respectively.
LE21-93 (Section 4435E)
LE21-93 was drilled to expand mineralization to the north on section 4410E and targeted the unconformity 29m north of previously reported drill hole LE20-42 (0.4% U3O8 over 3.0m). The drill hole intersected 0.1% U3O8 over 0.5m beginning at 316.0m, 13m above the unconformity. The zone of significant mineralization is interpreted to be closed off to the north on section 4435E. Figure 2 shows the location of drill hole LE21-93 in plan view.
The Larocque East Property and the Hurricane Zone
The 100% owned Larocque East property consists of 33 mineral claims totaling 16,780ha. Two of the project’s claims distal to the Hurricane zone are subject to a 2% Net Smelter Returns Royalty of which 1% may be bought back for $1 million at IsoEnergy’s discretion. Larocque East is immediately adjacent to the north end of IsoEnergy’s Geiger property and is 35km northwest of Orano Canada’s McClean Lake uranium mine and mill.
Along with other target areas, the Larocque East Property covers a 15-kilometre-long northeast extension of the Larocque Lake conductor system; a trend of graphitic metasedimentary basement rocks that is associated with significant uranium mineralization at the Hurricane zone, and in several occurrences on Cameco Corp. and Orano Canada Inc.’s neighbouring property to the southwest of Larocque East. The Hurricane zone was discovered in July 2018 and was followed up with 29 drill holes in 2019, 48 drill holes in 2020, and 16 drill holes in 2021. Dimensions are currently 375m along-strike, up to 125m wide, and up to 12m thick. The zone is open for expansion along-strike to the east and to the north and south on some sections. Mineralization is polymetallic and commonly straddles the sub-Athabasca unconformity 320m below surface. The best intersection to date is 38.8% U3O8 over 7.5m in drill hole LE20-76. Drilling at Cameco Corp.’s Larocque Lake zone on the neighbouring property to the southwest has returned historical intersections of up to 29.9% U3O8 over 7.0m in drill hole Q22-040. Like the nearby Geiger property, Larocque East is located adjacent to the Wollaston-Mudjatik transition zone - a major crustal suture related to most of the uranium deposits in the eastern Athabasca Basin. Importantly, the sandstone cover on the Property is thin, ranging between 140m and 450m in previous drilling.
Figure 1 – Larocque East Property Map
[Blockierte Grafik: https://www.isoenergy.ca/_resources/news/nr-20220203-figure1-tn.jpg]
Figure 2 – Hurricane Zone Drill Hole Location Map
[Blockierte Grafik: https://www.isoenergy.ca/_resources/news/nr-20220203-figure2-tn.jpg]
Figure 3 – Section 4485E
[Blockierte Grafik: https://www.isoenergy.ca/_resources/news/nr-20220203-figure3-tn.jpg]
Figure 4 – Section 4460E
[Blockierte Grafik: https://www.isoenergy.ca/_resources/news/nr-20220203-figure4-tn.jpg]
Figure 5 – Section 4510E
[Blockierte Grafik: https://www.isoenergy.ca/_resources/news/nr-20220203-figure5-tn.jpg]
Figure 6 – Section 4785E
[Blockierte Grafik: https://www.isoenergy.ca/_resources/news/nr-20220203-figure6-tn.jpg]
https://www.isoenergy.ca/news/index.php?content_id=227
bg bh
Ich seh schon, ich muß mal über die +Mitgliedschaft nachdenken...
schnell handeln und nicht vergessen einen ausreichenden supply 
[Blockierte Grafik: https://m.media-amazon.com/images/I/71MeK0XYxwL._SX1000_.jpg]
aber am ende wird alles gut 
Aber der Kurs ist einfach.....rooshit
nunja, uranmarkt halt. ich kenne glaube ich, keinen sektor mit höherer volatilität.
wer antizyklisch in den sektor eingestiegen ist, hat trotz derzeitiger korrektur einen multibagger...
ausserdem kann man u.a. tsl zur gewinnbesicherung nutzen.
bg bh
https://deepyellow.com.au/wp-c…PFSAssumptions03Feb22.pdf
TUMAS DFS FIRMLY ON TRACK AND IMPROVING ON PFS
ASSUMPTIONS
HIGHLIGHTS
• Tumas Definitive Feasibility Study (DFS) metallurgical testwork completed to date
demonstrates process design assumptions used in the Tumas Pre-Feasibility
Study1 (PFS) financial model remain fit for purpose and valid
• Overall process metallurgical recovery of 93.8% (PFS) confirmed through further
beneficiation and leach testwork on representative bulk composite sample
• Beneficiation testwork increases beneficiation mass rejection from 35% (PFS) to
55% with the same metallurgical recovery, leading to a lower downstream capital
and operating cost expectation
• A study completed by the Commonwealth Scientific and Industrial Research
Organisation (CSIRO) confirms that seepage from Waste Rock Dumps (WRD) and
the Tailings Storage Facility (TSF) will not be a long-term rehabilitation liability
• Independent transport and logistics study concludes existing infrastructure
available to Tumas is sufficient for the needs of the Project
• Power supply study identifies cost reductions through use of grid power and solar
array, improving Project sustainability and lowering greenhouse gas emissions
• Groundwater production bore development program shows that a sustainable
supply of groundwater for low grade usage is available, reducing the demand for
desalinated NamWater supplies
• The MLA and EIA processes continue to proceed well with nothing identified to
preclude the planned development of the Project
• Significant increase in forecast Project economic outcomes using the PFS model
assumptions and the updated Ore Reserve2
o Life of Mine (Production) increased to 25.75 years from 11.5 years
o Operating Margin (EBITDA) (U3O8 @ US$65/lb & V2O5 @ US$7/lb) up 114% from
US$1,035M to US$2,215M
o Project NPV8.6: Post tax and ungeared up from US$207M to US$412M
o Project IRR: Post tax, ungeared and real, up from 21% to 23%
o All-in Sustaining Costs (AISC) down from US$30.69/lb U3O8 to US$30.37 (for the first
20 years of production)
bg bh
würde in mehrere fäden passen, ich stell es mal unter rohstoffboom
The Role of Critical Minerals in Clean Energy Transitions
Launch presentation
https://iea.blob.core.windows.…lmineralslaunchslides.pdf
bg bh
Zu dem Telefon-Interview mit RR "Five Reasons...." hatte ich mir noch weniges dazu notiert:
lohnen sich die 41 min?
Und ich enthalte mich der Arroganz, andere zu beraten, ob sie etwas schreiben sollen oder nicht
einer von uns beiden muss ein komisches verständnis haben, denn wenn ich etwas nicht weiß, dann schreib ich das auch nicht und wenn ich falsch liege, dann geb ich dies auch zu. die von dir gewünschten dokumente sind easy auf sedar zu finden, das du dies nicht weißt überrascht, denn eigentlich halte ich dich für jemanden der in der branche durchaus viel erfahrung hat.
Sie produzieren aber noch nicht, und bohren noch, was das Zeugs hält (die 8 überflüssigen Direktoren vielleicht auch in der Nase), ist also gemäss üblichen Massstäben "Explorer" und nicht einmal "near producer"
das ist doch kein explorer mehr. das ist im projektstatus schon ernstzunehmend de-risked inklusive PEA und wahrscheinlich bfs 2023, darfst du gerne anders betrachten - halte ich für falsch.
[Blockierte Grafik: http://test318.weebly.com/uploads/9/7/9/4/9794490/817393_orig.png]
Evaluation and Developers
The stage after a gold deposit has been defined with some confidence is the
evaluation and development stage. Here a company determines if the gold
deposit can be turned into a profitable gold mine or not based on the
cost to extract and sell the gold from that particular deposit. As each
deposit is different, the evaluation stage takes years and can cost many
tens to hundred's of milliond of dollars - all before any gold is
poured.
Evaluation starts with very crude estimations in a
Scoping Study. If the Scoping Study indicates there is a reasonable
chance a profitable mine could be built, a Preliminary(Pre)-Feasibility
Study will be completed. A Pre-Feas will include new information
gathered on the deposit to make a better estimate of the most apprpriate
mining and processing methods and at what cost. Assuming results of the
Pre-Feas are positive a full Feasibility Study will be done, based on
yet more information and going into more detail. The Feasibility study
will then be used to solicit financing by being repackaged as Bankable
Feasibility Study (BFS) or Definitive Feasibility Study (DFS).
The expense and effort of taking a gold deposit through Scoping to Feasibility stage is great. In 2007 McKenzie and Cusworthy
estimated the cost for one project was between 2.2 and 2.5% of the
total final cost of bringing the project into production. Cost inflation
has been rampant in recent years and in 2013 this would have to be 5%
at least (anecdotal). The time between discovery and production of a
gold mine is now estimated at on average 10 years (Schodde, 2011) and growing due to increasing compliance demands and skills shortages.
Wenn ohne Unternehmensnachrichten eine Kurssprung erfolgt, ist dies meist aufgrund einer Empfehlung einflussreicher Leute (hier J.Rickards), und dann ist es klug, den "Rauch" verziehen zu lassen, bevor man kauft. Das war der Sinn meiner Antwort an den Fragesteller gewesen.
finde ich ja wirklich gut und nachdem ich mit ihrer hoheit nicht streiten will, lassen wirs einfach.
gruß bh
bh, gerne informiere ich mich jeweils, wen ich Zeit und Interesse habe.
ist ja legitim
Das war gestern beides nicht der Fall.
dann verstehe ich deinen post erst recht nicht, einfach nichts schreiben fände ich dann einfach besser
o3 ist kein explorer mehr
ist finanziert: 41mio cash und 60 mio investments - seite zwei präsentation
Cash balance as of September 30, 2021
Marketable Securities as of September 30, 2021
Investment in Moneta Gold (valued as of January 13, 2022
hat eine pea
PFS! kommt 2022
insiderkäufe! und hoher insider anteil, management 7,1% / osk 23,3% / instis 22,3%
bei einer gesamt resourcengrößse von 3.7 moz
capex von gerade einmal 256 millionen cad
angepeilte produktion von 115.000 oz ab 2026
wie viele developer mit solchen zahlen kennst du?
o3 ist nicht umsonst einer der top picks(zb von brian leni)
alle filings gibts hier:
https://www.sedar.com/DisplayP…Type=03&issuerNo=00000760
gruß bh
Wie siehst du die beiden im Vergleich bzw. welche Firma würdest du bei einem invest vorziehen?
keine, ich halte beide.
bg bh
allenfalls ist ndm ein hochrisikoreiches zweifaches "optionality play"
1. steigende rohstoffpreise / cycle
2. politische situation(inklusive first nations & esg)
wünsche dir viel erfolg, aber ich denke du "bist zu verliebt" und daher eventuell etwas blind dem risiko gegenüber...
bg bh
podcast mit grant williams(ttmygh), jeff currie empfahl statt sput leu & ltbr (smr fuel), das thema fuel wird weiter in den fokus gerückt. https://www.podbean.com/site/EpisodeDownload/PB117AF2C9936A
nur nochmal zur erinnerung, da ja auch hier im forum, an dem thema fuel durchaus interesse bekundet wurde.
https://www.centrusenergy.com/
https://www.ltbridge.com
ltbr ~ +14,6%
leu ~ + 9,5%
greenflation:
derweil arbeitet nigel farage an einem ausstiegsreferendum zum thema net-zero
More plans for Nigel
One referendum isn’t enough for Nigel Farage. He is quietly in negotiations with donors about launching a campaign to force a vote on net zero. He tells me that the policy is “profoundly un-Conservative” and that, although talk of a series of rallies in March and April is “premature”, he is in “very serious conversations” about campaigning for a referendum.
“Why not?” he asked me. “We cannot trust the House of Commons.”
und noch das sprott update zu fcu - mit einem target von 1,45
https://sprott.com/media/4837/220131-scp-fcu-r840w.pdf
auszug:
The drilling results today confirm for us that R840W will enter the mine plan. Recall that R840W has an
MRE of 15Mlbs at 1.8% U3O8, in line with the pre-diluted reserve grade, but was excluded from the PFS as
only 22% of the resource was classified as indicated. Today’s hits establish high grade across the 300m
strike including 19m @ 18.3% on line 630W (eastern end) and 9.5m @ 18.6% on line 930W (western end).
Moreover, the widths and grades intersected should add lbs to the existing resource particularly on the
western end where 19m @ 18.3% is well above currently modelled grades. This should add 1.5-2 years of
mine life, located near the planned portal and relatively shallow. For sensitivity, we estimate that one year
of mining at 1.5% diluted reserve grade adds C$250m of FCF at US$60/lb. We maintain our BUY rating
and price target of C$1.45/sh based on 1.0x NAV8%-60/lb. Stepping back, todays drilling including
fantastic headline widths and grades reiterate that Fission’s PLS is a world class project. Together with
NexGen’s adjacent Arrow deposit, we think the Western Athabasca forms a strategic uranium corridor
with two world class projects, and largely untapped exploration potential. At 0.5x NAV and just US$3/lb
we think Fission offers an excellent value proposition for investors looking to play uranium – PLS is a world
class asset that will generate margins through the cycle.
die frage für mich ist, wann gibt es eine fusion, übernahme oder wenigstens ein jv für tripleR & arrow.
die synergie effekte sind zu groß um ignoriert zu werden.
bg bh
