Energy Fuels startet durch
Hier die letzten NEWS:
http://www.energyfuels.com/projects/pinon-ridge/index.html
http://www.telluridenews.com/articles/2011/01/05/...6c43512527906.txt
0,927 EUR
Diff. +0,12
Diff.% +15,30% §
ISIN§ CA2926711045
WKN§ A0J3EU
Typ§ Aktie
Handelsplatz wählen
Geldkurs§ 0,870
Geld-Vol.§ 5.000
Briefkurs§ 0,950
Brief-Vol.§ 5.000
Datum§ 17.01.11
Kurszeit§ 11:17
Alte Höchststände sollten binnen der nächsten 1-2 Jahre locker geknackt werden und diese lagen bei gut 5 CAD.
Hier in D kaum beachtet vielleicht ein Fehler.
Tageshöchstkurs der letzten Woche lag bei 1,37 CAD.Diese gilt es als nächstes zu überspringen die kommenden Tage.
Aber auf jeden Fall einen zweiten Blick wert.
Megatons to Megawatts ist abgelaufen und bis 2017 werden über 60 neue Blöcke in Betrieb gehen mit
stärkerer Leistung als deren Vorgänger !
Japan soll einen Teil der 50 abgeschalteten Anlagen dieses Jahr noch in Betrieb nehmen,
Japan rüstet Atomkraftwerke nach !
http://www.zeit.de/wissen/umwelt/2013-05/fs-japan-atomkraftwerk
Derzeit sind weltweit 68 neue Kraftwerke im Bau, die 2017 ans Netz gehen sollen.
http://Derzeit sind weltweit 68 neue Kraftwerke im Bau, die 2017 ans Netz gehen sollen.
Insgesamt wird sich die Kapazität der Kernkraftwerke der Welt in den nächsten Jahren um rund 10 bis 15 Prozent erhöhen. In 10 bis 20 Jahren ist eine Steigerung um bis zu 50 Prozent durchaus möglich, je nachdem wie lange die Bauzeit der geplanten Anlagen sein wird. Jedenfalls läßt sich keinesfalls behaupten, Deutschland führe mit seiner Ausstiegspolitik einen internationalen Trend an. Vielmehr ist Deutschland mit seiner Haltung zur Kernenergie im Kreis der führenden Industrieländer der Welt (G8) isoliert.
http://www.energie-fakten.de/html/akw-zuwachs.html
Seit dieser Woche dabei
Nuclear Expert Thomas Drolet Discusses the Disaster,
the Aftermath and the Outlook for Uranium
But looking beyond Japan, he sees more important price significance "in China, in Russia, in the Middle East, in places where all these 60 new reactors will be coming online for the first time in the later part of this decade. Uranium consumers buy approximately three and a half years before they use the fuel. So if you look at all those 60 reactors coming online by the year 2020, there will be a massive amount of long-term U3O8 buying. So I see in the latter half of 2015, early 2016 a lot of long-term contracting between suppliers and users. That will cause the long-term price to start to move up substantially, up from this bottom of $50 long-term somewhere to the mid-60s or perhaps the early 70s."
http://www.marketwatch.com/story/...m-2014-02-17?reflink=MW_news_stmp
EFR’s 100%-owned White Mesa mill is the only conventional mill in operation within the US and has the capacity to produce up to 8Mlb U3O8 per annum. In addition, the mill has a co-recovery vanadium circuit, as vanadium is commonly found in the uranium bearing ore from the Colorado Plateau area. More importantly, the mill is the only facility in North America with the current capability to process low-cost alternate feeds such as uranium bearing tailings or residues from uranium conversion. During FY13, EFR produced 1.2Mlb of U3O8, making it the second largest US producer and it has the potential to increase its annual production as market conditions improve.
http://www.investing.com/analysis/...al-uranium-mill-in-the-us-204112
ENERGY FUELS ACQUIRES 50% INTEREST IN THE HIGH-GRADE WATE URANIUM PROJECT IN ARIZONA
February 17, 2015
Energy Fuels Inc. (NYSE MKT:UUUU; TSX:EFR) (“Energy Fuels” or the “Company”) is pleased to announce that, through its wholly-owned subsidiary EFR Arizona Strip LLC, the Company has acquired a 50% interest in the high-grade Wate uranium deposit (the “Wate Project”) from VANE Minerals (US) LLC (“VANE”). The Wate Project is held in the Wate Mining Company, LLC joint venture (the “LLC”). The other 50% of the LLC continues to be owned by Uranium One Americas, Inc. (“U1”).
Northern Arizona, where the Wate Project is located, contains the highest-grade uranium deposits in the United States, and some of the highest-grade uranium deposits in the World (outside of Canada’s Athabasca Basin). The Wate Project is a “breccia pipe” deposit like the Company’s Pinenut, Canyon, and Arizona 1 mines. The Company is currently producing ore at the Pinenut mine, and recently announced that it is preparing to resume development at the Canyon mine. It is anticipated that future production from the Wate Project would be processed at Energy Fuels’ White Mesa uranium mill in Utah, which is currently the only operating uranium mill in the U.S. Energy Fuels will also assume VANE’s role as Manager of the LLC, which provides the Company with control over LLC activities, including programs and budgets.
As consideration for the 50% interest in the LLC, Energy Fuels paid US$250,000 cash to VANE at closing, along with a US$500,000 non-interest-bearing promissory note, payable in two equal installments of US$250,000 on each of the first and second anniversaries of the note, and a 2% production royalty on the 50% LLC interest being acquired. The royalty can be purchased by Energy Fuels upon payment to VANE of an additional US$750,000, less any royalties previously paid. In addition, upon the LLC meeting certain permitting milestones and other conditions, the amounts due under the note will be accelerated, and the Company will pay an additional $250,000 cash to VANE. If Energy Fuels elects not to make the payments under the note, it will be required to transfer its interest in the LLC back to VANE.
The Wate Project is located on land owned by the State of Arizona, and is therefore not subject to the U.S. government’s withdrawal of certain lands in Arizona from new mineral location. Primary permitting authority for the project lies with the State. The LLC has submitted an application to the State to convert the previous exploration permit into a state mineral lease, which will confer the right to mine and ship ores and to conduct all support operations, similar to a mining permit in other jurisdictions. The Company expects the mineral lease to be granted in 2015. Once the lease is granted, the Company expects to move forward to acquire the additional State aquifer protection and air quality permits and other approvals required to commence development and mining.
There is an existing historical estimate from 2011 which shows that the Wate Project contains 1.1 million pounds of U3O8 with an average grade of 0.79% eU3O8 contained in 71,000 tons of inferred mineral resources. A qualified person has not done sufficient work to classify this estimate as a current estimate of mineral resources or mineral reserves, and as such the Company is not treating it as a current estimate of mineral resources or mineral reserves. However, the Company believes the estimate is relevant and reliable, as it was prepared recently by a reputable mining consultant. In order to upgrade and verify this historical estimate as a current mineral resource, the Company needs to perform further evaluations of the estimate and confirm that its underlying assumptions continue to be reasonable and that the report is complete and current. The Company expects to perform this evaluation and update it to a NI 43-101 compliant technical report, which would be filed on SEDAR.
Stephen P. Antony, President and CEO of Energy Fuels commented: “We are extremely pleased to acquire VANE’s interest in the Wate Project. Wate is a well-known, high-grade breccia pipe deposit that fits nicely into our existing uranium portfolio. Due to their high-grades, these deposits generally represent the lowest-cost sources of uranium production in our portfolio. We have a wealth of experience mining similar deposits in Arizona, and I am proud of our Company’s commitment to the safety of our workers, the community, and the environment, as we bring uranium to the marketplace for the production of emission-free, carbon-free electricity.”
Stephen P. Antony, P.E., President & CEO of Energy Fuels, is a Qualified Person as defined by National Instrument 43-101 and has reviewed and approved the technical disclosure contained in this news release.
More high-grade uranium found at upcoming producer Canyon Mine
An underground uranium and copper mine in Arizona looks more valuable thanks to new drill results released today.
Energy Fuels Inc. (NYSE MKT: UUUU; TSX: EFR), the largest conventional uranium producer in the United States, said it intercepted additional high-grade areas of uranium mineralization at its Canyon Mine. The new intercepts, which expand a mineralized zone, included 28.5 feet of mineralization with an average grade of 2.41% U3O8, at the fully permitted mine in northern Arizona.
Drilling from 1,230 feet below surface started in November, and so far 5,922 feet have been drilled out of 35 drill holes, Energy Fuels said in a press release, adding it plans to drill another 11,000 feet in the New Year. The company started shaft sinking a year ago at Canyon, which is the highest-grade uranium mine in the US.
Today's drill results follow on high-grade copper results published in October, which according to uranium analyst Rob Chang should bring down the costs of the operation.
The Canyon uranium project is slated to begin production next year, with ore to be shipped to Energy Fuels’s White Mesa mill for processing. It holds inferred resources equivalent to 1.6 million pounds of uranium, at an average grade of .98 % U3O8.
The Toronto-based company is an uranium and vanadium exploration and mine development firm with projects located in the states of Colorado, Utah, Arizona, Wyoming and New Mexico.
http://www.mining.com/high-grade-uranium-found-upcoming-producer-canyon-mine/
von mir aus kann es das ganze Jahr so weitergehen
Cashflow generiert
Cash Generation Calculation
Energy Fuels is licensed to produce 11.5 Mlbs of uranium per year. Current market conditions have forced the company to cut back production to around 1 Mlbs per year. Outside of their developments cost, Energy Fuels has the ability to generate cash through its operations.
1st quarter gross profit margin of 33%, 2nd quarter gross profit margin of 18% and a 3rd quarter profit margin of 34%. Average Profit margin for the year 28%.
The White Mesa Mill has an annual capacity of 8 Mlbs, but for the sake of this calculation, let’s be conservative and say that full capacity during an up market is 5 Mlbs, or roughly 62.5% of capacity
The ISR plants (Nichols and Alta Mesa) have a cumulative capacity of 3.5 Mlbs per year; let’s use the same conservative estimate and say that at full capacity the ISR plants will produce 2.2 Mlbs per year.
Therefore, in total, Energy Fuels will produce 7.2 Mlbs in this hypothetical bull market scenario
For the sake of this calculation, let’s use today’s approximate average sale price of $55 USD per pound
7.2 Mlbs x 55 $ USD /lbs = $396,000,000 USD
$396,000,000 x 0.28 = $110,880,000 USD in operational cash generation
http://www.finanzen.net/rohstoffe/uranpreis
bin gespannt wie lange die Konsolidierung dauert...