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@Excelsior @Goldfinger - there may be a billion pounds of #Uranium in the #AthabascaBasin, $CCJ $DNN $NXE $FCU $UEX $CVV $AL but not all of it will be as "economically viable" as some believe due to the depth, water issues, permitting timelines, environmental push-back. Some of that Athabasca Uranium is actually underwater making accessing the ore more challenging, or directing miners to underground where they lose much of those ounces. This is one of the key advantages $NXE has over many of it's neighbors for example. Higher grade is awesome, but it isn't always the most economical. There are plenty of commodities where lower grade resources end up being more economical due to power, roads, water, jurisdiction, taxes, permitting, distance to mill, etc... The other thing about much of the exploration being done in the Athabasca is that much of it is years away from all the permits and development needed to bring it to market. Many of the existing producers or development stage companies in the #US ( $UUUU $URG $UEC $URRE $PENMF $WSTRF) and #Australia ( $EGRAF $BKLRF $TOEYF $BNNLF $BOE.AX ) are positioned to capitalize on prices as they rise in 2017-2020. The US is the #1 nuclear country and imports 90% of its fuel. (just imagine if the US imported 90% of it's Oil) The US producers that supply this need will have a big advantage for negotiations in this next cycle, as will the African deposits that may supply the reactors being built in #Africa, the #MiddleEast, and #Europe . #Index
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@Excelsior @Onlyflaws - the #Uranium #AussieStocks like $BAN $BMN.AX , $TOE.AX $BOE.AX $ACB.AX $EPM.AX and $VMY.AX don't get as much fanfare here on ceo due to the more Canadian focus, and the very high grade exciting discoveries in the Athabasca Basin, but a few Australian companies are still worth following.
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@Excelsior @EpsteinResearch - In addition to the companies you named there is also $URRE that bought Anatolia Energy in Turkey last year which is an #ISR project: http://www.uraniumresources.com/projects/uranium $ARY $ANLDF Anfield Resources has an interesting #ISR project ANFIELD ACQUIRES WYOMING URANIUM PROJECTS AND SECURES CAPACITY AT OPERATING ISR PROCESSING PLANT 15 Sep 2016 http://anfieldresources.com/anfield-acquires-wyoming-uranium-projects-and-secures-capacity-at-operating-isr-processing-plant/ $BOE.AX Boss Resources acquired the Honeymoon project from Uranium One and it is amenable to #Insitu Mining as well. http://bossresources.com.au/honeymoon-uranium-project/
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@EpsteinResearch @Excelsior, yes of course, $URRE, and then Anfield $ARY, I know those companies and forgot both. Not familiar with $BOE.ax, I will check that one out. Anyone have a recent update on the Lance project? #ISR #uranium
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@Excelsior Today was an awesome day in the #Uranium Stocks ! Uranium Stock SYMBOL % CHG UEX Corporation $UEX +20.31% Clean Commodities Corp. $CLE +20.00% Forsys Metals Corp. $FSY +13.51% Kivalliq Energy Corporation $KIV +13.33% U3O8 Corp. $UWE +12.50% Uranium Resources, Inc. $URRE +11.90% GoviEx Uranium Inc. $GXU +10.39% Power Metals Corp. $PWM +10.26% Paladin Energy Ltd $PDN +9.68% Skyharbour Resources Ltd. $SYH +8.62% NexGen Energy Ltd. $NXE +7.67% Azarga Uranium Corp. $AZZ +7.32% Bayswater Uranium Corporation $BYU +7.14% Aura Energy Limited $AEE.AX +6.82% Fission 3.0 Corp. $FUU +5.88% Liberty Star Uranium & Metals Corp. $LBSR +5.63% Mega Uranium Ltd. $MGA +5.45% Cameco Corporation $CCJ +5.39% UR-Energy Inc. $URG +5.22% IsoEnergy Ltd. $ISO +5.00% Uravan Minerals Inc. $UVN +5.00% Western Uranium Corporation $WUC +4.80% Global X Uranium ETF $URA +4.43% Laramide Resources Ltd. $LAM +4.35% Deep Yellow Limited $DYL.AX +3.85% Fission Uranium Corp. $FCU +3.53% Purepoint Uranium Group Inc. $PTU +3.33% Energy Fuels Inc. $UUUU +3.29% Boss Resources Limited $BOE.AX +2.78% Peninsula Energy Limited $PEN.AX +2.61% Denison Mines Corp. $DNN +2.56% Mawson Resources Limited $MAW +2.17% Centrus Energy Corp. $LEU +1.95% Uranium Participation Corporation $U +1.75% Uranium Energy Corp. $UEC +1.73% Energy Resources of Australia Ltd $ERA.AX +1.38% Bannerman Resources Limited $BMN.AX +1.15% AREVA SA $ARVCF +1.03% Lightbridge Corporation $LTBR +0.93% VanEck Vectors Uranium+Nuclear Engy ETF $NLR +0.56%
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@Excelsior Uranium stocks were kind of a mixed bag overall today, with 1/3 up, 1/3 flat, and 1/3 down. Here were the Uranium Miners that had a ~green day today: Uranium Stocks – SYMBOL – % CHG Azincourt Uranium Inc. $AAZ +37.50% Eclipse Metals Limited $EPM.AX +12.50% Skyharbour Resources Ltd. $SYH +11.29% Uranium Resources, Inc. 4URRE +8.25% ALX Uranium Corp. $AL +8.00% Mega Uranium Ltd. $MGA +7.84% enCore Energy Corp. $EU +7.41% Bannerman Resources Limited $BMN.AX +6.78% UR-Energy Inc. $URG +4.64% NexGen Energy Ltd. $NXE +4.13% Denison Mines Corp. $DNN +3.74% Energy Resources of Australia Ltd $ERA.AX +3.33% Cameco Corporation $CCJ +3.11% Forsys Metals Corp. $FSY +3.03% Fission Uranium Corp. $FCU +2.56% Peninsula Energy Limited $PEN.AX +2.38% Toro Energy Limited $TOE.AX +2.13% Lightbridge Corporation $LTBR +1.94% Laramide Resources Ltd. $LAM +1.59% Global X Uranium ETF $URA +1.55% Boss Resources Limited $BOE.AX +1.45% Uranium Energy Corp. $UEC +1.25% VanEck Vectors Uranium+Nuclear Engy ETF $NLR +0.03%
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@Excelsior There was a nice run in the #Uranium stocks today. Fun times! Uranium Stocks SYMBOL % CHG (03/15/2017) U3O8 Corp. $UWE +16.67% Deep Yellow Limited $DYL.AX +12.73% GoviEx Uranium Inc. $GXU +12.07% enCore Energy Corp. $EU +10.00% Blue Sky Uranium Corp. $BSK +9.52% Plateau Uranium Inc. $PLU +9.26% Purepoint Uranium Group Inc. $PTU +9.09% Energy Fuels Inc. $UUUU +9.05% Kivalliq Energy Corporation $KIV +8.00% Forsys Metals Corp. $FSY +7.14% Uranium Energy Corp. $UEC +6.57% Mawson Resources Limited $MAW +6.10% Anfield Resources Inc. $ARY +5.88% Centrus Energy Corp. $LEU +5.11% Fission 3.0 Corp. $FUU +5.00% Power Metals Corp. $PWM +4.76% Toro Energy Limited $TOE.AX +4.55% Azarga Uranium Corp. $AZZ +4.05% Bannerman Resources Limited $BMN.AX +3.51% UR-Energy Inc. $URG +3.37% Denison Mines Corp. $DNN +3.00% Global X Uranium ETF $URA +2.79% NEXGEN ENERGY LTD $NXE +2.40% VanEck Vectors Uranium+Nuclear Engy ETF $NLR +2.16% UEX Corporation $UEX +1.52% Boss Resources Limited $BOE.AX +1.33% Fission Uranium Corp. $FCU +1.20% Peninsula Energy Limited $PEN.AX +0.92% Cameco Corporation $CCJ +0.83% Energy Resources of Australia Ltd $ERA.AX +0.71%
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@Excelsior @FrenchieFrench - I'm no expert on #Uranium mining in #Australia, but I've been investing in this sector for about 8 years and have come across a few Aussie companies that operate in Australia, and a growing number of Australian companies that operate abroad that may be helpful to start your journey. First up $RIO Rio Tinto is one of the larger players in Uranium space globally with their Rossing project in Namibia, and their work and 2/3 ownership of $ERA.AX Energy Resources of Australia. 1) Energy Resources of Australia is one of the longest running Uranium #Producers down under, but I've steered clear of them since they've had all the issues at their Ranger mine where they had the leach tank failures and downplayed the environmental damage. There are better #producers to own in North American in my opinion. http://www.energyres.com.au/ 2) $BOE.AX Boss Resources - is developing some of Uranium One's old assets (like their Honeymoon project) in South Australia and it is an up and coming #Developer to follow. http://bossresources.com.au/honeymoon-uranium-project/ 3) $TOE.AX Toro Energy has 2 different projects in but luckily it appears their permitted Wiluna project will squeak through before the moratorium on Uranium mining in Western Australia gets put back in place. They are a major Aussie Uranium #development project to follow http://www.toroenergy.com.au/projects/wiluna-mine/ 4) $LAM $LAM.AX Laramide Resources has 2 main jurisdictions - their New Mexico, USA projects they recently picked up from $URRE and their flagship Westmoreland development stage project in in Queensland, Australia http://www.laramide.com/index.php/projects22/australia10/westmoreland 5) $EPM.AX Eclipse Metals is a multi-commodity conglomerate but has some Uranium assets they are developing in the Northern Territory Australia http://eclipseuranium.com.au/projects/uranium-projects/ 6) $VMY.AX Vimy Resources has their Mulga Rock Uranium project in Western Australia, but it is unclear how the new moratorium in W. Australia may affect this project on a move-forward basis. http://www.vimyresources.com.au/index.php/mulga-rock-uranium-project/mulga-rock-uranium-project-overview ____________________________________________________________________________ Then there are the Australian Uranium companies that are operating abroad: 7) $PDN.AX  $PDN Paladin is the most well know Aussie Uranium company mostly operating abroad in Namibia and Malawi, #Africa. They've been an economic train-wreck the last few years with the low spot pricing, as they didn't have many longer term off-take agreements at higher prices like some of the more noteworthy North American producers, and they keep selling off more and more interest in their projects to survive. They do have a Canadian project, and 2 more developing projects in Australia that are worth noting, but most of the action is in Africa. http://www.paladinenergy.com.au/project-locations 8) $DYL.AX Deep Yellow Ltd is also operating in Namibia #Africa and they are getting more attention lately since the Sprott investment and recent earn-in by JOGMEC. http://www.deepyellow.com.au/ 9) $ACB.AX A-Cap Resources is operating their Letlhakane Uranium Project in Botswana southern #Africa http://acap.com.au/projects/letlhakane/letlhakane-uranium/ 10) $PEN.AX Peninsula Energy - is one of the newer #InSitu #Producers in Wyoming, USA that gets very little mention when people discuss North American Uranium miners, but they are a nice emerging company with other projects in Africa & Fiji. http://www.pel.net.au/projects/lance_projects__wyoming_usa.phtml There are probably more Australian-based or Australian-focused companies, but I'm getting tired, and that's a good list of 10 companies to start doing some homework on. Hope it helps. Cheers!
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@MiningBookGuy @Excelsior - great share! There are some names I need to look closer at, like $BOE.AX ...i wish that one was cheaper, because $TGZ is earning-into their #BurkinaFaso #gold properties (including #GoldenHill). I remember looking a while ago and thinking too much money was tied up into the #uranium project you mentioned. It's worth another look. $DYL.AX (with #Namibia ) another one I just can't quite pull the trigger on, but still pretty interested in. Anyway, always appreciate your posts in ~AUfrica, and it would have been fine if you posted directly to the panel...but the way you did it works well too! #Africa a good tag as well :)
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@MiningBookGuy @Excelsior RE: https://ceo.ca/~aufrica?7d211c0df867 $TGZ - thanks for posting this excellent #SeekingAlpha article from @Jayfire! Since it's already in ~AUfrica, I am compelled to quote/tag the key area that @Jayfire commented on in the middle of his article: --- "In terms of potential new discoveries (with district-scale potential), without a doubt, #GoldenHill is currently the most promising target on Teranga's radar. Golden Hill is located in the prospective #SouthHoundeBelt, which is surrounded by companies and resources such as: #Mana (Semafo; $SMF OTCPK: $SEMFF), #Yaramoko (Roxgold; $ROG OTC: $ROGFF), #Hounde (Endeavour Mining; $EDV OTCQX: $EDVMF), South Hounde (Acacia Mining; $ACA.L), South Hounde and #Karankasso [*and #Bondi ...I added this in!] (Sarama Resources; $SWA OTC: $SRMMF), and #Karankasso (Savary Gold; $SCA OTC: $SVVYF). There is a popular saying, "If you want to find gold, the best place to look for it is in places where others have previously found it." With that said, #GoldenHill is certainly located in the right address for gold prospectivity. Golden Hill was acquired along with #Banfora in the Gryphon Minerals transaction, and it is currently structured as a joint venture partnership with Boss Resouces ( $BOE.AX). Teranga has prioritized 10 targets for more advanced exploration work in 2017." --- Of course, $TGZ has great stuff going on in #Sengal, #IvoryCoast, and other parts of #BurkinaFaso as well. But in terms of near-term excitement, I completely agree with the focus on #GoldenHill as @Jayfire described so well above! ~AUfrica
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@Excelsior Most of the #Uranium Stocks had a nice ~Green day to wrap up the week: #Uranium Stocks - Company Name - % Gain on Friday 05/19/2017 $UWE U3O8 Corp. +20.00% $FUU Fission 3.0 Corp. +13.33% $AL ALX Uranium Corp. +12.50% $CVV CanAlaska Uranium Ltd. +10.53% $BOE.AX Boss Resources Limited +9.09% $URG UR-Energy Inc. +9.07% $UEX UEX Corporation +9.76% $DNN Denison Mines Corp. +7.23% $API Appia Energy Corp. +6.90% $UEC Uranium Energy Corp. +5.88% $LAM Laramide Resources Ltd. +5.88% $AAZ Azincourt Uranium Inc. +5.26% $FCU Fission Uranium Corp. +4.84% $NXE NexGen Energy Ltd. +3.86% $ACB.AX A-Cap Resources Limited +3.57% $UUUU Energy Fuels Inc. +3.07% $LTBR Lightbridge Corporation +2.73% $URA Global X Funds - Global X Uranium ETF +2.51% $DYL.AX Deep Yellow Limited +2.13% $CCJ Cameco Corporation +1.96% $WUC Western Uranium Corporation +1.33% $NLR VanEck Vectors ETF Trust +1.07% $U Uranium Participation Corporation +0.52%
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