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anonymous HAYWOOD RESEARCH: The Weekly Dig - PDAC: Mood Remains Buoyant Despite Lower Metal Prices, by @Haywood @Haywood/haywood-research-the-weekly-dig-pdac-mood-remains-buoyant-despite-lower-metal-prices-inboxx $PGM $SMF $NXE $EFR Report link: http://cdn.ceo.ca/1cc823u-MMMar102017_CEO_secured.pdf
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SEDI_bot Energy Fuels Inc. $EFR just filed 3 reports. View full report: SEDI:EFR
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SEDI_bot Energy Fuels Inc. $EFR just filed 6 reports. View full report: SEDI:EFR
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@Stealinator Rick Rule's Uranium Conference Call Summary: 10 Key Points https://www.youtube.com/watch?v=XiwsfYq-GJA+ #uranium $NXE $EFR
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SEDI_bot Energy Fuels Inc. $EFR just filed 3 reports. View full report: SEDI:EFR
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@newswire Energy Fuels Receives Final License Amendment from U.S. Nuclear Regulatory Commission for Expansion of Nichols Ranch Uranium Project @newswire/energy-fuels-receives-final-license-amendment-from $EFR $UUUU
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@Vaughan for the long run, sure, but this could be said for any commodity closer to the bottom then the top. #uranium I have always felt we will see share prices continue to decline into the summer from the top earlier in the year. Its a layman opinion mind you, but I sold my uranium plays much earlier in the year after the big run up ($GXU, $ARY, $EFR, $NXE) thinking I'd get favourable re-entry points in August September. Thoughts @Bullionaire ?
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from #index,
@marketwired The Energy Report Examines How As Uranium Price Turns, Insiders Stock Up on Energy Fuels @marketwired/the-energy-report-examines-how-as-uranium-price-turns $EFR $UUUU.US
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SEDI_bot Energy Fuels Inc. $EFR just filed 1 reports. View full report: SEDI:EFR
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@Excelsior @Enforcer36 - This is one of the better overviews of #NorthAmerican #Uranium #Producers that I’ve come across. $CCO $CCJ $DML $DNN $EFR $UUUU $UEC $URE $URG $URRE $PEN $PENMF. The only one not included in this article was $ARY $ANLDF Anfield Resources (as they are just going into production in 2017). I would also add that $UEC and $URRE are prior producers but not currently in production, so I have them categorized as #Development stage at this point. Note: This article doesn't cover the #Explorers (which have fared better than the producers due to the depressed prices in the #Uranium sector) _________________________________________________________________________ North American Uranium Producers December 20, 2016 – Brian @ Junior Stock Review http://www.juniorstockreview.com/2016/12/20/north-american-uranium-producers/
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SEDI_bot Energy Fuels Inc. $EFR just filed 1 reports. View full report: SEDI:EFR
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@tcu I was a part of the last bull run and I fondly remember buying PDN when it was 49 cents wondering if I had missed the run given it went from 1 penny to the 49 cent ask, lucky for me I rode it up to 7.50 and sold. I'm not willing to miss this run since I have significantly more wealth than I had last time around. My pick is $GXU $NXE $UEC $URRE $EFR and $SYH. All look great to have another massive run between now and 2020. It's just a matter of time before #URANIUM takes off. Contracts starting to rollover and I don't believe the Japanese will take as long as some mention on this site. China and India should be a larger focus and will improve sentiment.
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@Lukester599 @tcu - re: "My pick is $GXU $NXE $UEC $URRE $EFR and $SYH". - real good. An excellent, lean portfolio. Just the essentials. Lots of torque! Too bad we are just looking for fat returns, otherwise $URG should have been on the honors list too. A small, prudently-run producer with an excellent resource base. We have to respect their constant consideration for shareholders.
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from #uranium,
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@Excelsior @Slmjr - Companies like $CCJ $CCO $UUUU $EFR $URG $URE and $PEN.AX have longer term offtake agreements in the mid $40s to mid $50s and that is how they are able to keep producing #Uranium. They are not selling most of their #production at spot prices. I posted this over the weekend as an example for Ur-Energy: "During the quarter, sales totaled $14.8 million on contract sales of 250,000 pounds at an average price of $59.28 per pound, or 145% above the average spot price for the same period of $24.17 per pound." $URG $URE
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@Lukester599 @richardhuang - yes, should have noted the strongest candidates seem $NXE, $EFR / $UUUU and $GXU.
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@Newton a couple weeks old but: http://www.newsmax.com/Finance/Markets/nuclear-power-internet-lights/2017/04/09/id/783389/ editorial from incoming CEO, I believe.
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@Leni Recently, I had a great conversation with Energy Fuels VP of Corporate Development Curtis Moore. We spoke about where the uranium price is headed in 2017, Sheep Mountain and Nichols Ranch permitting and Energy Fuels insider buying/selling. I think there is value in this interview for Energy Fuels shareholders and those that are thinking of buying. #EFR #UUUU #uranium http://www.juniorstockreview.com/2017/04/24/curtis-moore-energy-fuels/
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from @leni,
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@Lukester599 I remain a steadfast $EFR / $UUUU fan. Plenty of upside on this one in a U recovery. Has enough size and resources to weather the next 3 years with manageable risk (if there is such a thing in the U juniors, they have it).
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from #uranium,
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@Excelsior @Vaughan - Yes that was $URG $URE UR-Energy but their longer term contracts are between the high $40's - high $50's. I believe the balance of 2017 for them is around $49 but they had some contracts at $53 and $56 in years past (so yeah, they weren't selling at spot... but sometimes they bought #uranium for spot in the open markets and sold a percentage into their higher contract prices and kept the difference). $UUUU $EFR Energy Fuels have had contract prices in the $52-$58 range the last few years. Also, $PEN.AX Peninsula (a newer producer few discuss on here) is forward selling their Uranium for 5 year off-takes at around $55 if memory serves. $CCO $CCJ has many more staggered contracts but they typically average in the low to mid $40's. Cameco does sell a certain percentage of their production at spot prices though, so they have more of a blended output. That TEPCO off-take contract Cameco had {near $100 lb} was higher than most and left over from the previous cycle. You can see why TEPCO would want out of it. There were periods where Uranium was pushing $120-$140 (that seems so odd now that we are down around $23 in spot, but that shows the disconnect in the current spot pricing).
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from #uranium,
@marketwired The Energy Report Examines How DOE's Uranium Reduction Should Help Boost the Market @marketwired/the-energy-report-examines-how-does-uranium-reduction $EFR $UUUU #news/mining
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@FundamentalAnalysis I need to learn to take profits, I was thinking about just selling a bit more of stocks like $EFR......but I didn't in return I get FX going against me, and a price smashdown LOL
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@Excelsior $UUUU $EFR Energy Fuels Announces Q1-2017 Results May 5, 2017 * Financial Highlights: > At March 31, 2017, the Company had $23.8 million of working capital, including cash and cash equivalents of $12.2 million and approximately 550,000 pounds of #uranium concentrate inventory. > 60,000 pounds of #U3O8 sales were completed by the Company at an average realized price of $58.28 per pound, pursuant to a long-term contract. > Uranium #production totaled 92,000 pounds of U3O8 during the quarter. > Q1 had lower sales volume due to the timing of contract sales. On April 1, 2017, the Company delivered 200,000 lbs. into long-term sales contracts and over $13 million was collected. > $3.8 million of total revenue was realized by the Company. The Company began fulfilling a toll processing contract which is expected to result in $6.50 million of revenue for 2017, of which $0.26 million was realized by the Company during Q1-2017. Stephen P. Antony, Energy Fuels’ President and CEO stated: “Energy Fuels continues to enjoy meaningful insulation from price weakness in the uranium spot market. Our contract sales and other sources of revenue enable the Company to maintain a strong working capital position and overall balance sheet. In addition, Energy Fuels is likely to become the largest #uranium #producer in the U.S. in 2017, based on published company guidance. We are proud to take the position as the largest uranium producer in the U.S., especially during a time when our industry demands high degrees of efficiency.” http://www.energyfuels.com/news-pr/energy-fuels-announces-q1-2017-results/ (Note: $UUUU is selling Uranium at $58.28 per lb and NOT at spot prices, as some commentators keep erroneously parroting in the marketplace)
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from #index,
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@Lukester599 @Excelsior - we'll get right down to the nitty gritty in 2019, when $UUUU / $EFR hedged contracts are reduced to just a sliver. But most of us agree it's a good bet that this miner will be around to cash in when the U bull market starting gun fires in 2020.
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from #uranium,
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@Excelsior @Lukester599 - Agreed. The longer term off-take agreements for $UUUU $EFR will allow them to weather the storm for the next 2 years and then the Second Renaissance in #Uranium will be commencing around that same period. Looks like they timed things out well :-)
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from #uranium,
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@Slmjr I got in at $1.96 last fall. Its very tempting to buy some more now. perhaps I will sell my alx shares.
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@Pon I bought some more at $1.74 $UUUU, I think I'm pretty overweight on $UUUU
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@DJS Thanks @Excelsior. Also $EFR, up almost 10%.
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from #syh,
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@Excelsior @DJS - glad to highlight the good day in #Uranium miners (it's about time we had one :-) I posted $UUUU for Energy Fuels since is it their primary ticker, but that is good to hear $EFR was up a bit more on the day (up 9.7%). Quite a move today. Cheers!
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from #syh,
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@DJS Thanks @Excelsior; you're right, I overlooked its (primary) US ticker. $EFR
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from @djs,
@newswire Energy Fuels Announces Commitment of Additional Large Shareholders to Serve on Board of Directors @newswire/energy-fuels-announces-commitment-of-additional-large $UUUU $EFR #news/mining
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from #newsroom,
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@FundamentalAnalysis This is good news....people with substantial shareholdings coming on board.......current uranium prices don't help....but prefer people like this at the top.
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@wannabeinvestor An interesting viewpoint on nuclear newbuilds in the developed world. The author consults nuclear utilities for a living. http://www.neimagazine.com/opinion/opinionthe-uk-nuclear-programme-does-it-make-any-sense-5809043/ #uranium $NXE $CCO $EFR
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from #uranium,
@newswire Energy Fuels Discovers More High-Grade Uranium & Copper Mineralization at Its Canyon Mine; Major Capital Development Expenditures Completed @newswire/energy-fuels-discovers-more-high-grade-uranium-copper $UUUU $EFR #news/mining
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@drezinho Forget about the #uranium , these are impressive #copper grades over long lengths. "We are pleased to announce more excellent uranium results at our Canyon Mine, that average 1.09% U3O8 and 9.61% Cu over 734-feet." $EFR $UUUU
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@Lukester599 Re: $EFR / $UUUU grades at Canyon mine - it's a smaller mine, but as it stands, Cantor has calculated their cash costs (due to Canyon, or other projects, I am not sure) actually beat ISR miners $UEC and $URG by quite a bit. $URG cash cost was approx. $21 and $UEC cash cost was $24, (from a 1st QTR 2017 report) while $EFR was calculated at below $17.00 (!!) due to the copper off-take and White Mesa mill alternate feed credits. Quite impressive.
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from #uuuu,
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@Newton The cost information always puzzled me for $efr. Wanted to see some details on it. Also the hedge book. Amazing that they could have costs below ISR to me.
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from @lukester599,
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@Lukester599 @Newton - Re: $EFR / $UUUU cash costs. Download the report & check their cash costs chart. Ask Cantor Fitzgerald. Are they going to fudge a quarterly sector report? Apparently the mill confers certain directly monetizable advantages.
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@drezinho @Lukester599 Canyon would presumably be highly profitable if $EFR can develop a low-cost #copper product. "The Company is also making progress toward determining whether copper can be economically recovered at the Company’s White Mesa Mill. Through bench-scale testing, the Company has been able to place a significant percentage of the copper into solution. The Company is now determining whether the copper can be removed from solution and converted into a marketable copper product. If positive testing results continue, the Company also expects to include a copper resource estimate in the new NI 43-101 technical report in the 3rd Quarter of 2017."
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@wannabeinvestor @onekey, suspect the reason why this has not yet happened is largely because of the Kazakhs. they were the ones who were ramping up production in a declining price environment. then again, why don't the Western producers cut back on production and recycle the secondary supply overhang is beyond me. They all have longer-term off-take contracts priced at a significant premium to the spot market prices. I know $EFR used to do it, and I suspect $CCO must have done that as well. but it's likely difficult for $CCO to meaningfully cut back production at Cigar or Mac. it's probably cheaper to run these mines than to put them on care and maintenance. $CCO I think mentioned on their latest earnings call that they'd be prepared to cut back more in H2, but will they? at the same time new production capacity is being opened up, i.e. Peninsula's ISL operation in Wyoming, Husab and I think there is at least one other.
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from #uranium,
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@HRA-Coffin Agreed on Cameco, and a host of others. At some point there is going to be a supply crisis @Goldfinger. Don't see how its avoidable at current prices. The question is how far in front of it you want to be. The only U stock on the HRA list is $EFR, because I think they can expand production and, hopefully, write a new set of long term sales contracts during a spike. Biggest concern with them, and most other U companies, is how much dilution will need to be suffered between now and "some day" to keep those production option current.
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@Lukester599 Re: $EFR / $UUUU comparative cash costs chart - Cantor Fitzgerald Quarterly commodity price outlook (look for the downloadable PDF) dated *Feb 6th 2017* and scroll down to PAGE 6. File name 20170206CommodityPriceUpdate-5.pdf
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@newswire Energy Fuels Inc. Announces Election of Directors and Results of Shareholder Meeting; Appointment of Large Shareholders to Board @newswire/energy-fuels-inc-announces-election-of-directors-and $UUUU $EFR #news/mining
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from #newsroom,
SEDI_bot Energy Fuels Inc. $EFR just filed 3 reports. View full report: SEDI:EFR
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from #insiders,
SEDI_bot Energy Fuels Inc. $EFR just filed 2 reports. View full report: SEDI:EFR
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