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@HighROI @lukejackson Cash for me $nxe. I think upside participation would come in form of Royalty and land spinout.
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@JKMD43 @HighROI agree.
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@Goldfinger Let's be real here. No mining company is going to be counter-cyclical and smart enough to plunk down ~US$1.5 or $2 billion for $NXE here. They would rather wait for $50 U3O8 and pay US$4 billion for it.... ;)
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@HighROI @LukeJackson Royalties and Land already structured as subsidiaries in $NXE.
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@BenjaminCox Why, if at a 30% premium, gets 30% of the stock into the hands of arbs, all they have to do is go weak if no other bidders play and they get it, or if another bid offers 40% in stock, they just have to match $NXE. With due respect to Allan, lots of stuff like $KAM have been taken out by majors in this down market. Most quality assets go on the start of the uptick, it is the junk that gets the top of the market
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@cole119 The Chinese were smart enough to get a foothold in $FCU at a decent entry price with a considerable offtake. Though they likely picked the wrong project as Arrow will be mined first, I bet CGN or CNNC are begging $NXE for a deal like that. My bet is the eventual deal for Arrow is a joint agreement, an obvious partner with RIO is Li Ka Shing somehow.
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@investorwannabe @goldfinger, not so sure. I dare say miners have learned from the last cycle. The thing with Arrow is it's one of the few out there that's going to be a sizeable low-cost mine. Plenty of large, low grade rubbish in Africa, Mongolia and places like that. Or high-grade underwater deposits in Athabasca. If Rio means business in uranium they may well pull the trigger here. it'll take years to put this thing in production, so they should be able to open for business when the market is a lot firmer.
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@BenjaminCox @Goldfinger not to be a bear, but it would not take $2b to shake the $NXE tree...
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@RocketRed $Nxe is already at 1 billion
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@racker ‘We are coming out of the bottom of the cycle’: Miners regain mojo to spark $24 billion in exploration hunt http://business.financialpost.com/news/mining/we-are-coming-out-of-the-bottom-of-the-cycle-miners-regain-mojo-to-spark-24-billion-in-exploration-hunt $NXE $SOLG.L
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@BenjaminCox If $NXE sells a cheap foothold, they will upset some of the instu base, who will rightly see it as a loss of a clean take over premium.
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@BruceWayne I bet $NXE PEA comes in at US2.5 Billion for pretax NPV
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@cole119 $NXE will not sell a foothold like Fission did. They will keep Arrow a "virgin" till the right deal comes along.
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@HighROI @Rocketred I brought this up recently how people throw out certain market caps and insinuate said stock is expensive because the market cap is a certain number $nxe. Not a valid bear argument.
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@RocketRed 300 mil lbs x 24 = 7 billion in ground value take 10% in stu value 720 mil $NXE
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@RocketRed $Nxe still has a gap to fill right around 2.80
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@cole119 CK Hutchison holdings(KS Li) Market Cap $48b USD with just under $2B cash on hand. I may be way off here and perhaps Li Ka Shing is just waiting on a takeout premium on their $NXE convertible debentures but still should not be discounted as a potential partner for whoever wants to buy Arrow.
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@lukejackson I mean they have probably already seen an offer. Gtg $nxe
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@BruceWayne Using 40 dollar Uranium term prices (which is what is being sold right now), and 1250 US gold, for gold equiv I calculate the A2 High grade zone being 5.28MM oz at 13.3 oz/ton. Thats the A2 zone ALONE $NXE
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@cole119 Thx @BenjaminCox you input is always appreciated. $NXE
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@BruceWayne I think this time next year $NXE gets silimar valuation as $PVG
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@RocketRed $nxe still inferred and indicated category needs a PEA and FS
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@BruceWayne $NXE Their indicated is already at gold equiv 5.28MM oz at 13.3 oz/ton and growing, rapidly. Lets see what another year of drilling does, going to be similar grades/tonnage as $PVG
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@teevee @BenjaminCox, I can't believe that NXE would do what FCU did with CGN, giving someone a cheap foothold. All one need do is look at what a cheap foothold did for Selwyn Resources shareholders-they ended up with nothing, and that is exactly where I believe the FCU-CGN deal will take FCU shareholders.
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@cole119 $NXE PEA/PFS scheduled for this year. They recently changed their tune towards possible PEA first and suggested PFS "late 2017 early 2018".
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@EricTheActor @Allan, you lost your double or nothing $2 $NXE wager with me. Paid for it in $100 worth of socks to the homeless.
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@RocketRed @cole119 PFS will cost a few buks so $NXE PP coming?
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@Goldfinger @RocketRed They have $60 million in the til I believe. $NXE
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@Goldfinger "The Company has cash on hand of approximately $64 million." http://www.nexgenenergy.ca/news/index.php?&content_id=283 $NXE
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@dirkdiggler betting against $NXE - as your attorney, I'm going to have to advise you not to do that.
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@pinnsvin @RedRocket Your $720 MM calculation is more or less correct and I take no issue with it (I get $1016 MM CAD based on a $25.15 spot and $1.337 CAD/ USD). However, the 300 MM lbs U3O8 is calculated solely the A2 and A3 shears. A1, A4, A5, Harpoon, etc are excluded from the price.
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@RocketRed $NXE 3.125 monkeys are playing today
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@RocketRed $NXE would be crazy to even entertain an offer today with U in toilet
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$NXE gap fill around $2,80
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@BruceWayne People joke about a $NXE cult but there seems to be an cult of people that just love to hate on it. Must of been people that missed the boat.
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@BruceWayne Dont know how owning $NXE makes me part of a cult. I'm just a geo who loves the project.
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@cole119 @BruceWayne @Allan mentions that $NXE is a chronic diluter, but their debt deal with CEF Holdings shows the opposite. That was a very creative way to get cash immediately with minimal dilution. Nexgen has done a wonderful job taking care if it's major shareholders. The growth in the resource (and share price) washes away any dilution tears, if we are to see some more. Perhaps Arrow will get picked off before the next dilution needs to happen.
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anonymous NYSE listing will help with everyone's fears $NXE
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@Benedict What fears?
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@Benedict I went balloon riding a month ago, and we crashed, survived it, scraped the side of a mountain. Well, I had a queasy feeling, but not as much as when I did the Harry Potter ride at Disneyworld the next week... ;)
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@Searunner @BruceWayne. Since you're a geo.... a question from a layman..I was looking at the 2016 regional drilling plan map. The regional drill holes were much shallower than the arrow holes (some only half as deep). Is it obvious by looking at core samples when deciding when to terminate a drill hole? The drilling "up to 2.3 km to the south" ended in depth just as mineralization just gets going at arrow.
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@Speedin The Rock types, structural geology and alteration assemblages interpreted from the core will guide the geologist in deciding whether to continue the hole. If the telltale signs of the target deposit aren't present why keep on spending money drilling a dud? Before starting the whole there should be a model of where the target should be and what will be encountered. A good exploration geologist needs to understand the local geology and deposit formation in order to efficiently explore.
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@BruceWayne @Speedin is bang on
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@teevee If $3.00 does't hold, MAJOR support at $2.25 http://cdn.ceo.ca/1cdbu0a-Screen%20Shot%202017-03-24%20at%209.50.21%20PM.png+
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@Excelsior #RickRule Pre #PDAC 2017 #Mining Stocks on #BNN Market Call MARCH 3, 2017 Rick Rule covers a great deal of ground in this BNN #Video interview (from a few weeks back) on some of the more popular mining companies: $IVN Ivanhoe, $ANF Anfield Gold, $KL Kirkland Lake, $CGP Cornerstone Capital & $SOLG.L SolGold, $PVG Pretium Resources, $NAK $NDM Northern Dynasty, the XAU Index, $DDC Dominion Diamond, Reservoir minerals/ $NSU Nevsun, $HL Hecla Mining, $PAAS Pan American Silver, the #Silver market fundamentals, $CDB Cordoba, $SLW Silver Wheaton, $BGM Barkerville Goldmine, $VIT Victoria Gold, $DPM Dundee Precious Metals, $LUC Lucara Diamond, investing in #Gold bullion, Off balancesheet liabilities and #debt of the US Government, $TV Trevali Mining, $NXE Nexgen Energy, $ALS Altius Minerals, $BTG B2Gold http://www.pennyminingstocks.com/rick-rule-pre-pdac-2017-mining-stocks-bnn-market-call/
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@GEMOIL NXE has three MARS registrations in Saskatchewan plus one for ISO. This is all public information. NXE ENERGY ROYALTY LTD. 3150-1021 West Hastings Street NXE ENERGY SW1 LTD. 3150-1021 West Hastings Street NXE ENERGY SW3 LTD. 3150-1021 West Hastings Street ISOENERGY LTD. 2450-650 West Georgia Street
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@stateside I went a little long on the weekend podcast but some good stuff I think: http://www.statesidereport.com In this episode of the Stateside Report Podcast we take a look back at the week in gold, silver, the base metals and the stocks, we highlight a new TSX-V silver explorer that has an exciting risk-reward profile and then we talk about the press releases from the Canadian junior exploration companies for the past week including Genesis Metals $GIS, West Red Lake Gold $RLG Arizona Silver Exploration $AZS Ximen Mining $XIM Macarthur Minerals $MMS Enforcer Gold $VEIN Kootenay Zink $ZNK Tanzanian Royalty $TNX Columbus Gold $CGT Bonterra Resources $BTR Astorios Resources $ASQ Lumina Gold $LUM Mundoro Capital $MUN West African Resources $WAF Engold Mines $EGM Dios Exploration $DOS Black Iron $BKI Secova Metals $SEK Mariana Resources $MARL Nexgen Energy $NXE Vanstar Mining $VSR Canstar Resources $ROX Salazar Resources $SRL Altitude Resources $ALI Alset Energy $ION We talk gold, silver, copper, lead, zinc, iron ore, coal, uranium and oil.
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