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@PamplonaTrader Absent a uranium bubble and assuming the project advances towards production without issue, I think the asking price should appreciate by something like $2/sh for every year that we wait to sell Arrow. e.g. $6/sh in 2017, $8/sh in 2018, $10/sh in 2019... $20/sh in 2024.
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@lenihan strong pre bid 2.89
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@Benedict Looks like someone is about to eat crow...
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@lenihan where is @ylr
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@TheGalvanizer At least there is koolaid to wash it down with
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@lenihan can someone get a hold @ylr I need his advice on today stock movement
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@racker A prominent oil and gas newsletter recommended NexGen overnight.
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@green at 2.78
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@lenihan I see 2.92
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@PamplonaTrader Guys... NEW All Time Highs!
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anonymous Which newsletter recommended it?
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@green the prominent oil and gas NLW bought at 2.78
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@Goldfinger $CCJ breaking out above $11.00 as $NXE makes all-time highs, $URA at highest level since April 2016 and another 50 basis points higher and it will be at 16-month high levels. $uranium
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from #index,
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@Benedict scotia back with their disciplined penny higher stacking
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@EpsteinResearch Congratulations $NXE holders, new and long-term shareholders. $NXE up 60% in past 3 months....
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@Goldfinger $URA +~37% since November low and on the verge of completing a 16+ month bottoming process: http://cdn.ceo.ca/1c79t0t-URA_Daily_1.10.2017.png+ Over $15.00 targets the early 2015 lows 20%+ higher. I would add some caution here that uranium stocks are fairly overbought here and chasing the move may not be prudent in the near term, depends on your time frame. $CCJ $CCO $NXE
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from #index,
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@PamplonaTrader $3 party soon
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@lenihan Alot of posts about a cameco buyout for nxe on stockhouse I see
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@Benedict re Cameco...just an observation FWIW... CCO is still only 5X NXE value (worst comparison level all year) like it was in August even though it has run up nicely since Nov...
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@bulava Loving 2017 so far with $TV $XMG and $NXE. Greed is good!
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from #index,
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@JamesKwantes Wrote up a special report on Yukon mineral plays for Resource Opportunities subscribers and publishing here. Should be another big year in the Territory, esp. with Agnico Eagle's investment adding to White Gold action. Publishing it here and offering a 1-year subscription to the newsletter for just $99 for the month of January. Use coupon code JANUARY at this link: http://resourceopportunities.com/subscription-information/ Big wins so far this year include $ERD, an RO pick at 37.5 cents on Sept. 30, and $NXE, closing in on 10-bagger territory since initial 30-cent recommendation @jameskwantes/special-report-bargain-hunting-amid-a-yukon-deep-freeze $ADG $AXR $AXU $ATC $BYN $GPY $IGO $KG $RK $SMD $VIT $WRN
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from #index,
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@TheGalvanizer $nxe 3k watch much better than dow 20k watch
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@BruceWayne and that my friends, is why you cant rely solely on charts. Too funny
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@lenihan @ylr says charts are the way to go. can't seem to find him though
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@JamesKwantes $NXE a Resource Opportunities pick at .30 (just sayin') and been pounding the drum ever since. Great to see it at 10-bagger territory and to know that many investors especially in US haven't even heard the story yet. This month I'm offering one year of the newsletter for $99 (regular $299), coupon code JANUARY at this link: http://resourceopportunities.com/subscription-information/
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@racker @YLR charts add value as one (of many) filters. Nobody is right 100%. @Lenihan's account is up today. No need to gloat
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@lenihan yah my practice account is awesome now :) this is my fourth one I have made
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@EvenPrime @Lenihan I just private messaged you. Have a gander :)
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@lenihan how do i check private messages ?
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@Aaron $3!!! Special day $nxe!
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@EvenPrime @lenihan I'll show up on your right column thing just under Feedback
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@EvenPrime Had a feeling u weren't reading them ;p
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@teevee @PamplonaTrader, I asked Leigh why he would not dividend out $ISO shares. He said "because $NXE may have to buy it back under certain circumstances".
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from @bdminefinder,
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anonymous Nice pop today, but will the Gap need to be filled before it keeps rising above $3?
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@Benedict Did the March 2016 Gap fill ?
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@lenihan there goes the 3.00
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@Benedict If you want to investigate momentum gaps: 1978 book - The Momentum Gap method (amazon)
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@tommy The next Bob Bishop? Just sent an e-blast out to help @jameskwantes get some (deserved) subscribers. $99 for the first newsletter covering $NXE and $ERD for 1 year. Use discount code "JANUARY" to take advantage of this offer. http://resourceopportunities.com/subscription-information/
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from #index,
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@JamesKwantes Thanks @EpsteinResearch been appreciating your $NXE coverage. And ty @Tommy (but there was only 1 Bob Bishop!)
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@PamplonaTrader @anonymous the uranium complex is just starting to break out so momentum can persist for days. Having said that, the convertible shares were sold at US$2.33 (C$3.08 at today's FX rates) so price could be coming up on some resistance here. I do think the gap fills over the coming weeks and expect support to come in at US$2.00 (around C$2.65) as the US-listed $NXGEF needs to maintain the US$2.00 level for a couple weeks in order to qualify for cross-listing on the NYSE. C$2.65 is also around a 50% fib retracement from the breakout at C$2.33 so traders will look to pounce on that opportunity in a classic "ambush trade". http://imgur.com/pTdal98+
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@tommy Both $IVN and $NXE printed $3 today, from famine to feast
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@PamplonaTrader Here is my updated in-situ $/lbs valuation table: http://imgur.com/opcJDr2+ Calculated net of cash and on a fully diluted basis at current FX rates. In my observation, the market tends to use 10% of the spot price for the lower benchmark and 10% of term prices as the high-water mark. The market seems to be pricing just 300-375 based on spot prices of around US$22/lbs
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@Goldfinger The $uranium stock rally of the last couple of months is an example of how trend following traders can miss out on big moves at turning points. We've seen many stocks rise 50%-100% in the span of 2 months but only now would trend followers begin to pay attention to this sector. Of course they would have also missed out on being long during most of the brutal declines. $CCJ $CCO $FCU $GXU $NXE $URA
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@cole119 Thanks @PamplonaTrader you need to update the table - up to 500Mlbs (or more?) ;)
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@PamplonaTrader @cole119 you're probably right. Most analysts are guiding 300Mlbs and as you can see by the table, using just the low end multiple. There is real opportunity for another big upside surprise once the updated resource comes out. As I've said in the past, I think NXE will be trading near or above $5 by May.
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@PamplonaTrader I am expecting a minimum 400Mlbs of total inventory in the next iteration of the resource and at term prices of US$33/lbs, $NXE should be $5+ per share. http://imgur.com/opcJDr2+
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@speculator Those shorts last night ... getting creamed !!!
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@PamplonaTrader I calculated NPV based on 226Mlbs recoverable; first 2 years 15Mlbs; next 2 years 18Mlbs; then 8 years 20Mlbs. CapEx $800M which assumes someone else building the regional mill for ~$700M. Site costs of US$14.00/lbs, which is slightly above TD's estimate of just under US$13/lbs. Production starts 2024 using US$55/lbs. I get an NPV(10) in the US$1.78bln range and a fully diluted share price of US$4.80 (C$6.33). Given guidance that NXE is going straight to PFS, I think they are pretty confident they have at least 200Mlbs indicated. After winter drilling I am assuming they end up with 260-280Mlbs indicated/~230Mlbs recoverable with some ore dilution and around 90% recovery.
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@cole119 Spent some time with $NXE folks recently, and the key takeaway is we are still extremely undervalued. The NYSE listing is for substantial demand from US funds, as others have mentioned - those funds are limited to NYSE / US listings only, and some funds have a 1.5B Market cap low limit for companies they choose. There are sooo many upcoming positive catalysts for Nexgen, it's almost scary. #ripyourfaceoff is right! Bring on the $5. Also, there should be some site visits available in July for anyone who is interested. I'm contemplating it, why not? I've been told the site is set up 1st class, like a full mining operation.
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@TSXminer @cole119 Avoid spending the night in La Loche if possible...
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