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Uranium

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  1. forum rang 10 DeZwarteRidder 12 juli 2019 21:28
    quote:

    DeZwarteRidder schreef op 1 juli 2019 23:32:

    [...]

    Bij de huidige Ur-prijzen gaat niemand weer produceren in de USA.

    Er is geen tekort aan uranium, maar een enorm overschot.

    Bovendien zijn er alleen 'mama-and-papa'-uraniummijntjes in de USA.

    De stilgelegde Cameco-mijn heeft meer dan voldoende uranium voor 10 of 20 jaar.
    Dit zei ik op 1 juli.
  2. [verwijderd] 13 juli 2019 04:44
    1.93

    Energy Fuels Inc (Canada) T.EFR
    Alternate Symbol(s): T.EFR.DB | UUUU
    Metals & Mining Industrial Metals & Minerals
    "Energy Fuels Inc together with its subsidiary is engaged in the extraction and recovery of uranium properties in the United States. The company operates in two segments, ISR Uranium and Conventional Uranium. It conducts its ISR activities through its Nichols Ranch Project, located in northeast Wyoming. It conducts its conventional uranium extraction and recovery activities through its White Mesa Mill. In addition, the group also owns uranium and uranium, vanadium properties and projects in vari
    $ 2.51-1.47 | -36.93%
    stockhouse.com/companies/bullboard?sy...
  3. [verwijderd] 13 juli 2019 07:24
    The decision is... delayed for 90 days
    Trump has delayed the decision for another 90 days as he has ordered a new review by a group of Federal agencies. Trump wrote that while findings "raise significant concerns" he was ordering a deeper review. "A fuller analysis of national security considerations with respect to the entire nuclear fuel supply chain is necessary at this time."

    Read more at stockhouse.com/companies/bullboard?sy...
  4. forum rang 10 DeZwarteRidder 13 juli 2019 08:15
    Energy Fuels Announces Q1-2019 Results
    T.EFR | May 8, 2019

    Canada NewsWire

    LAKEWOOD, CO, May 8, 2019

    LAKEWOOD, CO, May 8, 2019 /CNW/ - Energy Fuels Inc. (NYSE American: UUUU; TSX: EFR) ("Energy Fuels" or the "Company") today reported its financial results for the quarter ended March 31, 2019. The Company's quarterly report on Form 10-Q has been filed with the U.S. Securities and Exchange Commission ("SEC") and may be viewed on the Electronic Document Gathering and Retrieval System ("EDGAR") at www.sec.gov/edgar.shtml, on the System for Electronic Document Analysis and Retrieval ("SEDAR") at www.sedar.com, and on the Company's website at www.energyfuels.com. Unless noted otherwise, all dollar amounts are in U.S. dollars.

    Energy Fuels Inc. (CNW Group/Energy Fuels Inc.)

    Highlights:

    At March 31, 2019, the Company had $47.3 million of working capital, including $15.3 million in cash, $17.5 million in marketable securities, 470,000 pounds of finished uranium goods inventory, and 270,000 pounds of finished vanadium goods inventory.
    The Company successfully achieved commercial rates of vanadium production at the Company's White Mesa Mill (the "Mill"), producing the highest purity vanadium in the Mill's history. Vanadium production totaled 325,000 pounds of V2O5 for the quarter, and the Company expects to continue to produce 160,000 to 200,000 pounds of V2O5 per month over a 16-20 month period, subject to continued successful recovery and suitable sales prices.
    Uranium production totaled 20,000 pounds of U3O8 during the quarter.
    The Company completed no uranium sales during the quarter and continues to add to uranium inventories. The Company believes that uranium prices will improve and that it may be able to sell inventory at higher prices in the future.
    The Company completed 53,000 pounds of vanadium sales into the steel industry during the quarter, following conversion of the Company's V2O5 product into ferrovanadium. The Company is continuing to convert V2O5 into ferrovanadium, while also evaluating the sale of certain quantities of high-purity V2O5 into specialty aerospace, chemical, and potentially the vanadium battery industries.
    The Company continued a limited conventional vanadium test-mining program at its La Sal Complex. As of March 31, 2019, the Company had mined approximately 6,000 tons of mineralized material with an average grade of 1.44% V2O5 and 0.17% U3O8. While these numbers are not intended to represent the basis of a new resource estimate, the Company believes that the new mining methods that were tested are likely to result in reduced costs, higher grades, and higher value for mined material due to significantly improved grade control at the mine site. The Company completed test mining in April 2019 and plans to continue further operational readiness activities at the La Sal Complex based on these encouraging results.
    Pursuant to Section 232 of the Trade Expansion Act of 1962 (as amended), on April 14, 2019, the U.S. Department of Commerce ("DOC") completed its investigation into the effects of uranium imports on U.S. national security (the "Section 232 Investigation") and submitted a report to the President of the United States containing their findings and proposed remedy (if any). The Company is seeking a remedy which would set a quota limiting imports of uranium into the U.S., effectively reserving 25% of the U.S. nuclear market for U.S. uranium production. If granted, the quota would be expected to strengthen uranium prices available to U.S. producers, thereby reviving an industry crucial to America's national security and the generation of clean, carbon-free nuclear energy.

    Mark S. Chalmers, Energy Fuels' President and CEO stated:

    "Energy Fuels continued to make important progress on a number of value-building initiatives in the first quarter of this year.

    "Some of our most noteworthy achievements have resulted from our continued support of the U.S. Department of Commerce's Section 232 investigation into U.S. uranium imports. On April 14, 2019, our efforts resulted in an important milestone. On that date, the DOC submitted a report to the White House containing the results of its investigation, along with proposed recommendations. President Trump now has up to 90 days from April 14, 2019 to decide whether and how to act on DOC's recommendations. As the report has not been made public, the Company has not seen the report. However, we believe the facts are crystal clear. Increasing levels of uranium and nuclear fuel imports into the U.S. from our geopolitical rivals represent a real threat to U.S. national security and energy security. We are proud to be one of the voices urging the President to act decisively to protect America on this key issue, and we will continue to support this initiative in the months ahead.

    "While we await the President's decision on the Section 232 investigation, one of our other key initiatives involves vanadium production, where we have made enormous strides to re-establish the Company as the only primary producer of vanadium in North America. In 2018, when vanadium prices began to rise over the $10 per pound threshold, we began evaluating the short-term recovery of dissolved vanadium from the pond solutions at our White Mesa Mill, a source of solubilized vanadium inventory we had never previously attempted to recover. Through the innovation, hard work, and dedication of our skilled milling professionals, we entered production toward the end of 2018 and began making sales in February 2019. We are actively producing significant quantities of the highest-purity vanadium in the Mill's history. Perhaps more importantly, since we have developed an effective processing methodology, we now have the ability to quickly and inexpensively adjust production in response to evolving market conditions. We are closely tracking market conditions, particularly in China where significant quantities of vanadium are produced and consumed. Prices currently sit at approximately $9.10 per pound and, if they remain at current levels or decline for any extended period of time, we may temporarily halt vanadium production in order to save this valuable inventory for higher future prices. Regardless of what happens to markets, we have created the potential to rapidly generate significant cash flows during periods of elevated vanadium prices.

    "We also believe we have created significant shareholder value through the test-mining program at our La Sal Complex. As we have previously reported, under this program we analyzed mining methods and technologies never before utilized in the uranium/vanadium mines of the Colorado Plateau. Our results are extremely encouraging, potentially changing the paradigm for mining these deposits by significantly improving grade control. If successful, this would reduce mining, milling and trucking costs, and potentially improve Mill recovery for vanadium since the higher the vanadium grade fed into the Mill, the higher the percentage of vanadium recovered.
  5. [verwijderd] 16 juli 2019 09:42
    Eerst heeft Trump de steenkoolwerkers verleidt met: méér steenkolen delven.
    NU verleidt hij de uranium industrie tot het investeren in uraniummijnen(zijn die er ngog dan ?) in USA ?

    Veel analisten hadden verwacht dat Trump afgelopen weekend al beschermingsmaatregelen zou eisen tegen de enorme afhankelijkheid die de VS heeft richting uranium. Het land produceert vrijwel geen uranium meer en is met al haar kernenergie en wapentuig wel erg afhankelijk van het metaal.

    In een 'gewone' maatschappij zou er geen maatregel nodig zijn. De wereld draait al sinds 1945 zonder leveringsproblemen.(Rusland, Kazachstan,australie etc) De Chinezen hebben in 2008 toekomstige ura mijnen opgekocht
  6. [verwijderd] 16 juli 2019 23:34
    DeZwarteRidder,
    Volgens mij ben jij vrij sceptisch ingesteld, wat natuurlijk goed is als investeerder in mijn opinie.
    Maar even wat pushback gezonde discussie, want je zet alles keihard black en white hier neer maar ik zie bepaalde dingen toch anders.

    Quote 1: Helaas worden er de komende jaren meer reactors gesloten dan geopend.

    De laatste jaren is er jaar in jaar uit meer energie opgewekt door kerncentrales. Het is nu al meer dan voor het fukushima incident. Ondanks dat er nog niet zoveel reactoren in Japan zijn gestart, er zullen er zeker nog meer weer opstarten. Er zijn meer reactoren in aanbouw dan in de laatste 50 jaar.
    Veel daarvan zijn grote reactoren, die meer verbruiken dan de meeste die gesloten zijn of worden.
    En wat je echt constant ziet is dat reactoren die over x jaar gesloten zouden worden geupgrade worden en er nog 10 of 20 jaar aan het reactor leven geplakt kan worden.

    Quote 2: Yellowcake is een waardeloos flutbedrijfje, dat waarschijnlijk nooit gaat produceren.

    Volgens mij moet je eens kijken waar je het hier over hebt, want produceren is niet den intentie bij deze partij. Dit is een slimme partij die anders bezig is in deze markt.
    Je noemt alles flutbedrijfjes maar volgens mij zijn al je posities in bedrijven die waarschijnlijk de komende cyclus niet eens zullen produceren.
    Nexgen, fission, fantastisch allemaal tier 1 assets.
    Maar dat duurt nog jaren voordat daar iets geproduceerd zal worden, als dat al gebeurd.

    Quote 3: Zelfs als de uraniumprijs gaat verdubbelen, dan nog kunnen Ur-Energy en Energy Fuels geen zak verdienen.

    Tegen de huidige prijs kan niemand een zak verdienen, zelfs in kazachstan is het water en brood, en is er amper wat geinvesteerd de laatste jaren, waarvan het meeste om de boel nog wat op pijl te houden daar. Bij de mijn techniek die daar gebruikt wordt is het vergelijkbaar met schalie constant investeren of het loopt heel hard terug.

    Er is in de huidige markt aanzienlijk minder productie dan jaarlijkse vraag op dit moment.
    Zelfs al start mcarthur river weer op, wat ik niet zo maar zie gebeuren.
    En in kazachstan gaan ze flink hun best doen.
    Zelfs dan zal er nog steeds minder productie zijn.
    Er moeten meer/kleinere/marginale partijen meedoen straks.
    En er zijn maar weinig die kunnen produceren zonder dat het nog jaren moet duren.
    Die mooie grote ontdekkingen in canada duren nog JAREN voordat het zo ver KAN zijn.

    Ik durf wel een weddenschapje aan dat beide van deze flutbedrijfjes, en het zijn kleine mama en papa mijntjes zoals je al zegt.
    Zullen beide produceren, en lange termijn contracten krijgen en gewoon geld verdienen. Of het gouden bergen zijn is een tweede, maar weet dit eigenlijk wel zeker.

    En als laatst niet perse gerelateerd, de dramatische reactie vrijdag op het halve verhaal over de sectie 232 uitslag was sterk overtrokken.
    De reactie was puur op een australisch artikel wat eigenlijk niet veel meer zei dan de amerikanen/trump gaat helemaal niks doen en laat alles zijn gangetje gaan.
    Min of meer het zelfde kleine stukje tekst als wat hier gepost werd.
    Wat nu echt wel een half verhaal blijkt te zijn.
    Maar de nutsbedrijven kunnen beginnen onderhandelen en dat is wel het belangrijkste natuurlijk.

    Maar Amerika/Trump gaat en is al dingen aan het doen voor deze industrie, en de amerikaanse 'fuel cycle' en productiecapaciteiten zullen niet verloren gaan zeker niet als trump aan het roer blijft.

    En nee fatsoenlijk quoten lukt mij niet bij meerdere quotes op deze site, moet ik nog uitvogelen.
    Groeten
  7. [verwijderd] 22 juli 2019 17:33
    China's Takes over Namibian Uranium Mining

    JournalduCameroun.com reported that Chinese state-owned entities have effectively taken control of uranium mining in Namibia, following the takeover of Rössing uranium mine by China National Uranium Corporation Limited. Rio Tinto announced on Tuesday that it has completed the sale of its 69% stake in Rössing Uranium Limited, which owns the Rössing mine near Arandis in Erongo region. The Rössing uranium mine situated in the Namib Desert is the world’s longest-running open pit uranium mine. The mine has been producing and exporting uranium oxide from Namibia to nuclear power utilities around the world since its inception in 1976. The leading global mining group listed in the Australian Stock Exchange and London Stock Exchange-listed sold the stakes to CNUC for an initial cash payment of USD 6.5 million-plus a contingent payment of up to USD 100 million.

    “This sale demonstrates Rio Tinto’s commitment to further simplifying and strengthening our portfolio and brings the total divestment proceeds received since 2017 to $11.2 billion, of which $9.7 billion has been returned to our shareholders.

    Mr J-S Jacques, Rio Tinto chief executive, in a statement said that “I would like to recognise the hard work of people across Rio Tinto and the communities around Rössing who have contributed to the success of the mine and wish them all the best for the future under new ownership.”

    Source : JournalduCameroun.com
  8. forum rang 10 DeZwarteRidder 22 juli 2019 17:48
    Als er ooit weer een tekort komt aan uranium dan zullen Nexgen en Fission waarschijnlijk de enige nieuwe mijn gaan openen.

    Ik verwacht ook dat Fission overgenomen wordt door Nexgen, zodat er een nieuwe grote mijn ontstaat.

    Als de prijs van uranium verdubbelt naar ca 50, zullen deze aandelen verveelvoudigen.
  9. [verwijderd] 22 juli 2019 18:51
    Namibia’s uranium output is expected to triple by 2017, becoming the world’s third largest producer of the commodity, as the massive Husab mine begins production next year.

    According to Swakop Uranium, the company that owns the $2-billion project, the mine will produce up to 15-million pounds of uranium a year.

    www.mining.com/namibias-new-uranium-m...

    Both China and India are interested in acquiring uranium from Namibia. Chinese companies have taken major equity positions, notably with Husab, but also Langer Heinrich. In November 2018, Rio Tinto announced it had agreed to sell its majority stake in Rössing Uranium Limited to China National Uranium Corporation Limited (CNUC). India is discussing how to open the way to be able to buy Namibian uranium, at present ruled out by Namibia’s non-proliferation commitments

    www.world-nuclear.org/information-lib...
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