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摩根士丹利:中国材料_2025 年第二季度展望 - 对股市的影响_新材料
摩根· 2025-04-27 03:56
Uranium: Fundamentals remain solid despite spot price correction. Term pricing has remained stable at ~US$80/lb, representing a constructive medium-to-long- term supply-demand outlook. The spot price declined further, to ~US$60+/lb, as uncertainty over a Russian enriched uranium ban and US tariffs (uranium turns out to be excluded from the US tariffs announced on April 2) kept utilities on the sidelines, and contracting activities are weak YTD, given utilities have sufficient inventory and are well covered ...
Energy Fuels Punts And Pushes Out The Goalpost
Seeking Alpha· 2025-04-24 18:43
Energy Fuels Inc. (NYSE: UUUU ) is navigating a challenging market as uranium spot ( UXA:COM ) remains below what management deems as an appropriate selling price. With limited growth prospects at the firm’s uranium mines under development atMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, ...
CEO.CA's Inside the Boardoom: GoviEx Uranium Perfectly Timed for the 2028 Supply Gap, Low-Strip Ratio Signals Rapid Cash Flow
Newsfile· 2025-04-24 16:37
CEO.CA's Inside the Boardoom: GoviEx Uranium Perfectly Timed for the 2028 Supply Gap, Low-Strip Ratio Signals Rapid Cash FlowApril 24, 2025 12:37 PM EDT | Source: CEO.CA Technologies Ltd.Toronto, Ontario--(Newsfile Corp. - April 24, 2025) - CEO.CA ("CEO.CA"), the leading investor social network in junior resource and venture stocks, shares exclusive updates with CEOs of junior mining explorers.Founded in 2012, CEO.CA, a wholly owned subsidiary of EarthLabs, Inc., is one of the most popular fre ...
Mustang Energy Corp. Receives Results from Airborne MobileMT Survey at their Yellowstone Project, Saskatchewan
Globenewswire· 2025-04-17 21:48
Core Viewpoint - Mustang Energy Corp. has announced the successful completion of a Mobile MagnetoTellurics (MobileMT) survey at its Yellowstone Project, indicating potential uranium mineralization in the area [1][2]. Survey Details - The MobileMT survey was conducted by Expert Geophysics, covering 373 line-kilometers with a 400-meter line spacing, targeting previously uninvestigated areas [2]. - The MobileMT system is capable of detecting conductors at depths greater than 1,000 meters, providing high-resolution insights into potential uranium-hosting structures [2][11]. Survey Results - The analysis of the MobileMT data has identified multiple exploration targets characterized by strong, deep conductive anomalies, suggesting the presence of uranium hosting hydrothermal or structural zones [3]. - Several anomalies are associated with structurally complex corridors linked to NW-SE trending faults and magnetic low trends, which are significant for unconformity-type uranium systems [3]. - The VLF data indicates near-surface linear features interpreted as fault structures, aligning with breaks in conductivity and magnetic datasets, suggesting fluid circulation from depth [3]. Project Overview - The Yellowstone Project is located approximately 16 kilometers from the Cluff Lake Mine and consists of seven adjoining claims totaling 21,820 hectares [13]. - The project surrounds the Carswell Impact Structure, which is believed to be related to a meteorite impact and hosts high-grade uranium mineralization [13]. Technological Insights - MobileMT technology utilizes naturally occurring electromagnetic fields to identify variations in subsurface electrical resistivity, effectively detecting deep-seated structures associated with uranium mineralization [9][11]. - The system has previously identified basement conductors and alteration zones in prominent uranium deposits across the Athabasca Basin [12]. Data Integration - The recent survey has provided a comprehensive dataset of airborne EM surveys, magnetic, and radiometric datasets, enhancing the ability to prioritize high-potential uranium targets [8]. - The company is actively integrating these results with historical data to refine and prioritize future drill targets [8].
Navigating Denison Mines' Uranium Fog : Geopolitics And The Long Game
Seeking Alpha· 2025-04-17 13:25
The recent spurt in trading volumes on Denison Mines (NYSE: DNN ) made me sit up and take notice. With prices spiraling down, it could be a round of institutional selling and a breakdown confirmation. Equally, volume spikes on a downtrend could beI am a stock analyst with 20+ years of experience in quantitative research, financial modeling, and risk management. I specialize in equity valuation, market trends, and portfolio optimization to identify high-growth investment opportunities. As a former Vice Presi ...
Vanguard Mining Advances 90,000-Hectare Yuty Prometeo Uranium Project Adjacent to UEC's 8.96M lbs Deposit with NI 43-101 Technical Report Underway
Thenewswire· 2025-04-17 07:05
Core Viewpoint - Vanguard Mining Corp. has acquired the Yuty Prometeo Project in Paraguay, which is expected to enhance its uranium exploration strategy, with an initial NI 43-101 Technical Report to be prepared by senior geologist Ariel Testi [1][3]. Company Overview - Vanguard Mining Corp. is a Canadian mineral exploration company focused on high-value strategic minerals, particularly uranium, and is advancing projects in the United States and Paraguay [21]. - The company aims to create value through responsible exploration and the acquisition of promising uranium properties [21]. Project Details - The Yuty Prometeo Project consists of a 90,000-hectare (222,395-acre) land package, including the San Jose and Prometeo concessions, located in the uranium-rich Paraná Basin of southeastern Paraguay [2][8]. - The Prometeo Concession covers approximately 27,666 hectares (68,368 acres) and is adjacent to UEC's Yuty Project, which has a defined uranium resource of 8.96 million pounds [2][9]. - The San Jose Concessions total approximately 62,210 hectares (153,754 acres) and have shown significant uranium anomalies based on previous radiometric surveys [10][11]. Geologist Profile - Ariel Testi, a seasoned geologist with 22 years of experience in the mining industry, has been retained to prepare the initial Technical Report for the Yuty Prometeo Project [4][6]. - Testi has a strong background in mineral exploration and has previously contributed to significant discoveries, including the Ivana Deposit in Argentina [6][7]. Industry Context - Paraguay is emerging as a favorable mining jurisdiction in South America, characterized by political stability, low sovereign risk, and a supportive regulatory environment for mineral exploration [20]. - The country is increasingly recognized for its potential in uranium and other strategic minerals, making it an attractive destination for mining companies [20].
Snow Lake Phase 2 Drill Program Underway at Engo Valley
Newsfile· 2025-04-16 16:00
Core Viewpoint - Snow Lake Resources Ltd. has initiated its Phase 2 drill program at the Engo Valley Uranium Project, aiming to establish a maiden resource estimate by the second half of 2025, in response to the increasing global demand for uranium due to the expansion of nuclear energy production [1][3][6]. Company Overview - Snow Lake Resources Ltd., operating as Snow Lake Energy, is a Canadian mineral exploration company listed on Nasdaq under the ticker LITM, with a portfolio that includes two uranium projects and two hard rock lithium projects [8]. Phase 2 Drill Program - The Phase 2 drill program is designed to encompass up to 7,500 meters of drilling, utilizing both reverse circulation and diamond drilling techniques, to facilitate the calculation of a maiden mineral resource estimate [4][6]. - The focus of Phase 2 will be on the Main Uranium Occurrence (MUO) and the D1 target area, with additional targets planned for exploration in the northern and southern parts of the project [6][7]. - Initial drill holes have been completed, and the program is expected to provide a sufficient database for resource estimation in accordance with SK-1300 standards [6][7]. Market Context - The global supply deficit of uranium is projected to grow as nuclear energy production capacity expands, necessitating new uranium mines to meet this demand [3].
Western Uranium & Vanadium Corp. Announces Ore Purchase Agreement
Newsfilter· 2025-04-14 12:00
Core Points - Western Uranium & Vanadium Corp. has entered into an Ore Purchase Agreement with Energy Fuels Inc. to deliver uranium-bearing ore [1][2] - Deliveries are set to begin in May, with a total of up to 25,000 short tons of ore to be delivered over a one-year period [2] - The purchase price will be based on the uranium grade of each lot according to an agreed pricing schedule [2] Company Strategy - The Agreement is expected to strengthen Western's strategic position and accelerate revenue generation [3] - The collaboration with Energy Fuels is anticipated to create synergies and leverage for both companies, benefiting the North American nuclear fuel supply chain [3] Warrant Repricing - A total of 2,868,541 previously issued common share purchase warrants have been repriced to CAD$2.00 per share, with the term extended to January 20, 2026 [3] - All other terms of the Warrants remain unchanged, and no replacement Warrant certificates will be issued [3] Production and Development - Western is ramping up high-grade uranium and vanadium production at its Sunday Mine Complex, located in the Uravan Mineral Belt [4] - The company is also developing the Mustang Mineral Processing Site for mined material recovery, incorporating kinetic separation to optimize economics [4]
enCore Completes Sale of New Mexico Assets to Verdera Energy Corp.
Prnewswire· 2025-04-09 11:00
NASDAQ:EUTSXV:EUwww.encoreuranium.com DALLAS, April 9, 2025 /PRNewswire/ - enCore Energy Corp. (NASDAQ: EU) (TSXV: EU) (the "Company" or "enCore"), America's Clean Energy Company™, announced today that, further to its press release dated March 18, 2025, it has completed the sale of an enCore subsidiary that holds the Crownpoint, Hosta Butte, Nose Rock, West Largo, and Ambrosia Lake – Treeline uranium projects located in New Mexico (the "Properties") to Verdera Energy Corp. ("Verdera").As consideration for t ...
Standard Uranium Executes Letter of Intent to Option Corvo Project in Eastern Athabasca Basin
Newsfile· 2025-04-07 11:00
Standard Uranium Executes Letter of Intent to Option Corvo Project in Eastern Athabasca BasinApril 07, 2025 7:00 AM EDT | Source: Standard Uranium Ltd.Vancouver, British Columbia--(Newsfile Corp. - April 7, 2025) - Standard Uranium Ltd. (TSXV: STND) (OTCQB: STTDF) (FSE: 9SU0) ("Standard Uranium" or the "Company") is pleased to announce that it has signed a letter of intent (the "LOI"), dated April 4, 2025, with Vital Battery Metals Inc. (CSE: VBAM) (OTCQB: VBAMF) (FSE: C0O) (the "Optionee"), ...