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Premier American Uranium Announces Preliminary Economic Assessment and Mineral Resource Update for the Cebolleta Uranium Project, Outlining Project Economics and Framework for Enhancement
Globenewswire· 2025-10-30 11:00
PEA outlines base case production averaging 1.4 Mlb U₃O₈ annually over a 13-year mine life for total output of 18.1 Mlb with an after-tax NPV (8%) of US$83.9M, with strong leverage to higher uranium prices and increased recoveryTORONTO, Oct. 30, 2025 (GLOBE NEWSWIRE) -- Premier American Uranium Inc. (“PUR” or “Premier American Uranium” or the “Company”) (TSXV: PUR, OTCQB: PAUIF) is pleased to announce the results of its Preliminary Economic Assessment (“PEA”) for the Cebolleta Uranium Project (“Cebolleta” o ...
LHM 项目 2025Q3 U3O8 产销量分别环比+7%、- 25%至 106.65、53.38 万磅,平均实现价格环比上涨 21%至 67.4 美元磅
HUAXI Securities· 2025-10-23 02:48
Investment Rating - The report gives a "Recommended" rating for the industry [4] Core Insights - In Q3 2025, the company produced a record 1,066,496 pounds of U₃O₈, reflecting a 7% increase quarter-on-quarter and a 67% increase year-on-year, with an average recovery rate of 86% [1][2] - The company sold 533,789 pounds of U₃O₈ in Q3 2025, a decrease of 25% quarter-on-quarter and 14% year-on-year, primarily due to shipment delays [1] - The average realized price for U₃O₈ in Q3 2025 was $67.4 per pound, up 21% from the previous quarter but down 4% year-on-year [1][2] - The company signed a new uranium sales agreement, bringing the total to 14 agreements with global clients in the US, Europe, and Asia [2] - The company received a prepayment of $29.7 million, which will be recognized in Q4 2025 [2] Production and Mining Activities - Mining activities remained active, with total mined volume reaching 5.27 million tons, a 63% increase from the previous quarter [3] - The company is focusing on waste removal in the G pit area to ensure increased ore production in the first half of 2026 [5] - The average ore feed grade was stable at 477 ppm U₃O₈, with the plant recovery rate at 86% [3][9] Financial Performance - The company completed a fully underwritten equity financing, raising approximately AUD 300 million, which will enhance balance sheet flexibility [6][7] - As of September 30, 2025, the company held $269.4 million in unrestricted cash and investments, an increase of $180.4 million from the previous quarter [7] - The unit production cost in Q3 2025 was $41.6 per pound, an 11% increase quarter-on-quarter but a 1% decrease year-on-year [2][9]
Uranium Energy (UEC) - 2025 Q4 - Earnings Call Presentation
2025-09-24 15:00
Financial Highlights - UEC has a strong balance sheet with $321 million in cash, inventory, and equities at market price as of July 31, 2025[15] - UEC reported $66.8 million in revenue[15] - UEC holds 1.4 million pounds of U₃O₈ in inventory valued at $96.6 million at market prices, excluding approximately 130,000 pounds of initial Wyoming production[15] - UEC anticipates expanding its U S warehoused inventory by another 300,000 pounds through December 2025 purchase contracts at $3705 /lb, in addition to uranium from operations[15] Operational Achievements - UEC produced approximately 130,000 pounds of precipitated uranium and dried and drummed U₃O₈ in Wyoming[10, 28] - The total cost per pound of U₃O₈ was $3641, including a cash cost per pound of $2763 and a non-cash cost per pound of $878, based on 26,421 pounds of dried and drummed U₃O₈ at the end of fiscal 2025[10, 30] - The Burke Hollow ISR project is 90% complete, targeting November 2025 completion, with 615 million lbs Measured and Indicated Resources, and 488 million lbs Inferred resources[10, 35] Resource Base and Growth - UEC has a total resource base of 2301 million lbs U3O8 as Measured & Indicated, 1000 million lbs U3O8 as Inferred, and 175 million lbs Historical[17] - UEC's acquisition of Rio Tinto's Sweetwater Complex adds 41 million pounds U3O8 per year of licensed production capacity and 175 million pounds of historic resources[10, 39] - The Roughrider project has a Post Tax NPV8 of $946 million, an IRR of 40%, and a payback of 14 years, with LOM avg production of 68 M lbs U3O8/yr[23, 44] Strategic Initiatives - UEC launched UR&C with the goal of becoming the only vertically integrated U S company with uranium mining, processing, and planned refining and conversion capabilities[10]
IsoEnergy and Purepoint Intersect up to 8.1% U3O8 at Dorado Project
Newsfile· 2025-09-18 10:30
Toronto, Ontario--(Newsfile Corp. - September 18, 2025) - IsoEnergy Ltd. (NYSE American: ISOU) (TSX: ISO) ("IsoEnergy") and Purepoint Uranium Group Inc. (TSXV: PTU) (OTCQB: PTUUF) ("Purepoint") today announced the receipt of partial assay results from the summer drill program at the companies' 50/50 joint venture Dorado Project (the "Dorado Project"), located on the southeastern margin of Saskatchewan's Athabasca Basin. The highlight comes from drill hole PG25-07A, which returned 2.1 metres grading 1.6% U₃ ...
Uranium supply tightness and underinvestment drive bullish market outlook
Proactiveinvestors NA· 2025-09-02 19:45
Industry Overview - A bull market for uranium is developing, with prices expected to reach $100 per pound by 2026, a level not seen since the mid-2000s [1][2] - Supply remains tight due to years of underinvestment in mining, while demand is increasing from China and new nuclear technologies [2][4] Demand Drivers - Demand from China is significant as the country expands its nuclear fleet, alongside the rise of small modular reactors (SMRs) [2][3] - SMRs could account for up to 20% of total uranium demand by 2040, indicating a structural shift in the market [3] - The current high costs of enrichment lead to increased use of raw uranium, creating additional buying pressure for U₃O₈ [4] Companies to Watch - Global Atomic Corporation is nearing uranium production at its Dasa Project in Niger, with a feasibility study projecting total production of 68.1 million pounds of U₃O₈ over 23.75 years [5] - Standard Uranium Ltd is advancing uranium targets in the Athabasca Basin and is starting a drill program at its Davidson River Project [6] - Cosa Resources is exploring underdeveloped uranium projects in the Athabasca Basin, focusing on drilling at the Murphy Lake North JV [7] - Pure Point Uranium is advancing its Athabasca Basin projects through joint ventures, with recent high-grade assay results from the Nova Discovery [8] - Fortune Bay Corp holds an optioned uranium portfolio in the Athabasca Basin, with drilling underway at The Woods Projects [9] - Baselode Energy Corp is advancing several uranium projects in the Athabasca Basin, including Hook and Aberdeen [10] - GoviEx Uranium Inc plans to change its name to Atomic Eagle and will focus on the Muntanga uranium project in Zambia [11] - Uranium American Resources Inc is acquiring uranium and vanadium assets in the western U.S., including the Marysvale asset [12] - Myriad Uranium holds a 75% interest in the Copper Mountain uranium project in Wyoming, which has known uranium deposits [13] - Mega Uranium is a diversified investment company focused on uranium assets, with a notable project in Australia [14]
IsoEnergy and Purepoint Report Assay Grades of up to 5.4% U₃O₈ from Initial Holes at the Nova Discovery on the Dorado JV
Prnewswire· 2025-08-06 10:30
TORONTO, Aug. 6, 2025 /PRNewswire/ - IsoEnergy Ltd. (NYSE American: ISOU) (TSX: ISO) ("IsoEnergy") and Purepoint Uranium Group Inc. (TSXV: PTU) (OTC: PTUUF) ("Purepoint") today announced that initial assays from the first two discovery drill holes completed at their joint venture Dorado project's ("Dorado" or the "Project") Nova Discovery in Saskatchewan's Athabasca Basin have confirmed the presence of high-grade uranium mineralization (Figure 1). Strong assay results from PG25-04 and PG25-05, based on sele ...
有色金属海外季报:LHM项目2025Q2U3O8产量环比增长33%至99.38万磅,平均实现价格环比下跌20%至55.6美元/磅
HUAXI Securities· 2025-07-29 12:52
Investment Rating - The report recommends a "Buy" rating for the industry, predicting that the industry index will outperform the Shanghai Composite Index by 10% or more during the specified period [6]. Core Insights - In Q2 2025, the company produced 993,843 pounds of U₃O₈, a 33% increase quarter-on-quarter, marking the highest quarterly production since the mine's restart [1]. - The average realized price for U₃O₈ in Q2 2025 was $55.6 per pound, a 20% decrease from the previous quarter, primarily due to the contract delivery mix and timing [2][7]. - The company signed an additional uranium sales agreement, bringing the total to 13 agreements with top global customers in the US, Europe, and Asia [2]. Production and Operational Summary - The total production for the fiscal year 2025 reached 3 million pounds of U₃O₈, with total sales amounting to 2,705,693 pounds [4]. - The average realized price for the fiscal year 2025 was $65.7 per pound [5]. - The unit production cost for Q2 2025 was $37.5 per pound, an 8% decrease quarter-on-quarter, benefiting from increased production levels [2][8]. Financial Performance - Capital expenditures for Q2 2025 were $4.9 million, a 32% decrease from the previous quarter [3][9]. - As of June 30, 2025, the company held $89 million in cash and cash equivalents, a decrease of $38.8 million from the previous quarter, mainly due to mining commencement and working capital changes [12]. - The company recorded a reversal of previous stockpile impairment of $8.7 per pound in Q2 2025, a 53% reduction from the previous quarter [2][10]. Mining Activities - Mining activities commenced in April 2025, utilizing two fleets of 100-ton dump trucks, with steady progress in drilling, blasting, and loading operations [11]. - The G2A pit became the primary source of newly mined ore, with infrastructure upgrades ensuring efficient ore transport to the processing plant [11].