Hier die letzten NEWS:
www.energyfuels.com/projects/pinon-ridge/index.html
www.telluridenews.com/articles/2011/01/05/...6c43512527906.txt
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Megatons to Megawatts ist abgelaufen und bis 2017 werden über 60 neue Blöcke in Betrieb gehen mit
stärkerer Leistung als deren Vorgänger !
Japan soll einen Teil der 50 abgeschalteten Anlagen dieses Jahr noch in Betrieb nehmen,
Japan rüstet Atomkraftwerke nach !
http://www.zeit.de/wissen/umwelt/2013-05/fs-japan-atomkraftwerk
Derzeit sind weltweit 68 neue Kraftwerke im Bau, die 2017 ans Netz gehen sollen.
http://Derzeit sind weltweit 68 neue Kraftwerke im Bau, die 2017 ans Netz gehen sollen.
Insgesamt wird sich die Kapazität der Kernkraftwerke der Welt in den nächsten Jahren um rund 10 bis 15 Prozent erhöhen. In 10 bis 20 Jahren ist eine Steigerung um bis zu 50 Prozent durchaus möglich, je nachdem wie lange die Bauzeit der geplanten Anlagen sein wird. Jedenfalls läßt sich keinesfalls behaupten, Deutschland führe mit seiner Ausstiegspolitik einen internationalen Trend an. Vielmehr ist Deutschland mit seiner Haltung zur Kernenergie im Kreis der führenden Industrieländer der Welt (G8) isoliert.
http://www.energie-fakten.de/html/akw-zuwachs.html
Seit dieser Woche dabei
But looking beyond Japan, he sees more important price significance "in China, in Russia, in the Middle East, in places where all these 60 new reactors will be coming online for the first time in the later part of this decade. Uranium consumers buy approximately three and a half years before they use the fuel. So if you look at all those 60 reactors coming online by the year 2020, there will be a massive amount of long-term U3O8 buying. So I see in the latter half of 2015, early 2016 a lot of long-term contracting between suppliers and users. That will cause the long-term price to start to move up substantially, up from this bottom of $50 long-term somewhere to the mid-60s or perhaps the early 70s."
http://www.marketwatch.com/story/...m-2014-02-17?reflink=MW_news_stmp
EFR’s 100%-owned White Mesa mill is the only conventional mill in operation within the US and has the capacity to produce up to 8Mlb U3O8 per annum. In addition, the mill has a co-recovery vanadium circuit, as vanadium is commonly found in the uranium bearing ore from the Colorado Plateau area. More importantly, the mill is the only facility in North America with the current capability to process low-cost alternate feeds such as uranium bearing tailings or residues from uranium conversion. During FY13, EFR produced 1.2Mlb of U3O8, making it the second largest US producer and it has the potential to increase its annual production as market conditions improve.
http://www.investing.com/analysis/...al-uranium-mill-in-the-us-204112
When Uranium Finally Turns Energy Fuels $UUUU $EFR.TO Could Soar
An underground uranium and copper mine in Arizona looks more valuable thanks to new drill results released today.
Energy Fuels Inc. (NYSE MKT: UUUU; TSX: EFR), the largest conventional uranium producer in the United States, said it intercepted additional high-grade areas of uranium mineralization at its Canyon Mine. The new intercepts, which expand a mineralized zone, included 28.5 feet of mineralization with an average grade of 2.41% U3O8, at the fully permitted mine in northern Arizona.
Drilling from 1,230 feet below surface started in November, and so far 5,922 feet have been drilled out of 35 drill holes, Energy Fuels said in a press release, adding it plans to drill another 11,000 feet in the New Year. The company started shaft sinking a year ago at Canyon, which is the highest-grade uranium mine in the US.
Today's drill results follow on high-grade copper results published in October, which according to uranium analyst Rob Chang should bring down the costs of the operation.
The Canyon uranium project is slated to begin production next year, with ore to be shipped to Energy Fuels’s White Mesa mill for processing. It holds inferred resources equivalent to 1.6 million pounds of uranium, at an average grade of .98 % U3O8.
The Toronto-based company is an uranium and vanadium exploration and mine development firm with projects located in the states of Colorado, Utah, Arizona, Wyoming and New Mexico.
http://www.mining.com/high-grade-uranium-found-upcoming-producer-canyon-mine/
Cashflow generiert
Cash Generation Calculation
Energy Fuels is licensed to produce 11.5 Mlbs of uranium per year. Current market conditions have forced the company to cut back production to around 1 Mlbs per year. Outside of their developments cost, Energy Fuels has the ability to generate cash through its operations.
1st quarter gross profit margin of 33%, 2nd quarter gross profit margin of 18% and a 3rd quarter profit margin of 34%. Average Profit margin for the year 28%.
The White Mesa Mill has an annual capacity of 8 Mlbs, but for the sake of this calculation, let’s be conservative and say that full capacity during an up market is 5 Mlbs, or roughly 62.5% of capacity
The ISR plants (Nichols and Alta Mesa) have a cumulative capacity of 3.5 Mlbs per year; let’s use the same conservative estimate and say that at full capacity the ISR plants will produce 2.2 Mlbs per year.
Therefore, in total, Energy Fuels will produce 7.2 Mlbs in this hypothetical bull market scenario
For the sake of this calculation, let’s use today’s approximate average sale price of $55 USD per pound
7.2 Mlbs x 55 $ USD /lbs = $396,000,000 USD
$396,000,000 x 0.28 = $110,880,000 USD in operational cash generation
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