NexGen Energy .(NXE)
icon
搜索文档
Does NexGen Energy (NXE) Have the Potential to Rally 65.26% as Wall Street Analysts Expect?
ZACKS· 2024-08-30 22:55
Shares of NexGen Energy (NXE) have gained 1.5% over the past four weeks to close the last trading session at $5.93, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $9.80 indicates a potential upside of 65.3%.The average comprises 10 short-term price targets ranging from a low of $7.28 to a high of $15.54, with a standard deviation of $2.22. While the lowest estimate indicates an ...
NexGen Energy .(NXE) - 2024 Q2 - Earnings Call Transcript
2024-08-10 10:04
财务数据和关键指标变化 - 公司在2024年第二季度末拥有约5.7亿加元现金,并在2024年上半年筹集了3.465亿加元 [40] - 2024年全年预算支出为1.61亿加元,包括现场项目、工程、长期采购、项目开发成本、勘探、许可、社区计划和培训 [40][41] - 2024年第二季度现金G&A为1103万加元,其中包括一些与3.465亿加元资本募集相关的一次性成本 [41] - 2024年全年G&A预计将占总支出不到五分之一,支持接近100人的员工和另外50名顾问及服务提供商 [41] 各条业务线数据和关键指标变化 - 无相关内容 各个市场数据和关键指标变化 - 无相关内容 公司战略和发展方向及行业竞争 - 公司正在推进Rook I项目,该项目有望成为本十年内投产的最大单一来源铀矿 [19][46] - 公司采取创新的方法,致力于在运营和安全方面实现最佳表现 [26] - 公司正在积极开展勘探活动,在Patterson Corridor East发现了新的铀矿化区域,展现出与Arrow矿床相似的特征 [29][30][31][32][33][34] - 公司将继续推进Rook I项目的联邦许可,并在获得最终批准后立即开始大规模建设 [46] 管理层对经营环境和未来前景的评论 - 铀市场持续动荡,需求持续增长而供给面临重大挑战,预计供应缺口将从目前的6000万磅增加到2040年的2.4亿磅 [11] - 全球范围内核电需求正在复苏和增长,多个国家和地区正在扩大核电能力 [12][13][14] - 公司有信心最终获得联邦批准,并在获批后40个月内投产,成为全球最大的铀矿之一 [19] - 公司认为在西方国家找到可盈利且可持续的铀矿项目非常困难,Rook I项目具有竞争优势 [38][39] 其他重要信息 - 公司在环境、社会和治理方面保持高标准,发布了年度可持续发展报告,包括扩大培训和教育计划,与当地社区建立无前例的合作伙伴关系 [42][43][44][45] - 公司正在与公用事业公司进行合同谈判,并在2028年及以后的供应方面收到了大量新的询价 [36][54][55] - 公司将采取重点关注市场价格的定价策略,不会全部锁定产量 [53][54][55] 问答环节重要的提问和回答 问题1 **Andrew Wong 提问** 询问公司对Patterson Lake区域未来开发的看法 [49] **Leigh Curyer 回答** 公司目前专注于自身的Rook I项目,对于其他项目的开发协同利用基础设施等问题,将视后续批准和开发情况而定 [50][51] 问题2 **Katie Lachapelle 提问** 询问公司是否有收购兴趣或接受收购的可能 [57][58][59] **Leigh Curyer 回答** 公司一直专注于自主开发Rook I项目,但随着项目获批进程的推进,可能会引起收购方的兴趣,公司将保持开放态度 [58][59] 问题3 **Craig Hutchison 提问** 询问Rook I项目CapEx增加的具体构成以及公司的融资计划 [61][62][63][64][65][66][67] **Leigh Curyer和Travis McPherson回答** CapEx增加主要用于提高项目的灵活性、可靠性和可操作性等方面的优化 [62][63][64] 公司有充足的融资能力,将在获得最终批准后公布完整的融资方案 [67][70][71]
NexGen Energy to Host Q2 2024 Conference Call on Rook I Project Developments
Prnewswire· 2024-08-02 18:30
VANCOUVER, BC, Aug. 2, 2024 /PRNewswire/ - NexGen Energy Ltd. ("NexGen" or the "Company") (TSX: NXE) (NYSE: NXE) (ASX: NXG) is pleased to announce the Company will host its 2024 second quarter conference call on Thursday, August 8, 2024, at 8:30 am Eastern Standard Time. During the call, NexGen's President and Chief Executive Officer, Leigh Curyer, Chief Commercial Officer, Travis McPherson, and Chief Financial Officer, Benjamin Salter will provide an update on the Company's 100% owned Rook I Project (the " ...
NexGen Provides Updated Economics for the Rook I Project
Prnewswire· 2024-08-01 21:05
Revised Capital Cost C$2.2 Billion /USD$1.58 Billion (C$/US$ 0.72)Average Annual After-Tax Net Cash Flow (Years 1-5) of C$1.93 Billion (at US$95/lb U3O8)Consistent Mine Life and Production Capability up to 30 Million Pounds U3O8 AnnuallyElite Environmental Plan Incorporates Reclamation during Operations resulting in minimal C$70 Million Closure Cost.VANCOUVER, BC, Aug. 1, 2024 /PRNewswire/ - NexGen Energy Ltd. ("NexGen" or the "Company") (TSX: NXE) (NYSE: NXE) (ASX: NXG) announced today an update to the ini ...
NexGen Advances Through Completeness Check for the Final Federal Environmental Assessment Process
Prnewswire· 2024-06-24 18:30
VANCOUVER, BC, June 24, 2024 /PRNewswire/ - NexGen Energy Ltd. ("NexGen" or the "Company") (TSX: NXE) (NYSE: NXE) (ASX: NXG) is pleased to announce that on June 21, 2024 the Canadian Nuclear Safety Commission ("CNSC") concluded their 30-day completeness check of NexGen's May 21, 2024 submission of responses to the remaining 49 technical review comments and revised Federal Environmental Impact Statement ("EIS") for NexGen's 100% owned Rook I Project ("Rook I" or the "Project"). The technical review by the CN ...
NexGen Announces the Appointment of Susannah Pierce to its Board of Directors
Prnewswire· 2024-06-18 18:30
VANCOUVER, BC, June 18, 2024 /PRNewswire/ - NexGen Energy Ltd. ("NexGen" or the "Company") (TSX: NXE) (NYSE: NXE) (ASX: NXG) is pleased to announce the appointment of Susannah Pierce to the Company Board to Directors following the Company's 2024 Annual General Meeting that took place Monday, June 17th, 2024. Susannah Pierce Ms. Pierce has more than 20 years of experience in bringing business, governments, communities, indigenous groups, and other non-governmental actors together to support the development o ...
NexGen Announces Voting Results from its 2024 Annual Meeting of Shareholders
Prnewswire· 2024-06-18 11:23
VANCOUVER, BC, June 17, 2024 /PRNewswire/ - NexGen Energy Ltd. ("NexGen" or the "Company") (TSX: NXE) (NYSE: NXE) (ASX: NXG) is pleased to announce the voting results from its Annual General Meeting of Shareholders ("Meeting") held on June 17, 2024. Shareholders voted in favour of all matters of business before the Meeting. Each of those matters is set out in detail in the Management Information Circular published in connection with the Meeting, which is available at www.nexgenenergy.ca. A total of 370,731, ...
NexGen Announces Closing of Strategic Purchase of 2.7 Million Pounds of Uranium
prnewswire.com· 2024-05-29 07:37
VANCOUVER, BC, May 28, 2024 /PRNewswire/ - NexGen Energy Ltd. ("NexGen" or the "Company") (TSX: NXE) (NYSE: NXE) (ASX: NXG) is pleased to announce that it has closed its previously announced purchase (the "Purchase") of 2,702,410 pounds natural uranium concentrate ("U3O8") for an aggregate purchase price of US$250 million, which was satisfied through the issuance of US$250 million aggregate principal amount of five year, 9.0% per annum (payable 2/3 cash and 1/3 common shares) unsecured convertible debenture ...
NexGen Releases 2023 Sustainability Report
prnewswire.com· 2024-05-22 18:30
VANCOUVER, BC, May 22, 2024 /PRNewswire/ - NexGen Energy Ltd. ("NexGen" or the "Company") (TSX: NXE) (NYSE: NXE) (ASX: NXG) is pleased to announce the release of its 2023 Sustainability Report ("the Report") that covers the period January 1, 2023 to December 31, 2023. The Report marks the fourth year that NexGen has reported on the Company's robust Environmental, Social, and Governance (ESG) profile, and is again in accordance with the Global Reporting Initiative (GRI) Standards. The Report is available onl ...
NexGen Advances Federal Environmental Assessment Process Through Submission of Responses to Remaining Information Requests
prnewswire.com· 2024-05-21 18:30
VANCOUVER, BC, May 21, 2024 /PRNewswire/ - NexGen Energy Ltd. ("NexGen" or the "Company") (TSX: NXE) (NYSE: NXE) (ASX: NXG) is pleased to announce that on May 21st, the Company is submitting to the Federal regulator – the Canadian Nuclear Safety Commission ("CNSC") – responses to the remaining 49 technical review comments received on February 12, 2024 as part of the Federal Environmental Assessment ("EA") review process for the Company's 100% owned Rook I Project (the "Project"). The 49 technical comments r ...