财务数据和关键指标变化 - 公司现金和流动资产约9.3亿加元,为建设Rook I项目做好了充分准备 [9] - 公司已投入4.59亿加元用于Rook I项目的勘探和开发,目前市值54亿加元 [37] - 公司最近两周完成了2.24亿加元的配股和2.5亿加元的可转债发行,大幅增强了财务实力 [33][36] 各条业务线数据和关键指标变化 - 公司正在推进Rook I项目的联邦环评审批,已完成277项中的228项,剩余49项将尽快提交 [20][21] - Rook I项目的前端工程设计和详细工程设计正在推进,正在确定最终的生产排放井、水处理、地下尾矿库等设计 [22] - 公司最近在Rook I项目附近发现了一个新的矿化带,正在进行进一步勘探 [24][25][26] 各个市场数据和关键指标变化 - 全球核电装机容量预计到2050年将增加三倍,带动铀矿需求大幅增长 [11] - 受供给中断、库存下降和地缘政治风险等因素影响,铀价在本季度创下15年新高,达到每磅107美元 [13] - 美国政府最近颁布法案,禁止从俄罗斯进口铀,这将进一步收紧市场供给 [16] 公司战略和发展方向及行业竞争 - 公司将把Rook I项目尽快推进到投产,巩固加拿大作为全球铀供应中心的地位 [17][18][19] - 公司正在与多家主要电力公司就2028年及以后的长期供给合同进行谈判 [27][28] - 公司最近购买了270万磅铀,为未来的合同谈判和项目建设提供了保障 [28][31] 管理层对经营环境和未来前景的评论 - 管理层认为当前铀市场进入前所未有的新时期,供给面临严峻挑战,需要开发新的可靠供应源 [6][13][16] - 管理层对Rook I项目的环境、经济和技术优势充满信心,将成为全球最大、最低成本的铀生产商 [17] - 管理层认为公司已做好充分的资金准备,无论是自有现金还是债务融资,都足以支持Rook I项目的建设 [9][32][33] 问答环节重要的提问和回答 问题1 **Andrew Wong 提问** 询问公司联邦环评审批的具体时间表 [46] **Leigh Curyer 回答** 公司已完成277项中的228项,剩余49项将尽快提交,预计在90天内完成剩余审批 [48][49][50] 问题2 **Puneet Singh 提问** 询问公司为何现在才购买铀库存 [60] **Leigh Curyer 和 Travis McPherson 回答** 公司正处于项目开发的关键阶段,2028年及以后的长期供给合同谈判正在进行,购买库存有助于提升谈判地位 [61][62][63][64][65] 问题3 **Katie Lachapelle 提问** 询问公司对Rook I项目的资本支出和运营成本的最新预测 [77] **Leigh Curyer 和 Travis McPherson 回答** 公司将在二季度末或三季度初公布更新后的资本支出和运营成本数据,主要受劳动力成本上涨的影响 [78][79][80]

VANCOUVER, BC, May 14, 2024 /PRNewswire/ - NexGen Energy Ltd. ("NexGen" or the "Company") (TSX: NXE) (NYSE: NXE) (ASX: NXG) is pleased to announce that the Company has closed its previously announced offering (the "Offering") of 20,161,290 common shares, settled in the form of CHESS Depository Interests ("CDIs"), at a price of C$11.11 per share (based on the daily average exchange rate of A$1.00 = C$0.8963 published the Bank of Canada on April 29, 2024), under an amended and restated placement agreement dat ...

VANCOUVER, BC, May 9, 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 first quarter conference call on Tuesday, May 14, 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 "Proje ...

VANCOUVER, BC, May 8, 2024 /PRNewswire/ - NexGen Energy Ltd. ("NexGen" or the "Company") (TSX: NXE) (NYSE MKT: NXE) (ASX: NXG) is pleased to announce it has mailed a Notice of Meeting and Management Information Circular to shareholders of record as of May 1 2024 in connection with the Annual General Meeting of the Company to be held on  Monday, June 17, 2024, at 2:00 p.m. (Pacific Time) Your vote is important - please vote today. NexGen encourages shareholders to read the meeting materials, which have been ...

Exhibit 99.1 MESSAGE FROM THE CHAIR OF THE BOARD CHRIS MCFADDEN Dear Valued Shareholders, You are invited to attend the Annual General Meeting of Shareholders (the “Meeting”) of NexGen Energy Ltd. (“NexGen” or the “Company”), which will be held on June 17, 2024, at 2:00 p.m. (Pacific Time) at the offices of NexGen located at 1021 West Hastings Street, Suite 3150, Vancouver, British Columbia. I, as a fellow shareholder, am pleased to report that NexGen made significant strides in 2023, through advancing NexG ...

文章核心观点 - 公司与MMCap International Inc. SPC签订了一项价值2.5亿美元的铀矿石购买协议 [1][2] - 公司将通过发行可转换债券的方式支付购买价款,这将使公司持有约2300万股的股权 [2] - 公司完成此次交易和之前宣布的澳大利亚CDI发行后,将拥有约6亿加元的现金和2.5亿美元的实物铀 [3] - 这次交易是公司在核电行业的重要里程碑,有助于公司为Rook I项目融资并推动项目发展 [4] 公司概况 - 公司是一家加拿大公司,专注于提供清洁能源燃料 [11] - 公司的旗舰项目Rook I是全球最大的低成本铀矿,在环境和社会治理方面表现出色 [11] - 公司由一支经验丰富的铀矿和采矿行业专业团队领导,拥有从勘探、融资到运营的全生命周期专业能力 [11] - 公司在多个证券交易所上市,为全球投资者提供参与公司实现脱碳、能源安全和电力获取目标的机会 [12] 交易条款 - 公司将发行9%票面利率、5年期的无担保可转换债券,总额为2.5亿美元 [5] - 债券转换价格为每股10.73美元,较最近5个交易日的加权平均价溢价30% [5] - 利息中的三分之二以现金支付,三分之一以公司股票支付 [6] - 公司有权在债券发行三周年后赎回债券,前提是公司股票20日加权平均价超过转换价的130% [7] - 公司将向MMCap发行90.909万股股票作为发行费 [8] - 交易需满足常规交割条件,包括获得必要的监管批准 [9]

VANCOUVER, BC, April 30, 2024 /PRNewswire/ - NexGen Energy Ltd. ("NexGen" or the "Company") (TSX: NXE) (NYSE: NXE) (ASX: NXG) is pleased to announce that it has entered into a placement agreement dated April 30, 2024 (the "Placement Agreement") with a lead manager and bookrunner in Australia, Aitken Mount Capital Partners (the "Lead Manager"), to arrange and manage, and to provide settlement support for, an offering of 16,129,032 common shares (the "Shares") of the Company, at a price of C$11.11 per Share ( ...

NexGen Energy Ltd. (NYSE:NXE) Q4 2023 Earnings Call Transcript March 11, 2024 8:30 AM ET Company Participants Leigh Curyer - CEO and Director Travis McPherson - CCO Conference Call Participants Katie Lachapelle - Canaccord Alexander Pearce - Bank of Montreal Craig Hutchison - TD Graham Tanaka - Tanaka Capital Management Brian MacArthur - Raymond James Andrew Wong - RBC Capital Markets Chris Thompson - PI Financial Operator Good morning, ladies and gentlemen, and welcome to the NexGen Energy Year-End and Q4 ...

NexGen Energy Ltd. (NYSE:NXE) Q3 2023 Results Conference Call November 22, 2023 10:00 AM ET Company Participants Leigh Curyer - Chief Executive Officer Travis McPherson - Chief Commercial Officer Benjamin Salter - Vice President, Finance and Acting CFO Conference Call Participants Andrew Wong - RBC Capital Markets Alexander Pearce - BMO Chris Thompson - PI Financial David Talbot - Red Cloud Securities Graham Tanaka - Tanaka Capital Management Puneet Singh - Eight Capital Operator Good morning, ladies and ge ...

Exhibit 99.1 Condensed Interim Consolidated Financial Statements For the three and nine months ended September 30, 2023 (expressed in thousands of Canadian dollars) - Unaudited NexGen Energy Ltd. Condensed Interim Consolidated Statements of Financial Position (expressed in thousands of Canadian Dollars) - Unaudited As at September 30, 2023 As at December 31, 2022 Assets Current assets Cash $ 370,444 $ 134,447 Marketable securities (Note 5) 7,240 5,775 Amounts receivable 1,546 1,801 Prepaid expenses and othe ...