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Nexgen Energy Ltd T.NXE

Alternate Symbol(s):  NXE

NexGen Energy Ltd. is a Canadian company focused on delivering clean energy fuel for the future. It is engaged in the acquisition, exploration and evaluation and development of uranium properties in Canada. It is focused on optimally developing the Rook I Project. It has a portfolio of highly prospective projects, including its 100% owned Rook I property that is host to the high-grade Arrow Deposit, South Arrow, Harpoon, Bow, and the Cannon area. The Rook I Project is a development-stage uranium project in Canada. The new underground mine and mill development is located in the uranium-rich district of the southwestern area of the Athabasca Basin, located in Saskatchewan. Arrow is a 100% land-based, basement-hosted, and high-grade uranium discovery. The Rook I Project, host of the Arrow Deposit, which is a development-stage uranium project in Canada and is 100% owned by NexGen Energy Ltd. The Rook I property hosts the Harpoon Discovery located 4.7 km northeast of the Arrow Deposit.


TSX:NXE - Post by User

Bullboard Posts
Comment by dabirdmanon Aug 21, 2014 10:20am
191 Views
Post# 22864415

RE:RE:RE:RE:RE:RE:Next door neighbour

RE:RE:RE:RE:RE:RE:Next door neighbourThat's another interesting point. I believe FCU also claims they have 30M in the kitty too, but around 12M is for summer, and the rest for next winter. So eventhough they claim they have 30M, they actually don't. It's just they haven't paid their bills/invoices for the summer drill program but after they do, the number drops significantly. 

I think that is the same thing with NXE: They have 10M cash, and they have a 10M summer drill program. How can they be drilling actively (summer is almost over), and they still claim they have 10M in cash to their shareholders? Are the drillers working for free?

My take is they are hoping for some awesome holes to drive the stock price up and then finance at that level. But if the holes dissapoint, then they may have to finance at a lower level. Whereas FCU's approach is different and you finance two seasons in advance so you are not strapped for cash and at the mercy of the finance companies to keep your company going. No one way is right, it is just a different strategy. NXE is definitely a great area play and has oodles of potential, it's just the share count and the pending financing that has me a little trigger shy. 
Bullboard Posts