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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

Comment by Greendayon Jan 12, 2024 1:58am
218 Views
Post# 35823018

RE:RE:RE:RE:Re: Run ...

RE:RE:RE:RE:Re: Run ... @ settoretire - A merger between NXE and FCU on a one to one share basis is not reasonable because NXE has a greater NAV but that doesn't mean that some other share ratio cann't be negotiated. 

It's possible though that FCU is currently reluctant to merge because it's trading at .72x P/NAVPS compared to NXE's 1x P/NAVPS.  That's a 28% discount and FCU may believe that the discount will narrow as its permitting progresses and is approved. 

It's actually in NXE's best interests right now to make a deal before PLS is permitted and their relative NAVPS's narrow.  Assuming of course that PLS is approved and as a result its risk profile is reduced.


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