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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

Post by FredBPon Aug 04, 2024 10:14pm
323 Views
Post# 36164156

Concerns and Predictions

Concerns and PredictionsLots of selling and a downtrend based on various factors, with some of the decline driven by spot price.

A public meeting this week to explain how CAPEX goes from $900M to $1.6B. With the U bulk purchases a couple months back and this I am begining to think NXE management expertise ends with the deposit discovery.

My greater concern is the Federal Goverment. The conference agenda has forshadowed this in the agenda. The liberals don't have a good track record supporting mining - unless it's close to their home base. They interfered with water rights some years ago. That shut down many operating ventures.

The liberals have a negative bias toward western Canada. It must stress them that they have virtually NO seats in SK. I believe they will have further questions / reasons for not issuing the federal licence. They can be puerile.

As much as this is still a great discovery with tremendous value despite the CAPEX misstep, I believe their are unfair and unjust political head winds. We will know what the insiders alread know on Thursday. My hope is that the support the feds have declared for nuclear energy as part of their carbon reduction plan balances the scales. TBD.

F.
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