Roadmap
2025-2026: producer shortfalls, $100-$150 U
2027-2028: utility shortfalls, fleet uprate $150-$200 U
2029-2030: SMR demand kicking in, $200 U
2030-2032: Data center demand, $200 U
2030-2035: Kaz, CCJ mine degradation, $400 U
In the fullness of time, Uranium goes to $400+
Tariffs you say
I only see more reason for utilities to finally start buying U308 pre inauguration
In six months Donaldo Trumpo is raising the rent 25%
@nxebull I do have a lot of NXE already but if I see a price dip over Christmas I might add more. Arrow is the best deposit of any commodity anywhere where on earth.
I bought more
NexGen is the most interesting story in uranium, and the best undeveloped deposit of of any resource globally
With Fission failing to pass the federal review, this will likely get bought out by NXE down the road as well
Things only get better and better
@PraiseKek It is difficult for me to comprehend your misunderstanding of this stock. It owns the largest and richest deposit of any commodity anywhere where in the world. Please take a moment to think about that.
@nxebull It has been a rather profitable week. Why? Because NXE owns the largest and richest mine of any commodity anywhere on earth and it happens to be a commodity in long term deficit and increasing demand. That's why.
#uranium that horrible, horrible company, $NXE, with that horrible, horrible CEO and the mine that will never get into production with all of those RSU's and shenanigans by mgmnt...IS ONCE AGAIN TESTING ALL TIME HIGHS!!!!
@nxebull@QueensRdCapital $QRC is a big winner:
-QRC has 10,675,128 common shares of NXE and
-$70 million USD Convert in $NXE:
- 9.0% interest payable semi-annually - 6.0% in cash and 3.0% in NexGen common shares;
- Debentures convertible into NexGen common shares at US$6.76 per share
Q4 NXE Catalysts:
Commission hearing date being set (maybe also happens in Q4)
PCE Assays
Long term contracts
Q1 NXE Catalysts:
Commission hearing date
Formal approval
Financing package
Shovels in ground
Acquisition talks
Q4 NXE Catalysts:
Commission hearing date being set (maybe also happens in Q4)
PCE Assays
Long term contracts
Q1 NXE Catalysts:
Commission hearing date
Formal approval
Financing package
Shovels in ground
Acquisition talks
@nxebull Haha short term noise. You only been in the trade for a year? I reckon African producers will outperform those Canadian ones who cant produce. Letβs see.