Super günstiges Uran durch Berkeley Energia (Seite 124)

[shamane]

Das Salamanca Projekt ist eines der besten Uranprojekte weltweit und das beste in Europa. Deshalb denke ich, dass verschiedene Energieuntenehmen sich Berkeley Energia genau anschauen werden und entweder eine Übernahme oder ein JV anstreben werden. Für die langfristige Uranversorgung in Europa ist das Salamanca Projekt besonders wichtig. Der gescheiterte Übernahmeversuch durch die Russen, hat das bestätigt. Als die Russen das Unternehmen zu 2 Dollar übernehmen wollten, hatte Salamanca nur die Hälfte der Resourcen!

[IIBI]

ich denke was ganz wichtig war im Report waren die Hinweise auf die bereits laufenden Gespräche in Sachen Finanzierung, Partner und/oder Abnahmepartner (off-take agreements). Mit etwas Glück könnte aus dieser Richtung der nächste Meilenstein kommen. Ich denke ein größerer Partner, der entweder einen Teil der Finanzierung zusichert oder sich über einen langfristigen Abnahmevertrag einbindet, würde die Wahrscheinlichkeit der Machbarkeit deutlich erhöhen.

[shamane]

@ phobieeee

denke das sieht alles recht solide aus. Die Projektfinanzierung dürfte machbar sein, da 80 bis 100 mio nicht besonders viel ist, wenn man Unternehmen wie Fission betrachtet, die über 1 MRD benötigen und erst in 10 Jahren in Produktion gehen könnten! Auch sollte man bedenken, dass alle Studien auf dem aktuell extrem niedrigen Uranpreis basieren, was für eine extrem positive Überraschung sorgen kann, sobald der Markt wieder anspringt. Berkeley Energia ist ein Outperformer, sobald die Märkte für Juniors wieder besser werden und deshalb definitiv ein Basisinvestment im Uranbereich.

[phobieeee]

Antwort auf Beitrag Nr.: 51.615.697 von shamane am 29.01.16 23:54:52

Doppelt hält bekanntlich länger, aber was hältst du inhaltlich davon?
Auch wenn es ein Quartalsbericht per Ende Dezember ist, sind ja auch einige neue Entwicklungen/Informationen enthalten.

+++

Von den 3 Bildausschnitten (Cross Section A,B,C) hat man nur eines in den Report aufgenommen und zwar Cross Section B / Bohrloch Z73-347, wo der Abstand zwischen der bereits bekannten und den neuen Schichten am geringsten ist, da hier kurzfristig das größte Potenzial zu liegen scheint. Entsprechend wird kurzfristig ein neues Bohrprogramm anlaufen.

"An exploration programme commencing shortly will follow up these broad, high grade intersections and target multiple Zona 7 type deposits elsewhere on the licence."

"Land acquisition and tendering for initial site works, which include a road deviation and the upgrade of local power lines to service the project, are well advanced. Contracts are expected to be awarded in February/March with first works to commencing shortly thereafter. These initial site works will be financed from existing cash held by the company."

+++

Hier noch ein paar Informationen zu den Vertragspartnern in Hinblick auf die DFS Erstellung samt entsprechender Links zu den jeweiligen Internetseiten.

"The studies are being undertaken by MDM Engineering, a specialist process engineering company which has extensive experience in the design and development of uranium projects and has recently become part of the Amec Foster Wheeler group.

"MDM is working in conjunction with major Spanish engineering groups Iberdrola and OHL and a number of specialist local contractors to integrate Zona 7 with existing studies into a definitive feasibility study for finance and offtake purposes."

http://www.mdm-engineering.com
http://www.iberdrola.es/home/#
http://www.ohl.es/en/

+++

Wenn ich es richtig verstehe liegen nun ALLE benötigten Genehmigungen vor.

"All major permits are now in place allowing initial infrastructure development to commence in March.
The company has now received all the European Union, National, Regional and Provincial level approvals required for the initial infrastructure development of the project."

+++

Auch sehr interessant aus meiner Sicht.

"The European Union has issued a favourable report acknowledging that the company has met its obligations to the Euratom agency in relation to the Retortillo and Alameda deposits. Euratom’s primary function is to develop nuclear energy and distribute it to its member states."

"The report highlights that the project will help to meet European demand for uranium and bolster domestic production by doubling production from current levels."

Quarterly Uranium Market Report 3rd Quarter 2015
http://ec.europa.eu/euratom/docs/2015_3rd_QR_Final.pdf

+++

Auch auf neue steuerliche Aspekte wird in dem Report eingegangen.

"Tax advice highlights the exploration and other incentives available for mining companies in Spain which are expected to be highly beneficial to the project.

The company has received detailed advice from Ernst & Young Abogados, SLP, on the taxation arrangements for mining companies in Spain which has highlighted a number of incentives and benefits which are expected to be highly beneficial to the project.

In summary, whilst corporate income tax is in line with most developed economies at 25% the project will benefit from carry forward tax losses which have no time limitation and can offset taxable income by up to 70%.

In addition to this general arrangement there are special incentives for mining companies which include the accelerated depreciation of mining assets, including capitalised expenses from the date of the receipt of the exploitation licence, for a period of ten years and a depletion allowance tax relief.
The depletion allowance tax relief allows for the reduction of annual taxable income by the amount of expenditure in that year on exploration, rehabilitation and restoration of areas affected by mining activities.

The company aims to take advantage of this important incentive by committing substantial annual exploration expenditure with the aim of replacing the uranium produced in that year and thereby maintaining or even increasing the annual production of around 4.5 million pounds per year.
Finally, the project may benefit from a regional government subsidy related to the cost of the construction of the processing plant, which is aimed at generating sustainable employment."

+++

Leider musste sowohl der NPV als auch die IRR Wert reduziert werden,
dennoch bleiben die Werte weiterhin sehr gut.

"Based on updated tax advice received during the quarter the net present valuation has been revised to US$764.5 million (£509.7 million) with an internal rate of return of 89% based on a discount rate of 8% and a long term uranium price of US$65 per pound, against the previously reported net present value of US$871.3 million (£580.9 million) with an internal rate of return of 93% based on the same discount rate and long term uranium price."

+++

Neuigkeiten zur Finanzierung und Partnerschaften können jederzeit kommuniziert werden...

"A number of the prospective financiers and strategic partners have commenced detailed due diligence reviews with site visits due to commence shortly."

+++

Ein schönes Wochenende wünsche ich.

Gruß phobieeee

[shamane]

Quarterly Report

http://berkeleyenergia.com/wp-content/uploads/2016/01/160129…

[phobieeee]

Bisher geplante Events auf denen sich Berkeley präsentieren wird in 2016:

Proactive Investors One2One Investor Forum - Manchester am 24 Februar 2016
https://www.eventbrite.co.uk/e/proactive-one2one-forum-24th-…

UK Investor Show 2016 (London) am 30 April 2016
Queen Elizabeth II Conference Centre in Westminster 8:30 - 17:30 Uhr
www.ukinvestorshow.com

---

Hier auch noch ein Artikel von heute:

Berkeley Energia attracting lots of offtake interest

Berkeley expects annual saleable production over the life of mine of 3.0Mlb of uranium.

Berkeley Energia (LON:BKY) has received all the European, national, regional and provincial approvals required for initial infrastructure at its Salamanca uranium project in Spain.

Land acquisition is well advanced the quarterly update also indicated, with initial site works contracts set to be awarded in February/March.

Berkeley added it has continued to “receive approaches from potential financiers and strategic partners in the project

Annual saleable production over the life of mine is expected to be 3.0Mlb of uranium. Life-of-mine C1 and C2 cash costs are forecast at US$17.5/lb and US$19.8/lb, respectively.

The project has a Net Present Value of US$354mln (£236mln) based on a current term contract price for uranium of US$44 per pound representing £1.31 per share on an undiluted and unfinanced basis.

Cash at end December was A$8.41m (£4.2mln), with A$3mln set to be spent this quarter.

Shore Capital added that the latest drill results from Zona 7 at the prospect suggest room for significant further improvements in the project’s economics.

Shares were unchanged at 24.3p.

http://www.miningcapital.com/companies/news/121936/berkeley-…

[phobieeee]

Hier noch das Orderbuch von BKY an der ASX:

[phobieeee]

Quarterly Report December 2015

http://www.asx.com.au/asx/statistics/displayAnnouncement.do?…

[shamane]

Antwort auf Beitrag Nr.: 51.605.527 von phobieeee am 28.01.16 21:52:48

interessantes Interview von Hugo Schumann. Er bestaetigt, dass Salamanaca das weltweit guenstigste Uranprojekt sein wird und reges Interesse an der Finanzierung fuer das Projekt besteht.

[phobieeee]

Berkeley Energia sees further potential in Salamanca project (27.01.2016)

Berkeley Energia (LON:BKY) Corporate Manager Hugo Schumann tells Proactive Investors that the initial results from an exploration programme targeting depth extensions are encouraging, highlighting the potential to boost the already robust economics of the Salamanca project in Spain. He said a series of optimisation studies are under-way with a view to making the Salamanca project the lowest cost uranium producer globally and the results will be released in coming weeks and months.

http://www.stocktube.com/video/berkeley-energia-sees-further…



Gruß phobieeee