Energy Fuels: Uranexplorer kurz vor der Produktion (A0J3EU) - 500 Beiträge pro Seite

[Panem]

http://www.energyfuels.com/

Energy Fuels Inc. is a public company (TSX-V “EFR”) whose principal business activity is mineral exploration in uranium & vanadium projects located in the States of Colorado, Utah, and Arizona through its wholly-owned US subsidiary, Energy Fuels Resources Corporation and gold, base metals and platinum group projects in Newfoundland and Quebec.




Es werden aus unterschiedlichen Quellen recht astronomische Kursziele (15 $) genannt, zu denen ich mich hier nicht äußern kann und will.

Aktueller Kurs in Berlin/Bremen: 1,87 €

Wer einen Computer hat, der bilde sich ein eigene Meinung!


---------------------------
Zur Entspannung in wenig Musik, eventuell?

http://www.youtube.com/watch?v=f8sKFtacL98

[Panem]

Wäre ich doch meiner eigenen Empfehlung gefolgt...

50% in zwei Tagen wären so schlecht nicht gewesen....

[Maigret]

stehe seit gestern bei 3,20 CAD an der Seitenlinie.
Wollen die wirklich 1 Mio lbs nächstes Jahr produzieren ?

Alternative bietet anscheinend ein Invest über AUG, die 2,2 Mio EFR Shares besitzen sollen.

Posting aus einem kanadischen Board

EFR was tipped in resourceinvestor.com yesterday and has raced from $2.60 to $3.60 since. It looks an interesting uranium play - in the middle of raising a lot of money, with a view to first running ore through IUC's mill and then building it's own mill in Colorado. Anyway, I think I've found a discounted way into EFR, namely through AUG, which is the microcap merchant bank (MCap $9m or so) involved in setting up EFR. An October press release noted that AUG retains a "significant shareholding", which I take (from my reading of the cryptic financial statements, confirmed by a stockhouse poster - make of that what you will) to be 2.2m shares or so. They also have working capital of $4.1m, a bundle of other investments (individual holdings not given, but the market value as at 30 June was $4.3m and I think EFR shares were half of that total at that point). The business of AUG is (a) merchant banking (they have set up a few other small companies and retain a core investment portfolio) and (b) running tax-flow-through resource partnerships and a mutual fund, into which the partnerships are eventually folded. Assets under management are $45m on which they charge 2% maintenance and a performance fee of 20% above 12% per annum. So it's main business is interesting in its own right. Add that to the fact that it's assets (cash - $4m - plus other investments - $2m - plus EFR shares - $7.5m) are 50% higher than its MCap and I think this is quite compelling. Anyway, I bought in today, at $0.27, for what I hope is an undervalued play on EFR. Thoughts or comments (concerns about the model?) would be welcome.
_________________
utwiq
Oxford, UK

[Panem]

Jetzt wären es 100% gewesen...

Nur leider habe ich nicht gekauft.

------------
"Man ist so dumm, wie man sich fühlt."

[Maigret]

So, die ersten AUG für 0,285 sind im Depot....

[Maigret]

Die Strategie über AUG den Fuß in die EFR Tür zu kriegen war richtig.
AUG +18% gestern, EFR -5%. Leider wurden nur 2/3 meiner Order ausgeführt. In the very short term, d.h. in den nächsten Tagen, könnte AUG noch besser laufen als EFR. Mittelfristig werde ich aber schichten bzw. gleich direkt in EFR gehen.

Die 15$ stammen aus einem Resourceinvestor-Artikel den ich unten anfüge.
DesLauriers hat eine Schwäche für Companys die nicht lange fackeln, mit der Produktion asap anfangen und dann erst die 43-101 Standards durchziehen. Mit einem ähnlichen Artikel hat er Aurcana vor ein paar Monaten gepusht.
Recht hat er. Man muß das Eisen bzw. Uran schmieden solange es heiß ist.


Gruß Maigret

+++++++++++++++++++++++++++++++++++++++

Here is the link:
http://www.resourceinvestor.com/pebble.asp?relid=25558

Massive Upside for Little Known Near-Term Uranium Producer

By David J. DesLauriers
07 Nov 2006 at 07:40 PM EST

TORONTO (ResourceInvestor.com) -- Energy Fuels [TSXv:EFR] is a near-term uranium producer which surprisingly has a very small following when compared to better known names like Urasia Energy [TSXv:UUU], International Uranium [TSX:IUC], SXR Uranium One [TSX:SXR] and Energy Metals [TSX:EMC]. Despite this, it is an excellent story - every bit as good as these others.

The company is currently completing a C$30 million financing, and has a post-private placement valuation at today’s close of C$2.60 per share, of C$120 million. Uranium investors will know that this compares extremely favourably with the names listed above and other so-called near-producer stories, which all boast valuations that are quite literally 5X – 10X that of EFR.

As readers will no doubt guess, we believe that Energy Fuels deserves a serious upward re-rating.

People

Resource Investor had the pleasure of speaking at some length with George Glasier, President & CEO of Energy Fuels about the company, and its growth plans.

Investors need to realize that Glasier (who used to be part of a management team that ran a 5 million pound per annum uranium producer) and the team that he has assembled, have mined uranium, built mills, run mills, gone through the permitting process – in short, these are highly experienced, highly skilled personnel.

This gives EFR a major competitive advantage, and also puts them in a class with just a small number of other uranium producers and near-term producers who have the ability to get the job done - and that is exactly what they intend to do.

Resources

Some uranium developers who never have a chance of becoming producers are building up large 43-101 compliant uranium resources in order to get the market’s attention – and their market capitalizations indicate that they are succeeding. Nevertheless, the reality is that they will never monetize that uranium.

EFR, on the other hand, has acquired properties which are the sites of old uranium mines, some of which are fully permitted. At Whirlwind for example, where a 3,000-foot decline provides direct access to the ore body, existing drill data will probably allow EFR to report 2-3 million pounds of uranium as compliant with the totally invented and very much new-fangled 43-101 criteria, by year-end. The reality is that existing work indicates clearly to those who are familiar with the business of mining that there are probably 8-10 million pounds of uranium at Whirlwind.

In fact, the global resource across EFR’s properties (press releases and SEDAR are the best places to get property info for EFR) probably totals something like 40-50 million pounds of uranium, even if it has to be relegated to the historical category, for the time being.

EFR management will not waste all of their shareholders’ money on expensive drilling programs to prove up these historical resources to 43-101 standards, when they already know that the material is there. What they will do is monetize the rock!

Production and Cash Flow

EFR is currently negotiating with International Uranium for the use of their White Mesa Mill. Both parties interests are aligned because IUC cannot feed the mill to its running capacity by 2008 and EFR feed will provide extra revenue while IUC develops its projects in the region. It is anticipated that a deal will be signed in late 2006, or early 2007.

At that point, EFR will begin stockpiling ore, ready for roughly a 100-day mill campaign in mid-2008 at IUC’s mill, which will produce about 1 million pounds of uranium and 5 million pounds of vanadium to EFR’s interest.

Vanadium has been as high as $22 in the last 18 months, and analysts see prices somewhere between $10-$15 going forward. Even at its current $8 per pound, the vanadium credit received by EFR totally offsets mining, transportation and milling costs, giving Energy Fuels a cost base of zero on its uranium production.

With 47 million shares outstanding post-financing, and at current uranium prices, 2008 cash flow would equate to $60 million, or well over C$1 per share!

EFR has already started the process of laying the ground-work for building a mill of their own, a development which will go full speed ahead in 2007, and it is anticipated that this new mill, call it the Energy Fuels mill, will be ready to roll by mid-2009. The cost of building a mill is about $50-$60 million but typically one can debt finance with a split of 70/30 debt to equity.

In addition to producing 1 million pounds of uranium and 5 million pounds of vanadium per year through the IUC mill under what will probably be a 3 to 4 year contract with International Uranium, EFR will also produce the same amount through their own mill, for a grand total of 2 million pounds of uranium production and 10 million pounds of vanadium production in 2009.

Simple math tells you that at current uranium prices, it is at least $120 million in cash flow, or well over C$2 per share!

We need not go into growth plans beyond that, to the 3-4 million pounds per annum level of uranium production, or contemplate what would happen if uranium prices were higher, because the above alone justifies a major multi-bagger return.

Conclusion

EFR’s current dramatically oversubscribed financing should provide enough money to take the company into production at IUC’s mill.

Some dilution may be needed to finance the equity portion necessary for the building of EFR’s proposed mill. Acquisitions of deposits with pounds in the ground (the company’s experienced and connected team is looking at some interesting properties which will excite the market), could also result in some dilution.

Despite this, at $3+ per share, which is where newsflow should take this story in short order, even another $30 million financing in 6 months time (which would be more than enough money to do everything) would have only a very small impact on the share structure, adding 10 million shares for a total of 57 million shares outstanding.

For that reason we believe that EFR can achieve C$1 in cash flow per share in 2008, and C$2 in cash flow per share in 2009 based on current uranium prices of $60, their cost base of $0, and projected production of 1 million pounds of uranium/5 million pounds of vanadium in 2008, going to 2 million pounds of uranium/10 million pounds of vanadium in ‘09.

Companies that have hedged out some of their uranium in long-term contracts, and companies operating in far less mining-friendly countries are achieving valuations of 30X to 60X cash flow per share thanks to the dearth of listed uranium producers. That being the case, it is fair to say that EFR, currently trading at only 2.6X 2008 cash flow at current uranium prices, is going much, much higher.

With those numbers in mind, and given a very conservative multiple of cash flow, an 18-month target of C$15 per share should be placed on EFR, assuming that the price of uranium stays flat.

If we go to $80 or $100 on yellowcake, hold on for the ride!

The end of the article. I like secondary producers including UUU. I also like EFR as a new comer. Here is my take:

http://www.stockhouse.com/bullboards/viewmessage.asp?no=1352…

I like secondary producers such as PDN, SXR, IUC..., and above all, U. Yes, these stocks are expensive. But I have to think about what money managers will buy. As you mentioned, there are not many choices. They used to say that the only play is CCO even CCO is expensive. Some one said it on ROBTV that if you blow up the entire CCO's reserves and sell all of them you will get less money than CCO's market cap. But they argue that CCO is the only play and you just have to be there. Now there is huge uncertainty related to CCO. They have to put at lease some money into secondary players. And, the cash from Inco deal also helps. They need to do window dressing before year end and buy some sexy names for next year's portforlio. The flood in Cigar Lake makes uranium story better known and their clients want to see uranium stocks in the portforlio. That is why these stocks are so expensive. And, they may become more expensive.

The flood in Cigar Lake not just lifted uranium price. It also gives juniors more time to build their mines. Therefore, late comers like EFR becomes more important players. Another new comer is URE which already up a lot. Gradually, the market will discover these new comers. Of course you has to be selective. They are more speculative plays. EFR is my favorite in this group.

Opportunus

[Maigret]

Antwort auf Beitrag Nr.: 25.281.108 von Maigret am 11.11.06 07:43:17

Guter Blog geklaut bei Stockhouse:


Loonee's BLOGs
Next
Saturday, October 07, 2006

Uranium and Energy Fuels Inc EFR-v
Snapshot: CCO CXX DEN EFR EMC IUC PDN RSC SXR URA


This is my first BLOG on StockHouse and don't let my nickname fool you as it's related to Canadian currency and not my state of mind.



It's not too difficult to find an analyst who is bullish on the future of Uranium (U308), an element that is used as the fuel source for Nuclear reactors. One look at the spot price chart for the commodity will tell you that 'something is up' and the number of juniors jumping on the bandwagon is nothing short of astounding. The spot price continues to rise (currently us$55.75/lb) due to a number of factors, including renewed investor interest, increased activity in the energy sector, commitments by China and India to build more reactors, calls for more reactors in the US, UK, Canada etc, long term demand/supply gap and the increased awareness of the public at large regarding global warming from the use of fossil fuels.



The current world demand for Uranium is about 180 MM/lbs annually vs. conventional supply of about 100 MM/lbs. The shortfall is made up from re-processing spent fuels, the "Warheads for Watts' initiative struck with Russia as well as re-processing of mill tailing. Since the three mile Island incident (1979) and Chernobyl (1986) the world has been cold when it comes to Nuclear power however times and views are changing. Greenpeace is now a supporter, believing that Nuclear vs. fossil fuel emissions is the lesser of two evils. New designs for reactors are available and in the works that make them less costly to build (in as little as 3 years), operate and maintain with safety mechanisms and structures that will resist a direct impact from fullsize aircraft. It's interesting to note that the US consumes about 25% of the world's uranium supplies with 100+ reactors but only produces about 4% of the fuel required, with Cameco based in Saskatchewan being the largest.



Energy Fuels Inc EFR-v (formerly Volcanic Metals VME) was reborn this year with credentials consisting of the largest producer of Uranium in the United States, producing about 5 MM lbs of Uranium annually. The technical arm of the company Energy Fuels Resources Corporation EFRC is still intact and a wholly-owned subsidiary of EFR. The team consists of experienced and industry connected individuals from companies like Exxon Minerals, Cotter, Union Carbide, SXR, Ontario Hydro and Atlas Minerals. Market awareness started back in May of this year with the news that they were re-opening two previously permitted mines in the Uravan (Uranium/Vanadium) mineral belt that runs through Colorado and Utah http://www.dregs.org/fldtrips.html



EFR currently controls 34 properties with over 1100 mining claims with historical data indicating several millions of economic historical uranium and vanadium. EFR designed and built the White Mesa Blanding UT mill which was sold to IUC in1997 and is one of only two mills operating in the US. They are negotiating a contract with IUC (and perhaps Cotter Corp) to mill their ore when they have a suitable stockpile. EFR plans to begin stock piling the ore from their mines at an initial rate of 1-2 MM/lbs U308 annually and approximately 4x that for Vanadium (V205).




The SP went from $0.60 in May 06 to a high of $2.80 in less than 3 months and is currently stable around $1.70. The SP has been under a little pressure lately with a May 2006 PP (5 MM shares) that became free trading a couple of weeks ago. What sets EFR apart is the experienced management and technical team, proven resources and mines with permits that are scheduled to be producing U308/V205 in the months ahead. They will be expanding their historically measured resources through drilling and releasing NI 43-101 compliant reports for their primary properties.



Today, a news article in The Daily Sentinel reported EFR plans to design and build a new mill that should be fully operational within 3 years. The mill could employ 100 people and will have a V205 circuit, which based on the ore ratio and market price of about us$10/lb, is about as valuable as the Uranium. What remains to be seen is how the new mill will be financed and estimates range in the $80-100MM price range.



http://www.gjsentinel.com/news/content/news/stories/2006/10/…



Mr. Glasier, President and CEO has stated their goal is to become the next Uranium and Vanadium fully integrated production company in the USA and clearly they will achieve this very soon.



Loonee



www.energyfuels.com



Shares outstanding Oct 7, 06: 28,351,322

Market Cap: 47,913,000

[Maigret]

Antwort auf Beitrag Nr.: 25.332.944 von Maigret am 12.11.06 15:07:32

Gestern zu 3,25 CAD jede Menge EFR eingesammelt und die restlichen AUG bei 0,305.....
Vielleicht geht es kufri nochmal weiter nach unten, aber weiss mans

[Fantomas96]

Heute ging die Post ab: Uran "rot" , aber EFR mit fast +13% auf CAD 3,75 bei über einer halben Millionen gehandelten Stücken:



Last Trade: 3.75
Trade Time: 3:59PM ET
Change: 0.43 (12.95%)
Prev Close: 3.32
Open: 3.31
Bid: 3.74
Ask: 3.76
Day's Range: 3.23 - 3.75
52wk Range: 0.07 - 3.85
Volume: 542,42

Bin auf panem´s Hinweis seit CAD 3,50 dabei.

Gruß,

[Maigret]

Antwort auf Beitrag Nr.: 25.400.225 von Fantomas96 am 15.11.06 00:06:30

enjoy the trip

[Maigret]

Energy Fuels acquires options property in Utah


2006-11-16 10:42 ET - News Release

Mr. George Glasier reports

ENERGY FUELS ANNOUNCES PROPERTY ACQUISITION

Energy Fuels Inc. is acquiring an additional uranium-vanadium property, pursuant to an option agreement with Superior Uranium Inc. The property is located in San Juan county, Utah, and consists of 702 fee acres of mineral and surface rights. The surface rights are owned by Markle Ranch Holding LLC. In addition to the mineral rights, Energy Fuels has an option to lease the surface for mining and exploration activities. The property has a developed shaft to the mineralized zone, with the headframe and hoist in place. The equipment is in excellent condition, with only minor updates and repairs required.

The property was previously owned by Union Carbide, Hecla Mining and Energy Fuels Nuclear Inc. In 1993, Union Carbide confirmed a historically measured resource of 700,000 pounds of uranium at an average grade of 0.24 per cent and three million pounds of vanadium at an average grade of over 1 per cent. The company has confirmed, through a review of historical data, that the historically measured resource is directly accessible from the existing shaft. The resources stated above are estimates that are historical in nature and were compiled before the implementation of National Instrument 43-101 reporting standards and are therefore not consistent with the CIM definitions as required by NI 43-101. Such estimates represent the most recent available resource estimates for the property. Recent verification of the historical data by a qualified person has not been performed. A qualified person has not done sufficient work to classify the historical estimates as current mineral resources or mineral reserves. The company is not treating the historical estimate as current mineral resources or mineral reserves according to the CIM definitions of such terms. These historical estimates should not be relied upon. The company considered the historical estimates as relevant for the purposes of acquiring the property but the historical estimates may not be relevant for any other purposes. The historical resource estimates were prepared to industry standards in place in 1993. Consideration for the property includes the issuance of 16,667 common shares of the company. The transaction is subject to regulatory approval.

[Maigret]

Beitrag von Rock17 aus dem Stockhouse-Board, der anhand der Produktionszahlen schön die massive Unterbewertung von EFR verdeutlicht.
Auch wenn man die probably 40-50 Millionen Reserven/Resourcen lt. RI in Relation zu den peers setzt hat man eine schmucke Braut.

EFR u. AUG sind mittlerweile die größten Positionen im Depot.

Maigret



****************************************************************

Some of the better uranium stocks are compared below.
DEN and IUC have been combined and CCO, a senior, has been eliminated as not comparable.

Matlock has provided valuation multiples of the few producing uranium stocks...these multiples were as of sept/06 and all have since increased, and as 2006 moves into 2007, the 2006 multiples will move upwards to match those of 2006...note how expensive the current producers are and then apply those 2006 multiples to a $60 million cash flow by EFR on 1 million lbs of U308 and 5 million lbs of V205 ( initial 2007 production rates )

( http://www.kitco.com/ind/Matlack/oct232006c.html )

Shares o/s have been used, although most have additional dilution...

*DEN/IUC - Will Merge in Dec/, 2nd larest Cdn producer, shares 180 MM - $8.25////expected 2007 production of 3.5m lbs U308 + 4.7m lbs V205///( Market cap per lb U308 production = $425)

*UUU - UrAsia, Kazakstan, shares 480 MM - $3.50////expected 2007 production of 1.8 m lbs U308 //(Market cap per lb U308 production= $930 )

*SXR - Uranium One, shares: 112.1 MM - $12.85////expected 2007 productin of 0.43 m lbs U308//( Market cap per lb U308 production= $3350 )

*EFR - Energy Fuels, Colorado/Utah/Arizona, shares: 28.9 MM - $4.34///expected 2007 production of 1 m lbs U308 + 2 m lbs V205// ( Market cap per lb U308 production = $125

EMC - Energy Metals, merge with HPU, shares: 65.9 MM - $8.50//production starts in 2008 at 1 m lbs U308 ( market cap = $575 million )

PDN - Paladin Resources, Namibia Africa, low grade open pit, 2008 start-up, shares : 493 MM - $5.25= $2.5 billion market cap

UEX - UEX Corporation, shares: 180.6 MM - $4.95///exploration play ( market cap of $900 million )

URE - Ur-Energy, shares: 68.9 MM - $4.50///Exploration play ( market cap of $315 million )


CXX - Crosshair, exploration, P.G.'s pick, shares: 60.7 MM - $2.75///exploration play ( market cap of $170 million )

STM - Strathmore minerals, shares 69.5 MM - $2.50///exploration play

JNN - JNR Resources, shares: 76.5 MM - $1.75//exploration play

RSC - Strateco Resources shares, Labrador exploration. PVE's only Uranium pick: 94.2 MM - $1.60///exploration play

Footnote....* current or expected producer in 2007.

As can be seen, there is a wide variation in the market cap per ib of U308 of expected 2007 production.

There are a variety of reasons for this, including production growth in 2008 ( eg, SXR is expected to grow production to 2.8 m lbs in 2008 ), reserves , investor following etc.

However, what stands out is that EFR is not only very cheap compared to its producing peers, but also that it is extremely cheap relative to the grass-roots exploration plays.

Almost certainly, this is in part due to its recent birth as a RTO in June/06, but also due to the fact that its acquisition of 3 formerly producing mines has been even more recent, and not yet fully appreciated by the market.

Much more information should be forthcoming over the next weeks/months that should fill the gap in many of the missing parameters..........cash costs, conversion to 43-101 compliancy,confirmation of production growth plans for to double production in 2008 and beyond,which should move EFR towards the average trading multiples of its producing peers.

If so, its not unreasonable that EFR would move to a market cap of $1.25 billion or more.

EMC is its best comparable, and EMC wont begin production til 2008...and at levels that will be less than that of EFR.Yet EMC's market cap is about 3 times that of EFR.

Thats why $10 by Xmas and $20 in 2007 are well within the parameterized valuations of EFR peers...

[JMoutinho]

Hallo,
die Akie ging ja massiv hoch die letzten Wochen.
Werde das mal weiterverfolgen.
Gruß

[JMoutinho]

Maigret, meinst Du nicht AUN statt AUG als dein Favorit?

Danke

[Maigret]

Antwort auf Beitrag Nr.: 25.525.971 von JMoutinho am 19.11.06 13:48:28

In diesem Fall meine ich AUG. Augen Capital soll 2,2 Mio EFR Aktien halten (siehe Posting 3,). Ich sage soll weil ich auf der Homepage und Sedar keine Bestätigung dieser Zahl finde. Augen sprach aber selbst in einem News Update von einer "significant position".

D.h. die 12 Mio Marketcap von AUG wären bereits durch 9 Mio EFR Shares abgedeckt. Dem Rest der Company würde ich einen Börsenwert von 7 Mio zugestehen, so dass man noch eine schöne Unterbewertung von 30% hat und indirekt am Kurserfolg von EFR partizipiert. Der Hebel ist nicht ganz so groß wie bei einem Direktinvest in EFR, dafür ist aber auch das Rückschlagspotential geringer.

Du hast aber recht. Aurcana AUN gehört ebenfalls zu meinen favourites. Gleiche Strategie wie EFR: historische Resourcen, aber erst Produktion aufnehmen, dann N43-101. Und um die Reihe zu kompletieren auch mein Nickel-Play im Depot LBE hat sich für diese Stragie entschieden.
Alle 3 werden die ganzen N43-101 Resourcen-Sammler die sich im Markt tummeln und bei denen eine Produktion noch in weiter Ferne ist imho deutlich outperformen.

[Maigret]

Interwiew mit CEO Glasier vom August 06.
EFR 4,60 +9,5%, AUG 0.45 +21,6%

StockHouse Q&A: Uranium Junior Poised for Production
Thursday, August 3, 2006
By Sean Mason


Industry veteran talks about mills, prices and picking junior stocks

George Glasier is President and CEO of Energy Fuels Inc. (TSX: V.EFR), BullBoards) , a mineral exploration/production company with uranium and vanadium projects located in Colorado, Utah and Arizona. Mr. Glasier was the former Vice President of Sales and Marketing for Energy Fuels Corporation, a private company which, through its subsidiary Energy Fuels Nuclear Inc., produced five million pounds of uranium annually and was the largest producer in the United States.

StockHouse: I understand you have uranium properties in the western United States. Are you planning to go into production and what's the timeline?

George Glasier: Yes, we're definitely going into production and we will be probably starting our first mines within the next three or four months. We're ready to go with a couple of them and we're analyzing and studying where to stockpile the ore. We have several milling options. We've been talking with IUC about milling and they are very, very receptive. We haven't finalized an agreement but that's certainly a possibility. If we finalize an agreement with IUC, we'll ship the ore to the blanding mill. The other option we're looking at is building our own mill and we would start mining way in advance of building the mill so that we would have a fairly large stockpile when the mill is ready to go. We've had initial discussions with consultants about the timeframe for licensing, designing and building a mill and we believe it can be done in three years.

SH: These properties you have, were they existing mines?

GG: Yes, yes. The mines that will start very soon all have existing workings, existing portals and decline shafts and those are the ones we would start right away. We would start developing new mines within the next year. We have several properties that have drilled-out reserves that we would start putting the tunnels and the decline shafts into within a year.

SH: Do you have production estimates for these properties?

GG: We're looking at initial production in the first two years to be about 200,000 to 250,000 tonnes of ore a year and that contains about a million pounds of uranium.

SH: SXR Uranium One (TSX: T.SXR), BullBoards) recently announced the purchase of two uranium mills in the United States, which the media reported was half of the existing mills in that country. Do you think this will be a problem for potential producers?

GG: I don't think it's a problem at all. Those mills will be useful for whoever has them, but those mills are a long ways away from production. They're no closer to building a new mill, in my opinion. In fact I did notice that the Department of Environmental Quality from the state of Wyoming was talking about just transferring the permits to SXR which might take two years. That seemed to be one of the issues. They aren't going to transfer these things very quick and I doubt they'll operate before the permits are transferred. So, I don't see it as a drawback at all to the other producers. In fact, I think those mills should be in strong hands, strong producers hands. I think SXR is a strong producer and if they take those over, I think it's a real plus to the industry in the United States.

SH: What's your outlook for uranium prices?

GG: I think the price is going to continue to go up. I think we're going to see $60 within the next 18 months. I don't see anything that's going to stop the ongoing rise. Production just isn't coming on very fast - it's just impossible to bring production into the market quickly. The lack of supply means the price has to go up.

SH: And what about longer term, say five to 10 years?

GG: That's a real difficult call when looking out that far. I don't think anyone can predict commodity prices five to 10 years out.

SH: What do you think investors should look for when buying junior uranium stocks?

GG: First, I think you need to look at the quality of the people running the company. Second, you need to look at the quality of the reserves they have. Those are the two key things. But if you don't have the people that can do this, I don't care what kind of properties you have. That's what I would recommend you look at.

SH: Thank you for your time

GG: Thank you.

[Maigret]

Bin mal so frei und poste auch Augen News hier rein. Zu faul um nen neuen Thread anzulegen.
Scheint ne große Nummer zu sein Mr.Mason.


Augen Capital appoints Elliot director


2006-11-20 16:35 ET - News Release

Mr. David Mason reports

AUGEN EXPANDS BOARD OF DIRECTORS & ANNOUNCES OPTION GRANT

Augen Capital Corp. is adding George D. Elliott, BA (Hons), LLB, to its board of directors.

A seasoned business leader with 30 years of experience in corporate financing, Mr. Elliott's focus on new business development and relationship management lend a unique perspective to his board activities.

Formerly senior counsel at the law firm Gowling Lafleur Henderson, and senior partner at McCarthy Tetreault, based in Toronto, Mr. Elliott was executive vice-president of MCAP Financial, which manages over $10-billion in mortgage investments for Canadian financial institutions, and is now chair of the executive committee of the PLM Group, Canada's fourth largest commercial printer, chairman and founder of Titanium Corp., and a director of Integrated Asset Management, a $3-billion fund management company.

Mr. Elliott's legal and financial background will be most helpful for assisting in the growth in the merchant banking and structured product divisions.

The company also has granted 100,000 stock options to Mr. Elliott. The options are exercisable at a price of 30 cents per share over a period of three years into common shares of the company and are fully vested at the time of issuance. The options are subject to a four-month exchange hold period and regulatory approval.

We seek Safe Harbor.

[JMoutinho]

Gratuliere Maigret,

Augen, Aurcana und Energy Fuels, alle satt im Plus.

Leider nur auf meiner Watchlist

Ach hätte ich doch nur am Wochenende mal einige Stunden Zeit investiert.

[JMoutinho]

Mich hatte es etwas gestört, dass hier in Deutschland quasi kein Handel erfolgt.
Hast Du hier gekauft?

[Maigret]

Antwort auf Beitrag Nr.: 25.558.750 von JMoutinho am 21.11.06 09:45:45

Zum Timing hinsichtlich eines evtl. Einstiegszeitpunktes Ratschläge zu geben ist gefährlich, speziell wenn wie bei AUG und EFR die Charts -Charts nach Fahnenstangen aussehen.

In den letzten Tagen gab es die eine oder andere Intraday Korrektur, die aber sofort bis zu Handelsschluß wieder ausgebügelt war.
Andererseits the Trend is your friend und wenn wirklich noch dieses Jahr eine News über das Commitment zur Nutzung der IUC-Mill rausgehen sollte dann Hip Hip Hooray….

Wenn ich noch nicht drin wäre, würde ich 50% jetzt sofort investieren und mit den restlichen 50% ein Abstauberlimit 10% unter dem aktuellen Kurs plazieren. An eine größere Korrektur glaube ich aktuell nicht, es sei denn die Zusammenarbeit mit IUC platzt.

AUN werde ich diese Woche selbst noch mal nachkaufen, ich denke da ist auch kurzfristig noch Luft nach oben.

Mittelfristig sowieso alles noch absolute Kaufkandidaten.

Ich kaufe über Nordnet direkt in Canada. Gebühren sind in Ordnung

[Panem]

Wenn der Wert jetzt bis 30 $ durchgeht, dann fresse ich ein Kilo Uran.
Versprochen.

[Maigret]

Antwort auf Beitrag Nr.: 25.570.086 von Panem am 21.11.06 18:45:29

ich erinner dich dran
endlich mal so ein kleines bischen Korrektur, wenn man das so nennen kann.... wurde ja schon unheimlich.

[Fantomas96]

Gruß,
Fantomas

[Fantomas96]

Press Release Source: High Plains Uranium, Inc., Energy Fuels Inc.


High Plains & Energy Fuels Complete Joint Venture Agreement-High Plains Re-files Q2 MD&A
Tuesday November 28, 5:48 pm ET


CHEYENNE, WYOMING--(CCNMatthews - Nov. 28, 2006) - High Plains Uranium, Inc. (TSX:HPU - News; the "Company" or "High Plains") and Energy Fuels Inc. (TSX VENTURE:EFR - News) are pleased to announce the completion of a limited liability company agreement (the "Agreement") of Arizona Strip Resources Joint Venture, LLC to form and operate a limited liability company under the Delaware Limited Liability Company Act to own certain unpatented mining claims in Coconino and Mohave Counties, State of Arizona (the "Properties"). The Agreement has been completed in accordance with the Letter of Intent to form a joint venture dated May 31, 2006 previously announced on June 1, 2006.
ADVERTISEMENT


Under the terms of the Agreement, High Plains will contribute its 191 claims to the joint venture and Energy Fuels will contribute data it holds on the claims and will act as the operator of the joint venture. Over a period of up to six years, Energy Fuels will be required to spend a total of US$6 million with a minimum of US$250,000 in cash expenditures annually to earn an 80% interest in the joint venture. Following the completion of the earn-in by Energy Fuels, High Plains will own the remaining 20% interest in the joint venture. Energy Fuels will also transfer 150,000 shares of its restricted common stock to High Plains upon receipt of regulatory approval after execution of the Agreement.

Energy Fuels, as the operator of the joint venture, conducted a detailed review of the nineteen (19) properties (the "Property Package") proposed for the joint venture. Energy Fuels has determined from the historic data developed by Energy Fuels Nuclear Inc. in the 1990s, that four (4) defined breccia pipes exist within the property package and that several other properties within the Property Package contain possible breccia pipes and that deep drilling may produce mineable ore bodies. The historical data was compiled before the implementation of National Instrument 43-101 reporting standards and are therefore not consistent with the Canadian Institute of Mining, Metallurgy and Petroleum ("CIM") definitions as required by NI 43-101. A qualified person has not done sufficient work to classify the historical estimates as current mineral resources or mineral reserves. High Plains and Energy Fuels are not treating the historical estimate as current mineral resources or mineral reserves according to the CIM definitions of such terms. These historical estimates should not be relied upon.

Drilling will commence early in 2007 to delineate additional pipes and define deep drilling targets on the known pipes. Mr. Donn Pillmore, Vice President of Arizona Operations for Energy Fuels will direct the exploration efforts for the joint venture.

Thomas Parker, President & CEO, a 'qualified person' for the purpose of the NI 43-101, has reviewed the contents and technical information contained in this news release.

The revised management discussion and analysis ("MD&A") for the second quarter ended September 30, 2006 is being filed by management to make the following corrections:

(i) On page 3 of the MD&A, 'Selected Quarterly Information', at March 31, 2005, Mineral properties & deferred exploration costs were stated as $7,948,541 and should have read $672,197 and Total assets were stated as $672,197 and should have read $7,948,541. The two numbers were reversed in the table.

(ii) On page 4, in the last paragraph under 'Liquidity and Capital Resources', the second sentence should read "Working capital decreased over the quarter by $1,620,562."

The financial information included in this release is qualified in its entirety by, and should be read together with, the Second Quarter Financial Statements as filed on SEDAR.

High Plains Uranium Inc. is a Wyoming based uranium exploration and development company focused on the development of uranium deposits in Wyoming and Texas, which are amenable to In Situ Leach mining methods.

Energy Fuels Inc. is a Toronto-based mineral exploration and production company with uranium and vanadium projects located in the States of Colorado, Utah and Arizona, through its wholly-owned Colorado subsidiary Energy Fuels Resources Corporation, and with gold, base metals and platinum group properties located in Newfoundland, Quebec, and Ontario.

This news release contains forward-looking statements; these statements relate to future events or future performance and reflect management's current expectations and assumptions. Such forward-looking statements reflect management's current beliefs and are based on information currently available to management of High Plains. A number of factors could cause actual events, performance or results to differ materially from the events, performance and results discussed in the forward-looking statements. These forward-looking statements are made as of the date hereof and High Plains does not assume any obligation to update or revise them to reflect new events or circumstances.

The TSX has not reviewed and does not accept responsibility for this news release.

Contact:
Thomas Parker
High Plains Uranium, Inc.
CEO and President
[phone]
Email: [e-mail]

--------------------------------------------------------------------------------
Source: High Plains Uranium, Inc., Energy Fuels Inc.


Gruß,
Fantomas

[Fantomas96]

Tja,wer gestern zum SK gekauft hat, kann sich heute über mehr als 7% Plus freuen, das nenne ich Re-bound:

ENERGY FUELS INC. (Tier2) (CDNX:EFR.V)

Last Trade: 4.70
Trade Time: 1:34PM ET
Change: 0.31 (7.06%)
Prev Close: 4.39
Open: 4.39
Bid: 4.66
Ask: 4.70
Day's Range: 4.39 - 4.70
52wk Range: 0.07 - 5.20
Volume: 163,115
Avg Vol (3m): 282,826

Gruß,

[Fantomas96]

Press Release Source: Energy Fuels Inc.


Energy Fuels Announces Completion of Joint Venture Agreement With High Plains and Appointment of CFO and Regulatory Compliance Officer
Friday December 1, 6:48 pm ET


TORONTO, ONTARIO--(CCNMatthews - Dec. 1, 2006) - Energy Fuels Inc. (TSX VENTURE:EFR - News; the "Company") is pleased to announce the execution of a limited liability company agreement (the 'JV Agreement') dated as of November 15, 2006 between High Plains Uranium, Inc., an Idaho corporation, a wholly owned subsidiary of High Plains Uranium, Inc., a New Brunswick corporation listed on the Toronto Stock Exchange, ('High Plains') and Energy Fuels Resources Corporation ('Energy Fuels'), a wholly owned Colorado subsidiary of the Company. Arizona Strip Resources Joint Venture, LLC (the 'Joint Venture') owns certain unpatented mining claims in Coconino and Mohave Counties, State of Arizona (the 'Property Package') and will conduct mining operations thereon. Initially, Energy Fuels and High Plains will each have a 50% ownership interest in the Joint Venture. At such time as Energy Fuels has completed its initial contribution the Energy Fuels ownership interest shall be increased to 80% and the High Plains ownership interest will be reduced to 20%. The Agreement has been completed in accordance with the Letter of Intent to form a joint venture dated May 31, 2006 previously announced on June 1, 2006.

The Agreement provides that High Plains' 'initial contribution' to the Joint Venture is the Property Package valued at US $6 million. Energy Fuels' initial contribution is the data and other information that may come into Energy Fuels' possession in respect of the Property Package. The consideration shall include cash and shares in the Company. Energy Fuels shall incur a minimum of US $250,000 in cash expenditures annually in respect of the Property Package over a term of six years with a cumulative total of US $6 million together with administrative expenses. At such time as Energy Fuels has expended $1 million in Qualifying Expenditures, Energy Fuels has the right to begin development of any of the claims in the Property Package.

Under the terms of the JV Agreement the Company is obliged to issue 150,000 shares of its common stock to High Plains upon receipt of Regulatory approval after execution of the Agreement.

After a detailed review of the nineteen (19) properties comprising the Property Package proposed for the Joint Venture, Energy Fuels has determined from the historic data developed by Energy Fuels Nuclear Inc. in the 1990s that four (4) defined breccia pipes exist within the Property Package and that several other properties within the Property Package contain breccia pipes. Deep drilling may produce mineable ore bodies. Based on historic exploration and production in the region, breccia pipes have produced among the highest grades and provided sustained commercial production of ore in the United States.

The historical data relating to the Property Package was compiled before the implementation of National Instrument 43-101 reporting standards and are therefore not consistent with the CIM definitions as required by NI 43-101. A qualified person has not done sufficient work to determine whether the Property Package can be classified as current mineral resources or mineral reserves. The Company is not treating the historical data as current mineral resources or mineral reserves according to the CIM definitions of such terms. These historical data should not be relied upon.

Drilling will commence early in 2007 to delineate additional pipes and define deep drilling targets on the known pipes. Mr. Donn Pillmore, Vice President of Arizona Operations for Energy Fuels will direct the exploration efforts for the joint venture. Donn Pillmore, P.G., a Qualified Person as defined by National Instrument 43-101, has read and approved this press release.

In addition, the Company wishes to provide further information to its disclosure on August 16, 2006 in relation to the purchase of certain properties located in the Uravan Mineral Belt in the counties of San Juan and Grand, Utah with respect to the consideration paid in this regard. The Company, through its wholly owned subsidiary, Energy Fuels Resources Corporation, executed an agreement dated (the 'Agreement') to acquire 508 unpatented mining claims and 3 Utah State Metalliferous Leases with Future Energy, LLC and E. John McDonald & Associates LLC (the 'Vendors'). The cash and share consideration to be paid by the Company to the Vendors is as follows: US$91,890 on signing of the Agreement, US$48,290 on August 25, 2006, US$25,000 upon signing of the definitive agreement dated November 21, 2006, US$94,820 upon regulatory approval, and, subject to regulatory approval, payment of share consideration by the issue to the Vendors of 22,000 shares in the Company.

The Company is pleased to announce the appointment of W. Gordon Phair C.P.A. as its full time Chief Financial Officer, effective December 1, 2006. Mr. Phair has more than 8 years of wide ranging experience in the resource business. Since 2000, Mr. Phair was an independent contractor providing accounting and financial services advice to various mining companies. From 1998 to 1999 Mr. Phair was the Corporate Controller of Dakota Mining Corporation, a Canadian gold producer based in Denver, Colorado. Mr. Phair will be located at the Company offices in Lakewood, Colorado. Mr. Phair will replace Ian C. Peres, C.A. as Chief Financial Officer of the Company as the Company focuses on its exploration and operations activities in Colorado, Utah and Arizona. Mr. Peres was responsible for the recruitment of Mr. George Glasier as President and CEO of the Company and the restructuring of the Company as a uranium exploration and development company in the western United States.

The Board wishes to express its thanks to Mr. Peres for his valuable contribution to the the implementation and structuring of the strategy and looks forward to his continued contribution as a director of the Company representing the substantial shareholding interest of Augen Capital Corp.

The Company is also pleased to announce the appointment of Frank Filas, P.E. as Manager, Regulatory Compliance and Environmental Affairs effective December 1, 2006. Mr. Filas has 25 years of varied experience in the mining industry throughout the western United States and has successfully managed the environmental permitting and compliance for numerous mining and mineral processing operations. Mr. Filas will also be located in the Company offices in Lakewood, Colorado.

Energy Fuels Inc. is a Toronto-based mineral exploration and production company with uranium and vanadium projects located in the States of Colorado, Utah and Arizona, thrugh its wholly-owned Colorado subsidiary Energy Fuels Resources Corporation, and with gold, base metals and platinum group properties located in Newfoundland, Quebec, and Ontario.

This news release contains certain "Forward-Looking Statements" within the meaning of Section 21E of the United States Securities Exchange Act of 1934, as amended. All statements, other than statements of historical fact, included herein are forward-looking statements that involve various risks and uncertainties. There can be no assurance that such statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements. Important factors that could cause actual results to differ materially from the Company's expectations are disclosed in the Company's documents filed from time to time with the British Columbia Securities Commission and the United States Securities & Exchange Commission.

Shares outstanding: 29,003,522

The TSX Venture has not reviewed and does not accept responsibility for the adequacy or accuracy of this release.

Contact:
George E.L. Glasier
Energy Fuels Inc.
Investor Contact
[phone] or Toll Free: 1-888-864 2125
Website: www.energyfuels.com

--------------------------------------------------------------------------------
Source: Energy Fuels Inc.

Gruß,
Fantomas

[Maigret]

Jetzt wird aber übelst geschüttelt.
Hätte nicht gedacht dass es nochmals so weit runter geht.
Meine AUG habe ich mittlerweile mit nem schönen Profit wieder veräußert. EFR bleibt long im Depot.

Herr laß das Financing und die Zusammenarbeit mit IUC in trockenen Tüchern sein

[Fantomas96]

Uran auf $ 65 (08.12.06) !





http://tradetech.com/


In the Market ...
The uranium spot price rose again this month with TradeTech’s Exchange Value increasing to $64.00 per pound U3O8, up $3.75 from last month’s value. Prices were under pressure during November due to Cameco’s Cigar Lake mine flood that was reported in late October. Spot and long-term demand rose as several utilities entered the market to buy. Most sellers adopted a “wait and see” approach, choosing to offer only small quantities in anticipation of Future price increases.


"Stärkere Marktnachfrage durch neue Käufer im Markt. Verkäufer zögerlich und warten weitere Preisentwicklung ab, daher nur kleine Mengen im Angebot".

Sollte sich diese Situation in den nächsten Wochen fortsetzen, sehen wir ganz schnell Preise > $ 70 im neuen Jahr.

Gruß,
Fantomas

[heddog]

Warum ist es denn so ruhig hier bei den tollen News?

Energy Fuels names Antony COO, raises $30.1-million

Energy Fuels Inc (C:EFR)
Shares Issued 27,591,321
Last Close 12/13/2006 $4.40
Thursday December 14 2006 - News Release

Mr. George Glasier reports

ENERGY FUELS ANNOUNCES CLOSING OF $30,100,000 PRIVATE PLACEMENT AND MANAGEMENT APPOINTMENT

Energy Fuels Inc. has closed its previously announced $30.1-million private placement, through a syndicate of agents led by Wellington West Capital Markets Inc., and includes National Bank Financial Inc. and Desjardins Securities Inc.

The company intends to apply the proceeds to: the completion of mine permitting, the refurbishment of and production from mines owned by the company; drilling on the company's existing property portfolio; and the acquisition of additional properties and having technical reports prepared in accordance with National Instrument 43-101. The proceeds are also for mill licensing, design and engineering, and environmental studies.

The company is appointing Stephen P. Antony to the position of executive vice-president and chief operating officer of Energy Fuels and of its wholly owned subsidiary, Energy Fuels Resources Corp. Mr. Antony will lead the implementation of these initiatives, as the company moves into the production stage of its growth. Mr. Antony is a former mining engineer with Energy Fuels Nuclear Inc. He has over 30 years of experience in conventional and ISL mining. He also has experience in processing with, among others, Mobil Oil Corp. and Power Resources Corp. Mr. Antony is a registered professional engineer and holds a master's of business administration from the University of Denver and a bachelor of science degree in metallurgical engineering from the Colorado School of Mines.

Energy Fuels' president and chief executive officer, George E. Glasier, commented: "With the closing of this financing, the company is well positioned to move forward toward production. We are extremely pleased to have closed our financing and expanded the EFR team. With our significant cash resources and the appointment of Steve Antony as COO, we have built significant momentum to achieve our strategic goal of reopening two uranium mines in 2007. Our management and technical strength, coupled with our balance sheet, will provide us with a powerful platform for growth through acquisition."

[heddog]

Antwort auf Beitrag Nr.: 26.185.513 von heddog am 14.12.06 20:32:15

Und nicht zu vergessen die News von gestern:

DECEMBER 13, 2006 - 18:36 ET

Energy Fuels Enters Into Mining Lease Agreement With Little Maverick Mining Company for the Whirlwind Mine

TORONTO, ONTARIO--(CCNMatthews - Dec. 13, 2006) -

NOT FOR DISTRIBUTION TO U.S. NEWS WIRE SERVICES OR DISSEMINATION IN THE UNITED STATES

Energy Fuels Inc. (TSX VENTURE:EFR)(the "Company") is pleased to announce the completion of its due diligence and the exercise of its option under the Option Agreement to Lease Mining Claims dated September 1, 2006 (the 'Option Agreement'). The signing of the Option Agreement on the Whirlwind Mine was previously announced on September 7, 2006. The Company has entered into the Mining Lease Agreement dated December 11, 2006 (the 'Mining Lease') as contemplated by the Option Agreement between Energy Fuels Resources Corporation and Little Maverick Mining Company.

Under the terms of the Mining Lease, the Company has agreed to pay the amount of US$600,000 to Maverick as an advance royalty. The Company has paid a total of US$300,000 in cash and US$300,000 in the capital stock of Energy Fuels Inc. upon approval of the Toronto Venture Exchange. In addition, the Company will pay Maverick a production royalty according to an agreed production royalty schedule. The Company has agreed to pay Maverick the sum of US$300,000 upon receipt of clear title on certain mining equipment. The term of the Mining Lease is twenty (20) years and for so long thereafter as ore is mined from the Mining Claims as defined therein.

Energy Fuels Inc. is a Toronto-based mineral exploration and development company with uranium and vanadium projects located in the States of Colorado, Utah and Arizona, through its wholly-owned Colorado subsidiary Energy Fuels Resources Corporation, and with gold, base metals and platinum group properties located in Newfoundland and Quebec.

As of the date hereof the Company has 27,591,321 common shares outstanding.

This news release contains certain "Forward-Looking Statements" within the meaning of Section 21E of the United States Securities Exchange Act of 1934, as amended and "Forward Looking Information" within the meaning of applicable Canadian securities legislation. All statements, other than statements of historical fact, included herein are forward-looking statements and forward looking information that involve various risks and uncertainties. There can be no assurance that such statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements. Important factors that could cause actual results to differ materially from the Company's expectations are disclosed in the Company's documents filed from time to time with the British Columbia, Alberta and Ontario Securities Commissions.

The TSX Venture has not reviewed and does not accept responsibility for the adequacy or accuracy of this release.

[Fantomas96]

Uran auf $72 ! (+ $7 / + 10%)

http://www.stockinterview.com/News/12162006/uranium-price-fe…




Gruß,
Fantomas

[heddog]

Energy Fuels 7,142,857-share private placement

Energy Fuels Inc (C:EFR)
Shares Issued 29,003,522
Last Close 12/28/2006 $4.08
Thursday December 28 2006 - Private Placement

The TSX Venture Exchange has accepted for filing documentation with respect to a brokered private placement announced Dec. 14, 2006.

Number of shares: 7,142,857 shares

Purchase price: $1.40 per share

Warrants: 3,571,428 share purchase warrants to purchase 3,571,428 shares

Warrant exercise price: $2.20 until June 14, 2008

Number of placees: 181 placees

Insiders/pro groups: Michael Gundy (insider) 18,064; Robert J. Leinster (insider) 3,318; Rhodes Capital Corp. (M. Skutezky) (insider) 4,152; Birks Bovaird (insider) 5,808; Ian Peres (insider) 4,692; Steve Antony (insider) 11,877; George E.L. Glasier (insider) 20,823; Lester Asset Management Inc. (pro group) 31,147; Gary Ross (pro group) 4,152; Jason Neal (pro group) 4,568; Tammy Neal (pro group) 6,312; Doug Flegg (pro group) 11,877

Agent: Wellington West Capital Markets Inc.

Agents' fee: a total of $700,000 plus 500,000 warrants, each exercisable into one common share at a price of $1.40 until June 14, 2008

© 2006 Canjex Publishing Ltd.

==================================================================

Energy Fuels 10,057,143-share private placement

Energy Fuels Inc (C:EFR)
Shares Issued 29,003,522
Last Close 12/27/2006 $3.90
Thursday December 28 2006 - Private Placement

The TSX Venture Exchange has accepted for filing documentation with respect to a brokered private placement announced Dec. 14, 2006.

Number of shares: 10,057,143 shares

Purchase price: $1.998579537 per share

Warrants: 5,028,571 share purchase warrants to purchase 5,028,571 shares

Warrant exercise price: $2.20 until June 14, 2008

Number of placees: 181 placees

Insiders/pro groups: Michael Gundy (insider) 25,436; Robert J. Leinster (insider) 4,670; Rhodes Capital Corp. (M. Skutezky) (insider) 5,848; Birks Bovaird (insider) 8,180; Ian Peres (insider) 6,608; Steve Antony (insider) 16,723; George E.L. Glasier (insider) 29,320; Lester Asset Management Inc. (pro group) 43,853; Gary Ross (pro group) 5,848; Jason Neal (pro group) 6,432; Tammy Neal (pro group) 8,888; Doug Flegg (pro group) 16,723

Agent: Wellington West Capital Markets Inc.

Agents' fee: a total of $1,407,000 plus 704,000 warrants, each exercisable into one common share at a price of $1.998579537 until June 14, 2008

© 2006 Canjex Publishing Ltd.

[Maigret]

Energy Fuels names Hansen, McIntosh to board


2007-01-02 15:18 ET - News Release

Mr. Dan Barnholden reports

ENERGY FUELS APPOINTS NEW DIRECTORS AND IR CONSULTANT

Energy Fuels Inc. has appointed Bruce Hansen and Doug McIntosh to the board of directors.

Mr. Hansen is currently senior vice-president, operations services and development, with Newmont Mining Corp. He has worked with Newmont for 10 years holding increasingly senior roles including chief financial officer from 1999 to 2005. Prior to joining Newmont, Mr. Hansen spent 12 years with Santa Fe Pacific Gold where he held increasingly senior management roles including vice-president, corporate development, and vice-president, finance. Mr. Hansen holds a master of business administration from the University of New Mexico and a bachelor of science degree in mining engineering from the Colorado School of Mines.

Mr. McIntosh is currently an independent consultant to natural resource companies in the area of mergers, divestitures, acquisitions financing and asset valuation. From 1985 to 2000, Mr. McIntosh held investment and corporate banking positions with JP Morgan & Company advising U.S. and international clients on mergers and acquisitions and corporate finance transactions. Prior to joining JP Morgan, he held senior engineering positions with Exxon Minerals Company, Kaiser Engineers Inc. and Granby Mining Corp. Mr. McIntosh holds a master of business administration from the University of British Columbia and bachelor of science degree in mining engineering from the Colorado School of Mines.

In addition, the company has retained Blueprint Investor Relations Consulting and its chief executive officer, Dan Barnholden, to develop and execute an investor relations campaign focused on increasing institutional awareness of Energy Fuels in the capital markets. Blueprint provided capital markets consulting services to the company in the company's recently completed private placement of $30-million. Blueprint will be compensated at $5,000 per month in cash and the grant of 50,000 options under the company's incentive stock option plan.

"I am delighted that our new directors have agreed to join our board. They will add significant technical and strategic expertise to our growing operations in the Western United States," said George Glasier, president and chief executive officer. "With Dan Barnholden leading our investor relations effort, the company will be well positioned to grow its shareholder base."

The company has granted 1,625,000 options to officers, directors and consultants to purchase common shares under the company's incentive stock option plan exercisable for a term of three years.

We seek Safe Harbor.

[heddog]

Press Release Source: High Plains Uranium, Inc., Energy Fuels Inc.

High Plains Announces Drilling Results on Converse-Sand Creek Project
Monday January 8, 10:57 am ET

CHEYENNE, WYOMING--(CCNMatthews - Jan. 8, 2007) - High Plains Uranium, Inc. (TSX:HPU - News; the "Company" or "High Plains") and Energy Fuels Inc. (TSX VENTURE:EFR - News) are pleased to announce favourable results from a drilling program conducted on the Sand Creek Joint Venture area of interest near Douglas, Wyoming. The drilling was conducted by operating partner New Horizon Uranium Corporation.

A drilling program was initiated on November 24, 2006 that focused on the "Scott Ranch" target area. Mid December, following the completion of 14 drill holes and 10,395 feet of drilling, the program was paused due to the approaching year-end holidays and seasonally inclement weather. Completion of the first phase of drilling is anticipated for early 2007, and a second phase of 12 additional rotary drill holes is presently being permitted for completion during the same timeframe.

The drilling program currently being executed by New Horizon consisted of wide-spaced, reconnaissance style drilling on five fences of drilling over a strike length of 1.5 miles and with drill hole spacing of 500 to 1,000 feet. Of the 14 drill holes completed to date, 13 holes encountered intercepts of uranium mineralization indicative of a "roll front" style uranium deposit. In addition, the drill holes have provided considerable additional information regarding both the location of a uranium bearing roll front, its apparent orientation and the rock types. Uranium mineralization has been previously identified in sediments of the White River Formation that trends through the Sand Creek JV area. The White River formation is the same formation that hosts Cameco Corporation's Crow Butte in-situ leaching (ISL) uranium operation in Nebraska.

In addition to the intercepts quoted below, considerable low-grade uranium mineralization peripheral to the indicated intercepts may be amenable to solution mining with present ISL technology. Bill Wilson, President of New Horizon said, "In light of the widespread nature of these drill holes, we are very pleased with the results to date, that in part, helps to confirm the historic drilling completed by Canyon's partner Aquitaine in 1981. We look forward to additional drilling planned for the first quarter of 2007." Tom Parker, President and CEO of High Plains Uranium stated, "We are pleased that the Sand Creek Joint Venture has rapidly progressed to a significant drilling program and encouraged by the results thus far in this highly prospective area."

Uranium drill intercepts summarized by New Horizon include the following:


-----------------------------------------------------------------
-----------------------------------------------------------------
Sand Creek Program
-----------------------------------------------------------------
-----------------------------------------------------------------
Hole ID From To Feet % U3O8
(Location) (Feet) (Feet)
------------------------------------------------------------------------
------------------------------------------------------------------------
775.0 785.5 10.5 0.066
---------------------------------------------------------
SR06-1 Including 2.0 0.146
---------------------------------------------------------
793.0 797.0 4.0 0.031
------------------------------------------------------------------------
------------------------------------------------------------------------
735.5 738.0 2.5 0.038
---------------------------------------------------------
SR06-2 755.0 767.0 12.0 0.054
---------------------------------------------------------
Including 4.0 0.093
------------------------------------------------------------------------
------------------------------------------------------------------------
711.5 713.0 1.5 0.031
SR06-3 ---------------------------------------------------------
724.0 726.5 2.5 0.031
------------------------------------------------------------------------
------------------------------------------------------------------------
SR06-4 650.0 651.5 1.5 0.046
------------------------------------------------------------------------
------------------------------------------------------------------------
SR06-5 696.0 696.5 0.5 0.027
------------------------------------------------------------------------
------------------------------------------------------------------------
SR06-6 648.5 653.5 5.0 0.031
------------------------------------------------------------------------
------------------------------------------------------------------------
Local Anomalies to
SR06-7 631.0 653.0 22.0 1,000 counts/second
------------------------------------------------------------------------
------------------------------------------------------------------------
597.5 598.5 1.0 0.025
SR06-8 ---------------------------------------------------------
601.5 607.0 5.5 0.021
------------------------------------------------------------------------
------------------------------------------------------------------------
SR06-9 613.0 614.0 1.0 0.026
------------------------------------------------------------------------
------------------------------------------------------------------------
SR06-10 No significant values
------------------------------------------------------------------------
------------------------------------------------------------------------
740.0 743.5 3.5 0.024
SR06-11 ---------------------------------------------------------
754.0 755.5 1.5 0.017
------------------------------------------------------------------------
------------------------------------------------------------------------
622.5 625.5 3.0 0.022
----------------------------------------------------------
SR06-12 710.5 714.0 3.5 0.017
----------------------------------------------------------
722.0 725.0 3.0 0.017
------------------------------------------------------------------------
------------------------------------------------------------------------
685.0 686.5 1.5 0.024
----------------------------------------------------------
SR06-13 728.5 733.0 4.5 0.016
----------------------------------------------------------
758.0 762.5 4.5 0.018
------------------------------------------------------------------------
------------------------------------------------------------------------
SR06-14 542.5 547.5 5.0 0.021
------------------------------------------------------------------------
------------------------------------------------------------------------


On July 18, 2006, High Plains entered into a letter agreement with Uranium Energy Corp., which provided for the purchase by High Plains Uranium, Inc. of certain uranium databases relating to the Cadena properties in south Texas. In consideration of this arrangement, High Plains issued 333,333 common shares to UEC on January 4, 2007.

High Plains Uranium Inc. is a Wyoming based uranium exploration and development company focused on the development of uranium deposits in Wyoming and Texas, which are amenable to In Situ Leach mining methods.

Thomas Parker, President & CEO, a 'qualified person' for the purpose of the NI 43-101, has reviewed the contents and technical information contained in this news release.

This news release contains forward-looking statements; these statements relate to future events or future performance and reflect management's current expectations and assumptions. Such forward-looking statements reflect management's current beliefs and are based on information currently available to management of High Plains. A number of factors could cause actual events, performance or results to differ materially from the events, performance and results discussed in the forward-looking statements. These forward-looking statements are made as of the date hereof and High Plains does not assume any obligation to update or revise them to reflect new events or circumstances.

The TSX has not reviewed and does not accept responsibility for this news release.

[heddog]

Antwort auf Beitrag Nr.: 26.772.144 von heddog am 08.01.07 17:33:54

Weiß jemand was über die genauere Verbindung zwischen Energy Fuels und High Plains?

[Fantomas96]

Antwort auf Beitrag Nr.: 26.772.811 von heddog am 08.01.07 17:58:22

Mensch heddog,

sind doch erst 4 Seiten in diesem Thread zu lesen, ein bißchen Mühe sollte man sich schon machen.

Zur Hilfe: Lese mal meine Postings #24 und #26 zwei Seiten vorher, das sollte Deine Frage beantworten.

Gruß,
Fantomas

[heddog]

Und wenn man nichts fragen darf, werden es auch nicht viel mehr Seiten...
Dankeschön für die Hilfe.

[heddog]

Was denn los in Kanada?

[Maigret]

Eine wunderbare aktuelle Zusammenfassung über EFR von lonee aus dem Stockhouse-Board.
Man sollte sich positionieren und die Korrektur nutzen. Es steht einiges an.....


http://www.stockhouse.com/blogs.asp?page=viewpost&blogID=391…

EFR-v : The next Uranium producer
Snapshot: DML EFR MZU PDN RSC STM TEL ULU URA UUU


EFR-v : The next Uranium producer


It has been more than six weeks since my last Blog entry about EFR and quite a bit has happened in that time as Energy Fuels prepares to become the next Uranium U308 and Vanadium V205 miner in the United States.


Investors have seen the spot price rise from $63 /lb to the current price of $72 in the past six weeks and many analysts are now predicting $100 yellowcake before year end. This positive outlook bodes very well for near term producers and there have been reports of utilities signing long term contracts with suppliers/near term suppliers where the price has fixed floor but no maximum, ensuring profitability of producers and in turn guaranteeing supply. There are many factors driving this sort of activity such as the continued uncertainty of Cameco's Cigar Lake project, the ongoing demand/supply gap as prospective miners move slowly toward production, increasing demand as new reactors are built throughout the world in particular China and India and the growing concern over the use of fossil fuels to develop electricity and their impact on global warming.


Energy Fuel's rising share price stumbled when the company announced on Nov 23rd (the price hit $5.20 intrady) that closing of the heavily oversubscribed $30.1MM private placement would be delayed by 3 weeks pending normal due diligence issues and final title to one of the company's properties.

On Nov 28th the company announced the completion of an LLC 50/50 joint venture agreement with High Plains Uranium (merged with EMC) that was originally dated May 31st, 06 for 19 properties (191 claims) in Arizona. Using historical data, EFR determined that 4 high grade breccia pipes exist on the properties as well as potential for others. EFR will be the operator of the jv and will commence drilling early in 2007 to prove up the resource with a goal to spend a total of us$6MM over six years to earn an 80% interest. In the event one or more ore deposits are identified after $1MM in qualifying expenditures, the balance of financial commitments will be geared toward production development. The company now holds 59 properties in Colorado, Utah and Arizona (plus some VMS properties in Canada).

On Dec 1st the company announced that the CFO/board member Mr. Ian Peres located in Toronto would be replaced by W. Gordon Phair as the company's full time CFO located at the company's office in Colorado and Mr. Peres would remain on the board and continue to represent the substantial shareholding interest of Augen capital Corp. At the same time Energy Fuels announced the appointment of Mr. Frank Filas, PE as Manager of Regulatory Compliance and Environmental Affairs who brings 25 years of varied mining experience throughout the western US including environmental permitting and compliance for numerous mining/mineral processing operations.

On Dec 13th the company announced the completion of a long term agreement for the Colorado/Utah Whirlwind mine/property with Little Maverick Mining and mining is expected to commence under an existing permit using existing portal and decline tunnel (built by Union Carbide but never put into production). According to the company, mining should start in Q107 with the ore stock piled at DML/IUC's Utah mill following the release of a milling agreement that many expect this month. The company has been busy purchasing mining equipment and trucks as they move from exploration to production with no hedges in place and can benefit from rising spot prices. The company has been drilling the property and together with historical data plans to release a NI 43-101 compliant resource calculation. The company believes the property could host up to 10MM lbs U308/40MM lbs V205.

On Dec 14th the $30.1MM PP closed through a syndicate of agents led by Wellington West and included National Bank, and Desjardins Securities. The Company intends to apply the proceeds to the completion of mine permitting, the refurbishment of, and production from, mines owned by the Company; drilling on the Company's existing property portfolio; the acquisition of additional properties and having technical reports prepared in accordance with National Instrument 43-101 and for mill licensing, design and engineering and environmental studies. Mr. Stephen Antony was appointed Executive VP and COO as the company moves into the production stage. With the closing of the PP, it is anticipated no further financing will be required in 2007. George E. Glasier, CEO commented "With the closing of this financing the Company is well positioned to move forward toward production. We are extremely pleased to have closed our financing and expanded the EFR team. With our significant cash resources and the appointment of Steve Antony as COO we have built significant momentum to achieve our strategic goal of reopening two uranium mines in 2007. Our management and technical strength, coupled with our balance sheet, will provide us with a powerful platform for growth through acquisition."

On Jan 2nd the company announced two additional appointments to the board of directors – Mr. Bruce Hansen with Newmont mining and Mr. Doug McIntosh an independent consultant specializing in mergers, divestitures and acquisitions. The company also announced the appointment of a Toronto based IR firm – Blueprint Relations Consulting, to increase institutional awareness of Energy Fuels in the capital markets. http://blueprintir.com/


As of Jan 2, 2007, the company has 45,461,321 common shares outstanding (17,200,000 held until April 14th, 2007). As of Dec 31st, 2006 the short interest in EFR was 1,322,900 shares (approx 4.6% of free trading shares).


Investors anticipate significant news flow from the company in the weeks ahead, in particular:

- Milling/stockpiling agreement with DML/IUC (Blanding Utah mill built by EFR in 1980)

- NI 43-101 compliant reserve calculations on one or more properties

- Commencement of mining operations at 2 of 4 properties with existing mines

- Possible long term supply contract

- Acquisitions / additional joint ventures

- Update on the progress of the proposed Colorado mill, target mid 2009 operation

- Perhaps a move from the Venture to the TSX to increase exposure


Many reasons to be long on this stock, the next U308 producer in the United States and one of a handful of companies in the world to be in production by 2008. Please visit UPA for more information on the industry and a list of members



EFR valutation Dec 31, 06:

Assuming V205 revenue covers all mining expenses and using a conservative 15x earnings multiple:

Target 1MM lbs U308 in 2008 (mining starts 2007), 2MM lbs 2009 not calculated

pps = (U308 spot price x # lbs produced)/# shares fully diluted x 15

pps = (72.00 x 1,000,000)/57,779,273 x 15

pps = US$18.69 within 12-18 months



Add %15 for Cdn to US exchange and $0.25 for every $1 increase in U308 spot price

[heddog]

Uranium Price Frozen at $72/Pound:
Nervous Buyers Await Cameco Update

http://www.stockinterview.com/News/01142007/Uranium-Price-Fr…

[Maigret]

Antwort auf Beitrag Nr.: 26.916.505 von heddog am 14.01.07 18:32:45

Energy Fuels sizes Whirlwind at 164,000 tons indicated


2007-01-16 17:10 ET - News Release

Mr. George Glasier reports

ENERGY FUELS FILES NI 43-101 TECHNICAL REPORT ON ITS WHIRLWIND PROPERTY

Energy Fuels Inc. has received a technical report, prepared in accordance with National Instrument 43-101 -- Standards of Disclosure for Mineral Projects, on its Whirlwind uranium property which covers property in both Mesa county, Colorado, and Grand county, Utah, from FGM Consulting Group, Inc. of Golden, Colo. Concurrent with this release, the report will be filed on SEDAR. The report details an indicated resource of 164,000 tons at a grade of 0.20 per cent U(3)O(8) and 0.66 per cent V(2)O(5) on a diluted basis for a total contained metal of 657,000 pounds U(3)O(8) and 2.17 million pounds V(2)O(5), based on historical data. No grade cut-off or grade-thickness cut-off was employed in the estimate, and dilution has assumed waste material at a zero grade. It is conservative to use waste at zero grade for the dilution, since there is often lower grade material adjacent to the target mineralized zones. The resource calculation was performed using the polygonal method based on 69 drill holes at a nominal spacing of 100 feet, and therefore many polygons enclose approximately 10,000 square feet of area. Vanadium assay information was available for only a few of the drill holes. Where no vanadium data existed, the respective intercept was assigned a value based on the historical district average V(2)O(5):U(3)O(8) ratio of 3.24:1.

The report recommends undertaking a drilling program on the property and states that the potential, unidentified resource on this claim group is believed to be significant. The company has received its drill permit and has contracted 19,500 feet of drilling, anticipated to be completed in 2007. Having completed an initial resource estimate, Energy Fuels intends to proceed with mine rehabilitation of the historical mine access decline, a program that is expected to take less than six months.

The report also suggests several next steps, including expanding the lease area, negotiating a tolling arrangement and preparing an economic analysis (prefeasibility) at an appropriate time to convert resources into reserves. Energy Fuels has undertaken to execute these recommended steps in order to bring the Whirlwind mine into production.

Energy Fuels' president and chief executive officer, George Glasier, commented: "We are very pleased to have completed the first of several planned technical reports on our property portfolio in 2007. We intend to grow our uranium portfolio through an aggressive $2.5-million drilling program in 2007, as well as through strategic acquisitions in our geographic area of expertise. In addition, we are actively rehabilitating historical mines on the Uravan mineral belt with the goal of being one of the next American uranium producers."

Separately, the company also wishes to clarify a statement made in the press release in Stockwatch dated Jan. 2, 2007, in respect of Bruce Hansen's appointment as a director of the company. The press release should have read that Mr. Hansen was "until November, 2006," senior vice-president, operations services and development, of Newmont Mining Corporation.

Landy A. Stinnett is the qualified person, as defined by NI 43-101 responsible for the technical information contained in this release. Mr. Stinnett is independent of the company as defined by NI 43-101. The technical and scientific information contained in this release is based upon historical data that have not been verified due to the unavailability of the core samples, the geologic downhole logs and downhole radiometric logs. It is believed that such information may be obtained from former claimholders and the company is in the process of attempting to obtain such information. Despite the use of historical data, Mr. Stinnett has accepted the historical data for the purposes of calculating the current resource estimate above.

We seek Safe Harbor.

[Maigret]

Antwort auf Beitrag Nr.: 26.982.587 von Maigret am 17.01.07 15:02:24

In addition, we are actively rehabilitating historical mines on the Uravan mineral belt with the goal of being one of the next American uranium producers."

geteilte Meinungen in den Boards. Der eine oder andere hätte eine größere Anfangsposition an N43-101 Ressourcen erwartet. Für die Optimisten steht im Vordergrund, dass nun an der 1. Mine mit dem Stockpiling begonnen werden kann. Mal gespannt was der Markt daraus macht....

[heddog]

Antwort auf Beitrag Nr.: 26.982.791 von Maigret am 17.01.07 15:11:09

Hätte fast noch ein größeres Minus befürchtet, da bestimmt viele diese Meldung auf den ersten Blick aus den von dir genannten Gründen negativ bewerten. Ich gehöre zu den Optimisten.

[Maigret]

Antwort auf Beitrag Nr.: 26.988.131 von heddog am 17.01.07 18:35:08

Ich habe bei 4,2 CAD und bei 4 CAD mein Kapital rausgeholt und lass nur noch die Gewinne laufen....
Wenn keine kufri News anstehen sind m.E. in den nächsten Tagen noch 20% nach unten drin....

[heddog]

Antwort auf Beitrag Nr.: 27.035.137 von Maigret am 19.01.07 16:42:30

Ja da war ich wohl doch etwas zu voreilig mit meinem Optimismus...
Hoffe aber nicht, dass es noch so stark nach unten geht.

[heddog]

Mittlerweile siehts richtig böse aus, habe den größten Teil noch zu 3,50 CAD verkauft, falls es die nächsten Tage noch weiter runtergeht, steige ich evtl. wieder mit mehr ein. Mal abwarten...

[Mr.Banker]

Antwort auf Beitrag Nr.: 27.038.828 von heddog am 19.01.07 19:49:46

Habe mich bei EFR entschieden long (Ziel 2009 CAD 15) zu investieren. Nach dem Massaker vom Freitag blieb mir sowieso nichts anderes mehr übrig, aber heute bin ich froh drum. 17,14% Plus heute kann man wohl einen Pullback nennen. Mittlerweile scheint sich die Aufregung wieder gelegt zu haben. Glasier hat sich noch mal zu Wort gemeldet:

From George Glasier
Posted by David DesLauriers on 20 January 2007 @ 04:40 PM
The 43-101 reported only the close-spaced drilling on one section of the property. The wide-spaced historic drilling indicated the additional pounds, up to and exceeding 2.0 million. The 43-101 notes that the reserves can be substantially expanded by additionally drilling. This is the infill drilling required to confirm the additional pounds. The Whirlwind rehabilitation is now underway. Limited production will occur during the opening of a cross ventilation tunnel. Full production will commence after the opening of the cross ventilation tunnel. === Nothing to worry about

[heddog]

Antwort auf Beitrag Nr.: 27.120.788 von Mr.Banker am 22.01.07 22:30:10

Ja vielleicht habe ich mich da doch etwas zu sehr von der "Massenhysterie" anstecken lassen. Aber ich warte jetzt erstmal ab. Bin momentan in genug Uran-Werte investiert... Morgen könnte ein sehr spannender und schöner Tag für alle Uran-Werte außer Cameco werden, falls sich die Gerüchte bestätigen, dass es weitere Verzögerungen bei der Cigar Lake Mine gibt.

[Fantomas96]

So, zur Abwechslung mal wieder ein Chart:



EFR in einer Trading Range zwischen CAD 3,50 und 4,50, in den letzten Tagen wieder in der Aufwärtsbewegung.

Gruß,
Fantomas

[Fantomas96]

Die News der letzten Wochen, da es hier sehr ruhig geworden ist:

http://ca.news.finance.yahoo.com/s/28022007/28/link-finance-…

Energy Fuels Files Audited Financial Statements

Wed Feb 28, 10:49 PM

Email Story IM Story Printable View TORONTO, ONTARIO--(CCNMatthews - Feb. 28, 2007) - Energy Fuels Inc. (TSX VENTURE: EFR.V) ("Energy Fuels" or "the Company") is pleased to advise that the Company's auditors have completed the audit of the financial statements for the fiscal year ended September 30, 2006 and the Company has filed its financial statements, the related MD&A together with the CEO and CFO Certifications (the 'Financial Statements') on Sedar.

The Company anticipates that the Management Cease Trade Order issued on February 13, 2007 by the Ontario and British Columbia Securities Commissions affecting certain insiders of the Company will be lifted shortly.

The Company wishes to announce that the Board of Directors has granted 60,000 options under the Company's Incentive Stock Option Plan to officers, directors, consultants or employees in accordance with Toronto Venture Exchange Guidelines.

Energy Fuels Inc. is a Toronto-based mineral exploration and development company with uranium and vanadium projects located in the States of Colorado, Utah and Arizona, through its wholly-owned Colorado subsidiary Energy Fuels Resources Corporation, and with gold, base metals and platinum group properties located in Newfoundland and Quebec and the Roberts property in Northern Ontario, which is prospective for uranium.

This news release contains certain "Forward-Looking Statements" within the meaning of Section 21E of the United States Securities Exchange Act of 1934, as amended and "Forward Looking Information" within the meaning of applicable Canadian securities legislation. All statements, other than statements of historical fact, included herein are forward-looking statements and forward looking information that involve various risks and uncertainties. There can be no assurance that such statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements. Important factors that could cause actual results to differ materially from the Company's expectations are disclosed in the Company's documents filed from time to time with the British Columbia, Alberta and Ontario Securities Commissions.

George E.L. Glasier, President & CEO

The TSX Venture has not reviewed and does not accept responsibility for the adequacy or accuracy of this release.


Contacts

Dan Barnholden
Energy Fuels Inc.
Investor Relations
[phone]
Email: [e-mail]

George E.L. Glasier
Energy Fuels Inc.
President & CEO
[phone] or Toll Free: 1-888-864-2125

[Fantomas96]

http://ca.news.finance.yahoo.com/s/12032007/28/link-finance-…


Energy Fuels Announces First Phase of 2007 Drilling Program

Mon Mar 12, 5:05 PM

TORONTO, ONTARIO--(CCNMatthews - March 12, 2007) - Energy Fuels Inc. (TSX VENTURE: EFR.V) ("Energy Fuels" or "the Company") is pleased to announce that the Company has received permit approval from the Colorado Division of Reclamation, Mining, and Safety (DRMS) and the US Bureau of Land Management (BLM) for the Company's 2007 drilling exploration program on the MCT Claim group in San Miguel County, Colorado. The MCT Claims are one of the seven (7) claim groups acquired as part of the URenergy Properties in September, 2006. The MCT Claims are located less than one-half mile south of Denison Mines Corp.'s Topaz Mine and southwest of Denison's Carnation-Sunday Mine complex. Confirmed mineralization in the Carnation trend comes within several hundred feet of the eastern side of the MCT claims. Denison is currently mining uranium-vanadium ore from this mine complex in the Salt Wash Member of the Morrison Formation. Half of the planned holes are testing for continuation of the mineralized sandstone channel westward onto the MCT group. The remaining holes are wide-spaced exploration holes. The total footage for the project will be approximately 8,400 feet. Energy Fuels has contracted with Rex Wyatt Drilling Co. of Moab, Utah for the rotary drilling. Drilling is scheduled to start March 12, 2007.

The Company has also contracted with Colorado Plateau Logging Company ("CP Logging"), to conduct downhole geophysical logging. CP Logging has recently acquired and equipped a field probe van with all the electronics to provide Gamma, Spontaneous Potential, Single Point Resistance, and induction logs on drill holes, as well as hole deviation data. In addition, Mr. Doug Roberts has joined CP Logging as principal to perform field logging work. Doug has over 15 years of uranium drillhole logging experience with Pathfinder Mines, a subsidiary of Areva NC. Energy Fuels has a contractual commitment from CP Logging services for all 2007 exploration work.

Energy Fuels Inc. is a Toronto-based mineral exploration and development company with uranium and vanadium projects located in the States of Colorado, Utah and Arizona, through its wholly-owned Colorado subsidiary Energy Fuels Resources Corporation, and with gold, base metals and platinum group properties located in Newfoundland and Quebec.

This news release contains certain "Forward-Looking Statements" within the meaning of Section 21E of the United States Securities Exchange Act of 1934, as amended and "Forward Looking Information" within the meaning of applicable Canadian securities legislation. All statements, other than statements of historical fact, included herein are forward-looking statements and forward looking information that involve various risks and uncertainties. There can be no assurance that such statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements. Important factors that could cause actual results to differ materially from the Company's expectations are disclosed in the Company's documents filed from time to time with the British Columbia, Alberta and Ontario Securities Commissions.

George E.L. Glasier, President & CEO

The TSX Venture has not reviewed and does not accept responsibility for the adequacy or accuracy of this release.


Contacts

Dan Barnholden
Energy Fuels Inc.
Investor Relations
[phone]
Email: [e-mail]

George E.L. Glasier
Energy Fuels Inc.
President & CEO
[phone] or Toll Free: 1-888-864-2125
Website: www.energyfuels.com

[Fantomas96]

http://ca.news.finance.yahoo.com/s/15032007/28/link-finance-…

Energy Fuels to Commence Trading on Toronto Stock Exchange March 19, 2007

Thu Mar 15, 1:33 PM


TORONTO, ONTARIO--(CCNMatthews - March 15, 2007) - Energy Fuels Inc. (TSX VENTURE: EFR.V)("Energy Fuels" or "the Company") is pleased to announce that its application for listing of its common shares on the Toronto Stock Exchange has been approved by the Toronto Venture Exchange and the Toronto Stock Exchange. As a result of this graduation there will be no further trading of the shares of the Company under the symbol "EFR" on the Toronto Venture Exchange after March 16, 2007. The Company's shares will be listed and commence trading on the Toronto Stock Exchange at the opening on March 19, 2007 under the symbol "EFR".

Energy Fuels' President and CEO George Glasier said "Listing on the Toronto Stock Exchange is another major step forward for Energy Fuels. The Company is now better positioned to finance its growth as it evolves from an exploration company to a uranium and vanadium development and production company. With an experienced mining and production team in place in the Western United States and a portfolio of near term production properties, the Company is well positioned to become a major player in the US uranium industry."

Energy Fuels Inc. is a Toronto-based mineral exploration and development company with uranium and vanadium projects located in the States of Colorado, Utah and Arizona, through its wholly-owned Colorado subsidiary Energy Fuels Resources Corporation, and with gold, base metals and platinum group properties located in Newfoundland and Quebec.

This news release contains certain "Forward-Looking Statements" within the meaning of Section 21E of the United States Securities Exchange Act of 1934, as amended and "Forward Looking Information" within the meaning of applicable Canadian securities legislation. All statements, other than statements of historical fact, included herein are forward-looking statements and forward looking information that involve various risks and uncertainties. There can be no assurance that such statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements. Important factors that could cause actual results to differ materially from the Company's expectations are disclosed in the Company's documents filed from time to time with the British Columbia, Alberta and Ontario Securities Commissions.

"George E.L. Glasier", President and CEO

The TSX Venture has not reviewed and does not accept responsibility for the adequacy or accuracy of this release.


Contacts

Dan Barnholden
Energy Fuels Inc.
Investor Relations
[phone]
Email: [e-mail]


George E. L. Glasier
Energy Fuels Inc.
President & CEO
[phone] or Toll Free: 1-888-864-2125
Email: [e-mail]
Website: www.energyfuels.com



Gruß,
Fantomas

[loparn]

Energy Fuels Analysis

Disclaimer : I take no responsibility whatsoever for any errors, bad conclusions, important facts missing etc that might affect my analyses and their readers in any respect, but I always try to keep the facts accurate, as well as the calculations with their usually simple mathematics. Sometimes even the companies analysed deliver false information which could be impossible to detect for me and many other interested parties. In general I trust the corporate information and use it for my analyses. The future can´t be predicted 100 % and the stock market in particular is associated with considerable risks on the company level, but also on branch-, country- and world market level, implying that each person has to take their own full responsibility of the consequences of buying this particular stock.

Do your own due diligence !

2007 price target CAD 7.75 (CAD 4.11 March 16)

Energy Fuels (EFR) is a near term producer with uranium properties in the USA (and some other type of projects elsewhere not considered here). They have a qualified & experienced management, most likely an adequate uranium resources in existing mines and projects and a good cash position and that seen together with a fine risk/reward ratio indicate a very fine long term stock potential for the coming 1-2 years, which the following simple calculation tries to show a little more explicitely.

Their Whirlwind Mine and Energy Queen could begin stockpiling late in 2007. They are situated 75 miles and 62 distance from the White Mesa Mill owned by Denison Mines (capacity 2000 tons per day) and 215 and 350 miles from Cañon City Mill owned by Cotter (capacity 1200 tons per day). Tenderfoot Mesa is 175 miles from White Mesa Mill and 350 miles from Cañon City Mill and could begin stockpiling in 2008. Energy Fuels has numerous other uranium properties in Uravan Mineral Belt and Arizona strip. Drilling will take place in 2007 on many of these properties. EFR has not reached a final toll milling agreement yet, and full mining activity will not start before that, probably late 2008. EFR though is considering constructing their own mill for processing a bit later..


Later EFR should be more capitalized from the warrants with probably no need for private placements in 2007. In a couple of years the uranium production could reach 1.5-2 million pounds per year. My calculation stipulates a 1.5 million production for 2009. Then EFR would reach profits (before tax) of around 112.5 USD (assuming average uranium price USD 75) thanks to the vanadium production which is assumed to cover all costs for the uranium business. After 35 % tax and full stock dilution (about 58 million shares and warrants now, but I assume 70 million ) that would correspond to about earnings of 1.21 CAD per share, (with USD = 1.16 CAD).. Applying a reasonable p/e ratio of 10 indicates a very fine long term potential CAD 12.

My discounted EFR price target for 2007 is calculated with a yearly 25 % interest rate, very high due to the high risk, which results in CAD 7.75.


The risk factor number one would be that EFR cannot deliver (uranium production) these amounts of uranium soon enough, but on the other hand the production could reach the rate 2 million pounds per year as soon as some time during the latter part of 2009 which would imply an even higher long term stock potential. The calculation also postulates that EFR expands its resource base to at least about 20 million pounds of uranium within a few years. The long term uranium price is also a big risk - but also a possibility for an even higher uranium price and thus higher long term stock price potential. Furthermore the assumed total cost coverage from the vanadium production might be too optimistic, e g if the market price of vanadium declines significantly.

In summary the risk/reward thus seems very attractive for EFR at the current stock price level. Therefore EFR is still one of my favorite near term producer long term picks for a 2007 uranium stock portfolio.

Anyone with other input data can, as always, change these figures easily and do their own rough, simple and I think very useful calculations for an absolute and relative stock valuation purpose.


---------------------------------------------------

Sie finden meine andere analysen auf TAM, UMN, PWE, UPC and URE an www.loparn.com

[cienfuego]

Antwort auf Beitrag Nr.: 28.348.376 von loparn am 17.03.07 23:27:45

die Berichterstattung des CEO finde ich ausgezeichnet

langsam könnte es losgehen! Bin gespannt!

cf


www.energyfuels.com

[Fantomas96]

http://biz.yahoo.com/ccn/070403/200704030381961001.html?.v=1





Press Release Source: Energy Fuels Inc.

Energy Fuels Acquires Strategic Claim Blocks to Expand Whirlwind Mine Acreage

Tuesday April 3, 8:00 am ET

TORONTO, ONTARIO--(CCNMatthews - April 3, 2007) - Energy Fuels Inc. (TSX:EFR - News; "Energy Fuels" or "the Company") is pleased to announce the acquisition of 157 uranium lode claims in two separate blocks containing approximately 3,200 acres, adjacent to the Company's Whirlwind Mine claims near Gateway, Colorado. These newly acquired properties are among those identified in the Whirlwind Property NI 43-101 Technical Report dated January 3, 2007, as having the potential to significantly expand the minable resource in the area of the Whirlwind Mine. As reported in earlier releases, the Whirlwind Mine has underground workings and infrastructure in place and environmental permitting is at an advanced stage.

The 45 lode claims in the Crosswind claim block are contiguous with the east side of the Whirlwind claim group. The Crosswind resource lies at the same stratigraphic horizon as the Whirlwind deposit and is potentially accessible from the Whirlwind Mine workings. Exploration drilling is planned to confirm this continuity. Several of Union Carbide's former "Rajah" Group Mines are located within the Crosswind claim block. This claim block was estimated by Union Carbide to have historical resources of 250,000 lbs U3O8 and 800,000 lbs V2O5 at reported grades of 0.23% and 0.70% respectively. The estimates relied upon exploration work done by Union Carbide in 1991 and supported by an evaluation performed within the last year by Company geologists of other deposits drilled by Pioneer Uravan Inc. in the late 1970's. Energy Fuels' geologists were personally acquainted with the geologists preparing the historical estimates, and the methods used, and believe them to be reliable. These resource estimates are not NI 43-101 compliant but were taken into account in evaluating the claims.

The 112 lode claims in the Farwest claim block are contiguous with the north and west sides of the Whirlwind Claims. Energy Fuels has also acquired historical data along with these claims which are being evaluated at this time. Mineral resources that may ultimately be identified on the Farwest claims are also expected to lie at the same stratigraphic horizon as the Whirlwind Mine workings. The Farwest resource may also be accessible from the Whirlwind Mine, though this potential is not as certain as for the Crosswind resource. There are several small historical mines located within the claim group on the outcrop of the mineralized channel, including the Lumsden Group Mines, the Lost Dutchman Mine, and portions of the La Sal and Bonanza Mines. Drilling is planned for 2007 to explore the extent of the mineralized channel beyond the outcrop area.

With the acquisition of these two claim groups, Energy Fuels owns or controls nearly the entire area surrounding the Whirlwind Mine. This region of western Colorado, is known as the Beaver Mesa/John Brown Uranium District, and has historically produced at least 7.4 million lbs U3O8 and 23.8 million lbs V2O5 as reported in Colorado Geological Survey Bulletin 40 (1978). U.S. Atomic Energy Commission production records through 1971 and unpublished reports of the U.S. Bureau of Mines from 1977 provide the basis for this report. The Company expects to access resources identified in the Beaver Mesa/John Brown District from the Whirlwind decline, as well as from the other historical mines within the claim groups.

Energy Fuels would also like to clarify its March 19 press release in which it was announced that the Company had acquired the Calamity Mesa and Hop Creek claim blocks. That release stated that, "historical drilling at Hop Creek suggests there may be in excess of 250,000 pounds of U3O8 present," and that "Historical drilling on the Hop Creek property was conducted by Mineral Recovery Corp." Note that the 250,000 pound estimate is based on drilling results and work done in the 1978 - 1984 timeframe and that one of the Company's geologists personally directed exploration of this property for Mineral Recovery Corp. and considers the estimate to be reliable.

Stephen P. Antony, P.E., a Qualified Person as defined by National Instrument 43-101 has reviewed and approved the content of this press release.

Energy Fuels Inc. is a Toronto-based uranium and vanadium mineral exploration and development company with more than 30,000 acres of highly prospective uranium and vanadium property located in the States of Colorado, Utah and Arizona. The Company, through its wholly-owned Colorado subsidiary, Energy Fuels Resources Corporation, has assembled this property portfolio along with a first class management team, including highly skilled technical mining and milling professionals based in Lakewood and Nucla, Colorado and Kanab, Utah.

This news release contains certain "Forward-Looking Statements" within the meaning of Section 21E of the United States Securities Exchange Act of 1934, as amended and "Forward Looking Information" within the meaning of applicable Canadian securities legislation. All statements, other than statements of historical fact, included herein are forward-looking statements and forward looking information that involve various risks and uncertainties. There can be no assurance that such statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements. Important factors that could cause actual results to differ materially from the Company's expectations are disclosed in the Company's documents filed from time to time with the British Columbia, Alberta and Ontario Securities Commissions.

'George E.L. Glasier', President & CEO

(The TSX has not reviewed and does not accept responsibility for the adequacy or accuracy of this release.)

Contact:
Dan Barnholden
Energy Fuels Inc.
Investor Relations
[phone]

Gary Steele
Energy Fuels Inc.
Investor Relations
[phone] or Toll Free: 1-888-864-2125
[phone] (FAX)
Email: [e-mail]
Website: www.energyfuels.com
--------------------------------------------------------------------------------
Source: Energy Fuels Inc.


Gruß,
Fantomas

[cienfuego]

Antwort auf Beitrag Nr.: 28.650.644 von Fantomas96 am 04.04.07 00:27:53

die Wartezeit, bis es losgeht, sollte sich dem Ende zuneigen
cf

[cienfuego]

Antwort auf Beitrag Nr.: 28.673.341 von cienfuego am 05.04.07 10:56:52

der Weg geht in die richtige Richtung - es gibt langsam auch in D Kaufinteressenten
cf

[cienfuego]

Antwort auf Beitrag Nr.: 28.736.876 von cienfuego am 10.04.07 11:33:34

will ja nicht auffällig werden -
aber schade, daß keiner sonst hier investiert ist?? + 25,6 %

[cienfuego]

Antwort auf Beitrag Nr.: 28.742.047 von cienfuego am 10.04.07 16:35:15

+ 30,40 % in D

hat einer Schlußkurse bitte?
cf

[Fantomas96]

Antwort auf Beitrag Nr.: 28.748.478 von cienfuego am 10.04.07 22:29:05

Natürlich bin ich noch investiert !

SK CAN:

ENERGY FUELS INC (Toronto:EFR.TO)

Last Trade: 4.80
Trade Time: 3:59PM ET
Change: 0.53 (12.41%)
Prev Close: 4.27
Open: 4.70
Bid: 4.80
Ask: 4.83
Day's Range: 4.52 - 5.08
52wk Range: 0.46 - 5.20
Volume: 2,776,252
Avg Vol (3m): 260,755


Gruß,
Fantomas

[Fantomas96]

Und das, wo heute bei Market Cap > 500 Mio. (bis auf wenige Ausnahmen) der Rückwärtsgang angesagt war:

Symbol Name Last Chg Chg% Volume Shr O/S Mkt Cap

FSY Forsys Metals Corp J 9.50 +0.02 +0.21% 332.9K 72.4M 686.8M
LAM Laramide Resources J 15.31 -0.01 -0.07% 240.1K 54.1M 828.6M
U Uranium Participate 17.97 -0.68 -3.65% 973.7K 54.3M 1.0B
AX Aurora Energy Res J 16.59 +0.02 +0.12% 296.6K 66.0M 1.1B
FRG Fronteer Dev Group J 16.62 -0.09 -0.54% 460.2K 67.1M 1.1B
MGA Mega Uranium Ltd. J 8.26 +0.10 +1.23% 4.1M 146.1M 1.2B
EMC Energy Metals Corp J 15.41 -0.09 -0.58% 452.4K 81.2M 1.3B
UEX UEX Corp. J 7.81 +0.39 +5.26% 2.1M 182.1M 1.4B
FIU First Uranium Corp J 13.15 -0.07 -0.53% 321.9K 121.7M 1.6B
UMN UraMin Inc. J 6.82 -0.18 -2.57% 779.4K 266.8M 1.9B
SXR SXR Uranium One J 17.76 -0.54 -2.95% 2.8M 136.6M 2.5B
DML Denison Mines Corp 15.05 -0.31 -2.02% 2.1M 188.0M 2.9B
UUU UrAsia Energy Ltd 7.95 -0.19 -2.33% 4.9M 480.9M 3.9B
PDN Paladin Res Ord J 9.58 -0.32 -3.23% 4.0M 501.0M 5.0B
CCO Cameco Corp. 53.12 -0.94 -1.74% 1.6M 352.4M 19.0B


Gruß,
Fantomas

[cienfuego]

Antwort auf Beitrag Nr.: 28.750.473 von Fantomas96 am 11.04.07 00:44:59

auch heute kein großer Rücksetzer zu erwarten.
cf

[orezone]

Der Kursverlauf von Energy Fuels ist sehr volatil und wenig zufriedenstellend. Es scheint, als ob es vor allem davon abhängt, ob sie einen Deal mit Densison hinbekommen, um deren Mühle benützen zu können statt eine eigene bauen zu müssen - was den Produktionsbeginn weiter hinauszögern würde und wohl auch mehr Kapital binden würde. Sollte der Deal klappen, wäre viel Luft nach oben, denn wäre man schnurstracks Junior Producer in einem ansonsten fast ausschließlich von Explorern beherrschten Feld.

Artikel zu diesem Thema:

http://www.resourceinvestor.com/pebble.asp?relid=30720

[orezone]

Energy Fuels weiter im Sinkflug. Was ist geschehen?
Ein wenig nachrecherchiert und nun wird einiges klarer. Ob der kurze, heftige Anstieg im April durch aktive Manipulation zustande kam, will ich nicht behaupten, aber alle, die in diesen Uprun hinein investiert haben, ohne zuvor die Hintergründe beachtet zu haben, sind leider selbst schuld. Denn:

ab 16. April wurden die Aktien aus dem PP vom Dezember 2006 handelbar (17 Millionen Aktien und 8,5 Millionen Warrants mit Gültigkeit bis Juni 2008!).
Seit diesem 16. April wurden 21.872.761 Aktien gehandelt bei einem Aktienbestand von 46.2 Millionen !
Das war also Gewinnmitnahme pur und eigentlich vorhersehbar. Und nun folgen die enttäuschten Kleinanleger den Verkäufen der Profis aus der Privatplatzierung, die ihre Anteile allerdings wesentlich billiger bekommen hatten.
Eine Situation ganz ähnlich, wie schon beim PP vom Herbst 2006. Wenn es wieder so läuft, sollte sich der Kurs dann wieder deutlich erholen können, weil dieses gedrückte Kursniveau neue institutionelle Adressen anziehen sollte, die natürlich wußten, was bei Freiwerden von 17 Millionen Aktien von insgesamt 42 Millionen erstmal geschehen würde.

Allerdings müssen sie nun auch operativ besser in die Gänge kommen, also den Vertrag über die Nutzung der Uranmühle von Denison zügig vorantreiben und endlich ordentliche Bohrergebnisse liefern anstatt immer nur von kaputten Bohrern u.ä. zu berichten. Größter Pluspunkt bleibt, daß sie bald in Produktion gehen sollten. Dies unterscheidet Energy Fuels eben signifikant von den vielen Uran-Explorern, die noch mit dem Rucksack durch die Berge streifen.

[orezone]

Antwort auf Beitrag Nr.: 29.282.611 von orezone am 12.05.07 16:35:45

Das wilde Auf und Ab bei Energy Fuels scheint keine Ende zu nehmen. Heute in Kanada wieder +13% mit dem höchsten je gehandelten Volumen. Das Management sah sich genötigt, zu diesen heftigen Shortattacken Stellung zu nehmen. Sie sagen, daß sie nicht wissen, wer dahinter steckt und betonen, daß operativ alles nach Plan läuft und die Finanzierung nach wie vor sicher steht:

Energy Fuels Inc (C:EFR)
Shares Issued 46,163,884
Last Close 5/14/2007 $2.70
Tuesday May 15 2007 - News Release
Mr. George Glasier reports

ENERGY FUELS COMMENT ON RECENT SHARE PRICE ACTIVITY

Energy Fuels Inc. is unaware of any activity to explain recent heavy volume and the decline in the value of its shares. George Glasier, president and chief executive officer stated: "I wish to confirm my personal commitment to the Energy Fuels stakeholders, Energy Fuels management, our technical team and to the execution of our corporate strategy. Our strategy is tracking on target and on budget as the company progresses to production. The budget is fully funded. The annual general and special meeting is at our offices in Lakewood, Colo., Wednesday, May 16, 2007 at 3 p.m. and Steve Antony and I will be providing a corporate update to shareholders at that time." The company will continue to announce developments as they occur.

[Albatossa]

[Albatossa]

Antwort auf Beitrag Nr.: 26.530.901 von heddog am 28.12.06 23:26:54

Wenn ich das lese würde ich von dieser Aktie lieber mal die Finger bis Juni 2008 weglassen. Das hier ist pure Abzocke und der Kurs dürfte bald auf 2,20 CDN Dollar = 1,46 Euro fallen.


Strong sell




Achtung hier werden die Aktionäre von Rattenfänger voll verarscht!

[orezone]

Antwort auf Beitrag Nr.: 29.343.968 von Albatossa am 16.05.07 14:53:14

@Albatossa

Das mit Juni 2008 bezieht sich jetzt "nur" noch auf die 8,5 Millionen Optionen. Die "Abzocke", wie du es nennst, scheint nun vorüber angesichts des gewaltigen Volumens der letzten Tage. Im Grunde ist es aber natürlich keine Abzocke, wenn Leute ihre günstig erworbenen Aktien aus einer Privatplatzierung nach der Sperrfrist auf den Markt werfen, sondern durchaus vorhersehbar. Es ist vielmehr so, daß nach wie vor zu viele Kleinanleger einen Explorerwert erst dann kaufen, wenn er plötzlich hochschießt, anstatt umgekehrt, nachdem er ordentlich gefallen ist z.b. wegen Verwässerung durch neue Aktien.

Dieser ganze Bereich ist eigentlich nur mit viel regelmäßigem Zeiteinsatz und guten Englischkenntnissen und einer gewissen Vertrautheit mit dem wilden kanadischen Explorerhandel zu verstehen, sonst macht man sich hier in D zum dummen deutschen Michel, der sich einfach vergackeiert fühlt. Die Sachlage ist aber meist komplizierter als einem recht sein kann, wenn man sich einfach einen raschen Gewinn erhofft.

[orezone]

Antwort auf Beitrag Nr.: 29.364.272 von orezone am 17.05.07 21:51:21

Interessant, daß Energy Fuels nun sogar rascher wieder ansteigt (heute und gestern jeweils 13% in Kanada), als sie zuvor gefallen ist. Und auch das Volumen ist mit immer über 1 Million Shares stets hoch. Im Moment kursieren die wildesten Gerüchte um diesen Wert, nachdem es heute auch noch zwischenzeitlich eine Handelsaussetzung gab.
Mir scheint es inzwischen am wahrscheinlichsten zu sein, daß nach dem Abverkauf der superbilligen Aktien aus dem PP auf attraktivem Niveau nun die institutionellen Adressen sich um den Wert anstellen. Ein etwas merkwürdiger Nachgeschmack wird durch die heftigen Kursbewegungen hier aber hängenbleiben.

Wenn man bedenkt, daß Energy Fuels schon im nächsten Jahr mit der Uranproduktion beginnen will, ist die jetzige Bewertung jedoch deutlich zu niedrig.
Die in Kanada kursierenden verschwörungstheorieähnlichen Gerüchte sehen Energy Fuels in den Händen von einigen großen Adressen, die, im Wissen um die Attraktivität dieser noch kleinen Gesellschaft, den Kurs mit ihren großen Paketen mit großen Tagesvolumen rauftreiben, um dann abzuladen und die nächste Kaufrunde zu starten.
Ich glaube nicht so recht daran - wie lange ließe sich ein solch auffälliges Verhalten durchhalten?

[orezone]

Antwort auf Beitrag Nr.: 29.381.415 von orezone am 18.05.07 23:41:48

Untenstehend einige Ausschnitte aus einem Interview mit Ceo George Glasier vom 17. 4. 2007. Er wiederholt hier seine Einschätzung, daß sie ab 2008 in Produktion gehen wollen und sagt, daß sie bereits ab einem Uranpreis von nur $30 (!) profitabel wirtschaften könnten. Wenn das also wirklich alles stimmt und hier nicht nur der Wunsch Vater des Gedankens ist, müßte der Kurs über die nächsten Monate doch deutlich anziehen - die inzwischen bekannten Volatilitäten freilich inbegriffen.
Seit dem Interview ist der Kurs aber erstmal mächtig eingebrochen, um sich nun wieder deutlich zu erholen.

SeekingAlpha

Energy Fuels: Part of the American Nuclear Renaissance
Tuesday April 17, 5:31 am
George Glasier, president and CEO, Energy Fuels Inc.:

Uranium Regions in the US
We are in three states right now, Colorado, Utah, and Arizona. These states produce significant amounts of uranium. The original company that I was with was Energy Fuels, the largest uranium producer in the United States, produced about 5 million lbs/year, twice as big as next largest producer in the US. The area of Colorado was the first area where uranium was produced in North America, occurred in the 1940s with the first weapons programs.

Near-term Projects
We have our first mine refurbished, production coming out this year from Whirlwind mine in Colorado. Second mine will be in Utah, Energy Queen mine. Tenderfoot Mesa to come out early 2008. Since these are mines that are already developed, CapEx for Energy Queen $1.5 million, the others $1 million, includes all rehabilitation and equipment needed. Drilling budgets $2 million on all of our properties.

Funding
We had a raise of $30 million December of 2006, plenty of cash to do everything that we need to do, including putting our first production on the ground at the mill. With our cash position we are completely set to go forward with all of our plans

Acquisitions
We are still acquiring properties, have a number under negotiation. We have the database for virtually all properties in Colorado, Arizona, and Utah. So with the database we judge which properties have merit and we pick up properties which can be put into production fairly quickly, within next two to three years.

When Profitable?
Soon as we start milling production, as early as 2008. We only need uranium to be about $30/lb to be profitable, wiggle room given uranium is $113/lb now.

[orezone]

Antwort auf Beitrag Nr.: 29.390.166 von orezone am 20.05.07 00:48:29

Untenstehend per Link mal eine interessante, kommentierte Chartanalyse von Energy Fuels. Die absurd erscheinenden Kursbewegungen von Energy Fuels werden zum einen auf einen Abverkauf nach Freiwerden der billigen Aktien aus der Kapitalerhöhung zurückgeführt als auch auf nachfolgende Panikverkäufe durch Margin Calls. Man sollte nicht vergessen, dass gerade bei Uranwerten ungemein viel geliehenes Kapital unterwegs war/ist durch den grossen Hype im vergangenen Jahr, als alles, was nur irgendwie mit Uran in Verbindung stand, ein Selbstläufer war.

Energy Fuels als Near term producer auf dem gegenwärtigen Niveau ist ein Witz, leider ein schlechter.
Der Autor des untenstehenden Charts weist darauf hin, dass es schon einmal eine ähnliche Situation bei EFR gegegeben habe, als nach einem Kursverfall von ca. 50% eine Vervierfachung innerhalb von einem Monat erfolgte. Wäre doch schon, wenn er recht hätte...

http://stockcharts.com/h-sc/ui?s=EFR.TO&p=D&b=4&g=0&id=p3411…

[orezone]

Der Kurs von Energy Fuels vollführt weiterhin erratische Bocksprünge in der Hand von Swingtradern und ist jetzt gnadenlos abverkauft. Ein eigenartiger Wert bisher..
Man muss sich bei TSX:EFR immer vor Augen halten, dass sie noch 2007/2008 in Produktion gehen wollen und ALLE notwendigen Lizenzen haben. Unsicher bleibt eine genauere Schätzung ihrer Ressourcenlage und die Frage, wo sie ihr Uran verarbeiten lassen wollen. Immer wieder war die Rede davon, dass sie sich um einen Deal mit Denison bemühen, weil die über die einzige existierende Uranmühle in der Region verfügen. Und nun ist in der Lokalpresse aber zu lesen, dass Energy Fuels selbst eine Mühle bauen will. Komisch, dass sie selbst nichts zu dieser entscheidenden Entwicklung sagen. Vielleicht nur ein Gerücht? Eine eigene Mühle zu bauen würde mindestens 2,5 Jahre dauern, aber natürlich auf Dauer auch etliche Vorteile bergen.

"Most of the Canadian companies that hold mining claims in Colorado and Utah are exploring for uranium and re-examining old mines. Only a select few are in the position to actually mine. Denison and Energy Fuels (TSX: EFR) out of Toronto are the only companies fully permitted and licensed to mine in Colorado and Utah.

After the uranium ore is mined, it is then trucked to a mill where the uranium is separated from the parent rock. Mills charge extra for ore not originating in their own mines. The uranium then is sent to an enrichment plant to eventually become fuel for nuclear reactors.

Denison owns the White Mesa Mill in Blanding, Utah, the only U.S. mill in operation. Energy Fuels is in the planning stages of building a mill in Paradox Valley in eastern Colorado near Naturita. .

http://www.cobizmag.com/articles.asp?id=1670&page=2

[orezone]

Aus einer anderen Online-Plattform übernommen (goldseiten.de) - News zu Energy Fuels, die in den letzten Wochen für wenig Freude gesorgt haben. Hoffentlich geht es nun wieder langsam in die andere Richtung:

"Der Kurs von Energy Fuels ist seit dem ATH schwer unter die Räder gekommen. In dieser Zeit war vom CEO George Glasier herzlich wenig zu hören. Nun aber kommen sie seit einiger Zeit wieder mit erfreulichen Meldungen, vor allem die bislang schwache nachgewiesene Ressourcenlage verbessert sich nun. Glasier hat ja stets behauptet, daß er damit keine Eile habe, weil er wisse, daß da noch sehr viel kommen werde. Sehr wichtig auch für eine Kurserholung ist der Umstand, daß EFR zu den ganz wenigen Uranwerten gehört, die bereits fast zur Gänze kommissioniert sind - davon sind die meisten anderen noch jahrelang entfernt. Allerdings werden sie viel Geld ausgeben müssen (Kapitalerhöhung?), wenn sie ihre eigene Mühle bauen wollen.
Sie haben derzeit noch ca. 30 Millionen in der Kasse und offenkundig ist das Geld sicher (?) angelegt - in kurzfristigen Unternehmensanleihen, für die der Emittent haftet, na ja."

Energy Fuels doubles resource base, files mine permits

2007-08-23 09:17 ET - News Release (noch nicht auf der Webseite)

Mr. George Glasier reports

STATUS UPDATE ON ENERGY FUELS' WHIRLWIND PROPERTY

Energy Fuels Inc. has more than doubled its National Instrument 43-101-compliant resource base in Colorado and Utah. Energy Fuels would also like to provide an update on the significant work that has been under way and completed at the company's Whirlwind mine project in Colorado. In addition to recent activity expanding its resource pipeline through property acquisition and exploration activity, the company continues its commitment to the production of U3O8 (yellowcake) as our primary strategic initiative.

Energy Fuels has filed its mine permit applications for the Whirlwind mine (which includes the adjacent Packrat works). These permits, when approved, will grant the company authority to proceed with mine operations at the design rate of 200 tons per day. Energy Fuels anticipates receiving all required permits before the end of 2007.

Further work at Whirlwind under the company's earlier approved permits has been advancing. Under these permits, the company is authorized to mine and stockpile up to 2,000 tons of mineralized material at the site for the purpose of evaluating mining techniques and to provide bulk samples for metallurgical testing and mill flow sheet development. Specific work projects completed at the Whirlwind site include:

Ventilation was established to reopen access to the deposit through the Whirlwind decline.

All arched steel sets have been inspected and repaired as required. Broken and bowed timbers between the arched sets have been replaced. About 2,700 feet of the decline is in final condition ready for sample extraction.
Rock bolting from the end of the decline into the mineralized deposit is proceeding on schedule with 500 feet of drift completed in late July.

The Whirlwind surface electrical system has been thoroughly evaluated and upgraded to meet mine safety and health administration requirements.

The main portal into the Packrat works at Whirlwind has been reopened and additional U3O8 mineralization, not included in the National Instrument 43-101-compliant resources for the property, has been visually identified.

The Packrat underground shop has been opened and cleanup is under way.

The Packrat pad area is established to prospecting permit standards.

The access road to the Packrat portal has been re-established.

A 20,000-foot drilling program has been initiated in Colorado to further define the deposit, verify historic results and provide stratigraphic data for detailed mine planning.

The next steps for the Whirlwind project, specifically in the Packrat works, include establishing ventilation, initiating roof support and drift widening, along with further confirmation of the additional resource that has been visually identified in the Packrat.

Energy Fuels is moving into a phase of development that will call for more routine updating of the status at its projects. Energy Fuels looks forward to keeping you abreast of its progress through future news releases in Stockwatch.

Stephen P. Antony, PE, a qualified person as defined by National Instrument 43-101, has reviewed and approved the content of this press release.

Energy Fuels also confirms that the company's working capital and excess cash have no exposure to the recent global credit crisis. The cash and cash-equivalent investments are short-term commercial paper obligations backed by the credit worthiness of the issuing institutions, not by underlying assets. Each of the five separate commercial paper issues currently held by Energy Fuels has an investment-grade rating of R1 or better. Funds will continue to be invested with the foremost objective of maintaining safety of principal and providing adequate liquidity to meet current payment obligations and future planned capital expenditures.

We seek Safe Harbor.

http://www.energyfuels.com/

[Albatossa]

Antwort auf Beitrag Nr.: 29.343.968 von Albatossa am 16.05.07 14:53:14

Kursziel wurde mehr als nur bestätigt!

[orezone]

Energy Fuels macht heute endlich einmal einen schönen Hüpfer nach Norden, allerdings ohne - zumindest offizielle - Neuigkeiten. Wird interessant sein zu sehen, ob dies nur eine Eintagsfliege wegen des wieder gestiegenen Uranpreises ist oder ob sie vielleicht doch irgendwelche Fortschritte erreicht haben, die den Kurs weiter treiben könnten.
Die ganz große Phantasie vom vergangenen Jahr, als der rapide Kursanstieg dadurch zustande kam, daß sie schon in diesem Jahr in Produktion gehen wollten, lange vor allen vergleichbaren Exploren, hat sich allerdings verflüchtigt nach den Qurerelen mit Denison wegen der Nutzung von deren Uranmühle.
Zur Erinnerung: Energy Fuels wird nun eine eigene Mühle bauen (die Genehmigungen sind da), und das wird seine Zeit und auch Geld brauchen. Allerdings sind sie sehr gut finanziert und ohne nennenswerte Schulden.