August 12th, 2015
Kyushu Electric Power confirmed on Monday that Sendai nuclear power unit no 1 would be restarted yesterday and be generating electricity by Friday. Full operation is expected in early September.
It marks the first Japanese restart since the Fukushima nuclear disaster in early 2011. More
March 3rd, 2015
Pretty exciting update from ASX: GGG who now have:
“The world’s largest undeveloped resource of rare earth elements and uranium (JORC‐code, 2012, compliant), with huge upside with (>1 Billion tonnes defined, <20% of project area evaluated)
A primary product stream of high‐purity critical rare earth concentrates (Nd, Pr, Eu, Dy, Tb, Y)
By‐production of U3O8, lanthanum and cerium, zinc and fluorspar
By‐product revenue streams will see Kvanefjeld become the lowest‐cost producer of critical rare earth’s globally
Read the full report (pdf download)
December 17th, 2014
It seems possible that GGG Kvanefeld deposit will equal or move ahead of ASX: AEE‘s vast Haggan plus Reguibat uranium resources.
This coupled with GGG’s huge (world largest ex-China) rare earth resources puts GGG in an attractive position now that the Greenland elections are over with a pro-mining govt. taking the reins. This article is worth reading http://www.proactiveinvestors.com.au/companies/news/59662/greenland-minerals-and-energy-to-update-resource-estimate-59662.html especially after you see this image:
November 26th, 2014
Aura’s ASX announcements today should be pleasing to share holders. The chairman’s address gives a quick understanding and represents a well written, easily understood, overview and the AGM presentation clearly shows that AEE is an as yet to be found by our broking community ASX listed elephant with quite extraordinary potential for a massive share price realignment.
I suggest that you download the two reports and have a read.
Note that I hold AEE
November 11th, 2014
We are using a new tool to analyze the sentiment for the uranium sector and also drilling down to a company level. The first image is for ASX: AEE. The second is the share price over the last month for several ASX listed uranium plays. Close analysis indicates that targeted social media analysis gives a heads up a couple of days before the share price moves. We are now working on momentum correlations. (And enjoying the gains)
September 6th, 2014
Quite a lot in the press about the resurgence of interest in uranium as a power source with lots of articles citing new reactor builds and restarts coming over the next few years. Pleasingly my top pick of the ASX listed uranium plays, based on it having the world’s cheapest uranium in the ground (EV/Resources) with two, very large, low cost to mine, off-shore, resources in two uranium friendly provinces with one ready to go is leading the pack.
We tracked this company via a social media analysis tool (www.dialogix.com.au) prior to engaging with it and then used the data to invest. A newish way of doing things but in reality a subtler and earlier way of measuring “sentiment”.
We will now run Dialogix across the various sectors (energy, copper, PMs, phosphate-potash, etc.) that seem to be coming into play and then drill down to the individual companies and invest accordingly.
September 1st, 2014
The State of Queensland in Australia has opened the door to the global rare earth and uranium mining industry for the right to explore for significant quantities of easily accessible light rare earth elements Lanthanum, Cerium and Neodymium.
A competitive tender process is now open for exploration at the former Mary Kathleen mine site, in the resource rich North West Queensland Mineral Province. When the mine was operational, it contained deposits of both uranium and rare earth elements, however only the uranium was extracted.
The Queensland Minister for Mines, Andrew Cripps has released a short video inviting the mining industry to Queensland.
Please see the attached media release for more information.
View the Minister’s video here:
Download the Minister’s video here:
August 22nd, 2014
TVA recently revealed that Watts Bar 2 has now achieved over 90% completion, meaning the US’ first nuclear plant to come online in almost two decades will do so on time and within budget.
Bruce Schofield, VP Supply Chain and Facilities at TVA will share exclusive insight into how TVA has managed the construction program to ensure minimal cost and time overruns at the 6th Annual Nuclear Construction Summit (21-22 October, Charlotte, NC).
Get the program here including the full list of key speakers and all presentation details
Back for its 6th year, there are a whole host of new and exciting features for 2014:
• Regulatory and government insight from the NRC and Department of Energy Loan Programs Office will prepare you for the first stages of nuclear construction: financing and licensing
• The latest on VC Summer, Vogtle and Watts Bar from TVA, SCANA and Southern Co. will allow you to take away lessons learned from all the US’ active nuclear new build programs
• Utility, technology provider and R&D perspectives on SMR deployment will guarantee you benefit from current and future developments within this upcoming billion-dollar market
Australian listed companies control over a third of the world’s economic uranium resources…. Visit Australian Uranium for ASX listed uranium companies
July 22nd, 2014
Kvanefjeld Feasibility Study
The Feasibility Study is evaluating a mine, concentrator and hydrometallurgical refinery in Greenland treating 3 million tonnes of ore per annum.
The concentrator will produce 230,000 tonnes per annum of a rare earth mineral concentrate which contains 14% REO and 0.25% U3O8.
Refining of this mineral concentrate is expected to produce 7,000 tonnes per annum of critical rare earths (Pr, Nd, Eu, Dy, Tb, Y) 16,000 tonnes per annum of light rare earths (mostly Ce & La) and 1.1 million pounds per annum of U3O8.
Read full announcement
July 16th, 2014
click image to enlarge
Nuclear construction market analysis that has given me a valuable overview of coming nuclear industry trends.
With 73 reactors under construction, 172 planned and 309 proposed, the nuclear new build market
represents trillions of dollars’ worth of investment worldwide over the next 15+ years.
Get a complimentary breakdown of all critical nuclear construction statistics here
This exclusive insight will provide you with:
- Latest updates on Combined Operating Licence Application status’ in the USA to ensure you understand where the new build market will take off next in North America
- Analysis of the global nuclear new build industry including market share, country breakdown and construction timelines to help you map out your construction strategy
- Insight into new PWR, LWR and advanced reactor designs and their licensing status in the US to keep you up-to-date with NRC design certification progress