The Energy Report
Notable Quotes
"With the LOI signed, we urge investors to bolster positions in FCU." (12/22/15) Fission Uranium Corp. - David Sadowski, Raymond James More >
"FCU is taking the right steps regardless of whether PLS is ultimately acquired or developed into a mine." (12/22/15) Fission Uranium Corp. - Heiko Ihle, Rodman & Renshaw More >
"I am quite excited about POE in 2016." (12/16/15) Pan Orient Energy Corp. - Chen Lin, What Is Chen Buying? What Is Chen Selling? More >
"BKX's Oklahoma asset has significant value." (12/16/15) BNK Petroleum Inc. - Michael Charlton, iA Securities More >
"EFR is one of the few companies in a position to write long-term sales contracts and deliver into them at several times its current production rate." (12/17/15) Energy Fuels Inc. - The Gold Report Interview with Eric Coffin More >
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THOMAS RENAUD, Arrowhead Business and Investment Decisions
(09/17/2010)
"Mawson Resources Ltd. is a Canadian uranium exploration company with projects in varying exploration stages. Assets are located in Finland, Sweden and Peru. The company does not have any assets in production as of September 17, 2010, but two assets—the Alto Quemado Copper/Gold Project and the Rompas Gold/Uranium Project—are the main focus with potential for near- and long-term production, respectively. Mawson also possesses a vast portfolio of uranium exploration assets in Sweden and Finland, a number of which have NI 43-101-compliant uranium oxide (U3O8) resource estimates totaling ~15 Mlb. indicated and inferred. . . .Given due diligence and valuation estimations based on the intrinsic revenue capacity of existing assets, Arrowhead believes Mawson Resources' fair share value lies in the CAD$1.23–$8.49 bracket. . .based solely on the Rompas and Alto Quemado projects, which does not take into account the potential value of the company's Scandinavian uranium exploration portfolio. Mawson has concentrated its capital resources to 'open the tap' on the Alto Quemado and Rompas projects first, and then finance secondary or slower projects with non-dilutive JV partnerships. Arrowhead BID believes that the most important exploration project at Rompas is a good exploration asset with very high-grade grab samples. The Scandinavian uranium exploration portfolio is extensive and diversified. . .[and] the Alto Quemado asset balances well with the rest of the portfolio—it represents a diversification in terms of target commodities, play types and geography; this asset also contains some near-term production probabilities. Mawson Resources has strong and complementary management and governance, forming an all-around team for regulatory, financial and technical operations." |
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More Experts
"FCU's deal with CGN helps to financially and technically derisk PLS." (12/21/15) Fission Uranium Corp. - David Talbot, More >
"NXE is our top pick across all commodities." (12/22/15) NexGen Energy Ltd. - The Energy Report Interview with Rob Chang More >
"FCU will continue to explore and add pounds to what is already a world-class project." (12/22/15) Fission Uranium Corp. - The Energy Report Interview with Rob Chang More >
"EFR is well positioned to benefit from higher uranium prices." (12/22/15) Energy Fuels Inc. - The Energy Report Interview with Rob Chang More >
"FCU intends to sell $82M or 19.9% of the company to CGN Mining." (12/22/15) Fission Uranium Corp. - Jeb Handwerger, Gold Stock Trades More >