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2026-09-01 15:27 8d ago
2026-09-01 11:14 8d ago
Poptávka po uranu prudce roste
NXE NexGen Energy
FMP Stock News 78
Original source text
NexGen Energy Ltd. (NXE:CA) Analyst/Investor Day September 1, 2026 8:00 AM EDT

Company Participants

Leigh Curyer - Founder, President, CEO & Director
Chris Copley
Dylan Smart
Bryan Dyck
Neil Chiles
Travis McPherson - Chief Commercial Officer

Presentation

Operator

Good morning, everyone, and welcome to NexGen's inaugural Investor Day. Thank you for joining us. Before we begin, please note that today's webinar includes forward-looking statements and forward-looking information. Please refer to the relevant disclaimers on our website for further information. I'll now turn it over to Leigh Curyer, Founder and Chief Executive Officer.

Leigh Curyer
Founder, President, CEO & Director

[Presentation]

Welcome to NexGen Energy's Investor Day. Everything you see in the video, the data centers, the cities, the factories, the AI needs power. We all agree the cleanest, densest most reliable form of that power runs on Uranium. To provide some context as to how much power Uranium generates, this tiny Uranium fuel pellet, well, just 3 of those can power a typical North American household for over an entire year. That's the equivalent to approximately 8.1 tons of coal and forgoing over 16.5 tons of carbon emissions. That's it. That's all it takes. Demand for Uranium is rising sharply, and it's accelerating from here.

Today, there is approximately 400 gigawatts of nuclear generating capacity globally, supplying just under 10% of the world's total electricity. As we speak, more than 88 gigawatts of new nuclear capacity is under construction, representing approximately 20% growth by 2032, and that's just the beginning. As of 2026, 38 countries pledged to triple global nuclear capacity by 2050. That would increase global nuclear generating capacity from approximately 400 gigawatts today to over 1,200 gigawatts over the next 25 years. That's a 3x from where we are today. Unprecedented heavy demand is underway for this key energy fuel.

Thus far, the
2026-08-30 02:19 10d ago
2026-08-25 06:30 15d ago
NexGen rozšířil vysoce kvalitní zónu a nasazuje pátou vrtnou soupravu
NXE NexGen Energy
FMP Stock News 86
Original source text
Highlights:

Vertical extent of high-grade subdomain increased by 94 m to 644 m with RK-26-293 intersecting cumulative 4.7 m of >10,000 cps, including 0.1 m of >61,000 cps at 930 m depth.

Down plunge test hole, RK-26-290c1, intersected multiple stacked uranium veins across 40 m of the high-grade subdomain intersecting cumulative 19.5 m of >10,000 cps including 12.9 m of >10,000 cps that surrounds 5.2 m of >61,000 cps.

Internal continuity strong throughout highlighted by RK-26-294 intersecting cumulative 6.9 m of >10,000 cps including 3.1 m of >61,000 cps located 27 m up dip of RK-24-222 (17.0 m at 3.85% U3O8).

Holes RK-26-290c1 and RK-26-294 represent the two best holes for 2026 to date, and rank as the best and third best holes, based on cumulative >61,000 cps, intersected at PCE since discovery.

Additionally, the up dip high-grade subdomain expanded by 50 m in RK-26-296 that returned cumulative 3.5 m of >10,000 cps including 0.4 m of >61,000 cps.

NexGen adding a fifth drill rig to continue to advance PCE optimally.

Vancouver, British Columbia--(Newsfile Corp. - August 25, 2026) - NexGen Energy Ltd. (TSX: NXE) (NYSE: NXE) (ASX: NXG) ("NexGen" or the "Company") announces results from the early portion of 2026 summer drilling at PCE which expanded the high-grade subdomain both up and down dip while continuing to demonstrate strong internal continuity of intense high-grade mineralization (Figures 1 and 2, Table 1).

High-grade uranium mineralization now extends to 930 m with hole RK-26-293 intersecting cumulative 4.7 m of >10,000 cps including 0.1 m of >61,000 cps. This hole expanded the vertical extent by 94 m, a 17% increase to 644 m. This zone of intense mineralization is accompanied by strong, broad hydrothermal alteration with notable potential for additional mineralized continuation nearby and below (Figures 1 and 2). The strike extent remains at 210 m as recent tests primarily focused on confirmation of deep-seated interpretations.

RK-26-290c1 designed as a down-plunge test in hole delivered a dual purpose as a test across the full extent of the previous known mineralized footprint of PCE in order to understand the geometry, continuity and extents of high-grade zones within the overall mineralization. This hole intersected multiple stacked uranium veins across 40 m of the high-grade subdomain with cumulative 19.5 m of >10,000 cps including 12.9 m of >10,000 cps that surrounds 5.2 m of >61,000 cps. This is the best hole to date at PCE based on >61,000 cps. Advancement of the model was optimized with confirmation of interpretations as well as critical identification of repeating, mineralization-controlling structural disruptions.

RK-26-294 delivered confirmation of strong internal continuity of intense mineralization intersecting cumulative 6.9 m of >10,000 cps including 3.1 m of >61,000 cps located 27 m along strike of RK-24-222 (17.0 m at 3.85% U3O8) (Figures 1 to 4). Together with RK-26-290c1, these holes combined represent the two best holes drilled to date in 2026.

Additional new drilling shown in Figures 1 and 2, and Table 1, tested the mineralized extents and key areas within the high-grade subdomain. These holes provided crucial geological orientation information that influences extents of the model, in particular the high-grade component. An example being RK-26-296 with cumulative 3.5 m of >10,000 cps including 0.4 m of >61,000 cps that expanded the shallowest portion of PCE by 50 m along strike. Overall, the bulk of high-grade subdomain mineralization at PCE is 70 m shallower than the A2 High-Grade (HG) Zone.

Jason Craven, Vice President of Exploration, commented: "Growth of the high-grade subdomain continues to exceed expectations with expansions across the areas of focus with mineralization still open in most directions. Establishing clear connectivity between intense high-grade intersections with RK-26-290c1 and RK-26-294, which both hit broad zones of intense uranium mineralization is a material advancement of this discovery. In addition, RK-26-293 is extremely exciting as it has expanded the high-grade subdomain by 94 m and opened this area up for potential high-impact growth of this high-grade mineralization."

Leigh Curyer, Chief Executive Officer, commented: "Given today's results at PCE, the team is adding a fifth drill rig for the remainder of the 2026 program. In parallel, with construction of the Rook I Project, the team is delivering on multiple fronts and simultaneously expanding the long-term growth profile of NexGen as a world leader in the provision of this key energy fuel."

Drilling at PCE recommenced on May 28, 2026 and to date in 2026 a total of 20,138.7 m has been completed of the planned 42,000 m, focusing on high-grade growth and expansion of mineralization. Eleven drillholes this summer totalling 7,425.2 m have further tested the mineralization at PCE. NexGen has added a fifth drill rig to continue to advance this uranium discovery optimally. Additional tests of the parallel trend at PCE are planned as part of the remainder of summer drilling. Samples from 2026 drilling are continuously submitted to the independent Saskatchewan Research Council Geoanalytical Laboratory (SRC), with results to follow.

Figure 1: Interpreted 3D model of PCE shown looking northwest (across strike) and northeast (along strike); RK-26-290c1, RK-26-293, and RK-26-294 intersections outlined in purple; mineralization remains open, particularly below entire high-grade subdomain

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/1745/311333_8e4d6703f4ec78d1_001full.jpg

Figure 2: Interpreted model of mineralization at PCE (as of this release); new holes emphasized by larger diameter pierce points and bold labels with the trace of down plunge test in dashed black; view is a long section that looks perpendicular to the primary mineralized plane; total mineralized footprint in orange and the high-grade subdomains in red

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/1745/311333_8e4d6703f4ec78d1_002full.jpg

Figure 3: Core photo from RK-26-294 displays cumulative 3.1 m of off-scale (>61,000 cps) uranium mineralization between 656.9 and 665.4 m down hole; yellow outlines >1,000 cps, red outlines >10,000 cps, >61,000 cps outlined in purple

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/1745/311333_8e4d6703f4ec78d1_003full.jpg

Figure 4: Core photo from RK-26-290c1 displays cumulative 5.2 m of off-scale (>61,000 cps) uranium mineralization between 451.4 and 491.4 m down hole; yellow outlines >1,000 cps, red outlines >10,000 cps, >61,000 cps outlined in purple

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/1745/311333_8e4d6703f4ec78d1_004full.jpg

Table 1: Spectrometer results since April 22, 2026 release

DrillholeUnconformity Depth (m)Handheld Spectrometer Results (RS-125)Hole IDAzimuthDipTotal Depth (m)From (m)To (m)Width (m)CPS RangeRK-26-285c1275-72858N/A791.5792.00.5<500 - 670

794.5795.00.5<500

796.0797.01.0<500

797.0797.50.55600 - 41000

797.5797.60.111000 - 31000

797.6797.70.1>61000

797.7798.00.311000 - 31000

798.0798.50.51400 - 4160

798.5799.00.5800 - 4200

799.0799.50.5<500 - 570

799.5800.00.5<500 - 1250

800.0800.50.51150 - 3980

800.5801.00.5680 - 1110

801.0801.50.5<500 - 1120

801.5802.00.5510 - 780

802.0802.50.5<500 - 1500

802.5803.00.5<500 - 530

803.0803.50.5<500 - 530

803.5804.00.5800 - 3250

804.0804.50.5860 - 4020

804.5805.00.5770 - 2120

805.0805.50.5870 - 2140

805.5806.00.5<500 - 2560

806.0806.50.5910 - 2660

806.5807.00.5<500 - 4700

807.0807.50.5<500 - 670

807.5808.00.5<500 - 4730

808.0808.50.5<500 - 7210

808.5809.00.53700 - 10000

809.0809.50.5920 - 4450

810.0810.50.5<500

810.5811.00.5<500 - 640

811.0811.50.5510 - 1080

811.5812.51.0<500

812.5813.00.5<500 - 1850

813.0813.50.5<500

823.0823.50.5<500 - 2550RK-26-29059-75519N/A338.0338.50.5<500 - 710

338.5339.00.5<500 - 700

346.0346.50.5<500

346.5347.00.5<500 - 900

347.0347.50.5<500 - 960

353.5354.00.5<500

355.0356.01.0<500

356.0356.50.5<500 - 750

356.5357.00.5<500 - 780

357.0357.50.5<500 - 530

357.5358.00.5<500 - 620

358.0358.50.51000 - 3300

358.5359.00.5<500 - 940

359.0359.50.5<500 - 1400

360.0360.50.5<500 - 1100

360.5361.00.51030 - 11000

361.0361.50.5<500 - 1250

362.5363.00.5<500

363.0363.50.5<500 - 1100

363.5364.00.5<500 - 880

364.0364.50.5<500

364.5365.00.5<500 - 1080

365.0365.50.5870 - 3500

365.5366.00.5630 - 1570

366.0366.50.5850 - 1750

366.5367.00.5630 - 2770

367.0367.50.5<500 - 5300

367.5368.00.5<500 - 810

368.0369.01.0<500

369.0369.50.5<500 - 890

369.5370.00.5<500 - 770

370.0370.50.5<500 - 530

371.5372.00.5<500

372.0372.50.5<500 - 1020

372.5374.52.0<500

378.5379.00.5<500 - 1800

379.0379.50.5<500 - 2040

379.5380.00.5<500 - 510

380.0380.50.5<500 - 550

381.0381.50.5<500 - 680

382.0383.01.0<500

383.0383.50.5<500 - 860

383.5384.00.5<500

384.0384.50.5<500 - 540

384.5385.00.5<500

387.5388.51.0<500

389.0385.50.5<500

392.5393.00.5<500 - 1160

393.0393.50.5<500

395.5396.00.5<500

397.0397.50.5<500 - 660

397.5398.00.5<500

404.5405.00.5<500

406.0406.50.5<500

414.0414.50.5<500 - 770

414.5415.51.0<500

416.0416.50.5<500

416.5417.00.5<500 - 640

417.0417.50.5<500

417.5418.00.5<500 - 620

418.0418.50.5<500 - 760

418.5419.00.5<500

419.0419.50.5<500 - 920

419.5420.51.0<500

427.0427.50.5<500

428.0429.01.0<500

429.5430.00.5<500 - 680

430.0430.50.5590 - 3140

430.5431.00.5<500 - 1770

431.0432.51.5<500

433.0434.51.5<500

435.5436.00.5<500

436.0436.50.5<500 - 760

436.5437.00.5<500 - 930

444.5445.00.5<500 - 640

445.0445.50.5<500 - 730

445.5446.51.0<500

447.0447.50.5<500 - 720

447.5448.00.5<500 - 1190

448.0448.50.5<500 - 3050

448.5449.51.0<500

450.5451.00.5<500

451.0451.50.5<500 - 690

451.5452.00.5<500

453.0453.50.5<500

462.5463.00.5<500

465.5466.00.5<500

466.0466.50.5<500 - 1420

466.5467.00.5<500 - 1220

481.0481.50.5<500RK-26-290c161-741242N/A334.5335.00.5<500

335.5336.00.5<500

342.0342.50.5600 - 1500

342.5343.00.5<500 - 600

343.0343.50.5<500 - 600

343.5344.51.0<500

344.5345.00.51000 - 7000

345.0345.50.5<500 - 600

345.5346.00.51000 - 10000

346.0346.50.5700 - 5000

346.5347.00.5<500 - 2200

349.5350.00.5<500

350.0350.50.5<500 - 600

350.5351.00.5<500 - 700

351.0351.50.5<500 - 700

354.5355.00.5<500

355.5356.51.0<500

357.5359.01.5<500

359.0359.50.5700 - 1400

359.5360.00.51000 - 6000

360.0360.50.5500 - 10000

360.5362.01.5<500

362.0362.50.5<500 - 700

363.0363.50.5<500 - 1800

364.0364.50.5<500 - 600

364.5365.00.5<500

365.5366.51.0<500

367.0368.51.5<500

368.5369.00.5<500 - 800

369.0369.50.5500 - 750

369.5370.00.5<500

371.0373.02.0<500

375.0375.50.5<500

376.5377.51.0<500

378.0379.51.5<500

408.0408.50.5<500

426.5427.00.5<500 - 1200

429.5430.00.5<500 - 12100

430.0430.50.5<500

430.5431.00.5<500 - 620

431.0432.01.0<500

432.0432.50.5<500 - 710

432.5433.00.5<500 - 910

433.0433.50.5<500 - 580

440.0441.01.0<500

445.0445.50.5<500

447.0447.50.5<500

448.0449.01.0<500

449.0449.50.5<500 - 600

449.5450.00.5<500

450.5451.00.5<500 - 700

451.5452.00.5<500 - 8000

452.0452.50.59000 - 35400

452.5452.70.2>61000

452.7453.00.38000 - 11000

453.0454.11.1>61000

454.1454.50.45000 - 51000

454.5455.00.5500 - 1800

455.0455.50.52600 - 5200

455.5456.00.51200 - 16100

456.0456.50.51300 - 22500

456.5457.00.56200 - 17500

457.0457.50.57000 - 40000

457.5458.00.58000 - 29000

458.0458.50.55000 - 26000

458.5459.00.51900 - 14800

459.0459.50.51400 - 6200

459.5460.00.51600 - 8300

460.0460.50.52100 - 7900

460.5461.00.5600 - 17400

461.0461.50.52100 - 21100

461.5462.00.5500 - 3900

462.0462.50.52100 - 6800

462.5463.00.5<500 - 580

463.0463.50.5800 - 2600

463.5464.51.0<500

464.5465.00.5<500 - 600

465.0465.50.5<500 - 1600

465.5466.00.52100 - 16100

466.0466.50.51200 - 4500

466.5467.00.52100 - 5300

467.0467.50.52700 - 5100

467.5468.00.5<500 - 1300

468.0468.50.5<500 - 1100

468.5469.00.5<500 - 1200

469.0469.50.5700 - 7100

469.5470.00.5<500 - 1300

470.0470.50.5<500

470.5471.00.51500 - 6500

471.0471.50.5<500 - 12300

471.5473.62.1>61000

473.6474.00.41400 - 14000

474.0474.50.5<500

474.5475.00.5<500 - 4100

475.0475.50.5<500

475.5476.00.5<500 - 700

476.0476.50.5<500

476.5477.00.5<500 - 14400

477.0477.50.5<500 - 5100

477.5478.00.5<500 - 21000

478.0478.50.5<500

478.5479.00.5<500 - 1300

479.0479.50.5<500 - 990

479.5480.00.5<500 - 780

480.0480.50.51400 - 3400

480.5480.60.1>61000

480.6480.80.2700 - 11200

480.8482.51.7>61000

482.5483.00.51700 - 27700

483.0483.50.5<500

483.5484.00.55200 - 8200

484.0484.50.5900 - 11700

484.5485.00.51200 - 3700

485.0485.50.51200 - 41100

485.5486.00.5<500 - 2740

486.0486.50.5500 - 12000

486.5487.00.5530 - 41600

487.0487.50.52000 - 9100

487.5488.00.5<500 - 11200

488.5489.00.5<500 - 1900

489.0489.50.5<500 - 1200

489.5490.00.5<500

490.0490.50.5<500 - 3000

490.5491.00.5<500 - 520

491.0492.01.0<500

493.0493.50.5<500

494.5495.00.5<500

495.0495.50.5<500 - 540

495.5496.00.5<500 - 1200

496.0496.50.5<500 - 840

496.5497.00.5<500

497.5498.51.0<500

499.0499.50.5<500

499.5500.00.5<500 - 690

500.0500.50.5<500 - 670

500.5501.00.5<500 - 2100

501.0501.50.5<500 - 820

508.5509.00.5<500

509.0509.50.5<500 - 780

509.5510.00.5<500

512.0513.01.0<500

513.5514.51.0<500

518.5519.00.5<500

520.0520.50.5<500 - 1300

571.5572.00.5<500

572.0572.50.5<500 - 610

572.5573.00.5<500

574.0574.50.5<500

635.5636.00.5<500

882.5883.00.5<500 - 670

886.0886.50.5<500

887.5888.00.5<500 - 2040

894.0896.02.0<500

896.5897.00.5<500

903.5904.00.5580 - 1650

904.0904.50.5540 - 1010

904.5905.00.5600 - 1340

905.0905.50.5<500

905.5906.00.5<500

907.5908.51.0<500

908.5909.00.5<500 - 600

910.0910.50.5<500 - 1210

910.5911.00.5<500 - 1150

916.5917.00.5<500 - 730

919.0919.50.5<500

920.0924.04.0<500

924.0924.50.5<500 - 600

927.0927.50.5<500 - 520

944.5945.00.5<500 - 800

945.0945.50.5<500 - 580

945.5946.00.5<500 - 530

948.5949.00.5<500

952.5953.00.5<500 - 520

953.0953.50.5<500

953.5954.00.5<500 - 1100

954.0954.50.5<500 - 1500

956.0956.50.5<500

959.5960.00.5<500 - 840

960.0960.50.5<500

965.0965.50.5<500

966.0966.50.5<500 - 1040

966.5967.51.0<500

969.0969.50.5<500

970.0970.50.5<500 - 930

970.5971.00.5<500

972.5973.00.5<500

977.0977.50.5<500 - 520

977.5978.00.5670 - 2100

978.0979.01.0<500

979.0979.50.5<500 - 720

979.5980.00.5<500

980.5981.00.5<500

986.5987.51.0<500

999.0999.50.5<500

999.51000.00.5<500 - 680

1005.01005.50.5<500 - 2700

1005.51006.00.5<500

1009.01009.50.5<500 - 650

1011.01011.50.5<500

1011.51012.00.5<500 - 720

1013.51014.00.51000 - 2900

1014.01014.50.5<500 - 2300

1015.51016.00.5<500 - 720

1016.01016.50.5<500

1016.51017.00.5<500 - 630

1017.51018.00.5<500

1018.01018.50.5<500 - 970

1018.51019.00.5<500 - 630

1024.51025.00.5<500

1025.01025.50.5<500 - 1150

1025.51026.00.5<500 - 840

1026.01026.50.5<500

1028.01028.50.5<500 - 620

1030.01030.50.5<500

1075.51076.00.5<500 - 540

1082.51083.00.5<500 - 900

1083.51084.00.5<500

1084.01084.50.5<500 - 1000

1084.51085.00.5<500 - 1600

1089.51090.00.5<500

1090.01090.50.5<500 - 1200

1090.51091.00.5<500 - 1400

1091.01091.50.52300 - 9500

1091.51092.00.5<500 - 5900

1092.01092.50.5<500 - 1900

1092.51093.00.5<500 - 890

1093.01093.50.5<500 - 1100

1093.51094.51.0<500

1095.51096.00.5<500 - 510

1096.01096.50.5<500 - 750

1096.51097.51.0<500

1097.51098.00.51200 - 2600

1098.01099.01.0<500

1099.51100.00.5<500 - 700

1100.01100.50.5<500

1100.51101.00.5<500 - 900

1101.01101.50.5<500 - 1400

1101.51102.00.5<500 - 1300

1102.01102.50.52200 - 34000

1102.51103.00.51100 - 20200

1103.01103.50.5900 - 7900

1103.51104.00.5500 - 1500

1104.01104.50.5<500

1104.51105.00.5<500 - 650

1105.01107.02.0<500

1107.01107.50.5<500 - 1400

1107.51108.00.5<500 - 800

1108.01108.50.5<500 - 650

1108.51109.00.5<500 - 580

1109.01109.50.5<500 - 870

1109.51110.00.5<500 - 570

1110.01111.01.0<500

1111.01111.50.5<500 - 660

1111.51112.00.5<500 - 570

1112.01112.50.5<500 - 2400

1112.51113.00.5<500 - 1100

1113.01114.01.0<500

1116.01117.51.5<500

1117.51118.00.5550 - 6500

1118.01118.50.5<500 - 1100

1118.51119.00.5<500

1120.01120.50.5<500

1126.51127.00.5<500

1138.51139.00.5<500

1140.51141.00.5<500 - 520

1141.01141.50.5<500

1147.51148.00.5<500 - 2000

1176.01176.50.5<500 - 2300

1176.51177.00.5<500

1182.01182.50.5<500 - 870

1183.01183.50.5<500RK-26-29159-70345N/A327.5328.51.0<500

329.5330.00.5<500RK-26-29287-75465111.1172.0172.50.5<500

173.5174.00.5<500

174.0174.50.5<500 - 580

174.5175.00.5<500

187.0187.50.5<500

201.0202.01.0<500

203.0203.50.5<500

203.5204.00.5<500 - 3200

204.0204.50.5<500 - 650

204.5205.00.5<500 - 2500

205.0205.50.5<500 - 1000

205.5206.51.0<500

211.0211.50.5<500

211.5212.00.5<500 - 780

215.0215.50.5<500 - 710

215.5216.00.5<500

235.5236.51.0<500

237.5238.00.5<500

243.5244.00.5<500

244.0244.50.5<500 - 750

246.5247.00.5<500 - 700

247.0248.01.0<500

282.5283.00.5<500

284.5286.01.5<500

287.0287.50.5<500

287.5288.00.5500 - 1200

288.0288.50.5<500 - 560

288.5289.51.0<500

289.5290.00.5<500 - 600

290.0291.01.0<500

296.0296.50.5<500

296.5297.00.5<500 - 600

300.0300.50.5<500 - 550

301.0301.50.5<500 - 610

302.0302.50.5<500

302.5303.00.5<500 - 1100

303.5304.00.5<500

304.0304.50.5<500 - 580

304.5305.00.5<500 - 670

305.0305.50.5<500

306.0306.50.5<500

306.5307.00.5<500 - 550

307.5308.00.5<500 - 740

308.0308.50.5<500

308.5309.00.5<500 - 1140

309.0309.50.5<500 - 1500

309.5310.00.5<500 - 1000

310.0311.01.0<500

311.0311.50.5<500 - 680

311.5312.51.0<500

312.5313.00.5<500 - 650

319.0319.50.5<500 - 3080

319.5320.00.5<500 - 1070

320.0320.50.5500 - 1890

320.5321.00.5<500

321.5322.00.5<500

333.5334.00.5<500

335.5336.00.5<500

336.5337.00.5<500

337.5338.00.5<500

338.5339.00.5<500

339.0339.50.5880 - 11000

339.5340.00.51500 - 5080

340.0340.50.5<500 - 750

340.5341.00.5<500

341.5342.00.5<500

342.5343.00.5<500

349.5350.00.5<500

355.0355.50.5<500 - 680

357.5358.00.5<500 - 920

358.0358.50.5<500

358.5359.00.5<500 - 580

359.0359.50.5<500 - 1320

367.5368.51.0<500

369.5370.00.5<500

384.0384.50.5<500

386.0386.50.5<500

387.0390.03.0<500

390.0390.50.5<500 - 520

390.5391.00.5<500 - 650

391.0391.50.5<500

394.5395.00.5<500

395.5396.00.5<500

399.0399.50.5600 - 5200

403.5404.00.5<500 - 1100

404.0404.50.5640 - 900

404.5405.00.5<500 - 920

405.0405.50.5<500

405.5406.00.5<500 - 700

407.0407.50.5<500 - 1300

407.5408.00.5<500

408.5409.51.0<500

415.5416.00.5<500 - 650

416.0417.01.0<500

422.0423.01.0<500

423.0423.50.5520 - 1250

423.5424.00.51400 - 9000

424.0424.50.51800 - 12600

424.5426.01.5<500

426.5428.52.0<500

430.0430.50.5<500 - 2000

430.5431.00.5<500 - 670

431.0431.50.5<500 - 1200RK-26-293272-701104110.7957.0957.50.5<500 - 700

980.0980.50.5<500 - 750

980.5981.00.51000 - 6300

982.0990.58.5<500

998.0998.50.5<500 - 2300

998.5999.51.0<500

999.51000.00.5<500 - 2000

1000.51001.00.5<500 - 1000

1001.01001.50.5<500

1001.51002.00.5500 - 10000

1002.01002.50.5500 - 600

1002.51003.00.5<500

1003.01003.50.5800 - 1000

1003.51004.00.5500 - 10200

1004.01004.50.5<500 - 700

1004.51005.00.5<500

1005.01005.50.5<500 - 1000

1005.51006.00.5920 - 24500

1006.01006.50.5<500 - 750

1006.51007.51.0<500

1007.51008.00.52000 - 58000

1008.01008.50.52200 - 6500

1008.51009.00.5<500 - 10100

1010.01010.50.5<500 - 720

1010.51011.00.53300 - 38000

1011.01011.50.59000 - 35000

1011.51012.00.51300 - 28000

1012.01012.50.5<500 - 920

1012.51012.60.119000 - 50000

1012.61012.70.1>61000

1012.71013.00.31700 - 8000

1013.01014.01.0<500

1017.51018.00.5<500 - 1070

1018.01018.50.5<500 - 940

1018.51019.00.5<500 - 5200

1021.01021.50.5970 - 8000

1021.51022.00.5620 - 7200

1022.01022.50.5<500 - 6670

1022.51023.00.5540 - 6500

1023.01023.50.5<500 - 1600

1023.51024.00.5<500 - 1740

1024.01024.50.5<500 - 1020

1024.51025.00.5500 - 7000

1025.01025.50.5600 - 1500

1025.51026.00.5<500 - 600

1026.01026.50.5700 - 5000

1026.51027.00.51000 - 7000

1027.01027.50.51000 - 5000

1027.51028.00.5<500 - 6000

1028.01028.50.5<500 - 3000

1028.51029.00.5<500

1029.01029.50.5<500 - 1000

1029.51030.00.5<500 - 700

1030.01030.50.5<500

1030.51031.00.5<500 - 1300

1031.01031.50.5900 - 4000

1031.51032.00.5900 - 8000

1032.01032.50.54000 - 8000

1032.51033.00.5<500 - 800

1033.01033.50.5<500

1033.51034.00.5<500 - 2400

1034.01034.50.51000 - 5000

1034.51035.00.51200 - 4400

1035.01035.50.5<500 - 740

1035.51036.00.5<500 - 4500

1036.01036.50.5740 - 5600

1036.51037.00.5<500 - 610

1037.01037.50.5<500 - 540

1037.51038.00.5<500 - 2300

1038.01039.51.5<500

1039.51040.00.5<500 - 3800

1040.01040.50.51700 - 4000

1040.51041.00.5900 - 3000

1041.01041.50.5<500

1041.51042.00.51500 - 14000

1042.01042.50.5500 - 1700

1042.51043.00.5<500 - 550

1043.01043.50.5<500 - 530

1043.51044.00.5700 - 2300

1049.01049.50.5<500 - 810

1049.51050.00.5<500

1050.01050.50.5<500 - 580

1050.51051.00.5<500 - 1400

1051.51052.00.5<500

1052.01052.50.5<500 - 890

1052.51053.00.5<500

1053.01053.50.5<500 - 1800

1053.51054.00.5<500

1058.01058.50.5<500 - 750

1058.51059.00.5<500

1065.51066.00.5<500RK-26-294293-60813113.8645.0645.50.5<500 - 730

645.5646.00.5<500 - 580

646.0647.01.0<500

647.0647.50.5<500 - 670

647.5650.02.5<500

650.0650.50.5<500 - 650

652.0652.50.5500 - 5000

652.5653.00.5580 - 1600

653.0653.50.5<500 - 620

653.5655.01.5<500

655.0655.50.5<500 - 650

655.5656.00.55400 - 16000

656.0656.50.51500 - 10000

656.5656.90.415000 - 55000

656.9658.41.5>61000

658.4658.50.117000 - 25000

658.5658.80.3600 - 15000

658.8659.00.2>61000

659.0659.50.57000 - 55000

659.5660.00.52000 - 5300

660.0660.50.5<500 - 2300

660.5661.00.5<500

661.0661.50.5<500 - 1050

661.5662.61.1<500

662.6662.70.1>61000

662.7663.00.3<500

663.0663.50.5<500 - 17900

663.5663.80.3>61000

663.8663.90.1900 - 1200

663.9664.20.3>61000

664.2664.30.110000 - 20000

664.3664.60.3>61000

664.6664.90.35800 - 41800

664.9665.00.1>61000

665.0665.10.129500 - 56000

665.1665.40.3>61000

665.4665.50.1900 - 1200

665.5666.00.52100 - 31300

666.0666.50.5<500 - 1200

666.5667.00.5<500 - 1200

667.0667.50.51200 - 6000

667.5668.00.5<500 - 1200

668.0670.52.5<500

670.5671.00.5<500 - 900

671.0671.50.5<500 - 1100

671.5672.00.5800 - 8500

672.0672.50.5<500

674.0674.50.5<500

674.5675.00.5<500 - 600

675.0676.01.0<500

678.5679.51.0<500

679.5680.00.5<500 - 620

721.5722.00.5<500 - 2300

742.5743.00.5<500 - 910

743.0743.50.5500 - 2600

743.5744.00.5<500RK-26-294c1293-60537N/ANo Significant IntersectionsRK-26-294c2293-60768N/A643.5644.00.5<500 - 650

644.0644.50.5<500

644.5645.00.5<500 - 12000

658.0658.50.5<500 - 1700

666.0667.01.0<500

675.5676.00.5<500 - 1000

677.0677.50.5<500 - 2100

677.5678.50.5<500

678.5679.00.5<500 - 650

679.0679.50.5<500 - 800

679.5680.00.5<500 - 15800

680.0680.50.5<500 - 11000

680.5681.00.5600 - 5150

681.0681.50.5500 - 3600

681.5682.00.5<500 - 2800

682.0682.50.5<500

683.0683.50.5<500 - 900

683.5684.00.5<500 - 8300

684.0684.50.5<500 - 1300

684.5685.00.5500 - 5100

685.0685.50.5<500

687.5688.00.5<500 - 3400

689.0689.50.5<500

689.5690.00.5<500 - 1000

691.0691.50.5<500 - 1050

691.5692.00.5<500

692.0692.50.5<500 - 5600

692.5693.00.5<500 - 1300

693.0693.50.5<500 - 5650

693.5694.00.51650 - 8700

694.0694.50.52600 - 56400

694.5695.00.53200 - 13800

695.0695.50.5600 - 13800

695.5696.00.5600 - 6300

696.0696.50.5<500 - 900

697.0697.50.5<500 - 4000

698.0698.50.5650 - 7500

698.5699.00.52600 - 11000

699.0699.50.52200 - 26700

699.5700.00.5600 - 13600

700.0700.50.5<500 - 680

700.5701.50.5<500

701.5702.00.5<500 - 940

702.0702.50.51100 - 4000

703.5704.00.5<500 - 5200

704.0704.50.5<500 - 54000

721.0721.50.5<500 - 3200

722.5723.00.5<500

735.5736.00.5<500 - 2100

755.0755.50.5<500RK-26-295265-65519117.0No Significant IntersectionsRK-26-29669-73546104.9322.0322.50.5<500

323.0323.50.5<500

333.0333.50.5<500 - 600

333.5334.00.5<500

340.0340.50.5<500

352.5353.00.5<500

354.5355.00.5<500

355.0355.50.5<500 - 700

355.5356.00.5<500 - 700

356.0357.01.0<500

370.0370.50.5<500

370.5371.00.5<500 - 1100

371.5372.00.5<500 - 2000

372.0372.50.5<500 - 1100

372.5373.00.5<500 - 900

373.0373.50.5<500 - 1000

373.5374.51.0<500

374.5375.00.5<500 - 600

375.0376.01.0<500

376.0376.50.5<500 - 4800

376.5377.00.5500 - 12500

377.0377.50.5800 - 6800

377.5378.00.5600 - 2100

378.0378.50.5<500 - 3100

378.5379.00.5<500 - 2500

389.5391.01.5<500

392.0392.50.5<500 - 800

393.5394.51.0<500

408.5409.00.5<500

409.5410.00.5<500

417.0417.50.5<500 - 850

417.5418.00.5<500

420.5421.00.5<500

421.0421.50.5<500 - 1200

421.5422.00.5<500

423.5425.01.5<500

425.0425.50.51000 - 6900

425.5426.00.5<500 - 730

426.0426.50.5<500

426.5427.00.5<500 - 700

427.0427.50.55000 - 30000

427.5427.90.4>61000

427.9428.00.129200 - 34000

428.0428.50.510000 - 20000

428.5429.00.56300 - 46000

429.0429.50.54500 - 28000

429.5430.00.52500 - 10200

430.0430.50.5<500 - 3100

430.5431.00.5<500 - 1150

431.0432.01.0<500

438.5439.00.5<500

439.5440.00.5<500 - 520

440.0441.01.0<500

441.0441.50.5<500 - 700

441.5442.00.5<500

442.0442.50.5600 - 1800

442.5443.00.5<500 - 650

444.0445.01.0<500

445.0445.50.5600 - 1100

445.5446.00.5<500 - 1250

446.0446.50.5<500 - 550

446.5449.53.0<500

449.5450.00.5500 - 2000

450.0450.50.5<500 - 750

450.5451.00.5<500 - 650

451.0451.50.5<500 - 800

451.5452.00.5<500 - 780

452.0452.50.5<500

452.5453.00.5<500 - 1250

453.0454.01.0<500

471.5472.00.5<500 - 800

472.0472.50.5600 - 1750

472.5473.00.5700 - 3300

473.0473.50.5650 - 1420

473.5474.00.5<500 - 800

474.0474.50.5<500 - 1350

474.5475.00.5<500

495.5496.00.5<500 - 520

496.0496.50.5<500 - 760

496.5497.00.5<500

503.0503.50.5<500 - 530

503.5504.00.5<500 - 840

512.0512.50.5<500

513.0514.01.0<500

517.0518.01.0<500

518.0518.50.5<500 - 810

518.5520.52.0<500

540.55410.5<500 - 1100

544.55450.5<500All depths and intervals are meters downhole, true thicknesses are yet to be determined.

"Off-scale" refers to >61,000 cps (counts per second) readings by gamma spectrometer type RS-125.

"High-grade" refers to >10,000 cps readings by gamma spectrometer type RS-125.

"Anomalous" means >500 cps readings by gamma spectrometer type RS-120.

Where "CPS Range" is <500 cps, this refers to local low radioactivity within the overall interval.

Unconformity of 'N/A' denotes a lack of visible contact between Athabasca sandstone and basement rock.

Maximum internal dilution 2.0 m downhole.

All depths and intervals are meters downhole, true thicknesses are yet to be determined. Resource modelling in conjunction with an updated mineral resource estimate is required before true thicknesses can be determined.

About NexGen

NexGen Energy is a Canadian company focused on delivering clean energy fuel for the future. The Company's flagship Rook I Project is being optimally developed into the largest low-cost producing uranium mine globally, incorporating the most elite environmental and social governance standards. The Rook I Project is supported by an N.I. 43-101 compliant Feasibility Study, which outlines the elite environmental performance and industry-leading economics. NexGen is led by a team of experienced uranium and mining industry professionals with expertise across the entire mining life cycle, including exploration, financing, project engineering and construction, operations and closure. NexGen is leveraging its proven experience to deliver a Project that leads the entire mining industry socially, technically and environmentally. The Project and prospective portfolio in northern Saskatchewan will provide generational, long-term economic, environmental, and social benefits for Saskatchewan, Canada, and the world.

NexGen is listed on the Toronto Stock Exchange, the New York Stock Exchange under the ticker symbol "NXE," and on the Australian Securities Exchange under the ticker symbol "NXG," providing access to global investors to participate in NexGen's mission of solving three major global challenges in decarbonization, energy security and access to power. The Company is headquartered in Vancouver, British Columbia, with its primary operations office in Saskatoon, Saskatchewan.

Technical Disclosure*

All technical information in this news release has been reviewed and approved by Jason Craven, NexGen's Vice President, Exploration, a qualified person under National Instrument 43-101.

Natural gamma radiation in drill core reported in this news release was measured in counts per second (cps) using a Radiation Solutions Inc. RS-125 gamma spectrometer. The reader is cautioned that total count gamma readings may not be directly or uniformly related to uranium grades of the rock sample measured; they should be used only as a preliminary indication of the presence of radioactive minerals.

A technical report in respect of the FS is filed on SEDAR (www.sedarplus.ca) and EDGAR (www.sec.gov/edgar.shtml) and is available for review on NexGen Energy's website (www.nexgenenergy.ca).

Cautionary Note to U.S. Investors

This news release includes Mineral Reserves and Mineral Resources classification terms that comply with reporting standards in Canada and the Mineral Reserves and the Mineral Resources estimates are made in accordance with NI 43-101. NI 43-101 is a rule developed by the Canadian Securities Administrators that establishes standards for all public disclosure an issuer makes of scientific and technical information concerning mineral projects. These standards differ from the requirements of the Securities and Exchange Commission ("SEC") set by the SEC's rules that are applicable to domestic United States reporting companies. Consequently, Mineral Reserves and Mineral Resources information included in this news release is not comparable to similar information that would generally be disclosed by domestic U.S. reporting companies subject to the reporting and disclosure requirements of the SEC Accordingly, information concerning mineral deposits set forth herein may not be comparable with information made public by companies that report in accordance with U.S. standards.

Forward-Looking Information

The information contained herein contains "forward-looking statements" within the meaning of applicable United States securities laws and regulations and "forward-looking information" within the meaning of applicable Canadian securities legislation. "Forward-looking information" includes, but is not limited to, statements with respect to PCE mineralization, scale and grade, the anticipated effects of completed drill results on PCE, the addition of a fifth drill rig at PCE, completion of the 2026 summer drilling program at PCE, receipt and release of the results and expected outcomes. Generally, but not always, forward-looking information and statements can be identified by the use of words such as "plans", "expects", "is expected", "budget", "scheduled", "estimates", "forecasts", "intends", "anticipates" or "believes" or the negative connotation thereof or variations of such words and phrases or statements that certain actions, events or results "may", "could", "would", "might" or "will" be taken, occur or be achieved or the negative connotation thereof.

Forward-looking information and statements are based on the then current expectations, beliefs, assumptions, estimates and forecasts about NexGen's business and the industry and markets in which it operates. Forward-looking information and statements are made based upon numerous assumptions, including, among others, that the results of planned exploration activities are as anticipated, the cost of planned exploration activities, that financing will be available if and when needed and on reasonable terms, that third party contractors, equipment, supplies and governmental and other approvals required to conduct NexGen's planned exploration activities will be available on reasonable terms and in a timely manner and that general business and economic conditions will not change in a material adverse manner. Although the assumptions made by the Company in providing forward looking information or making forward looking statements are considered reasonable by management at the time, there can be no assurance that such assumptions will prove to be accurate in the future.

Forward-looking information and statements also involve known and unknown risks and uncertainties and other factors, which may cause actual results, performances and achievements of NexGen to differ materially from any projections of results, performances and achievements of NexGen expressed or implied by such forward-looking information or statements, including, among others, the existence of negative operating cash flow and dependence on third party financing, uncertainty of the availability of additional financing, the risk that pending assay results will not confirm previously announced preliminary results, the risk that actual results of exploration activities will be different than anticipated, the cost of labour, equipment or materials will increase more than expected, that the future price of uranium will decline or otherwise not rise to an economic level, the appeal of alternate sources of energy to uranium-produced energy, that the Canadian dollar will strengthen against the U.S. dollar, that actual costs or actual results of reclamation activities are greater than expected, that changes in project parameters and plans continue to be refined and may result in increased costs, of unexpected variations in grade or recovery rates or other risks generally associated with mining, unanticipated delays in obtaining governmental, regulatory or First Nations approvals, risks related to First Nations title and consultation, reliance upon key management and other personnel, deficiencies in the Company's title to its properties, uninsurable risks, failure to manage conflicts of interest, failure to obtain or maintain required permits and licences, risks related to changes in laws, regulations, policy and public perception, as well as those factors or other risks as more fully described in NexGen's most recently filed Annual Information Form and NexGen's annual report on Form 40-F filed with the United States Securities and Exchange Commission, which are available on SEDAR+ and EDGAR.

Although the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in the forward-looking information or statements or implied by the forward-looking information or statements, there may be other factors that cause results not to be as anticipated, estimated or intended. Readers are cautioned not to place undue reliance on forward-looking information or statements due to the inherent uncertainty thereof.

There can be no assurance that forward-looking information and statements will prove to be accurate, as actual results and future events could differ materially from those anticipated, estimated or intended. Accordingly, readers should not place undue reliance on forward-looking statements or information. The Company undertakes no obligation to update or reissue forward-looking information as a result of new information or events except as required by applicable securities laws.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/311333

Source: NexGen Energy Ltd.

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2026-08-30 02:19 10d ago
2026-08-28 06:30 12d ago
NexGen uspořádá Investor Day o projektu Rook I
NXE NexGen Energy
FMP Stock News 72
Original source text
Vancouver, British Columbia--(Newsfile Corp. - August 28, 2026) - NexGen Energy Ltd. (TSX: NXE) (NYSE: NXE) (ASX: NXG) ("NexGen" or the "Company") is pleased to announce that it will host its 2026 Investor Day on:

Date: Tuesday, 1 September 2026
Time: 8.00 A.M. Eastern Time, 10.00 P.M Australian Eastern Standard Time, same day.

The pre-recorded virtual event will feature presentations from NexGen's senior leadership and technical team, providing a detailed overview of the construction plan and activities at the Company's 100% owned Rook I Project.

The webcast can be accessed through registration at: https://reg.lumiengage.com/nexgen-investor-day-2026. A link to the webcast will be made available following the event on the Company's website.

NexGen's Rook I Project is under construction and will be one of the world's most strategic critical minerals projects, that will deliver sustainable supply into a structurally undersupplied global uranium market amid growing demand for clean, reliable baseload nuclear energy.

About NexGen

NexGen Energy is a Canadian company focused on delivering clean energy fuel for the future.  The Company's flagship Rook I Project is being optimally developed into the largest low cost producing uranium mine globally, incorporating the most elite standards in environmental and social governance.  The Rook I Project is supported by a NI 43-101 compliant Feasibility Study which outlines the elite environmental performance and industry leading economics. NexGen is led by a team of experienced uranium and mining industry professionals with expertise across the entire mining life cycle, including exploration, financing, project engineering and construction, operations and closure.  NexGen is leveraging its proven experience to deliver a Project that leads the entire mining industry socially, technically and environmentally.  The Project and prospective portfolio in northern Saskatchewan will provide generational long-term economic, environmental, and social benefits for Saskatchewan, Canada, and the world.

NexGen is listed on the Toronto Stock Exchange, the New York Stock Exchange under the ticker symbol "NXE" and on the Australian Securities Exchange under the ticker symbol "NXG" providing access to global investors to participate in NexGen's mission of solving three major global challenges in decarbonization, energy security and access to power.  The Company is headquartered in Vancouver, British Columbia, with its primary operations office in Saskatoon, Saskatchewan.

Forward-Looking Information

The information contained herein contains "forward-looking statements" within the meaning of applicable United States securities laws and regulations and "forward-looking information" within the meaning of applicable Canadian securities legislation. "Forward-looking information" includes, but is not limited to, statements with respect to mineral reserve and mineral resource estimates, the 2021 Arrow Deposit, Rook I Project and estimates of uranium production, grade and long-term average uranium prices, anticipated effects of completed drill results on the Rook I Project, planned work programs, completion of further site investigations and engineering work to support basic engineering of the project and expected outcomes. Generally, but not always, forward-looking information and statements can be identified by the use of words such as "plans", "expects", "is expected", "budget", "scheduled", "estimates", "forecasts", "intends", "anticipates", or "believes" or the negative connotation thereof or variations of such words and phrases or state that certain actions, events or results "may", "could", "would", "might" or "will be taken", "occur" or "be achieved" or the negative connotation thereof. Statements relating to "mineral resources" are deemed to be forward-looking information, as they involve the implied assessment that, based on certain estimates and assumptions, the mineral resources described can be profitably produced in the future.

Forward-looking information and statements are based on the then current expectations, beliefs, assumptions, estimates and forecasts about NexGen's business and the industry and markets in which it operates. Forward-looking information and statements are made based upon numerous assumptions, including among others, that the mineral reserve and resources estimates and the key assumptions and parameters on which such estimates are based are as set out in this news release and the technical report for the property , the results of planned exploration activities are as anticipated, the price and market supply of uranium, the cost of planned exploration activities, that financing will be available if and when needed and on reasonable terms, that third party contractors, equipment, supplies and governmental and other approvals required to conduct NexGen's planned exploration activities will be available on reasonable terms and in a timely manner and that general business and economic conditions will not change in a material adverse manner. Although the assumptions made by the Company in providing forward-looking information or making forward-looking statements are considered reasonable by management at the time, there can be no assurance that such assumptions will prove to be accurate in the future.

Forward-looking information and statements also involve known and unknown risks and uncertainties and other factors, which may cause actual results, performances and achievements of NexGen to differ materially from any projections of results, performances and achievements of NexGen expressed or implied by such forward-looking information or statements, including, among others, the existence of negative operating cash flow and dependence on third party financing, uncertainty of the availability of additional financing, the risk that pending assay results will not confirm previously announced preliminary results, conclusions of economic valuations, the risk that actual results of exploration activities will be different than anticipated, the cost of labour, equipment or materials will increase more than expected, that the future price of uranium will decline or otherwise not rise to an economic level, the appeal of alternate sources of energy to uranium-produced energy, that the Canadian dollar will strengthen against the U.S. dollar, that mineral resources and reserves are not as estimated, that actual costs or actual results of reclamation activities are greater than expected, that changes in project parameters and plans continue to be refined and may result in increased costs, of unexpected variations in mineral resources and reserves, grade or recovery rates or other risks generally associated with mining, unanticipated delays in obtaining governmental, regulatory or First Nations approvals, risks related to First Nations title and consultation, reliance upon key management and other personnel, deficiencies in the Company's title to its properties, uninsurable risks, failure to manage conflicts of interest, failure to obtain or maintain required permits and licences, risks related to changes in laws, regulations, policy and public perception, as well as those factors or other risks as more fully described in NexGen's Annual Information Form dated March 3, 2026 filed with the securities commissions of all of the provinces of Canada except Quebec and in NexGen's 40-F filed with the United States Securities and Exchange Commission, which are available on SEDAR+ at www.sedarplus.ca and Edgar at www.sec.gov.

Although the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in the forward-looking information or statements or implied by forward-looking information or statements, there may be other factors that cause results not to be as anticipated, estimated or intended. Readers are cautioned not to place undue reliance on forward-looking information or statements due to the inherent uncertainty thereof.

There can be no assurance that forward-looking information and statements will prove to be accurate, as actual results and future events could differ materially from those anticipated, estimated or intended. Accordingly, readers should not place undue reliance on forward-looking statements or information. The Company undertakes no obligation to update or reissue forward-looking information as a result of new information or events except as required by applicable securities laws.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/311936

Source: NexGen Energy Ltd.

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2026-08-17 16:49 23d ago
2026-08-17 10:32 23d ago
NexGen jedná s BHP o financování projektu Rook I
NXE NexGen Energy
FMP Stock News 88
Original source text
Item 1 of 4 Potential uranium processing site of NexGen Rook mine at Athabasca Basin, Canada, August 13, 2026. REUTERS/Divya Rajagopal

[1/4]Potential uranium processing site of NexGen Rook mine at Athabasca Basin, Canada, August 13, 2026. REUTERS/Divya Rajagopal Purchase Licensing Rights, opens new tab

SummaryCompaniesNexGen aims to secure funding within nine months via prepayment, debt and project equityBHP examined a possible NexGen acquisition last year, two sources told ReutersRook I is targeted to start production by 2030 in the Athabasca basinATHABASCA BASIN, Saskatchewan/MELBOURNE, Aug 17 (Reuters) - Canadian uranium miner NexGen Energy is sharing information and "talking regularly" with mining giant BHP, about its Rook ‌I mining project in Saskatchewan, CEO Leigh Curyer told Reuters when asked about a potential equity stake.

NexGen put the first shovel in the ground to kick off construction of what is slated to be one of the world's largest uranium mines on Thursday and will look to raise $1 billion in capital in ​the next nine months. The miner is considering financing options of prepayment agreements with utility companies, debt finance and direct ​equity in the project.

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Asked if the company was talking to BHP about a potential equity partnership, Curyer ⁠said in an interview NexGen has an open dialogue and noted BHP has purchased a large parcel of land near the Rook ​project in the Athabasca basin.

“We always speak to them. We have a very open dialogue in terms of technical information," Curyer told Reuters. ​He said BHP wants to put more weighting in their portfolio in politically stable countries. "Let's see where the future goes."

Under previous CEO Mike Henry, BHP's business development team ran the ruler over NexGen last year, two sources familiar with the matter told Reuters.

BHP's incoming CEO Brandon Craig, who took the helm of ​the world's largest miner on July 1, also plans to take a "really good look" at uranium but acknowledged that "scale was hard," according ​to an investor who declined to be named due to company policy. BHP declined to comment.

Soaring demand for AI is driving a massive build-out of ‌power-hungry data ⁠centres, in turn boosting the need for new generation capacity, including nuclear plants, while governments also look to diversify their energy sources in the wake of the Iran war.

BHP already produces around 5% of global uranium supply, as a byproduct at its Olympic Dam copper operations in South Australia, where it has previously ruled out further expansion. In the Athabasca region alone besides NexGen, at least two more miners ​such as Denison and Paladin ​are advancing their uranium mine ⁠construction.

BHP has a growing foothold in the region.

In Saskatchewan, BHP is building the world's largest potash mine.

Canada's Athabasca basin has the world's largest known deposit of uranium and of the highest grade, according to the ​country's natural resources ministry. It is home to companies such as Cameco and Orano Mining who ​make up the bulk ⁠of the uranium export.

NexGen's Rook mine is expected to come into production by 2030. Its market capitalisation has doubled to C$9.68 billion over the past year, which has led some investors to suggest it may now look too expensive for BHP.

Rook I, located deep inside Athabasca and surrounding ⁠the Patterson ​lake, is aiming to be one of the world's largest uranium producers. Canadian investor ​and actor Kevin O'Leary who MCd the ground-breaking ceremony on Thursday, called the project a "great energy story."

Broker Canaccord expects demand for uranium to triple by 2035 from 2025 ​levels, it said in a note in April.

Divya Rajagopal in Athabasca, Saskatchewan, Melanie Burton in Australia. Editing by Caroline Stauffer and Chizu Nomiyama

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2026-08-08 23:20 1mo ago
2026-08-08 18:04 1mo ago
NexGen Energy uvádí, že výstavba Rook I postupuje podle plánu
NXE NexGen Energy
FMP Stock News 78
Original source text
Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand RisesNexGen Energy NYSE: NXE said construction activities at its Rook I uranium project in Saskatchewan advanced on schedule and within budget during the second quarter of 2026, as the company continued to pursue uranium sales agreements and evaluate financing options for the project’s remaining construction needs.

Founder and Chief Executive Officer Leigh Curyer said NexGen had completed its planned construction milestones during the quarter. The company commissioned a 3,000-foot airstrip, completed and occupied its accommodation complex, and continued major earthworks and surface-infrastructure work. NexGen said the site workforce totaled about 300 people and was growing as construction activity accelerated.

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3 Bargain Stocks Under $20 With Major Growth PotentialThe company said the airstrip is expected to be extended to 5,840 feet by December 2026. During the remainder of the year, work is expected to focus heavily on earthworks, including preparation for shaft sinking scheduled to begin in the first quarter of 2027. NexGen expects to begin concrete foundations for shaft headframes, a hoist house and a winch house in the fourth quarter, along with installation of a temporary freezing plant and construction of a primary batch plant.

Construction Costs and Project Execution Responding to an analyst question on capital-cost inflation, Curyer said the company had not identified any material change to its August 2024 construction-cost estimate of C$2.2 billion. He said NexGen had recently signed its shaft-sinking and underground-engineering contract, which represents more than half of the project build, at levels in line with the prior estimate.

Invest While You Can: Pullbacks on These 3 Stocks Won’t Last Long“To date, we have not seen anything material in that move, in that C$2.2 billion guidance,” Curyer said, adding that the contract includes incentives tied to shaft-sinking development rates.

Chris Copley, NexGen’s director of engineering, said confirmation drilling had validated prior assumptions for the shaft-freezing program. He said the company expects freezing to begin in early 2027, followed by pre-sinking by the middle of that year. Copley also said dry-mix and wet-mix batch plants are being prepared for the site to support foundation work and other construction activities.

Curyer said NexGen had C$970 million of liquidity at the end of the second quarter and that the heaviest project spending is not expected to begin until February and March 2027. He said expenditures currently being made on Rook I are being deducted from the C$2.2 billion construction estimate.

Uranium Contracting Strategy NexGen said it executed a term sheet during the quarter to sell an additional 1.3 million pounds of uranium to a U.S. utility customer. Curyer described the agreement as a short-duration arrangement priced at market levels at the time of delivery, intended to establish a longer-term customer relationship.

The company said it has 11.3 million pounds contracted and is negotiating additional agreements with utilities in the U.S., Asia and Europe, including one potential agreement covering up to 20 million pounds. Curyer emphasized that the latest 1.3 million-pound agreement should not be viewed as a template for future contract volumes or durations.

Instead, management said its primary commercial objective is to preserve exposure to uranium prices at the time of delivery. Curyer said NexGen’s contracts are structured differently by customer and can reference spot uranium prices, rolling spot-price averages, and potentially three- or five-year market pricing. The company said 96% of its reserve base remains available for future sales.

NexGen reiterated that its approximate break-even contracting level is 3.7 million pounds annually. Curyer said that even at that level, the company would retain 26.3 million pounds of annual production exposure to future uranium prices.

The company cited TradeTech pricing data showing uranium’s term market reached $97 per pound during the quarter, while the five-year forward price stood at $105 per pound. Curyer said the spot price had consolidated in the mid-$80s per pound.

Funding Options and Government Interest Management said NexGen is considering several options to fund the remaining construction capital, including project financing, strategic corporate or asset-level transactions, government support and prepayments for future uranium deliveries.

Chief Commercial Officer Travis McPherson said there is interest from Canadian and U.S. government-related sources, as well as other parties, in supporting Rook I. He did not identify specific agencies, amounts or potential timelines.

Curyer said discussions regarding uranium prepayments have been positive and could preserve price exposure through structures in which the number of pounds delivered changes depending on uranium prices. He said a hypothetical 10 million-pound prepayment at an $85-per-pound price would amount to $850 million, though he stressed NexGen is not seeking to fix uranium prices at that level.

Exploration at Patterson Corridor East NexGen said approximately half of its planned 42,000-meter drilling program at the Patterson Corridor East, or PCE, discovery had been completed. The company plans to drill roughly 20,000 additional meters through the remainder of 2026, with some drilling also planned at the SW3 target.

Curyer said the program is focused on expanding the mineralized footprint and defining high-grade subdomains. NexGen expects to release scintillometer results from recent drilling in batches in the coming months, while assay reporting will depend on laboratory processing capacity. He said the timing of a potential resource estimate for PCE will depend on the results and the extent of additional drilling needed to define the discovery.

The company plans to hold an Investor Day webinar in early September to provide a more detailed update on the Rook I construction pathway and project team.

About NexGen Energy (NYSE:NXE)NexGen Energy is a Canada-based uranium exploration and development company focused on advancing its flagship Rook I project in the Athabasca Basin of northern Saskatchewan. The company's primary activities include resource delineation, feasibility studies, and permitting for its high-grade Arrow deposit, one of the largest undeveloped uranium discoveries in the region. NexGen's technical team employs advanced drilling, geophysical and geochemical techniques to expand and define its resource base, with the aim of delivering a robust, low-cost supply of uranium to global nuclear power markets.

The Rook I project sits within one of the world's most prolific uranium districts, offering excellent infrastructure access, a skilled local workforce and a supportive regulatory regime.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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