Member Info for SGD27

Https://titanam.co.uk/turning-nuclear/

"To summarise, high demand, driven by pragmatic clean energy aspirations, and growing financial interest in the sector is on a collision course with a long-term structural supply deficit, complex logistics, and escalating geopolitical tensions. We think this will drive the price of uranium meaningfully higher over the coming years. Uranium prices can rise to the prior high, around $150 a pound, or closer to $200 a pound on an inflation adjusted basis."

And SPUT up ~5%

https://www.google.com/finance/quote/U.U:TSE

Tomorrow should be interesting...

Https://seekingalpha.com/article/4657302-yellow-cake-trades-with-a-12-percent-discount-to-nav

Not sure why, but the whole article seems to be here:

https://ca.movies.yahoo.com/movies/uranium-investor-appears-sweet-spot-060000156.html

Found by mrnumpty on advfn :

https://www.telegraph.co.uk/money/investing/stocks-shares/uranium-investor-yellow-cake-resurgence-nuclear-power/

"

Money / Investing / Stocks & Shares

This uranium investor appears to be in a sweet spot amid a resurgence in nuclear power

Questor share tip: the company has been buoyed by higher prices for the radioactive commodity

Russ Mould

12 December 2023 • 6:00am

Last week’s first-half results from Yellow Cake read very well, as net asset value shows healthy gains, buoyed by higher uranium prices and well-timed additions to the company’s stockpiles of triuranium octoxide (U3O8) in its specialist warehouses in France and Canada...

To continue reading this article ...

"

Numerco 8250/8350

Numerco 8200/8300

Numerco 8175/8225

Doing the rounds :

https://www.youtube.com/watch?v=CEi1puNbLDM

Here's the bit visible before the subscription barrier comes down:

"

BUSINESS COMMENTARY

Thorny case for Arix chief to answer

Alistair Osborne

Tuesday December 05 2023, 12.01am, The Times

Corporate deals throw up all sorts of governance questions. But here’s a simple one: should a chairman be more obviously independent before he recommends a transaction that discriminates against three quarters of the shareholders?

It’s the puzzler raised by the delightfully named Peregrine Moncreiffe of that Ilk, the mullet-coiffured Scottish clan leader atop the board of Arix Bioscience. A month ago, he recommended a deal that flouted a crucial tenet of UK corporate life: that all shareholders must be treated equally. Moncreiffe endorsed the sale of all the group’s assets to a rival life sciences investment company, RTW Biotech, saying the transaction was the “best outcome for Arix shareholders”.

Well, maybe for one of them. Under the terms, RTW is buying out Arix’s biggest shareholder

"

And another :

https://www.thetimes.co.uk/article/thorny-case-for-arix-chief-to-answer-p7xgbm6zs

(And again ohisay on advfn has provided an extract for the unsubscribed.)

Hi Oldnbald, just wondering if you'd considered Arix? I assume you're aware of the proposed merger? (See ARIX board for details - and the reaction!)

Yes, RTW is now more or less back to the price used in the the 'indicative value' calculation. If only the exchange rate could also revert* then this might not look quite such a terrible deal. Like others, I'm surprised that the market isn't seeing what looks like an obvious arbitrage opportunity.

* Now ~78.8p/$ whereas they used 82.5p/$ which was something like a past month average at the time.

Detailed Justin Huhn interview yesterday :

https://www.youtube.com/watch?v=yQgOaCYVC5k

7900/8025

7900/8000

Another article today, again spotted by ohisay on advfn:

https://www.thetimes.co.uk/article/arix-bioscience-boards-caribbean-meeting-left-shareholders-flabbergasted-gnxn539zp

"

Arix’s Caribbean meeting left shareholders ‘flabbergasted’

Alistair Osborne

Monday November 20 2023, 12.01am, The Times

An Arix Bioscience board meeting was arranged at a luxury hotel only a few miles from the holiday island of St Vincent

The under-fire chairman of Arix Bioscience held a board meeting in the Caribbean, despite the investment company having no business interests in the region.

Peregrine Moncreiffe — whose contentious deal to sell the life sciences specialist’s assets to RTW Biotech, a rival, triggered the immediate resignation of Peel Hunt as Arix’s joint-broker — chaired a board meeting on the island of Bequia. The outpost, covering only seven square miles and located nine miles from St Vincent, has been dubbed “the Caribbean’s best-kept secret” by Forbes magazine.

Held in February last year, the meeting took place at the luxury Bequia Beach Hotel, a five-star resort where beachfront suites cost $620 a night. The hotel’s publicity speaks of a resort set in “ten acres of beautifully landscaped

Continue reading

The Flash Sale.

£1 for 4 months.

Ends soon.

"

More cut&paste on advfn...

Https://numerco.com/NSet : 7850/8000

Numerco now 7650/7800. Things are moving fast!

https://numerco.com/NSet

Https://uk.investing.com/news/stock-market-news/earnings-call-acacia-research-posts-q3-results-acquires-stake-in-benchmark-energy-and-announces-share-repurchase-program-93CH-3236714

"

Anthony Stoss: Got it. By the way, congrats on the Arix deal. That's wonderful for Acacia. One of the shareholders, it looks like, in Arix is kind of disputing the fact that you guys are getting cash, and others are getting stock. I'm curious if you can share your thoughts on that.

MJ McNulty: Yes. I mean we saw that news, too. I think they're a small broker that shouldn't take away from the value of their opinion. We are getting cash, and other shareholders are getting gig stock. Other shareholders have a say in the way that the deal ultimately happens. We did have a sizable position, and so we got a premium in terms of the consideration being cash instead of stock because of that position.

...

Brett Reiss: Okay. On a scale of 1 to 10, 10 being metaphysical certainty, what would you -- the Arix deal closing, what do you think it is, a 7, 8, 9?

MJ McNulty: I love it, Brett, when you ask me to put things on a scale. What I will tell you is that there is one condition to the closing of our, Acacia's Arix shares to RTW. And that is approval from the Financial Conduct Authority in the United Kingdom for the transaction. I will say that the entity within Arix that triggered this approval requirement is currently FCA-approved or certified as is RTW. So I don't want to handicap it, but we're being advised that this is a routine approval process by the FCA. Now it's -- there are things that are out of our control, but that's what we're being advised.

"