Member Info for SGD27

January presentation came out a couple of days ago:

https://www.yellowcakeplc.com/wp-content/uploads/2022/01/Yellow-Cake-Investor-Presentation-January-2022.pdf

NAV/share on 21 Jan was 345p, based on U at $44.5/lb.

Thanks both for the feedback, very much appreciated.

Clearly Eagle Materials / Nevada Cement are a target for Hazen. Probably not for CS though, if only because it's a bit of a stretch to describe them as "internationally recognised".

As an aside, Eagle have just released their Q3 results today:

http://ir.eaglematerials.com/news-releases/news-release-details/eagle-materials-reports-third-quarter-results-2

Cement price & demand (which are a good proxy for pozzolan price & demand) remain positive :

"The average net cement sales price for the quarter increased 6% to $118.44 per ton. Cement sales volume for the quarter was 2.0 million tons, up 7% versus the prior-year period."

Another £56m in Holcim's coffers :

https://www.holcim.com/holcim-divests-cement-business-in-northern-ireland

"This divestment advances our ‘Strategy 2025 – Accelerating Green Growth’ with a focus on consolidating our leadership in core markets to become the global leader in innovative and sustainable building solutions."

https://www.sunriseresourcesplc.com/filemanager/Shareholder%20Documents/2021%20Annual%20Report_Sunrise%20Resources%20plc.pdf
From page 54

AGM is on 27th.

@Hop2 :
https://en.wikipedia.org/wiki/Peer_review

Holcim latest - they just raised CHF425m (approx £340m) through the issue of "sustainability-linked bonds" :

https://www.holcim.com/holcim-launches-first-sustainability-linked-bonds-in-Swiss-franc-market

https://www.theassay.com/articles/feature-story/uranium-and-nuclear-energy-powering-ahead/

Not showing here yet :
https://www.sunriseresourcesplc.com/downloads/sunrise-resources-plc-rns-arrangements-for-2022-agm-18-january-2022.pdf

YCA gets a brief mention at the end.
https://moneyweek.com/investments/commodities/energy/604333/why-the-uranium-price-is-set-to-keep-rising

https://www.investegate.co.uk/jsc-nac-kazatomprom--kap-/rns/kazatomprom-provides-update-on-situation-in-kz/202201131233233858Y/

Acacia adding, and have now risen above 20%. (RNS not showing here yet for some reason.)

https://www.investegate.co.uk/arix-bioscience-plc--arix-/eqs/notification-of-major-share-holding/20220111170404EVAES/

Maybe another tip from IC that they haven't made public yet?

Hardman & Co Healthcare Index just out, Synairgen mentioned :

https://www.hardmanandco.com/wp-content/uploads/2022/01/Hardman-HI-review-of-2021-10-Jan-2022.pdf

A bit more today from Holcim on their "green growth" strategy (though nothing specifically on pozzolan as far as I can see) :

https://www.holcim.com/holcims-leaders-on-accelerating-green-growth

Another acquisition by Holcim in West USA. Not particularly near us, but shows that Holcim are intent on expanding their ready-mix business.

https://www.holcim.com/holcim-completes-acquisition-in-the-us-pacific-northwest-region

Cemex is selling its operations in Costa Rica and El Salvador for ~US$335m.

https://cemexen.gcs-web.com/node/14726/html

"
“This transaction allows us to progress in our portfolio rebalancing objectives, while redeploying resources to fund our growth investments and further deleveraging,” said Fernando A. Gonzalez, CEO of CEMEX.

...

Proceeds from this divestment are expected to be used to fund the company’s bolt-on investment growth strategy in its key markets, reduce debt and other corporate purposes.
"

Just in case anyone is unaware, BurtonD is the TMS Founder:

https://total-market-solutions.com/about/

Nothing to do with concrete, but Holcim's latest acquisition for $1.35b cash does show that they're prepared to spend money in our part of the world.

https://www.holcim.com/holcim-acquire-malarkey-roofing-products