Member Info for SGD27

https://uk.linkedin.com/in/james-cole-05409616

Note the specific link with CS:

"We are pleased that James has agreed to join us to effect a seamless transition and look forward to working with him to continue the development of our CS Project in Nevada."

I see Boral are exhibiting there
https://woc211.mapyourshow.com/8_0/explore/exhibitor-alphalist.cfm?nav=1#/alpha/B
But I couldn't find Nevada Cement, or their parent company Eagle Materials, just some unrelated Eagles.

Interesting spot Safetrader1, I assume it's this:
https://www.worldofconcrete.com/en/attendee.html

Maybe a large cement and ready-mix concrete company will want to announce a new deal there.

Thanks Dubliner & comeonsres2 for the reminder that the Half Year Result are due soon, which should give us the cash position as at 31 March.

These are dates they came out in previous years:

Fri 29 May 2020
Thu 30 May 2019
Mon 21 May 2018
Mon 22 May 2017
Mon 23 May 2016
Wed 20 May 2015
Mon 19 May 2014
Wed 15 May 2013
Fri 18 May 2012
Mon 23 May 2011
Mon 24 May 2010

Yesterday's RNS has certainly improved liquidity. Just tried a dummy trade and can sell/buy 5m at 0.2333/0.26.

Just a bit more on Boral. They seem to have plenty of spare cash after selling part of their business. They are using part of it to reduce debt - RNS today:

https://www.boral.com/sites/corporate/files/media/field_document/20210518-ASX-release-Boral-announces-cash-tender-offer-for-senior-notes.pdf

but if I'm understanding correctly that will still leave something like £400M. They did also say they'd use some for a share buyback, but you'd think that would still leave plenty for a strategic purchase. (Recall they are in the process of conducting a strategic review of their NA fly ash business - see earlier post in this thread.)

Now you might ask whether they really need our pozzolan when they already have the Kirkland mine. But then would they want it to fall into the hands of a competitor?!

Just speculation of course. DYOR.

Problem with the link? Here's another route to the article:
https://twitter.com/metalsnews/status/1394469258931941392

A detailed interview with our CEO:
http://metalsnews.com/t1356664i

Found by John Quakes - worth following, as he doesn't miss much!
https://twitter.com/quakes99

@Woodstock1970
https://www.investopedia.com/terms/n/nominatedadvisor.asp

The May presentation is now out:

https://www.yellowcakeplc.com/wp-content/uploads/2021/05/Yellow-Cake-Investor-Presentation-May-2021.pdf

NAV/share on 7 May was 235p, based on U at $30.38/lb.
Also a video:

https://www.youtube.com/watch?v=94mxQE92DuQ

Certainly out of my league too.
@Tallchad64 Good luck with the research, but careful you don't spend too long on it if this prediction is correct!
https://twitter.com/Will76949401/status/1390957792584822785

Hi MTM, I posted that on Thursday, just to note it passing 40. Friday was 40.59. But your point is still valid of course.

Like you, I'm puzzled that there hasn't been more chat-board interest shown both here & YCA. Maybe people are wanting to keep it under the radar till they take up their positions?! Anyway, we should probably be grateful - when the 'herd' arrive these chat-boards tend to become less pleasant.

I can't help with your questions (re Namibia & HPX) but maybe you could email them? As fund managers they ought to be happy to answer questions from their customers. There's a "General Enquiries" email address here:
https://ncim.co.uk/contact-us/

Sorry, you've reached the end of my expertise now (didn't take long!). My understanding is that it's this opacity of the U market that is why there's so much excitement about the new Sprott/UPC vehicle, which will provide the de facto price and become a U ETF in effect.

Anyway, I'm interested in your plan. Are you wanting to bet that the future price of U is being underestimated?

I just look at this, but it's a day behind.

https://futures.tradingcharts.com/chart/UX

Not day-to-day as far as I'm aware (happy to be corrected).

But they do updated presentations every month, here :

https://www.yellowcakeplc.com/investor-relations/presentations/

Have a look at p5 of the April edition.

NAV now at 40.3p

https://articles.cruxinvestor.com/sprotts-physical-uranium-trust-to-change-the-uranium-game

https://finance.yahoo.com/news/white-house-eyes-subsidies-nuclear-100000334.html

Bye Sam, and thanks for letting us know - your sale of 83m obviously helps explain the drop here.
Your move to RMM looks like it's working out nicely! ATB.