" ... Auch der CEO von Uranium Energy (Adnani) sieht das ähnlich und erwähnte am 24.05. , dass Uran in Richtung 90 Dollar je Pfund steigen muss, bevor neue Minen in Produktion gehen. "
Bei EF sieht es folgendermaßen aus (aus dem w:o-Forum v. 11.04.2022) :
" Hier die Antwort auf meine Fragen per Email, glaube die Fragemail brauch ich nicht einstellen, Antworten slrechen für sich.
Es sind relativ konkrete Antworten, auch wenn nicht geklärt ist wann und unter welchen Umständen/ Preisen die Entscheidungen zur Aufnahme der Produktion fallen.
Hello Mr. Weiß
Thank you for your email. To answer your questions:
Time horizon by project. All times are from the moment we give the “go” decision, along with the capital and upfront operating expense cost estimates:
Finished Inventory (Immediate): We have about 700,000 lbs. of finished inventory, zero capital.
Ore Inventory: We have about 300,000 – 500,000 lbs. at the Mill that we could recover from stockpiled ores within a few months’ time, zero capital, less than $20/lb. to produce.
Nichols Ranch (Wyoming) & Alta Mesa (Texas) ISR Projects (9-12 months): We would begin producing within 4-6 months’ time, ramping up to full production of 300,000 – 500,000 lbs. per year (each) within 9-12 months. Initial costs would be about $12 million - $15 million per project (or $24 million to $30 million, and 600,000 – 1 million lbs. per year for both). Cost would be about $50 - $55/lb.
Pinyon Plain (Arizona, 18 months): There is a little more underground development required (~$10 million), plus initial costs (mining, transportation, milling, etc to get the ball rolling) of about $$20 million. So, about $30 million required to get us to the point of having uranium ready to sell. Full production of about 600,000 – 800,000 per year. Cost would be about $35-$40/lb.
La Sal Complex (Utah): Minimal capital ($3 million - $5 million) and uranium mined, transported, milled, and ready to sell within about 12-18 months. ~200,000 – 300,000 lbs. per year. Cost of about $45 - $50/lb. (at today’s vanadium prices). La Sal would also produce about 1 – 2 million lbs. per year of vanadium. The uranium and vanadium is co-hosted in the same ore.
Capacity utilization at the Mill: The Mill has a licensed capacity to process 2,000 tons of ore per day, and about 8 million lbs. per year. It’s a big facility, and capacity should not be an issue.
Remember that the ISR projects don’t require a conventional mill; they have their own processing facilities.
So, only the stockpiled ores, Pinyon Plain, La Sal, and others would require the mill.
We also plan to build parallel circuits to allow us to process rare earths, without using uranium capacity.
We can process 3rd party ore; margins and economics depend on the deal we negotiate.
I hope this helps. Thank you.
Curtis"
https://www.wallstreet-online.de/diskussion/...anium-prodcent-in-2012 |
Thread abonnieren
