Markets

Six projects added! Project space increased by more than 52 percent! Is there now a course adjustment in the same amount?

Due to the mine closings as part of the worldwide shutdown of the largest and most important U3O8 producers, the uranium market is inexorably slipping into a severe deficit. Uranium stocks should take off!

Uranium production declined sharply even before the corona virus, and the number of new nuclear power plants increased at the same time. Of course, this also creates a dramatic bottleneck in uranium supply and on the spot market.

According to the statista website As of January 2020, 107 reactors are in the planning stage or are already under construction, of which China alone has 43 Russia 24 Egypt 4, the United Kingdom 3, the United States 3 and Turkey 3, i.e. 80 in number. The rest are spread over countries that are planning either two or only one new nuclear reactor.

Due to the mine closings as part of the worldwide shutdown of the largest and most important U3O8 producers, such as Cameco’s ‘McArthur River’ mine, as well as significant cuts in production at Kazatomprom, the uranium market is inexorably slipping into a severe deficit.

The market is slowly beginning to feel this, because now more than 34, – USD have to be shelled out for a pound of uranium, while the price was a good eight to ten weeks ago at only around 24, – USD per pound.

While the list of new nuclear reactors is relatively long, the list of uranium companies has decreased comparatively sharply due to the catastrophically low uranium prices that have persisted for years.

Most of the uranium currently comes from Kazakhstan, followed by Canada and Australia. The largest uranium output comes from the ‘Cigar Lake’ mine in Saskatchewan, which is currently the highest grade uranium mine in the world and has only been in operation for a good five years.

And right here, in Saskatchewan, are the world-class uranium projects from IsoEnergy (ISIN: CA46500E1079; WKN: A2DMA2; TSX-V: ISO). In the ‘Atabasca Basin’, which is known for its uranium deposits, IsoEnergy has so far owned around 109,000 hectares and, with its strategically favorable assets, ‘Larocque East’, ‘Geiger’, ‘Thorburn Lake’ as well as’ Radio ‘and’ Evergreen ‘in the eastern’ Athabasca Basin ‘on excellent assets.

But now, and probably nobody was on the screen, the top uranium company, led by flagship manager Craig Parry, added six new uranium exploration areas in the same region of the eastern ‘Athabasca Basin’!

Supplemented with this IsoEnergy (ISIN: CA46500E1079; WKN: A2DMA2; TSX-V: ISO) its already huge portfolio of high-grade uranium deposits again with a total area of ​​more than 57,000 ha.

Source: IsoEnergy

The new acquisition ‘Hawk’

The 6,000-hectare property ‘Hawk’ is located around 15 km west of Highway 905 and 37 km from the ‘Larocque East’ property, which also belongs to the company and which houses the high-grade ‘Hurricane’ zone! ‘Hawk’ was staked out to cover an area with low magnetic susceptibility (‘mag low’), which, however, harbors promising metasedimentary rock in the lower area.

Within a magnetic area, more than 16 km northeast-southwest and east-west EM conductors have been discovered, which indicate the existence of favorably oriented graphitic gneisses.

Source: IsoEnergy

To date, only one well has been drilled on this project, indicating that there are high-grade deposits at a depth of 600 m or more.

The new acquisition ‘Clover’

A total of 24,000 hectares of new claims were staked out on ‘Clover’ in order to cover an EM manager with a 40 km northeast orientation within an extension of the ‘Clover’ property.

Source: IsoEnergy

Despite the long strike length of the conductive underground rock, there are so far only three historical boreholes in this huge area, which indicate a discordance from around 700 m.

New acquisition ‘tower’

The 6,300 hectare ‘tower’ property is characterized by a significant relief of the regional airborne magnetic data sets, including the presence of northeastern magnetically low anomalies. These features indicate a complex structural history that is favorable for the formation of uranium deposits.

Source: IsoEnergy

And the location should also be considered for this promising property. Because the uranium mine ‘Cigar Lake’ is located just 11 km to the southeast!

New acquisition ‘Trident’

The perfect location is also remarkable for the new 9,500 ha ‘Trident’ project. This property is located on the eastern edge of the ‘Athabasca Basin’, along Highway 905 and only 8 km south of the ‘Rabbit Lake’ uranium mill.

Source: IsoEnergy

Claims have already been staked out here that cover four different trends from EM leaders, all of which are even just outside the pool edge. The geological difference is that there is no sandstone cover on this property, but a higher degree of mineralization can be expected at increasing depth.

Because several mineral deposits have already been documented, including a uranium-bearing boulder field, which is partly located on the property, as well as an outcrop of discord-related pitchblende mineralization.

Acquisition of ‘Gemini’

The somewhat smaller plot of 5,800 hectares is also located on the eastern edge of the pool, around 31 km southwest of the company’s own ‘East Rim’ project and 60 km northeast of the ‘Lake Key’ uranium mill. ‘Gemini’ captivates with a previously localized EM conductor and a radioactive deposit under a sandstone layer that is only up to 100 m thin.

Source: IsoEnergy

Acquisition of ‘Spruce’

This 6,000 hectare project on the southern edge of the pool and immediately west of the company’s own evergreen property comprises parts of three conductive trends immediately west of evergreen

Source: IsoEnergy

Similar to some of the company’s new properties mentioned above, the sandstone cover is very thin at only up to 100 m and there are known uranium and uranium scout sites in the immediate vicinity!

Aim for a long time! Steve Blower, vice president of exploration, says:

“We have had these properties on our radar for some time. Now that uranium prices are starting to rise, we have made a decision to secure ownership. Each of these properties has excellent exploration potential because there are already drillable targets on conductive features and / or nearby known deposits. ”

What’s next?

With the newly staked plots IsoEnergy (ISIN: CA46500E1079; WKN: A2DMA2; TSX-V: ISO) over 21 uranium exploration properties in the high-grade, eastern ‘Athabasca Basin’. Due to the expansion of the existing properties, the total is even over 170,700 ha.

The current main task is to compile the historical work on all new claims, in particular airborne and ground-based geophysical surveys and core drilling, and to integrate them into the existing IsoEnergy data sets.

But despite the many excellent and promising other projects, the focus remains on the ‘hurricane’ zone, especially since there is no official obligation to have to carry out exploration work in the new areas by 2022. And it makes sense to focus on the most explored ‘hurricane’ zone, because from here top drilling results are consistently reported.

Highest grade borehole in the world !!!

A top hole recently delivered an average uranium grade of 14.5% U3O8 over 7.5 m, from a depth of 322.5 m. An extremely high one immediately stood out Nickel content of 3.5% in the eye! If this can be extracted separately, IsoEnergy could even market a very profitable by-product!

Within the same hole, only 3 m deeper, there was an even higher grade core with almost incredible 30.90% U3O8 over 3.5 m included 7.10% nickel average !!! These are definitely grades that are second to none!

At In an external evaluation, IsoEnergy was even named the company with the best borehole in the world!

Source: OPAXE report April 2020

Because converted on the basis of gold equivalent, the hole LE20-52 corresponds to 2,013 ounces of gold equivalent according to the experts from OPAXE !!! And that is a value of superlatives!

Further exploration highlights:

– The hurricane zone is already 575 m long, 40 m wide and up to 11 m thick!

– The most recent drilling within the ‘Hurricane’ zone also intersected a zone with extremely strong uranium mineralization at least 100 meters long at the western end!

– Recent outstanding uranium mineralizations include:

o Hole LE20-53 – 11.7% U3O8 over 10.5 m, including 40.4% U3O8 over 3.0 m

o Hole LE20-52 – 22.7% U3O8 over 7.5 m, including 67.2% U3O8 over 2.5 m

o Hole LE20-51 – 14.5% U3O8 over 7.5 m, including 30.9% U3O8 over 3.5 m

o Hole LE20-40 – 20.5% U3O8 over 4.0 m, including 53.8% U3O8 over 1.5 m

o Hole LE20-34 – 33.9% U3O8 over 8.5 m, including 57.1% U3O8 over 5.0 m

Hole LE20-32A – 19.6% U3O8 over 8.5 m, including 63.6% U3O8 over 2.5 m

– Many areas have excellent expansion potential

– The company is planning a summer drilling program that is expected to include the collection of geotechnical and hydrogeological data.

– Financially well positioned, with around CAD 3.5 million, the summer drilling program can now be carried out flawlessly.

Significant expansion of the western ‘hurricane’ zone!

The recent exploration work came across IsoEnergy (ISIN: CA46500E1079; WKN: A2DMA2; TSX-V: ISO) in 14 holes drilled in the western extension of the Hurricane Zone for significant mineralization.

Source: IsoEnergy

In addition, a new zone with very strong uranium mineralization was encountered in several holes, which is characterized by extremely high grade mineralization over longer stretches, as is the case with hole LE20-34 33.9% U3O8 over 8.5 m, including 57.1% U3O8 over 5.0 m proves.

Source: IsoEnergy

In this context, it is particularly important to note that all five holes drilled within the westernmost sections are open to north and / or south expansion.

This is demonstrated not least by section 4435E, which clearly has high potential for additional mineralization that should be north of hole LE20-34 and also south of hole LE20-52.

Source: IsoEnergy

So far, only the westernmost 1.4 km of the 5 km resistance anomaly has been covered within the ‘hurricane’ zone, which in turn only covers around 33% of the 15 km ladders within the ‘Larocque’ trend. Because of this, further drilling east of the ‘Hurricane’ zone is required, which in turn makes us eagerly awaiting the next results.

Source: IsoEnergy

Our conclusion:

IsoEnergy (ISIN: CA46500E1079; WKN: A2DMA2; TSX-V: ISO) is definitely there with its projects in the ‘Athabasca Basin’ where company history is written. And the story of IsoEnergy is just beginning !!!

This is proven by the consistently world-class drilling results! If such massive, high-quality projects are developed by a first-class team and by exemplary entrepreneur Craig Parry, you should be there.

Even if the stock price has already jumped, the most recent exploration successes and success story are still around IsoEnergy (ISIN: CA46500E1079; WKN: A2DMA2; TSX-V: ISO), still in the very early stages! Especially since the uranium price surge to over 34.00 USD per pound U3O8, which is just beginning to show itself in the share price, means that we are facing a brilliant time in the uranium sector! Despite the recent price increases of some companies and the uranium price, this sector, which now consists of only a few companies, has hardly any investors on the screen. A mega bull market seems to be in the process of establishing itself.

In the last bull market in 2007, almost all uranium exploration stocks rose several hundred percent, some even several thousand percent. The quality of many of these stocks was very questionable, especially when compared to IsoEnergy.

With its many world-class projects and major advances, it should not be long before the company is discovered by larger investors and subsequently reassessed. It should be worth building a first position! Be sure to stay on the ball here!

Best wishes and maximum success with your investments!

Your JS research team

Risk warnings and disclaimer: We expressly point out that we accept no liability for the content of external links. Any investment in securities is risky. Due to political, economic or other changes, there may be significant price losses. This applies in particular to investments in (foreign) small caps as well as in small and microcap companies; Due to the low market capitalization, investments in such securities are highly speculative and involve an extremely high risk up to the total loss of the invested capital. In addition, some of the shares presented at JS Research UG (limited liability) are subject to currency risks. The background information, market assessments and securities analyzes published by JS Research UG (limited liability) for German-speaking countries have been prepared in compliance with Austrian and German capital market regulations and are therefore intended only for capital market participants in the Republic of Austria and the Federal Republic of Germany; other foreign capital market regulations have not been taken into account and do not apply in any way. The publications of JS Research UG (limited liability) are for informational purposes only and expressly do not constitute a financial analysis, but are promotional texts of a purely advertising nature for the companies discussed, which pay a fee for this. There is no consulting contract between the reader and the authors or the publisher through the purchase of the JS Research UG (limited liability) publications. All information and analyzes do not constitute a solicitation, an offer or a recommendation to buy or sell investment instruments or for other transactions. Every investment in shares, bonds, options or other financial products is associated with – sometimes considerable – risks. The publishers and authors of the JS Research UG (limited liability) publications are not professional investment advisors !!! For this reason, you should always seek advice from a qualified specialist (e.g. from your house bank or a qualified advisor you trust) when making your investment decisions. All information and data published by JS Research UG (limited liability) come from sources that we believe to be reliable and trustworthy at the time of creation. However, no liability can be assumed for the correctness and completeness of this information and data. The same applies to the evaluations and statements contained in the analyzes and market assessments by JS Research UG (limited liability). These were created with due care. A responsibility or liability for the correctness and completeness of the information contained in this publication is excluded. All opinions expressed reflect the current assessment of the authors, which can change at any time without prior notice. No guarantee or liability is expressly assumed that the price or profit developments forecast in the JS Research UG (limited liability) publications occur.

Information about conflicts of interest: The publishers and responsible authors hereby declare that the following conflicts of interest exist with regard to the IsoEnergy company discussed in this publication at the time of publication: I. Authors and the editor, as well as related consultants and clients, hold shares in IsoEnergy at the time of publication and reserve the right to sell them at any time without notice or to enter new positions in IsoEnergy. II. At the time of publication, the authors and the publisher as well as the related consultants maintain a consulting mandate with IsoEnergy and receive a fee for this. The authors and the editor know that other stock market letters, media or research companies discuss IsoEnergy shares in the same period. Therefore, symmetrical information and opinion generation occurs during this period. This publication by JS Research UG (limited liability) is expressly not a financial analysis, but rather a publication of a very clear and unambiguously advertising character on behalf of the company discussed and thus to be understood as an advertising / marketing communication.

In accordance with section 34 WpHG, I would like to point out that Jörg Schulte, JS Research UG (limited liability) or employees of the company hold shares in IsoEnergy and can continue to buy or sell their own business in the shares of the companies presented (e.g. long or short positions) at any time. We expressly point out a conflict of interest. This also applies to options and derivatives based on these securities. The resulting transactions may influence the company’s share price. The information, recommendations, interviews and company presentations published on the “websites”, the newsletter or the research reports are paid for by the respective companies or third parties (so-called “third parties”). The “third parties” include e.g. Investor relations and public relations companies, brokers or investors. JS Research UG (limited liability) or its employees can be paid directly or indirectly for the preparation, electronic distribution and other services by the companies discussed or so-called “third parties” with an allowance. Even if we compile each report to the best of our knowledge and belief, we advise you on other external sources regarding your investment decisions, such as Consult your house bank or a trusted advisor. For this reason, liability for financial loss that may result from using the information given here for your own investment decisions is categorically excluded. The custody account shares of individual shares should only be so much, especially with commodity and exploration shares and with low capitalized values, that even in the event of a total loss, the total portfolio can only lose marginally in value. Shares with a small market capitalization (so-called “small caps”) and especially exploration stocks as well as all listed securities in general are subject to considerable fluctuations. The liquidity in the securities can be correspondingly low. When investing in the raw materials sector (exploration companies, raw material producers, companies that develop raw material projects), additional risks must be taken into account. Below are some examples of separate risks in the raw materials sector: country risks, currency fluctuations, natural disasters and storms (e.g. floods, storms), changes in the legal situation (e.g. bans on exports and imports, punitive tariffs, prohibition of raw material extraction or exploration, nationalization of projects), environmental regulations (eg higher costs for environmental protection, designation of new environmental protection areas, prohibition of various mining methods), fluctuations in raw material prices and considerable exploration risks.

Disclaimer: All information published in the report is based on careful research. The information does not constitute an offer to sell the shares discussed or a solicitation to buy or sell securities. This report represents only the personal opinion of Jörg Schulte and is in no way to be compared with a financial analysis. Before you make any investments, professional advice from your bank is essential. The statements are based on sources that the publisher and his employees consider to be trustworthy. However, no liability can be accepted for the correctness of the content. No liability is assumed for the correctness of the charts and data shown on the commodity, foreign exchange and stock markets. The source language (usually English) in which the original text is published is the official, authorized and legally valid version. This translation is included for better understanding. The German version can be shortened or summarized. No responsibility or liability is assumed: for the content, correctness, adequacy or accuracy of this translation. From the translator’s point of view, the message does not constitute a buy or sell recommendation! Read here – https://www.js-research.de/disclaimer-agb/ -. Please also note the original English message, if available.

Note: PERSONAL-FINANCIAL.COM publishes analyzes, columns and news from various sources in this section. PERSONAL-FINANCIAL.COM AG is not responsible for content that has been posted by third parties in the “News” area of ​​this website and does not adopt it as its own. This content is particularly recognizable by a corresponding “von” label below the article title and / or by the link “To read the complete article, please click here.”; the named third party is solely responsible for this content.

Tags

Related Articles

Back to top button
Close
Close