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Frontier Energy (ASX:FHE) - Powering Up Western Australia with Strategic Solar-Battery Project
Interview with Adam Kiley, CEO of Frontier Energy Ltd.
Recording date: 27th June 2024
Frontier Energy (ASX:FHE) is positioning itself as a key player in Western Australia's renewable energy transition with its Waroona Renewable Energy Project. Located 100km south of Perth, the project's first stage comprises 120MW of solar power coupled with an 80MW/4-hour battery energy storage system, strategically positioned to capitalize on the state's shifting energy landscape.
The project benefits from several unique advantages:
Reserve Capacity Mechanism: This Western Australia-specific policy provides stable revenue streams, with Frontier expecting approximately $27 million annually from these payments alone, covering operating costs and debt service.
Grid Connection: Frontier has secured grid connections for up to 1GW of capacity, a crucial advantage in a market where grid access is increasingly scarce.
Market Dynamics: Western Australia has seen an 80% increase in energy prices over the past two years, coupled with plans to retire coal-fired power stations by 2029. Energy demand is forecast to increase by 55% over the next decade.
CEO Adam Kiley emphasizes the project's timing: "We're hitting the market at the absolute perfect ideal time. That's the key difference that we have, and looking to expand the project really quickly thereafter as well."
Financially, Frontier is in advanced discussions for a debt facility of around $225 million, with terms typical for renewable projects: 20-year tenure, 2-3% interest rates for the first five years, potentially dropping to around 2% thereafter. The company is also running a strategic process to sell down part of the project, aiming to minimize the equity gap and bring in a long-term partner for future expansion.
Based on the Definitive Feasibility Study, the project is expected to generate approximately $74 million in annual revenue in its first year of operations, with operating costs estimated at only $6 million per year, offering attractive margins.
Frontier's growth potential is significant, with grid connections for up to 1GW allowing for substantial future expansion. The company's approach also allows for adaptation to changing market conditions, potentially incorporating larger batteries or different energy mixes in future stages.
Frontier Energy is progressing towards financial close and Final Investment Decision (FID) in the coming months, offering investors the opportunity to participate in a project that could play a significant role in Western Australia's energy future. With its scalable approach and potential for future expansion, Frontier Energy presents both near-term catalysts and long-term growth potential in the rapidly evolving renewable energy sector.
As the company moves from development to construction and operation, investors should monitor progress towards FID (expected in Q3 2024), watch for announcements on future expansion plans, and keep an eye on Western Australian energy market dynamics, particularly any changes to the Reserve Capacity Mechanism.
Learn more: cruxinvestor.com/companies/frontier-energy
Sign up for Crux Investor: cruxinvestor.com
zhlédnutí: 103

Video

Myriad Uranium (CSE:M) - Upcoming Exploration Program to Advance Wyoming Uranium Project
zhlédnutí 207Před dnem
Interview with Thomas Lamb, CEO of Myriad Uranium Corp. Our previous interview: www.cruxinvestor.com/posts/myriad-uranium-csem-digging-up-lost-pounds-in-us-5021 Recording date: 26th June 2024 Myriad Uranium (CSE:M) is emerging as a noteworthy player in the uranium exploration sector, with its Copper Mountain project in Wyoming capturing the attention of specialist investors. This project, dorma...
Copper Gaining Traction: Investors Positioning for the Upswing
zhlédnutí 2KPřed 10 hodinami
Interview with Derrick Weyrauch, President & CEO of GT Resources Inc. and Hayden Locke, President & CEO of Marimaca Copper Corp. Recording date: 24th June 2024 Copper, for its ability to gauge economic health, is poised to play a crucial role in the global push towards electrification and decarbonization. With prices around $4.50 per pound, down from recent highs but significantly above levels ...
Opportunity in Volatility: Lithium Projects Poised for Rebound
zhlédnutí 1,5KPřed 13 hodinami
Interview with Blake Hylands, CEO of Lithium Ionic Corp., Brendan Yurik, CEO of Electric Royalties Ltd. Recording date: 21 June 2024 The lithium and battery metals sector presents a compelling long-term investment opportunity, despite recent market volatility. Industry experts believe these materials are critical to the global transition towards clean energy and electric vehicles, with demand e...
Energy Fund Manager Says Uranium Needs to be in Your Investment Portfolio
zhlédnutí 7KPřed 13 hodinami
Recording date: 26th June 2024 *Uranium Investment Outlook: Navigating the Nuclear Renaissance* The global uranium market is experiencing a resurgence of interest, driven by the growing recognition of nuclear energy's role in achieving decarbonization goals. For investors, this presents opportunities and challenges in a sector poised for potential growth but fraught with complexities. The incre...
Rome Resources (TSXV:RMR) - Promising Play in the Critical Tin Market
zhlédnutí 1,2KPřed 13 hodinami
Interview with Klaus Eckhof, Consultant & Geologist at Rome Resources. Recording date: 26th June 2024 Rome Resources is an emerging player in the tin exploration sector, focusing on a potentially significant project in the Democratic Republic of Congo (DRC). Led by a team with 25 years of experience in discovering world-class deposits in the region, the company is poised to capitalise on the gr...
Unigold (TSXV:UGD) - Dominican Gold Project Nears Key Milestone
zhlédnutí 1,1KPřed 13 hodinami
Interview with Joe Hamilton, Chairman & CEO of Unigold Inc. Our previous interview: www.cruxinvestor.com/posts/unigold-ugd-oxide-gold-pit-to-fund-2moz-project-1907 Recording date: 24th June 2024 Unigold Inc. (TSXV:UGD) presents an intriguing opportunity for investors seeking exposure to gold exploration and development in a stable Caribbean jurisdiction. The company's flagship Candelones projec...
Laramide Resources (TSX:LAM) - Pitch Perfect
zhlédnutí 992Před 15 hodinami
With Rhys Davies, VP Exploration of Laramide Resources Ltd. Recording date: 25th June 2024 Laramide Resources is a dual-listed company on the TSX and ASX with a market cap of around $200 million Canadian. The company has a strong board and management team, with over 10% insider ownership, and is well-represented in major uranium ETFs. As of the last quarter, they had about $5 million in cash an...
Aduro Clean Technologies (CSE:ACT) - Sustainable Recycling of Plastics & Heavy Oil
zhlédnutí 2,5KPřed 17 hodinami
Interview with Ofer Vicus, Co-Founder & CEO, and Eric Appelman, CRO of Aduro Clean Technologies Inc. Our previous interview: www.cruxinvestor.com/posts/aduro-clean-technologies-act-recycling-plastics-that-others-dont-2915 Recording date: 24th June 2024 Aduro Clean Technologies (TSXV: ACT) is positioning itself as a key player in the rapidly evolving fields of plastic recycling and heavy oil upg...
Copper Explorers Aiming to Fill the Growing Supply Gap
zhlédnutí 4,8KPřed 20 hodinami
Interview with Tim Moody, President & CEO of Pan Global Resources Inc. and David Kelley, President & CEO of Chakana Copper Corp. Recording date: 20th June 2024 *Copper: A Critical Metal for the Clean Energy Future* Copper is emerging as a critical metal for the global transition to clean energy and sustainable technologies. Industry experts highlight a growing supply-demand imbalance that prese...
Vox Royalty (TSX:VOXR) - Strong Growth Potential with Near-Term Revenue Focus
zhlédnutí 3,6KPřed 20 hodinami
Interview with Spencer Cole, CIO of Vox Royalty Corp. Our previous interview: www.cruxinvestor.com/posts/vox-royalty-tsxvoxr-quality-portfolio-and-disciplined-strategy-drive-cash-flow-growth-5077 Recording date: 19th June 2024 Vox Royalty Corp (NASDAQ/TSX: VOXR) presents a compelling investment opportunity in the mining royalty sector, offering exposure to precious metals growth with a focus on...
Calidus Resources (ASX:CAI) - Aiming to Double Gold Production
zhlédnutí 4,4KPřed dnem
Interview with David Reeves, MD of Calidus Resources Ltd. Our previous interview: www.cruxinvestor.com/posts/calidus-resources-asxcai-reignites-growth-with-financial-restructuring-production-milestones-5138 Recording date: 20th June 2024 Calidus Resources (ASX:CAI) is positioning itself as an emerging mid-tier gold producer in Western Australia, with a strategic acquisition set to potentially d...
Blood Nickel: Car Manufacturers Distancing Themselves!
zhlédnutí 8KPřed dnem
Recording date: 20th June 2024 Nickel - I was wrong on the short-term move. I got the dip below $19K but didn’t see it breaking down all the way to $17,300 (just under $8/lb). It's still 15% off the lows and generally in place where expected. The drop in the lithium price is taking some steam out of restocking, but according to INSG, nickel demand was up 9% in Q1. With the drop in nickel price,...
Powering the Future of Energy Storage & Green Transition Investment Growth
zhlédnutí 4,9KPřed dnem
Interview with Dr. Mike Jones, MD of Impact Minerals Ltd. & Iggy Tan, Managing Director of Altech Batteries Ltd. Recording date: 19th June 2024 The global shift towards renewable energy and electric vehicles is driving unprecedented demand for battery technologies and the metals that enable them. This transition presents a compelling opportunity for investors to participate in the growing batte...
Helix Exploration (LSE:HEX) - Strategic Acquisition, Aiming for Near-Term Production
zhlédnutí 3,3KPřed dnem
Interview with Interview with Bo Sears, CEO of Helix Exploration Our previous interview: www.cruxinvestor.com/posts/helix-exploration-lsehex-new-us-focused-helium-explorer-5186 Recording date: 20th June 2024 Helix Exploration, a helium explorer listed on the London AIM market, is positioning itself to capitalize on the growing demand for helium in the United States. CEO Bo Sears discusses the c...
Cash Flows Surge as Silver Producers Shine to Meet Solar Boom
zhlédnutí 6KPřed dnem
Cash Flows Surge as Silver Producers Shine to Meet Solar Boom
F3 Uranium (TSXV:FUU) - High-Grade Potential in the Athabasca Basin
zhlédnutí 4KPřed dnem
F3 Uranium (TSXV:FUU) - High-Grade Potential in the Athabasca Basin
enCore Energy (TSXV:EU) - Emerging as a Leading US-Based Uranium Producer
zhlédnutí 8KPřed dnem
enCore Energy (TSXV:EU) - Emerging as a Leading US-Based Uranium Producer
GT Resources (TSXV:GT) - Drilling Commences at High-Grade Nickel-Copper Project
zhlédnutí 3,5KPřed dnem
GT Resources (TSXV:GT) - Drilling Commences at High-Grade Nickel-Copper Project
Titan Minerals (ASX:TTM) - Large-Scale Copper & Gold Exposure in Ecuador
zhlédnutí 2,9KPřed dnem
Titan Minerals (ASX:TTM) - Large-Scale Copper & Gold Exposure in Ecuador
Energy Fuels (NYSE:UUUU) - Pioneering US Rare Earth & Uranium Production
zhlédnutí 13KPřed dnem
Energy Fuels (NYSE:UUUU) - Pioneering US Rare Earth & Uranium Production
Bannerman Energy (ASX:BMN) - Targeting Significant Uranium Production in 2027
zhlédnutí 8KPřed 14 dny
Bannerman Energy (ASX:BMN) - Targeting Significant Uranium Production in 2027
GOLD: Navigating the Investment Opportunities and Understanding the Risks
zhlédnutí 8KPřed 14 dny
GOLD: Navigating the Investment Opportunities and Understanding the Risks
Empire Metals (LON:EEE) - Massive Titanium Target with 150-Year Supply Potential
zhlédnutí 4,4KPřed 14 dny
Empire Metals (LON:EEE) - Massive Titanium Target with 150-Year Supply Potential
Silver Explorers & Investors: Capitalizing on the Clean Energy Boom
zhlédnutí 10KPřed 14 dny
Silver Explorers & Investors: Capitalizing on the Clean Energy Boom
Sprott's Investment Outlook for Silver, Gold, Uranium & Lithium
zhlédnutí 22KPřed 14 dny
Sprott's Investment Outlook for Silver, Gold, Uranium & Lithium
Vista Gold (TSX:VGZ) - Smaller-Scale Strategy to Enhance Economics
zhlédnutí 3,6KPřed 14 dny
Vista Gold (TSX:VGZ) - Smaller-Scale Strategy to Enhance Economics
West Red Lake Gold Mines (TSXV:WRLG) - Resurrecting a High-Grade Gold Asset
zhlédnutí 5KPřed 14 dny
West Red Lake Gold Mines (TSXV:WRLG) - Resurrecting a High-Grade Gold Asset
ATEX Resources (TSXV:ATX) - Rapidly Advancing New Copper-Gold Discovery
zhlédnutí 6KPřed 14 dny
ATEX Resources (TSXV:ATX) - Rapidly Advancing New Copper-Gold Discovery
EMX Royalty (TSXV:EMX) - Diversified Portfolio & Strong Cash Flow
zhlédnutí 4,8KPřed 14 dny
EMX Royalty (TSXV:EMX) - Diversified Portfolio & Strong Cash Flow

Komentáře

  • @paulthomson4200
    @paulthomson4200 Před 17 hodinami

    thanks for your down to earth discussion guys.

  • @jptrainor
    @jptrainor Před dnem

    Myriad's partner, Rush Rare Metals, retains 25%. It trades at a mcap of just $4 million CAD. Myriad's mcap today is just $12 million.

  • @SiobhanLancaster
    @SiobhanLancaster Před dnem

    Great interview Matt and Guy.

  • @frankryll4942
    @frankryll4942 Před dnem

    New fresh glasses and no tie?! It‘s holiday time. Kind regards.

  • @oliversmith7820
    @oliversmith7820 Před dnem

    Oh well I'd best listen to somebody on you tube about where to invest my money

  • @tbciv
    @tbciv Před dnem

    "Blood and Thunder and Fury" cracks me up 😄

  • @sedwatcher4541
    @sedwatcher4541 Před dnem

    Got out with my life before she showed up.

  • @cheesytravels
    @cheesytravels Před dnem

    🎉🎉

  • @adriansaw8329
    @adriansaw8329 Před dnem

    The Cambodian billionaire sounds like Naga...it means dragon btw for those wondering.

  • @grahamsanders9970
    @grahamsanders9970 Před dnem

    One of the better interviews and explaination WHY there are no new starts yet. I learnt a lot. Plus invested in Paladin early on, made over 10x, and now looking at more profits with the takeover , again, well explained.

  • @BernardGeorgelin
    @BernardGeorgelin Před dnem

    Is there some sort of document produced by Guy that was referred to? Is it available?

  • @brettwilliamson4121

    when do you put this on the podcast Matt?

    • @harrisrubinroit2863
      @harrisrubinroit2863 Před dnem

      Was just looking for CRUX on Spotify & Apple platforms….

    • @CRUXInvestor
      @CRUXInvestor Před dnem

      Should be on at the same time. All video interviews are converted into podcasts. let me know if you can't find it.

  • @paulthomson4200
    @paulthomson4200 Před 2 dny

    great comments as usual = thank you. Any info on HOT CHILLI (ASX) it would be good to hear about it from those that know.

  • @user-uz7of5sc2q
    @user-uz7of5sc2q Před 2 dny

    The lack of reporting the current status of production certainly indicates there is a problem. The last operator had difficulties so history may well be repeating itself. Watch for news

  • @user-hb2ku5oq5r
    @user-hb2ku5oq5r Před 2 dny

    Nice interview guys¡¡¡Thank you¡¡Your knowledge is amazing for everyone that be a player in copper market¡¡Copper assets have followed this so deep interest in record levels right now as institutional investors(Equities ;;Investment Funds;;Hedge Funds;;Investment banks..)have begun to make detailed evaluations of commodities market(Base and precious metals market)) finding them to be an appropiate type of investment when global macro-environment is under high inflation levels looking to step up their level of expusure like a hedge in the long term¡¡There will be more Fed cut rates this year??On the track ,the results reveal an ongoing shift towards more active management in terms of commodty investments away from passive long only commodity indices,which were considerated originally the main route for global institutional investors to gain exposure to this asset class(So sophisticated)¡¡In my view,copper market outlook remains price-positive in the long term¡¡Chile has the major reserves of copper in earth¡¡Chile produces 31,9% mine copper every year globally¡¡Copper moves water;energy;information and money¡¡This red base metal is vital in battery revolution right now¡¡Also copper is the big star in EV industry,the big business of this century to mitigate climate change negative effects as well as to eliminate CO2 emissions too¡¡I dont't know how is the relation in copper cash price of Shanghai v/s LME in the short term¡¡But I see copper forward curve in so intresting performance in the long term¡¡There's agreement about this point in the traders world¡¡In fact,copper market players are rising their exposure in copper futures and physical copper by some reasons like the copper's lack due the low global copper supply rates when global copper demand rate is rising strongly to set new all-time highs like in the past again¡¡Market fundamentals are clear:When you have low inventories or supply against a so high demand(Or consumption),you have copper deficit and higher prices of course¡¡Do you remember March 27::;;1974 ;;US$8,787 /Tonne??I think that we can see some day copper prices traded beyond US$16,500 /Tonne¡¡Chile is the copper paradise around the world¡¡Copper industry needs to increase their mining exploration investments rates to look for new mines and deposits and this way to have more resources to development them creating more employment and wealth¡¡Without exploration we don't have nothing¡¡In fact we are living another commodities super cycle again¡¡¡Glad to see you here¡¡

  • @123garyg
    @123garyg Před 2 dny

    Yeah and aome unpatriotic selfish money loving businesmen will dind ways to sell it to china

  • @harrisrubinroit2863

    #FEW know the Uranium Market better than Tribeca’s GUY KELLER. Good opportunity to learn more about the Uranium Thesis.

  • @demitaurus8713
    @demitaurus8713 Před 2 dny

    Can you pls illustrate your update with some video during drilling proces and more activity .

  • @1000pdi
    @1000pdi Před 2 dny

    CEOs should take profits when deserved but maybe consider what message they are sending to the market when they sell a significant percentage of their holding in one hit.

    • @sandrorobo
      @sandrorobo Před 2 dny

      At a critical crossroad in the commissioning of the mine too. No information on the performance of the ion-exchange columns has been released to the market yet. Yes, it's ok to sell 75% of your shares but poor timing by Duncan and the board.

  • @gregmartin2455
    @gregmartin2455 Před 2 dny

    Yea, right. Buying back shares only to issue another 1.4 million in options. This is a lifestyle company.

  • @SagacityCM
    @SagacityCM Před 3 dny

    One thing to note is hydrogen vehicles. Lots of talk, not as much adoption as of yet. But look into the nickel content of the various hydrogen fuel cells...it's predominantly nickel.

  • @BigMike10960
    @BigMike10960 Před 3 dny

    I like these short clips

  • @robertsimmons6467
    @robertsimmons6467 Před 3 dny

    Dev's track record is prost1tut1ng the company he works at in order to appropriate a chunk of it to G&A so he can stuff his pockets with a FAT bloated salary. This is what he did at Fission ( FCU ) and will most likely do it here with F3 Uranium ( FUU ) A big chunk of the money he raises for exploration always finds its way to his wallet and bank accounts.

  • @thijs8954
    @thijs8954 Před 3 dny

    Great company

  • @ilovedraw
    @ilovedraw Před 3 dny

    Ask some technical questions! Projects that are worth getting financed.. get financed!! .. you’re not asking hard enough questions to these life style CEOs who are too emotionally attached to their projects.. such a wasted opportunity..

    • @CRUXInvestor
      @CRUXInvestor Před 3 dny

      We can't do the same interview over and over, we'd get complaints like yours! Both companies have done technical interviews in the recent past. Please use the search function on our CZcams channel to watch or listen to those. You can also go to www.cruxinvestor.com to read the write-ups by searching for each company.

  • @agwillie2790
    @agwillie2790 Před 4 dny

    Question, would Canadian nickels produced between 1955-81 be considered class 1 nickel based on its purity?

  • @SuperApotheosis
    @SuperApotheosis Před 4 dny

    For those confused as to what they are actually talking about ... They have a solution for turning WASTE plastics back into valuable petroleum and base materials. The efficiency is around 95%, compared to 70% in other competitors. What value do you put on a company that has the profitable solution for global waste ... $1bn, $10bn? Now look at the market cap.

  • @Michael-Wil
    @Michael-Wil Před 4 dny

    I appreciate your efforts Matthew, I think you gave them plenty of opportunity to sell the company, give investors a better insight but they kept it at too high a level for retail investors. I would have like to heard more about costs, margins, debt etc and in particular what is their moat, as it won't be long before competitors make breakthroughs, if there isn't already.

    • @mrgarner11
      @mrgarner11 Před 4 dny

      I think there is room for 1000 Aduros. BUT the one who signs a big corporation or gets bought out…. That’s the winner

  • @thomassmith7542
    @thomassmith7542 Před 4 dny

    Your talking about a company that just might have the answer for a worldwide huge problem! If their tech pans out it will be a massive opportunity to get in on the ground level! Also working with Shell Oil

  • @trunkyhead
    @trunkyhead Před 4 dny

    Criminally underrated and undervalued company set to change the world for the better...

  • @shawnpmartin77
    @shawnpmartin77 Před 4 dny

    10 minutes in --didn’t age well…

  • @jeffreydeuitch2146
    @jeffreydeuitch2146 Před 5 dny

    Always a pleasure to hear from Bill. Hope the ISR gold process comes along too.

  • @justpete2748
    @justpete2748 Před 5 dny

    13:22 … It’s great listing on NASDAQ and everything but if none of the brokers offer your stock it doesn’t make much of a difference. … I check every now and then and the US listing not offered in any of my accounts. Hopefully that changes but it seems like a bit of a chicken and egg situation.

  • @robertsimmons6467
    @robertsimmons6467 Před 5 dny

    I just can't get excited about this company at all. Small company, small resource, small money and big share price. I will take the political risk every time for big deposits over puny deposits and companies like this. Global Atomic's Dasa resource is something like 15 times larger than this companies and has tons of exploration potential to boot and is trading for less than UR-Energy.

    • @CRUXInvestor
      @CRUXInvestor Před 4 dny

      We like Global Atomic and Ur-energy. They are not mutually exclusive. URE is in production, which is more than most can claim. Global will hopefully get into production, too. They have different risk profiles, jurisdictions, scale, and economics, but both have good people running them. This is cause for celebration in a sector with companies that leave a lot to be desired.

    • @robertsimmons6467
      @robertsimmons6467 Před 4 dny

      ​@CRUXInvestor Yes I understand they are in production but they are just an archipelago of tiny deposits. Small mines bring in small money and carry the same amount of BIG risks as the big mines. I would buy URG if the share price were hovering around the .60 cent mark. Encore Energy, for me is a better U.S. based small deposit play.

    • @sheldonsnow803
      @sheldonsnow803 Před dnem

      @@robertsimmons6467 don't forget, when this bull market gets going again American companies will trade at a premium in America. Even if they are small deposits or small companies. I do not own them either. I do own encore and global

  • @clivestewart3224
    @clivestewart3224 Před 6 dny

    Good to see that the mega rich Helga Evans ~ Channel Islands ~ now has a 10% stake in Metals Exploration

  • @twisttwister8254
    @twisttwister8254 Před 6 dny

    Credit to Selby for keeping shareholders up to date regularly. .

  • @pierrec8397
    @pierrec8397 Před 6 dny

    I wouldn’t assume Claudia’s election is a positive change for mining in any way. AMLO telegraphed the agenda for the next years to her and the rest of Morena when communicating his package of constitucional reforms on feb 5th (Anniversary day of the Constitution) knowing that he didn’t have the majorities in congress to pass them. It includes open pit and water concession prohibition. AMLO and the core of MORENA strongly believe his Fourth Transformation is a generational project which not only transcends individuals in office but must guide their actions, leaving her limited room for any directional change. More importantly, it also includes initiatives detrimental to the balance of powers and the rule of law such as limitation of effects of amparo, public election of judges in a country where both corruption and organized crime are strong and elimination of public independent organisms created to balance power such as the tax ombudsman by merging into the tax administration and the institute for access to public information.

  • @mattball7074
    @mattball7074 Před 7 dny

    Real Money hahaha

  • @robertdagge200
    @robertdagge200 Před 7 dny

    Aw FFS, does he not understand the meaning of "Give us yhe figures,?" I gave up about the 3rd time asked. Maybe he answered later, but....

  • @user-xc5fq1vj2j
    @user-xc5fq1vj2j Před 7 dny

    Why do you not ever mention Alaska energy metals? To big of a competitor?

  • @paulorobertopetersenloreto2060

    Excelente para A. Gold. Mas, como sempre, gostaria de saber quais os reais benefícios que caberá ao Brasil. Não falo dos empregos e outras perfumarias. Falo da riqueza palpável que será gerada.

  • @murrayrothbard5347
    @murrayrothbard5347 Před 7 dny

    This company is a steal deal at these prices.

  • @robertdagge200
    @robertdagge200 Před 8 dny

    Nice - are his relatives currently in prison?

  • @robertdagge200
    @robertdagge200 Před 8 dny

    Difficult sector - going from being very in-favour to being totally out of favour. The only UK BSS coy I know - GSF - has gone from 120p and trading at a NAV premium to 66p and trading at a 40% (.......) discount in about 2 years. Apparently 2 other UK BSS coys are near-bust. Seems the sector is either sale of the lunchtime or to be avoided at all costs - "Do ya feel lucky, punk......?"

  • @daedalusjones3804
    @daedalusjones3804 Před 8 dny

    Encore Energy is definitely one I am watching. Great management and good jurisdiction with an income stream and a ton of money in the bank. I am blessed by this recent pull back because I am buying.

  • @herbschmidt2401
    @herbschmidt2401 Před 8 dny

    95% decline in share price and fully funded, not. Time to get this guy back to explain the decline and poor performance.

  • @herbschmidt2401
    @herbschmidt2401 Před 8 dny

    Little movement and 7 months have gone by. Crux might want to see if Chris might come back on the show and explain where to from here. Market seems to have little interest in recycling nor deposits reflected in the hard share price decline. 😊

  • @herbschmidt2401
    @herbschmidt2401 Před 8 dny

    Little concerned that given the current price of U3O8 Bannerman is still on the blocks & no material commitment to start construction.

  • @nickhornsey5719
    @nickhornsey5719 Před 9 dny

    Encore by name, encore by nature. Here we go again boys!! Great interview Matt 👍🏼

  • @bigstef6637
    @bigstef6637 Před 9 dny

    BTW, I’ve been in this trade for WAY too long..2018..currently I’m up 200%+ but now I’m really curious to see where UUUU goes in the next 3-5 years on the RE side…it’s pretty obvious where Uranium is going…”Stay tuned”