NexGen Energy

NexGen reports that new drilling increased the vertical extent of the high-grade subzone at Patterson Corridor East by 94 m to 644 m and intersected uranium mineralization at a depth of 930 m. Drill holes RK-26-290c1 and RK-26-294 showed multiple overlapping uranium veins, with RK-26-290c1 cumulatively returning 19.5 m above >10,000 CPS and containing a 12.9 m interval that included a 5.2 m core over 61,000 CPS. The company calls RK-26-290c1 its best hole to date at Patterson Corridor East, extends strike in places by up to 50 m, and has deployed a fifth drill rig after completing 20,138.7 m of a planned 42,000 m. According to NexGen, mineralization remains open in most directions and exploration will continue. » Mais em de.investing.com

According to Reuters, mining giant BHP is considering a stake in NexGen Energy after the groundbreaking for the Rook I uranium project in Saskatchewan on August 20, 2026. BHP began a technical review in 2024 and, under new CEO Brandon Craig, is now signaling increased interest in uranium. Rook I could produce 28–30 million pounds of uranium and is seen as important to help alleviate the global uranium deficit; NexGen must raise roughly USD 1 billion in the coming months, making a merger or takeover possible. » Mais em deraktionaer.de

NexGen Energy confirms regular exchanges with BHP about its Rook‑I project in Saskatchewan, while the company has begun construction and is targeting production by 2030. NexGen aims to raise around USD 1 billion for mine construction and is considering pre‑purchase (offtake) agreements, debt financing and direct project equity investments. BHP has acquired land nearby and is exchanging technical information with NexGen, but no formal participation has been agreed to date. NexGen’s market capitalization has recently doubled to CAD 9.68 billion. » Mais em de.investing.com

NexGen Energy reported adjusted EPS of -$0.02 for Q2 2026, beating the consensus estimate of -$0.0465. Cash liquidity at quarter-end was CAD 970 million, and the Rook I construction project remains on schedule and on budget according to management, with a capital estimate of CAD 2.2 billion. The stock rose 2.7% after-hours to $14.07 as the company reviews various financing options and cites a favorable uranium market environment. NexGen still aims for first production around 2030 and says it has not observed any material cost inflation to date. » Mais em de.investing.com

L1 Capital's L1 Long Short Fund named NexGen Energy a key detractor in Q2 after the stock declined amid broad commodity risk-off, with the fund reporting a -17% loss on its long position and NexGen down about 15.8% over one month. NexGen is preparing to develop the Arrow uranium deposit in Saskatchewan after receiving final approvals in March 2026 and plans a ~4-year construction timeline. Management projects Arrow could generate roughly C$2.8bn EBITDA annually at US$80/lb uranium, while the company trades at an indicated market value below that projected asset cash flow. » Mais em finance.yahoo.com