Sign in

    Alexander Terentiew

    Research Analyst at Ventum Financial

    Alex Terentiew is Managing Director of Metals & Mining, Institutional Research at Ventum Financial (also referred to as Ventum Capital Markets), specializing in research and coverage of mining and energy companies, with a particular focus on the uranium sector. He has covered companies such as NexGen Energy and Montage Gold Corp., delivering in-depth institutional-grade research and serving as a recognized industry expert, including hosting high-level forums on uranium trends. Terentiew began his research career at Stifel GMP (Stifel Financial Corp.) and held senior roles prior to joining Ventum Financial in 2022, establishing a strong track record across the Canadian resource sector. He is known for his deep technical expertise and maintains active industry credentials, though specific securities license information is not publicly disclosed.

    Alexander Terentiew's questions to CXBMF leadership

    Alexander Terentiew's questions to CXBMF leadership • Q4 2024

    Question

    Asked about Nicaraguan operations, including potential production seasonality, the drivers behind the strong year-to-date performance, and the reason for the significant increase in cash balance despite ongoing capital spending at Valentine.

    Answer

    Nicaraguan production is not expected to have seasonal variations. The strong start to 2025, with production up 15%, is driven by both higher tonnes and grade, and the company is confident in its full-year guidance. The recent increase in cash is attributed to the timing of spending and the company's overall strong financial position, which ensures Valentine's initial capital is fully funded.

    Ask Fintool Equity Research AI

    Alexander Terentiew's questions to NexGen Energy (NXE) leadership

    Alexander Terentiew's questions to NexGen Energy (NXE) leadership • Q2 2024

    Question

    Alexander Terentiew requested a more detailed timeline for the final permitting approvals and the subsequent start of construction, and asked how financing plans are integrated with this timeline.

    Answer

    CEO Leigh Curyer reiterated the federal process: awaiting CNSC feedback, which leads to the EIS being deemed final, followed by a commission hearing and a decision within 60 business days. He stated that the full project financing package would likely be announced post-federal approval, as the debt process is contingent on receiving the permit and equity would be spent first.

    Ask Fintool Equity Research AI