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    Katie Lachapelle • Unknown Analyst Firm

    Katie Lachapelle's questions to Nexgen Energy Ltd (NXE) leadership

    Katie Lachapelle's questions to Nexgen Energy Ltd (NXE) leadership • Q2 2025

    Question

    Katie Lachapelle of Canaccord Genuity asked about the new offtake agreement, specifically if it includes floors and ceilings, and questioned why NextGen appears to be securing more favorable terms than its peers. She also followed up on the status of project financing, asking if the previously indicated $1.6 billion in lending interest has grown.

    Answer

    CEO Leigh Curyer confirmed that NextGen's contracts are a blend, with US utility deals typically including floors and ceilings, and stated the favorable terms reflect the project's technical and sovereign profile amid global supply risks. Chief Commercial Officer Travis McPherson added that financing interest is growing well beyond previous figures and that offtake agreements are opening new avenues for government-backed lending.

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    Katie Lachapelle's questions to Nexgen Energy Ltd (NXE) leadership • Q4 2024

    Question

    Katie Lachapelle of Canaccord Genuity inquired about the expected timeline for the Rook I project's Commission hearing, particularly in light of a peer's recent announcement, and whether it would be a one or two-part process. She also asked for timing on further drill results and a potential maiden resource for the Patterson Corridor East (PCE) discovery.

    Answer

    CEO Leigh Curyer stated that the peer's (Denison's) hearing date announcement is a positive indicator for NexGen's own timeline. He confirmed the Canadian Nuclear Safety Commission (CNSC) has indicated it will be a single-part hearing and the company is ready to proceed immediately once a date is set. Regarding the PCE discovery, Mr. Curyer explained that results will be released in batches to provide context, unless a transformative 'barn burner' drill hole is discovered, which would be announced promptly.

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    Katie Lachapelle's questions to Nexgen Energy Ltd (NXE) leadership • Q2 2024

    Question

    Katie Lachapelle asked for commentary on M&A interest in the Arrow project, suggesting the upcoming final federal approval could be a significant trigger for a potential acquisition.

    Answer

    CEO Leigh Curyer acknowledged a notable increase in interest from various financiers and major mining companies, particularly those seeking clean energy assets in stable jurisdictions. He agreed that interest and a potential acquirer's preparedness to act might increase post-federal approval, but stressed that NexGen continues to operate with the mindset of building and operating the mine itself.

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    Katie Lachapelle's questions to Sigma Lithium Corp (SGML) leadership

    Katie Lachapelle's questions to Sigma Lithium Corp (SGML) leadership • Q1 2025

    Question

    Katie Lachapelle of Canaccord Genuity followed up on the topic of offtake agreements, asking about the target percentage of production to be covered and the potential duration of such deals.

    Answer

    Co-Chairperson and CEO Ana Cabral Gardner responded that the Board has granted flexibility to sign offtakes, with decisions contingent on securing favorable conditions. She highlighted that these prepayment agreements offer lower interest rates than Sigma's current debt, making them a useful liability management tool. Gardner mentioned that clients typically seek a minimum duration of three years, often for deliveries starting in 2026-2028, reflecting market concern about future supply. She explained Sigma hadn't pursued offtakes earlier because it wasn't necessary for funding Plant 1 and a strategic review was underway, placing the company in a strong negotiating position now.

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    Katie Lachapelle's questions to Energy Fuels Inc (UUUU) leadership

    Katie Lachapelle's questions to Energy Fuels Inc (UUUU) leadership • Q1 2025

    Question

    Katie Lachapelle asked about Energy Fuels' funding strategy for its major growth projects, including the Phase 2 rare earth expansion and the Toliara and Donald projects, given the capital requirements versus the current balance sheet. She also inquired about the uranium spot price level that would trigger sales and how production costs are currently tracking.

    Answer

    CEO Mark Chalmers explained that the company is pursuing a comprehensive financing strategy involving debt advisers, U.S. government agencies like the DOD and DOE, and potential offtake partners. He highlighted that the Toliara project is viable as a standalone mineral sands operation. Regarding sales, Chalmers stated a preference for an uranium price with an "8 handle" (i.e., $80/lb or higher). He projected that combined production costs for the year would be between $35 and $40 per pound.

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