Australia's Uranex Attracts New Interest In Key Project-Source
February 13 2012 - 1:28AM
Dow Jones News
Junior uranium explorer Uranex Ltd. (UNX.AU), which has
previously said it was discussing with potential Chinese partners
options to help develop a key project in Tanzania, has attracted
further interest from nuclear energy companies in North America and
elsewhere in Asia, a person close to the company said Monday.
At least five parties have in recent weeks expressed a serious
interest in either jointly developing the Mkuju uranium project or
buying it outright, the person told Dow Jones Newswires.
The flurry of approaches received by Melbourne-based Uranex
comes amid resurgent interest in uranium deposits that potentially
could feed a fleet of new nuclear reactors that countries including
China, India and Russia plan to build.
Early this month, Uranex said negotiations with finance and
nuclear companies based in China were advancing, as it looks at
opportunities including the joint development of the Mkuju project
and related infrastructure.
The person said these discussions continue.
Mkuju, located in southwest Tanzania near the borders of
Mozambique and Malawi, includes 12 granted licenses plus
applications covering an area of roughly 4,000 square kilometers.
The Likuyu North prospect was drilled last year and Uranex, which
has a market value of roughly A$65.7 million (US$70.6 million),
expects to complete a mineral resources estimate by the end of
March.
While the temporary closure of nuclear energy capacity in Japan
following the devastating earthquake last year means current
uranium production appears sufficient to meet demand, industry
participants expect that to change in 2013 when a U.S. deal with
Russia to convert decommissioned nuclear warheads ends. Fuel from
the warheads accounts for roughly 15% of annual global uranium
supplies.
China has embarked on a major expansion of nuclear power to
reduce its reliance on burning coal for electricity. The country
has 13 civilian nuclear reactors in operation, and an additional 27
under construction.
Australia's Toro Energy Ltd. (TOE.AU) last month said it was
holding talks with Asian investors interested in taking an equity
stake in its Wiluna uranium project in central Western Australia
state or developing the deposit as a joint venture.
Extract Resources Ltd. (EXT.AU), which is developing the Husab
uranium project in Namibia, is expecting a A$2.2 billion takeover
bid from China Guangdong Nuclear Power Corp. and China-Africa
Development Fund by March 1. The pending offer has been triggered
by Australian takeover rules after the Chinese companies bought
control of London-listed Kalahari Minerals PLC (KAH.LN), whose
primary asset is a nearly 43% stake in Extract.
-By Robb M. Stewart, Dow Jones Newswires; +61 3 9292 2094;
robb.stewart@dowjones.com
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