Can Your Investment Strategy 25x in a Bull Market?

Buy low, sell high. 

Easier said than done... unless... you see the trend coming like the Sprott Physical Uranium Trust which has purchased millions of pounds of uranium since mid-August.

In the last uranium bull market, Mega Uranium used a specific strategy to generate a 25x return for shareholders. 

Here's how they did it.

To see how another bull market is on the horizon, we’ll point to another basic economic theory: Supply and Demand. 

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The time to pay attention to Consolidated Uranium is now

... at the cusp of the uranium bull market and the initial stages of the acquisition strategy!



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The Incoming Bull Market

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"The uranium story is on the supply side… by 2030 we will need two new Kazatomprom’s, which presents an interesting challenge, where are those pounds going to come from?" 
- Riaz Rizvi, CCO, Kazatomprom

These catalysts have already reflected uranium’s price.

The market has now shifted into a sustained deficit. With more mine shutdowns anticipated over the next 5-10 years, significant new sources of supply will be required.

The New Demand

Electrical consumption has been increasing worldwide since the early 2000s. The International Energy Association estimates demand for electricity of +50% by 2040.

As demand for electricity soars, so too will the demand for long-term uranium. This comes from new nuclear power plants in emerging markets.

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The World Nuclear Association (WNA) reports more than 50 reactors under construction, over 100 planned, and more than 300 proposed.

Canaccord forecasts demand reaching 250 million pounds of U308 per year (+46%) by 2035. The long-term price target is $50 per pound.

Obtaining secured supply could overtake price concerns at some point.

Utilities will have to re-enter the long-term market as they did in the last uranium bull market (2004-2007).

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Mega Uranium - A Case Study

In 2000 the price of uranium was ~$7 a pound and four years later the price rose to ~$19 a pound.

The rise in price was a signal that a supply shortfall and the end of cheap uranium prices were here. 2003’s McArthur River mine and 2006’s Cigar Lake mine floods acted as catalysts for a supply crunch.

Paladin Energy's Share Price from 2005 to 2007

The supply-side may not be able to catch up to the demand-side. 

The excess demand will require a new supply. Suppliers will only develop new resources when prices rise to at least their cost of production.

It’s not a question of ‘if’ there’s a bull market, it’s a question of ‘when’ and ‘how much’.

We are Consolidated Uranium

Consolidation Uranium was founded by the team behind NexGen Energy and Mega Uranium.

Our strategy is to acquire uranium projects around the world with significant past exploration expenditures and market attention. They are not being advanced or focused on at present by the current owners.

This strategy generates a pipeline of projects for development and geographical diversification.

Our management team has decades of international experience in the sector. We specialize in project evaluation and acquisition.

Investors believe in our strategy so much that both financing announcements on October 1, 2020, and December 30, 2020, were oversold by $2.2 million.

Sachem Cove and Segra Capital, notable investment funds in the uranium and commodities sectors, are ~36% shareholders at Consolidated Uranium.

Mega Uranium's Share Price Rising with the Uranium Bull Market

This is a proven and profitable strategy that's been executed in a uranium bull market.

Reactors Under Construction

Utility Uncovered Requirements

Uranium Contracting Volumes and Price History

This is a key part of our plan.

History has shown, particularly in the uranium sector, that single asset, single jurisdiction companies have often failed due to project or political obstacles. 

We are purposely building a diversified portfolio of projects to mitigate this risk for our shareholders.

Management & Board

Philip Williams, President, CEO & Chairman

CSA Charter Holder
+20 years of mining and finance industry experience
Former C-Suite roles, as a sell-side research analyst, in a fund management and as managing director of investment banking focused on the metals and mining sector

Greg Duras, CFO

Senior executive with +20 years of experience
Certified General Accountant
Certified Professional Accountant

Peter Mullens, VP Corporate Development

Professional geologist with 35 years of experience across a wide range of commodities and countries
Extensive uranium experience including as VP Exploration for Laramide Resources

Richard Patricio, Special Advisor

Lawyer with +15 years capital market experience
President and CEO of Mega Uranium Ltd.
Director for NexGen Energy

Leigh Curyer, Advisory Board Member

CEO of NexGen Energy
20+ years in resources and corporate sector
Former Head of Corporate Development for Accord Nuclear Resource Management
Former CFO of Southern Cross Resources (now Uranium One)

Ted Wilton, Advisory Board Member

Senior Uranium Geologist
Chief Geologist for Westwater Resources (formerly Uranium Resources, Inc.)

Consolidated Uranium's Projects

Consolidated Uranium's Projects

Peer Valuation | Enterprise Value/Resource Multiples

To learn more about Consolidated Uranium, our projects and our management team, sign up for our newsletter to stay up to date on this exciting time in uranium. 

Cautionary Note Regarding Forward-looking Information

This presentation contains "forward-looking information" and “forward looking statements” within the meaning of applicable Canadian securities laws. Forward-looking information and statements include, but are not limited to, statements with respect to, planned exploration activities, the future interpretation of geological information and cost of such exploration activities, future financings, the future price of gold, and requirements for additional capital. Generally, but not always, forward looking information and statements can be identified by the use of words such as “plans”, “expects”, “is expected”, “budget”, “scheduled”, “estimates”, “forecasts”, “intends”, “anticipates”, or “believes” or the negative connotation thereof or variations of such words and phrases or statement that certain actions, events or results “may”, “could”, “would”, “might” or “will be taken”, “occur” or “be achieved” or the negative connation thereof.

Forward-looking information and statements are based on our current expectations, beliefs, assumptions, estimates and forecasts about the Company’s business and the industry and markets in which it operates. Such forward information and statements are based on numerous assumptions, including among others, the availability of financing, the accuracy of previous exploration records and results, that the results of planned exploration activities are as anticipated, the price of gold, the cost of planned exploration activities, that third party contractors, equipment and supplies and governmental and other approvals required to conduct the Company’s planned exploration activities will be available on reasonable terms and in a timely manner and that general business and economic conditions will not change in a material adverse manner. Although the assumptions made by the Company in providing forward looking information or making forward-looking statements are considered reasonable by management at the time, there can be no assurance that such assumptions will prove to be accurate.

Forward-looking information and statements also involve known and unknown risks and uncertainties and other factors, which may cause actual results, performances and achievements of Consolidated Uranium to differ materially from any projections of results, performances and achievements of Consolidated Uranium expressed or implied by such forward-looking information or statements, including, among others: limited operating history, negative operating cash flow and dependence on third party financing, uncertainty of additional financing, delays or failure to obtain required permits and regulatory approvals, no known mineral resources/reserves, reliance on a single project, aboriginal title and consultation issues, reliance on key management and other personnel; potential downturns in economic conditions; availability of third party contractors; availability of equipment and supplies; failure of equipment to operate as anticipated; accidents, effects of weather and other natural phenomena and other risks associated with the mineral exploration industry; changes in laws and regulation, competition, and uninsurable risks.

Although the Company has attempted to identify important factors that could cause actual actions, events or results to differ materially from those contained in the forward-looking information or implied by forward-looking information, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that forward-looking information and statements will prove to be accurate, as actual results and future events could differ materially from those anticipated, estimated or intended. Accordingly, readers should not place undue reliance on forward-looking statements or information.  The Company undertakes no obligation to update or reissue forward-looking information as a result of new information or events except as required by applicable securities laws.

The footnotes, endnotes and appendices to this presentation contain important information.  The endnotes and appendices are found at the end of the presentation. 

Cumulative Production Curtailments

A Bull Market in the Uranium Price is Quietly Underway

The Market Has Shifted into a Sustained Deficit

"To address the climate emergency threatening our communities, economy, and national security, we must look at all low- and zero-carbon technologies." 
- President Joe Biden, Climate Plan

World Electricity Consumption by Region

2020 was a year with a record uranium deficit. We’re already heading into 2021 facing a supply deficit of 23.6 million pounds, or about 13% of global demand. 

Low uranium prices have already forced production and supply curtailments at many mines.

President Joe Biden’s climate plan addresses the future of nuclear energy. He identifies the advancement of nuclear reactors to leverage carbon-pollution-free energy. 

The United States is not alone in its commitment to carbon neutrality. Canaccord Genuity notes China, Japan, and Korea have made recent commitments for carbon neutrality.

Capital Structure

Ticker 
Share Price (April 9, 2021)

Basic Shares Outstanding

Options

Warrants

FD Shares Outstanding

Market Capitalization (Basic)

Cash & Cash Equivalents

Debt

Enterprise Value (Basic)

TSXV:CUR 
$2.33

35.8M 

3M

14.1M

52.9M

C$83.3M

C$14.4M

Nil

~C$68.9M

Major Shareholders

Mega Uranium
Managers & Insiders

Institutions (Including Sachem

Cove, Segra Capital)

~4%
~4%

~40%

Mega Uranium set out to buy and 
consolidate uranium projects under its management. 

Between January 2005 and December 2006, Mega announced nine acquisitions and raised over $50 million in capitalThe result was a realized bull market that saw uranium prices rise to a high of ~$136 in 2007! 
This lifted Mega’s market cap from ~$15 million to $940 million and...

Increased the share price by 25x!

Mega’s sold projects to NexGen, Toro, and U3O8 Corp. It became a founding investor in Uranium Royalty Corp. and optioned projects to our company, Consolidated Uranium.

Other companies employed the same consolidation strategy and had great results too. 

Paladin Energy saw its shares rise from ~$0.50 AUD in 2005 to ~$9.25 AUD in 2007.