Financial Wire

鈾礦特許權使用費在盤前交易上漲6.6%,此前該公司同意以19億美元收購Sweetwater Royalties。

-- Uranium Royalty (URC.TO, UROY) 週四宣布,已同意以19億美元(含債務)的價格從Orion Resource Partners和安大略省教師退休金計劃管理的基金手中收購Sweetwater Royalties,受此消息提振,該公司股價在納斯達克盤前交易中上漲6.6%。 這家總部位於溫哥華的公司表示,將把註冊地遷至德拉瓦州以完成交易。 Uranium Royalty將保留原有名稱,並將此變更稱為「新URC」。現有股東將以1:1的比例獲得新URC的股份,而Sweetwater的股東將獲得價值8.13億美元的新公司股份(每股作價3.64美元)和3.3億美元現金,同時新URC也將承擔Sweetwater的6.25億美元債務。 這項交易將造就美國第二大土地所有者(不包括房地產投資信託基金),以及懷俄明州最大的土地所有者。交易完成後,該公司將控制85萬英畝的地表權和450萬英畝的礦產開採權,進一步擴大其在薩斯喀徹溫省阿薩巴斯卡盆地、懷俄明州和納米比亞的現有礦產資源組合。該公司表示,這筆交易也將使鈾礦資源公司(Uranium Royalty)成為美國最大的上市非貴金屬礦產資源公司。 此次收購也將使該公司獲得Sweetwater在懷俄明州的純鹼礦產資源組合。 Sweetwater在懷俄明州已知鈉租賃區擁有20萬英畝的土地,用於開採這種用於生產玻璃、化學品和其他工業產品的工業礦物。 「我們歡迎這項變革性的合併,它將加速來自位於頂級司法管轄區懷俄明州的具有競爭力、可靠性高且壽命長的資產的近期現金流。我們對懷俄明州有著深厚的感情和熟悉程度。更重要的是,它為我們提供了強大的財務基礎,使我們能夠在核能歷史性增長時期充分實現並擴大我們在鈾礦領域的業務。 該公司表示,將以現有現金和4,000萬美元的認購憑證為此交易提供資金。 鈾礦特許權使用費公司(Uranium Royalty)的股票在盤前交易中上漲0.23美元,至4.15美元。週三在多倫多證券交易所,該股收盤上漲0.25加元,至5.40加元。

Related Articles

Mining & Metals

Wedbush Refines Fennec Pharmaceuticals Estimates Ahead of Q1 Earnings

Wedbush is refining its its 2026 estimates for Fennec Pharmaceuticals (FRX.TO) ahead of the company reporting its fiscal first-quarter results."While we believe underlying demand trends remain intact, we are refining our 2026 estimates to reflect anticipated seasonality and the near-term impact of recent commercial reinvestment. Given onboarding and ramp dynamics, we do not expect meaningful contribution from new hires until 2H26 and anticipate limited sequential growth in 1H26," writes analyst David Nierengarten, who is maintaining an outperform and US$13.00 price target on the stock.Nierengarten forecasts first-quarter Pedmark revenue of US$13. million (~flat q/q), with a similar setup in the second quarter, before growth reaccelerates in the second half of the year as sales force productivity improves and the adolescent and young adult (AYA) penetration builds. (Pedmark is an injection used to lower the risk of hearing-loss induced by cisplatin chemotherapy)For fiscal 2026, Nierengarten expects Pedmark revenue of ~US$62 million (+39% y/y), with the back-half weighting driven by incremental contribution from new commercial hires."We continue to view Pedmark as a durable growth asset with a clear path to re-acceleration in 2H26, with FENC on track to achieve cash flow positivity in 2026, supporting a constructive outlook on shares."Price: $8.75, Change: $+0.10, Percent Change: +1.16%

$FENC$FRX.TO
Mining & Metals

Coyote Copper Mines Up 28% as it Starts Exploration Work on New Sulphide Copper Zone

Coyote Copper Mines (CCMM.V) shares rose 28% on Thursday after it announced the start of work on a newly discovered zone, with exposed copper sulphide mineralization and magmatic breccias within the Copper Triangle of Arizona.The company said channel samples are being cut with a diamond saw and dispatched to American Assayers Laboratories in Sparks, Nevada for analysis.Recent field efforts have led to the identification of a new mineralized zone, which includes a breccia pipe referred to as the Maher Breccia. It said broader zone remains under active evaluation, with current project mapping indicating a strike length of more than 4 km and a width exceeding 600 m.Shares of the company were last seen up $0.055 to $0.25 on the TSX Venture Exchange.Price: $0.25, Change: $+0.06, Percent Change: +28.21%

$CCMM.V
Australia

Procter & Gamble Advises Shareholders to Reject Potemkin Mini-Tender Offer

Procter & Gamble (PG) said Thursday it has it been notified of an unsolicited mini-tender offer from Potemkin to buy up to 100,000 shares of the company at $100 each.The company said this is the second such offer in the last few weeks and recommends that shareholders do not accept it, saying the offer is below the market price, comes with conditions, and is not endorsed by the company.Procter & Gamble shares were little changed at around $143.35 in trading on Thursday.Price: $143.52, Change: $+0.14, Percent Change: +0.10%

$PG