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Mining

Peninsula Energy feasibility study results confirm new low-cost uranium operation

The study highlights strong leverage to the uranium price with downside protection.

Peninsula Energy Ltd (ASX:PEN) has completed a feasibility study supporting the transformation to a low-pH ISR uranium operation at its Lance Projects in Wyoming, US.

The study shows that Peninsula would become a globally competitive uranium producer by switching its uranium production method to low-pH ISR.

The study estimated direct operating expenses over the 17-year life-of-mine (LoM) of US$15.59 per pound and LoM all-in sustaining costs averaging US$31.77 per pound.

READ: Peninsula Energy stands to benefit from US government uranium investigation

Peninsula’s managing director and CEO Wayne Heili said: “Over the past year, Peninsula management and staff have been working diligently to identify the technical and economic drivers that can enhance the productivity and financial outcomes of the Lance Projects.

“Our comprehensive efforts have culminated in a detailed feasibility study.

“We are pleased with the robust economic outcomes projected therein and will continue to remain focused on delivering positive results related to our innovative plans for the future of the project.”

NPV of US$156.5 million and IRR 30%

Lance’s 17-year LoM production will be increased to 33.4 million pounds of uranium across a three stage production ramp-up.

The staged expansions provide capex flexibility with the initial low pH transition capex only US$5.3 million.

Study utilised an updated JORC resource

The feasibility study was based on an updated JORC resource totalling 48.9 million tonnes grading 473 ppm uranium for 53.9 million pounds of uranium.

The resource is classified into three separate production areas: (1) Ross permit area; (2) Kendrick expansion area; and (3) Barber expansion area.

New permitting and licences targeted for mid-2019

To change from an alkaline based mining solution to a low pH solution requires the approval of amendment requests for the existing permits and licenses.

Amendments to existing operating permits and licences are being targeted for grant in mid-2019.

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