OREMAVEN
XMM 7,722.00 -2.63% YTD +5.6% OM ASX 450.55 -2.56% YTD +0.1% OM PRECIOUS 349.20 -2.24% YTD +2.5% OM EX-PREC 418.91 -2.72% YTD -1.1% XAU 4,115.59 +2.31% YTD -4.9% GLD 375.49 +0.81% YTD -5.2% GDX 85.75 +1.37% YTD -0.0% SIL 77.33 -1.00% YTD -7.3% COPX 70.23 -5.81% YTD -1.8% URNM 40.07 -2.79% YTD -27.0%
2026-11-06
◂ Monitor NXG ASX

NexGen Energy Ltd.

Construction · Uranium · Canada Rating locked: sign in to view v8 · nxg-20261024t173607-full
Last 2026-11-06
A$11.4
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$7.7B
EV
A$7.2B
Cash
A$770.3M
Debt
A$623.8M

Narrative and provenance

Research & Sources

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Chronological evidenceSource-document inventory19 documents
Local eligible NXG ASX market closeMarket Data · LowExtracted

Eligible local ASX close A$12.20 on 13 October 2026, volume 1,258,203; one CDI equals one common share.

Document ID
doc-nxg-price
Published UTC
2026-10-13T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
Bank of Canada daily AUD/CAD observationMarket Data · LowExtracted

Bank of Canada daily AUD/CAD observation

Document ID
doc-nxg-fx
Published UTC
2026-10-09T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
September2026 CDI and issued securities statementCorporate Action · MediumPartial

September2026 CDI and issued securities statement: reviewed material pages 1,2,3. October deck is month-dated; exact release day unavailable, nominal October1 metadata only.

Document ID
doc-nxg-sept-cdi
Published UTC
2026-10-06T04:05:26+00:00
Projects
rook-i
Commodities
uranium
Open original source ↗
Australian Government September 2026 Resources and Energy QuarterlyCommodity Data · HighPartial

Table8.1 forecasts uranium US$103.7/lb in2030 and103.9 in2031 in2026 dollars; prices and supply projections, not contractual realization.

Document ID
doc-nxg-req
Published UTC
2026-10-02T00:00:00+00:00
Projects
rook-i
Commodities
uranium
Open original source ↗
October 2026 corporate presentationPresentation · HighPartial

October 2026 corporate presentation: reviewed material pages 21,22,32,33,36,37,42. October deck is month-dated; exact release day unavailable, nominal October1 metadata only.

Document ID
doc-nxg-oct-deck
Published UTC
2026-10-01T00:00:00+00:00
Projects
rook-i
Commodities
uranium
Open original source ↗
September2026 interest share issuance cleansing noticeResults · MediumPartial

September2026 interest share issuance cleansing notice: reviewed material pages 1. October deck is month-dated; exact release day unavailable, nominal October1 metadata only.

Document ID
doc-nxg-sept-cleansing
Published UTC
2026-09-25T00:28:22+00:00
Projects
rook-i
Commodities
uranium
Open original source ↗
August2026 Patterson Corridor East drilling updateResource Update · HighPartial

August2026 Patterson Corridor East drilling update: reviewed material pages 1,2. October deck is month-dated; exact release day unavailable, nominal October1 metadata only.

Document ID
doc-nxg-aug-pce
Published UTC
2026-08-26T08:53:32+00:00
Projects
pce-regional
Commodities
uranium
Open original source ↗
Q2 2026 interim financial statementsResults · HighPartial

Q2 2026 interim financial statements: reviewed material pages 2,3,4,5,6,7,8,9,10,11,12,13,14,15,16,17. October deck is month-dated; exact release day unavailable, nominal October1 metadata only.

Document ID
doc-nxg-q2-fs
Published UTC
2026-08-04T00:00:00+00:00
Projects
rook-i
Commodities
uranium
Open original source ↗
Q2 2026 Management Discussion and AnalysisResults · HighPartial

Q2 2026 Management Discussion and Analysis: reviewed material pages 6,7,8,9,10,14,15,16,17,18,19. October deck is month-dated; exact release day unavailable, nominal October1 metadata only.

Document ID
doc-nxg-q2-mda
Published UTC
2026-08-04T00:00:00+00:00
Projects
rook-i
Commodities
uranium
Open original source ↗
BankofCanadaAUD/CAD comparison conversion h1Market Data · LowExtracted

SourceddailyCADperAUDobservations;meanofthedailyreciprocalsforflowcomparison. Count125.

Document ID
doc-nxg-fx-h1
Published UTC
2026-06-30T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
BankofCanadaAUD/CAD comparison conversion q2Market Data · LowExtracted

SourceddailyCADperAUDobservations;meanofthedailyreciprocalsforflowcomparison. Count63.

Document ID
doc-nxg-fx-q2
Published UTC
2026-06-30T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
BankofCanadaAUD/CAD comparison conversion jun30Market Data · LowExtracted

SourceddailyCADperAUDobservations;meanofthedailyreciprocalsforflowcomparison. Count1.

Document ID
doc-nxg-fx-jun30
Published UTC
2026-06-30T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
Appointment of Ryan Podrasky as CFOLeadership · MediumPartial

Appointment of Ryan Podrasky as CFO: reviewed material pages 1,2. October deck is month-dated; exact release day unavailable, nominal October1 metadata only.

Document ID
doc-nxg-cfo
Published UTC
2026-05-20T22:19:35+00:00
Projects
rook-i
Commodities
uranium
Open original source ↗
May2026 final2025 assay releaseResource Update · HighPartial

May2026 final2025 assay release: reviewed material pages 1,2. October deck is month-dated; exact release day unavailable, nominal October1 metadata only.

Document ID
doc-nxg-may-assays
Published UTC
2026-05-07T22:13:24+00:00
Projects
pce-regional
Commodities
uranium
Open original source ↗
Q1 2026 interim financial statementsResults · HighPartial

Q1 2026 interim financial statements: reviewed material pages 2. October deck is month-dated; exact release day unavailable, nominal October1 metadata only.

Document ID
doc-nxg-q1-fs
Published UTC
2026-05-06T00:06:36+00:00
Projects
rook-i
Commodities
uranium
Open original source ↗
Final federal Rook I construction approvalPermitting · HighPartial

Final federal Rook I construction approval: reviewed material pages 1,2. October deck is month-dated; exact release day unavailable, nominal October1 metadata only.

Document ID
doc-nxg-permit
Published UTC
2026-03-05T22:19:37+00:00
Projects
rook-i
Commodities
uranium
Open original source ↗
2025 audited annual financial statementsResults · HighPartial

2025 audited annual financial statements: reviewed material pages 8,9,10,11,19,20,21,27,28. October deck is month-dated; exact release day unavailable, nominal October1 metadata only. Globalofferingclosingdate15October2025verifiedPDFpage23.

Document ID
doc-nxg-annual-fs
Published UTC
2026-03-03T00:00:00+00:00
Projects
rook-i
Commodities
uranium
Open original source ↗
2025 Annual Information FormResults · HighPartial

2025 Annual Information Form: reviewed material pages 5,6,8,10,11,12,16,17,18,23,24,25,26,28,36. October deck is month-dated; exact release day unavailable, nominal October1 metadata only.

Document ID
doc-nxg-annual-aif
Published UTC
2026-03-03T00:00:00+00:00
Projects
rook-i
Commodities
uranium
Open original source ↗
BankofCanadaAUD/CAD comparison conversion 2025Market Data · LowExtracted

SourceddailyCADperAUDobservations;meanofthedailyreciprocalsforflowcomparison. Count249.

Document ID
doc-nxg-fx-2025
Published UTC
2025-12-31T00:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
Evidence facts92
cash-2024cash

476587000 CAD

2024-12-31
debt-2024debt

455783000 CAD

2024-12-31
book_equity-2024book_equity

1179041000 CAD

2024-12-31
cash-2025cash

802578000 CAD

2025-12-31
debt-2025debt

586214000 CAD

2025-12-31
book_equity-2025book_equity

1832108000 CAD

2025-12-31
leases-2025lease_liabilities

697000 CAD

2025-12-31
npat-2025npat

-309676000 CAD

2025-12-31
ocf-2025operating_cash_flow

-47512000 CAD

2025-12-31
capex-2025capex

185599000 CAD

2025-12-31
npat-2025-audnpat

-343802322.73957443 AUD

2025-12-31
ocf-2025-audoperating_cash_flow

-52747826.62525563 AUD

2025-12-31
capex-2025-audcapex

206052026.30537167 AUD

2025-12-31
rook-countrycountry

CA ISO alpha-2

2026-06-30
rook-measured-resource_tonnesresource_tonnes

2183000 t

2019-07-19
rook-measured-resource_graderesource_grade

4.35 % U3O8

2019-07-19
rook-measured-resource_containedresource_contained

209600000 lb

2019-07-19
rook-indicated-resource_tonnesresource_tonnes

1572000 t

2019-07-19
rook-indicated-resource_graderesource_grade

1.36 % U3O8

2019-07-19
rook-indicated-resource_containedresource_contained

47100000 lb

2019-07-19
rook-inferred-resource_tonnesresource_tonnes

4399000 t

2019-07-19
rook-inferred-resource_graderesource_grade

0.83 % U3O8

2019-07-19
rook-inferred-resource_containedresource_contained

80700000 lb

2019-07-19
rook-reserve_tonnesreserve_tonnes

4575000 t

2021-01-21
rook-reserve_gradereserve_grade

2.37 % U3O8

2021-01-21
rook-reserve_containedreserve_contained

239600000 lb

2021-01-21
rook-npv80study_npv_post_tax

4890000000 CAD

2024-08-01
rook-irr80study_irr

39.6 %

2024-08-01
rook-discountstudy_discount_rate

8 %

2024-08-01
rook-studypricestudy_price_assumption

80 USD/lb

2024-08-01
rook-miningmining_method

Underground transverse and longitudinal stoping text

2021-01-21
rook-total-resource_containedresource_contained

337400000 lb

2019-07-19
rook-total-resource_tonnesresource_tonnes

8153000 t

2019-07-19
rook-total-resource_graderesource_grade

1.8771257913202457 % U3O8

2019-07-19
rook-npv80-audstudy_npv_post_tax

4910624623.418357 AUD

2024-08-01
cash-q2cash

756173000 CAD

2026-06-30
debt-q2debt

612371000 CAD

2026-06-30
book_equity-q2book_equity

1844287000 CAD

2026-06-30
leases-q2lease_liabilities

697000 CAD

2026-06-30
npat-h1npat

-81486000 CAD

2026-06-30
ocf-h1operating_cash_flow

-20513000 CAD

2026-06-30
capex-h1capex

155110000 CAD

2026-06-30
burn-q2quarterly_net_burn

84930000 CAD

2026-06-30
iso-investeeinvestee

IsoEnergy Ltd text

2026-06-30
iso-costholding_cost

180707000 CAD

2026-06-30
uranium-ownownership_pct

100 %

2026-06-30
uranium-commoditycommodity

uranium text

2026-06-30
uranium-descdescription

Strategic investment inventory:2,702,411lb U3O8; not mined production text

2026-06-30
uranium-bookbook_value

341150000 CAD

2026-06-30
cash-q2-audcash

770268921.2590404 AUD

2026-06-30
debt-q2-auddebt

623786289.0903534 AUD

2026-06-30
book_equity-q2-audbook_equity

1878666598.7572577 AUD

2026-06-30
leases-q2-audlease_liabilities

709992.8695120709 AUD

2026-06-30
npat-h1-audnpat

-84190624.03755854 AUD

2026-06-30
ocf-h1-audoperating_cash_flow

-21193852.574459888 AUD

2026-06-30
capex-h1-audcapex

160258298.29008302 AUD

2026-06-30
burn-q2-audquarterly_net_burn

86423168.13030766 AUD

2026-06-30
iso-cost-audholding_cost

184075583.17204848 AUD

2026-06-30
uranium-book-audbook_value

347509422.43047774 AUD

2026-06-30
rook-commoditycommodity

uranium text

2026-06-30
rook-studytypestudy_type

2021 FS with August 2024 interim cost trend update text

2024-08-01
rook-studydatestudy_date

2024-08-01 date

2024-08-01
rook-capexinitial_capex

2200000000 CAD

2024-08-01
rook-lifemine_life

10.7 years

2021-03-10
rook-permitpermitting_status

Federal construction licence granted March 2026; operating licence still future text

2026-06-30
iso-holding-pctholding_pct

27.8 %

2026-06-30
iso-ownershipownership_pct

27.8 %

2026-06-30
iso-commoditycommodity

uranium text

2026-06-30
iso-countrycountry

CA ISO alpha-2

2026-06-30
rook-capex-audinitial_capex

2209278971.6810603 AUD

2024-08-01
iso-marketvalueholding_market_value

241000000 CAD

2026-09-25
iso-marketvalue-audholding_market_value

242016469.17051616 AUD

2026-09-25
shares-basic-septshares_basic

676884770 shares

2026-09-30
shares-fd-septshares_fully_diluted

757242124 shares

2026-09-30
pce-countrycountry

CA ISO alpha-2

2026-08-25
pce-drillingnext_drilling

Complete42,000m2026 PCE programme with fifth rig; additional parallel-trend tests text

2026-08-25
pce-ownershipownership_pct

100 %

2026-05-07
pce-commoditycommodity

uranium text

2026-05-07
pce-best-textbest_intercept_text

RK-25-239:13.0m at5.2%U3O8, including0.5m at30.2% text

2026-05-07
pce-best-gxmbest_intercept_gxm

67.6 %-m

2026-05-07
rook-ownershipownership_pct

100 %

2026-03-05
rook-firstprodfirst_production_target

2030 inferred from four years construction from summer 2026 text

2026-03-05
cash-q1cash

655437000 CAD

2026-03-31
debt-q1debt

713926000 CAD

2026-03-31
book_equity-q1book_equity

1697930000 CAD

2026-03-31
price-referenceASX close

12.2 AUD/share

2026-10-13
fx-audcadCAD per AUD

0.9958 CAD/AUD

2026-10-09
fx-average-2025AUDperCAD 2025

1.1102000889302834 AUD/CAD

2025-12-31
fx-average-h1AUDperCAD h1

1.0331912725812844 AUD/CAD

2026-06-30
fx-average-q2AUDperCAD q2

1.0175811624903763 AUD/CAD

2026-06-30
fx-average-jun30AUDperCAD jun30

1.0186411327289395 AUD/CAD

2026-06-30
req-real20302030 real uranium price projection

103.7 USD/lb U3O8

2030-12-31
Conflicts requiring judgment1
  • fully diluted securities

    Exact September ASX securities statement replaces rounded presentation totals and non-reconciling convertible-inclusive footnote. Ordinary676884770 options46703163 convertpotential33654191. Debt bridge conservatively retains June fair value; no unsupported revised carrying balance.