Big Cash Deal for U-Parts

In another show of love for uranium from the markets, metal trader Uranium Participation (U-T) has closed an equity financing that will bring it $95 million.

The share offering, which had been pencilled in for $85 million — representing about 5.9 million shares at $14.60 — grew to 6.5 million shares for proceeds of $94.9 million after underwriters took an option on 675,000 more shares. There are no warrants or other attached securities.

Uranium Participation is using the money to buy 250 tonnes of uranium in the form of uranium hexafluoride (UF6); an agreement, conditional on the financing, to buy the hexafluoride is already in place.

The company did not disclose the terms of the deal, but spot UF6 prices in February were around US$230 per kg, putting the value of the deal near US$57.5 million ($67 million). Current market prices for UF6 are around US$260 per kg, putting the value around US$65 million.

The rest of the money will go toward more uranium purchases and for ongoing cash requirements. Uranium Participation has to invest a minimum of 85% of the proceeds of the financing in uranium.

At the end of February, Uranium Participation had a net asset value of $579 million, based on a market value of $677 million for holdings of 1,905 tonnes uranium contained in U3O8 and 950 tonnes contained in UF6.

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