Being a lazy day I had a play. Five years to watch and see of course. How much income will Nextgen make when it's mine opens at today's long-term u308 price and in the forecast long-term price in 2031## NexGen Energy Income Estimates: Arrow Mine at Current and Forecast U₃O₈ Prices**Current Long-Term U₃O₈ Price (2025):**- The long-term uranium price is currently around US$65/lb, following a recent correction from higher levels[7][12].- At this price, NexGen’s Arrow project is expected to generate more than C$2 billion in annual cash flow, according to leading fund manager L1[10].**Company Base Case:**- NexGen’s own base case uses a price of US$50/lb, at which the company forecasts C$1.04 billion in average annual after-tax net cash flow[10].**Forecast Long-Term U₃O₈ Price (2031):**- Forecasts for 2026–2030 suggest uranium prices could be maintained above US$85/lb, with some analysts predicting a peak of US$101/lb by 2028[7].- By 2031, long-term contract ceilings are reportedly moving toward US$130–$150/lb, reflecting strong demand and supply constraints[12].## Estimated Annual Income Table| U₃O₈ Price (US$/lb) | Estimated Annual Cash Flow (C$) ||---------------------|-------------------------------|| $50 | 1.04 billion (after-tax) || $65 | >2 billion (before-tax, est.) || $85–$101 | Likely >2 billion (est.) || $130–$150 | Substantially higher (est.) |- At today’s price (~$65/lb), NexGen could generate over C$2 billion in annual cash flow once Arrow is operational[10].- If prices rise to $85–$101/lb (2026–2030 forecast), or even $130–$150/lb (2031+ contract ceilings), annual income could be significantly higher, potentially well above C$2 billion, depending on costs and production rates[7][12].**Note:** These figures are estimates based on company disclosures and analyst commentary. Actual income will depend on final production rates, costs, and realized uranium prices.Citations:[1] Crypto mining | Australian Taxation Office https://www.ato.gov.au/businesses-and-organisations/income-deductions-and-concessions/income-and-deductions-for-business/crypto-assets-and-business/crypto-mining[2] Crypto Tax in Australia: What You Need to Know - Blog https://blockearner.com.au/blog/crypto-tax-in-australia-what-you-need-to-know/[3] Home-Based Bitcoin Mining: Your Step-by-Step Guide https://coinmarketcap.com/academy/article/7866801b-b406-49e5-ad7e-2ab4ef51d051[4] Bitcoin Mining Profitability Calculator - Hashrate Index https://hashrateindex.com/tools/calculator[5] calculator https://www.coinwarz.com/mining/bitcoin/calculator[6] Invest now to secure long-term uranium future, Red Book says https://www.world-nuclear-news.org/articles/invest-now-to-secure-long-term-uranium-future-red-book-says[7] Uranium Week: Capitulation Near The Bottom? - FNArena.com https://fnarena.com/index.php/2025/03/11/uranium-week-capitulation-near-the-bottom/[8] How to Calculate Bitcoin Mining Profitability | Braiins https://braiins.com/blog/bitcoin-mining-profitability-methodology[9] Uranium Supply and Demand in 2025: Market Forecast Analysis https://discoveryalert.com.au/news/uranium-market-volatility-supply-demand-2025/[10] This ASX uranium stock could potentially make $2 billion in annual ... https://www.**promotion blocked**.au/2024/03/11/this-asx-uranium-stock-could-potentially-make-2-billion-in-annual-profit/[11] Uranium market at start of 10-year bull run - The Oregon Group https://theoregongroup.com/commodities/uranium/uranium-market-at-start-of-10-year-bull-run/[12] Uranium Outlook for 2025 - Sprott https://sprott.com/insights/uranium-outlook-for-2025/
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