UPDATE: Bannerman To Step Up Talks With Potential Development Partners
April 09 2012 - 11:48PM
Dow Jones News
Bannerman Resources Ltd. (BMN.AU) will step up negotiations with
potential backers for a key uranium project it is developing in
Namibia now that a completed study supports estimates that the
operation can produce up to 9 million pounds a year, Chief
Executive Officer Len Jubber said Tuesday.
The Australian company is pushing ahead with the Etango project
near the central western coast of the southern African country as a
"nuclear renaissance" takes hold in Asia, Jubber said in a
telephone interview.
Bannerman plans to continue investigations into the potential
longevity of Etango, which the definitive feasibility study found
currently has a mine life of at least 16 years, Jubber said. "It is
a big project, so we're trying to get a feel for just how big,"
Jubber added.
Bannerman has been discussing possible investment in the project
with interested parties for several years, but will now step that
up, he said, adding that the company remains open to options
including working with an established mine operator or an Asian
energy company seeking long-term supplies of uranium.
Earlier Tuesday, Bannerman in a statement said it has agreed to
sell a minority stake in the unit that owns the project, raising
about A$3.9 million (US$4 million) toward the estimated US$870
million capital cost of bringing Etango to production.
Namibia's state-owned mining company, Epangelo Mining Co., will
buy a 5% interest and has an option to acquire a further 5% stake,
it said. After the initial sale, Bannerman will hold 76% of the
unit that owns the Etango project and nonexecutive director Clive
Jones and former director Nathan McMahon will together have
19%.
The agreement comes amid heightening interest in sources of
uranium to power planned new nuclear power stations in countries
including China and India. China Guangdong Nuclear Power Holding
Corp. and China-Africa Development Fund this year bought
Australia's Extract Resources Ltd., which is developing a promising
uranium deposit that neighbors Rio Tinto PLC's (RIO) producing
Rossing mine in Namibia.
Bannerman said it has now completed a definitive feasibility
study for Etango, which supports building an operation that would
produce between 7 million and 9 million pounds a year of U3O8
uranium for the first five years and then 6 million-8 million
pounds annually to rank Etango as one of the world's largest
uranium-only projects. Etango is located southwest of Rio's Rossing
mine.
"The number of technically viable, globally significant uranium
projects is small, and there is an emerging consensus that uranium
prices will need to rise substantially in order to incentivize new
supply," said David Smith, chairman of Bannerman. "The involvement
of Epangelo as a key partner in the Etango project designates the
start of a new period in advancing the Etango project."
-By Robb M. Stewart, Dow Jones Newswires; +61 3 9292 2094;
robb.stewart@dowjones.com