NexGen Energy Ltd. Shs Chess Depository Interests repr 1 shs (AU:NXG)
ASX:NXG
Earnings Data
Report Date
Apr 30, 2026During Market Hours (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.04Last Year’s EPS
-0.1Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys a predominantly positive outlook driven by strong balance sheet liquidity (CAD 950 million raise and >$1.1 billion cash), near-term regulatory progress (CNSC hearings complete with staff recommendation), robust exploration results at PCE, and construction preparedness (engineering, procurement, staged freeze plant, and camp expansion). Key challenges remain — final federal/CNSC approval, concluding the remaining financing package (timeline up to ~18 months), and a contracting gap to reach break-even production — but management positions these as manageable given strong market interest, clear execution plans and supportive macro uranium fundamentals (notable spot market activity and price appreciation). Overall the highlights materially outweigh the lowlights, indicating momentum toward construction and production optionality while execution and permitting risks remain to be closed.Company Guidance
Strong Balance Sheet and Major Capital Raise
Completed a CAD 950 million capital raise (including CAD 600 million from Australian investors); year-end cash position of over $1.1 billion, providing runway (first 12 months of construction estimated at ~CAD 300 million). Inclusion on the S&P/ASX 200 (Dec 22, 2025) increased market capitalization, liquidity and Australian institutional ownership.
Regulatory Progress — CNSC Hearings Completed with Positive Recommendation
Completed the two-part Canadian Nuclear Safety Commission hearings (Nov 19, 2025 and Feb 9–12, 2026). CNSC staff formally recommended project approval, with strong, formal public support from four Indigenous nations and provincial backing; final federal/CNSC commission approval remains the next step.
Exploration Success at Patterson Corridor East (PCE)
Continued high-grade discovery results at PCE that expand the mineralized system; ongoing 42,000-meter drill program with four rigs aimed at expanding footprint and the high-grade core — reinforcing potential for another Tier-1 discovery in the Southwest Athabasca Basin.
Project Construction Readiness and Site Investment
Approximately CAD 786 million invested in Saskatchewan since 2013; site is construction-ready with detailed engineering progressing, 28 procurement packages issued to RFP in 2025, freeze plant staged in Saskatoon, and plans to expand camp capacity from ~220 to just under 600 beds to support larger-scale exploration and construction.
Offtake Positioning and Production Economics
Currently contracted ~2.0 million pounds per year over the first five years; management notes break-even at ~3.5 million pounds per year and a marketing strategy designed to retain leverage to future uranium prices at time of delivery.
Favorable Market Fundamentals and Price Momentum
Uranium price backdrop strengthened (from $17/lb in 2017 to ~$90/lb today, ~+429% since 2017); 2025 spot market activity strong (56 million pounds traded, ~40% of mine supply and ~27% of total consumption). Utilities' spot purchases surged ~85% year-over-year in 2025, supporting contracting demand and upward price pressure.
NexGen Energy Ltd. Shs Chess Depository Interests repr 1 shs (AU:NXG) Earnings, Revenues Date & History
AU:NXG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AU:NXG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 04, 2026 | AU$18.32 | AU$17.31 | -5.51% |
Nov 05, 2025 | AU$13.64 | AU$13.50 | -1.03% |
Aug 05, 2025 | AU$10.33 | AU$10.66 | +3.19% |
May 12, 2025 | AU$9.05 | AU$9.01 | -0.44% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does NexGen Energy Ltd. Shs Chess Depository Interests repr 1 shs (AU:NXG) report earnings?
NexGen Energy Ltd. Shs Chess Depository Interests repr 1 shs (AU:NXG) is schdueled to report earning on Apr 30, 2026, During Market Hours (Confirmed).
What is NexGen Energy Ltd. Shs Chess Depository Interests repr 1 shs (AU:NXG) earnings time?
NexGen Energy Ltd. Shs Chess Depository Interests repr 1 shs (AU:NXG) earnings time is at Apr 30, 2026, During Market Hours (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is the P/E ratio of NexGen Energy Ltd. Shs Chess Depository Interests repr 1 shs stock?
The P/E ratio of NexGen Energy Ltd. Shs Chess Depository Interests repr 1 shs is N/A.
What is AU:NXG EPS forecast?
AU:NXG EPS forecast for the fiscal quarter 2026 (Q1) is -0.04.