Uranaktien: Minen, Explorer, Produzenten, Anwender

Massive Upside for Little Known Near-Term Uranium Producer

By David J. DesLauriers
07 Nov 2006 at 07:40 PM EST

TORONTO (ResourceInvestor.com) -- Energy Fuels [TSXv:EFR] is a near-term uranium producer which surprisingly has a very small following when compared to better known names like Urasia Energy [TSXv:UUU], International Uranium [TSX:IUC], SXR Uranium One [TSX:SXR] and Energy Metals [TSX:EMC]. Despite this, it is an excellent story - every bit as good as these others.

The company is currently completing a C$30 million financing, and has a post-private placement valuation at today’s close of C$2.60 per share, of C$120 million. Uranium investors will know that this compares extremely favourably with the names listed above and other so-called near-producer stories, which all boast valuations that are quite literally 5X – 10X that of EFR.

As readers will no doubt guess, we believe that Energy Fuels deserves a serious upward re-rating.

People

Resource Investor had the pleasure of speaking at some length with George Glasier, President & CEO of Energy Fuels about the company, and its growth plans.

Investors need to realize that Glasier (who used to be part of a management team that ran a 5 million pound per annum uranium producer) and the team that he has assembled, have mined uranium, built mills, run mills, gone through the permitting process – in short, these are highly experienced, highly skilled personnel.

This gives EFR a major competitive advantage, and also puts them in a class with just a small number of other uranium producers and near-term producers who have the ability to get the job done - and that is exactly what they intend to do.

Resources

Some uranium developers who never have a chance of becoming producers are building up large 43-101 compliant uranium resources in order to get the market’s attention – and their market capitalizations indicate that they are succeeding. Nevertheless, the reality is that they will never monetize that uranium.

EFR, on the other hand, has acquired properties which are the sites of old uranium mines, some of which are fully permitted. At Whirlwind for example, where a 3,000-foot decline provides direct access to the ore body, existing drill data will probably allow EFR to report 2-3 million pounds of uranium as compliant with the 43-101 criteria, by year-end. The reality is that existing work indicates clearly to those who are familiar with the business of mining that there are probably 8-10 million pounds of uranium at Whirlwind.

In fact, the global resource across EFR’s properties (press releases and SEDAR are the best places to get property info for EFR) probably totals something like 40-50 million pounds of uranium, even if it has to be relegated to the historical category, for the time being.

EFR management will not waste all of their shareholders’ money on expensive drilling programs to prove up these historical resources to 43-101 standards, when they already know that the material is there. What they will do is monetize the rock!

Production and Cash Flow

EFR is currently negotiating with International Uranium for the use of their White Mesa Mill. Both parties interests are aligned because IUC cannot feed the mill to its running capacity by 2008 and EFR feed will provide extra revenue while IUC develops its projects in the region. It is anticipated that a deal will be signed in late 2006, or early 2007.

At that point, EFR will begin stockpiling ore, ready for roughly a 100-day mill campaign in mid-2008 at IUC’s mill, which will produce about 1 million pounds of uranium and 5 million pounds of vanadium to EFR’s interest.

Vanadium has been as high as $22 in the last 18 months, and analysts see prices somewhere between $10-$15 going forward. Even at its current $8 per pound, the vanadium credit received by EFR totally offsets mining, transportation and milling costs, giving Energy Fuels a cost base of zero on its uranium production.

With 47 million shares outstanding post-financing, and at current uranium prices, 2008 cash flow would equate to $60 million, or well over C$1 per share!

EFR has already started the process of laying the ground-work for building a mill of their own, a development which will go full speed ahead in 2007, and it is anticipated that this new mill, call it the Energy Fuels mill, will be ready to roll by mid-2009. The cost of building a mill is about $50-$60 million but typically one can debt finance with a split of 70/30 debt to equity.

In addition to producing 1 million pounds of uranium and 5 million pounds of vanadium per year through the IUC mill under what will probably be a 3 to 4 year contract with International Uranium, EFR will also produce the same amount through their own mill, for a grand total of 2 million pounds of uranium production and 10 million pounds of vanadium production in 2009.

Simple math tells you that at current uranium prices, it is at least $120 million in cash flow, or well over C$2 per share!

We need not go into growth plans beyond that, to the 3-4 million pounds per annum level of uranium production, or contemplate what would happen if uranium prices were higher, because the above alone justifies a major multi-bagger return.

Conclusion

EFR’s current dramatically oversubscribed financing should provide enough money to take the company into production at IUC’s mill.

Some dilution may be needed to finance the equity portion necessary for the building of EFR’s proposed mill. Acquisitions of deposits with pounds in the ground (the company’s experienced and connected team is looking at some interesting properties which will excite the market), could also result in some dilution.

Despite this, at $3+ per share, which is where newsflow should take this story in short order, even another $30 million financing in 6 months time (which would be more than enough money to do everything) would have only a very small impact on the share structure, adding 10 million shares for a total of 57 million shares outstanding.

For that reason we believe that EFR can achieve C$1 in cash flow per share in 2008, and C$2 in cash flow per share in 2009 based on current uranium prices of $60, their cost base of $0, and projected production of 1 million pounds of uranium/5 million pounds of vanadium in 2008, going to 2 million pounds of uranium/10 million pounds of vanadium in ‘09.

Companies that have hedged out some of their uranium in long-term contracts, and companies operating in far less mining-friendly countries are achieving valuations of 30X to 60X cash flow per share thanks to the dearth of listed uranium producers. That being the case, it is fair to say that EFR, currently trading at only 2.6X 2008 cash flow at current uranium prices, is going much, much higher.

With those numbers in mind, and given a very conservative multiple of cash flow, an 18-month target of C$15 per share should be placed on EFR, assuming that the price of uranium stays flat.

If we go to $80 or $100 on yellowcake, hold on for the ride!

Quelle: Resource Investor, 7. Nov. 2006

http://www.denisonmines.com/files/objects/Dec18-06pr.pdf

Formation Closes Financing for Saskatchewan Uranium Projects
VANCOUVER, BRITISH COLUMBIA, Dec 20, 2006 (CCNMatthews via COMTEX News Network) --
Formation Capital Corporation (TSX:FCO) (the Company) announces that, through its 100% owned Canadian subsidiary, Coronation Mines Limited (Coronation), it has closed a $150,000 flow-through private placement (the Offering) for the purpose of further developing its Virgin River and Kernaghan Lake northern Saskatchewan Athabasca Basin Uranium projects. These projects are joint ventured with Cameco & Areva, the details of which are more fully described below.

The Company has completed the Offering of 375,000 Units of the Company at a price of $0.40 per Unit. Each Unit is comprised of one flow-through common share and one-half of one non-transferable common share purchase warrant, each whole common share purchase warrant entitling the purchase of one non-flow-through common share of the Company at a price of $0.40 per share for a period of eighteen months from the date of closing of the private placement. The Company has paid cash fees totaling $9,010 in relation to the Offering.

The Virgin River Project totals over 29,000 hectares and lies in the Athabasca Basin of northern Saskatchewan approximately 60 km west of Cree Lake and is under a joint venture agreement with Coronation and UEM Inc., a corporation jointly owned by Cameco Corporation and Areva, formerly Cogema of France. The Athabasca Basin hosts several of the worlds' largest and richest uranium deposits. Coronation currently has a two percent interest in the Virgin River project with a right of first offer to increase its ownership to 10%. Coronation is carried by its J.V. Partners for the first $10 million in exploration expenditures. Cameco Corporation is the operator. More than $8.4 million has been spent to date, including diamond drilling, in the exploration for a large unconformity-type deposit with very significant results being returned to date. Cameco is very encouraged with the exploration results to date and has proposed a budget of $3.3 million for 2007 to continue exploration and development of the project that includes a diamond drill program. Results from the 2006 diamond drill program are expected early in the New Year.

The Kernaghan Lake Project (20% Coronation, 80% UEM) lies west of Wollaston Lake in the north-eastern portion of the Athabasca Basin where Middle Proterozoic, large scale, high grade unconformity uranium deposits occur at the base of the clastic sedimentary sequence and can attain gross metal values in excess of ten billion dollars. The property, located approximately 400 km north of La Ronge, is also joint ventured with Coronation and UEM Inc. with Areva the operator. The target is a Key Lake type uranium deposit, which contained reported reserves of approximately 195 million pounds of uranium oxide. This project lies approximately 15 km northeast along trend of the La Rocque Lake discovery, part of the Dawn Lake Project belonging to Cameco, AREVA and JCU (Canada) Exploration Company Ltd., where a drill intercept of 0.7 m @ 31.9% U3O8 at a depth of 276 meters was reported by operator Cameco. UEM has been drilling the Kernaghan Lake Project and intends to continue drilling with a proposed budget of $430,000 for 2007.

Die Aktie ist ja in den letzten Wochen extrem gestiegen, das Risiko einer grösseren Korrektur steigt. Andererseits wirkt der steigende Uranpreis und Nachfrage dagegen. Kann das wer einschätzen welches Potential in Forsys steckt?

@ Trockenschwimmer

Sehr gute Frage, weil Forsys ein EXZELLENTER Pick ist! Klar. Ist zwar in den letzten Tagen schon gut gelaufen. Aber Forsys wird nach allem was man weiß zum PRODUZENTEN werden - und zwar per 2009! Das ist für Uran-Verhältnisse superschnell. Schon heute werden Förderungen von 2012 (!) vorausverkauft bzw. vorausGEkauft.

Im Februar kommt ein sehr wichtiges geologisches Gutachten zu Forsys heraus. Das (positive) Ergebnis ist nach meinen Infos eher eine Formfrage und dieses Gutachten wird Forsys auf den Radarscreen der Instis bringen. Welches Bewertungspotenzial beim Sprung vom Explorer zum Produzenten lauert, ist ja bekannt. Ganz konkret zeigt das die nachfolgend reinkopierte Analyse zu Forsys auf. Ich habe richtig viel davon gekauft - und bin daher auch nicht mehr objektiv - aber der Bericht überzeugt m.E. absolut! STRONGEST BUY. Das Ding hat mehrere 100% Potenzial.

Near-Term Uranium Producer a Carbon Copy of $3B Paladin?

By D. J. DesLauriers
18 Dec 2006

TORONTO (ResourceInvestor.com) -- Forsys Metals [TSX:FSY], which plans to produce approximately 2.5 million pounds of uranium in 2009 from its Valencia property in Namibia, closed today at C$3.64 per share, giving it a market capitalization of about C$170 million. Uranium investors will know that this compares extremely favourably with names like Urasia Energy [TSXv:UUU], International Uranium Corp. [TSX:IUC], SXR Uranium One [TSX:SXR] or Energy Metals [TSX:EMC; NYSE:EMU], which all enjoy valuations that are quite literally 5X-10X that of Forsys.

More than that though, we believe that Forsys is almost an exact replica of the C$3.2 billion market capitalization mammoth Paladin Resources only about 24 months earlier. As we will illustrate, it looks as though Forsys deserves a significant upward re-rating, as it goes down the track towards production.

Why the Lack of Recognition?

Forsys is not very well known because it has a fairly short-listed market history in its current incarnation and has not been marketed in the same manner as some of the other better known near-term uranium production situations. The company only closed on the acquisition of its principal uranium asset in Namibia a little under one year ago - just before Christmas 2005.

Until that point, Forsys was focusing on some quite attractive high-impact non-uranium assets in the same country, which will be spun out to shareholders in the New Year and to which no value is ascribed for the purposes of this piece. Indeed, just the uranium seems compelling enough.

Timeline and Recognition Catalyst

What we believe will catalyze both institutional and retail investment into this story are the results of a pre-feasibility study, due out in early to mid February - or just two months time. We think that those numbers, which we can already compute in a general way, should take the share price to a valuation that is closer to that of its peers, of C$6-C$8 per share, or a market capitalization in the C$275-C$375 million range.

Not only will the study lay out the economics of production, but it will factor in drilling over the last year which it would appear could reveal a boost in the 43-101 compliant uranium resource on the Valencia property from roughly 20 million pounds of currently, to 30 million pounds of yellowcake.

Here are the numbers.

Production and Cash Flow

Forsys has designed this pre-feasibility study around a production rate of 2.5 million pounds per annum which seems easily achievable given similar operations, and their Measured & Indicated uranium resource.

The company estimates that the CAPEX on the project should come in around $120 million, with costs per pound of production ranging somewhere between $20/lb and $25/lb - investors need to keep in mind that Forsys has a perfect permitting and operational template in Paladin who has just done the exact same thing in the same country with a project that has similar grades and attributes. This is all laid out in the Forsys presentation on pages 25-27.

At any rate, given the CAPEX and cost per pound of production, we envision two scenarios:

In the more optimistic case, Forsys which currently has 47 million shares outstanding and about 61 million fully diluted, (which would bring in C$25 million in cash) would dilute at $5 per share to the tune of say 10 million shares, no warrant because the uranium market is so hot. That gives us 71 million shares fully diluted. The rest would be debt finance.

In this scenario and using the low cost number of $20 per pound, plus today’s uranium price of $72 (nice spike last week), FSY would cash flow something like $1.80 per share.

In the more dilutive case, assuming all equity to cover the CAPEX at C$5 per share or a raise of 30 million shares. This would give 91 million shares fully diluted. Now at $25/lb cost, and at current uranium prices, we get cash flow of about $120 million, or roughly $1.30 per share.

The truth will lie somewhere in between - so lets split the difference and use $1.55 per share in cash flow and a probably quite conservative multiple of 15X (even though many producers are trading at 30X plus) - we get a 2009 price target of C$23 per share.

That represents more than a six-bagger from current levels, and is a big number, but all of the figures are fairly straightforward and we can’t see any political, personnel, production or financing issues that could derail Forsys from following the Paladin roadmap and delivering on its goals.

Sticking to the Plan

The X factor is timing and FSY Chairman Duane Parnham told Resource Investor that the company is looking at ways to fast track to production and believes that it can meet the 2009 time frame for start of operations.

Indeed, they have already applied for the environmental permits and Namibia goes a lot faster in that regard than the state governments that some of the near-production hopefuls in the U.S. have to deal with.

This is an aggressive group that we believe can get the job done in the targeted time-frame, and it helps that there are two uranium mines operating in Namibia where title is well respected, and that Forsys has a template to go on in every area - construction, permits, contracts, etc. - thanks to Paladin’s Langer Heinrich operation.

Conclusion & Target

We believe that relative to peers, Forsys represents outstanding value. Not only given projected production levels and profitability in 2009, but also from the standpoint of the current market capitalization.

Whether it occurs between now and February, or it takes the pre-feasibility results for investors to take notice, we think that FSY deserves an immediate re-rating and should be trading between C$6-C$8 by Valentine’s Day if it is to be in any way in line with comparable situations.

Of course, the C$23 2009 price target contemplated here does not take into account the value that shareholders will reap when the other mineral assets in the company are spun out, future acquisitions, the fact that in reality uranium producers trade at more than 15X cash flow, or the trend in uranium prices.

As we stated in a recent popular article, “companies that have hedged out some of their uranium in long-term contracts, and companies operating in far less mining-friendly countries are achieving valuations of 30X to 60X cash flow per share thanks to the dearth of listed uranium producers.”

That being the case, it is fair to say that FSY, currently trading at only 2.3X projected 2009 cash flow at current uranium prices, could go much, much higher.

We think that Paladin with a market capitalization of almost 19X that of Forsys ought to be a guide as to where FSY shares are headed – and that assumes that the price of uranium stays flat.

If we go to $100 on yellowcake, hold on for the ride!

Kaum abzuschätzen. Jedoch stimmt der Bericht sehr optimistisch. Ich habe ein paar TVC abgezogen und in FSY umgeschichtet.

Vorschlag an Mod: Diesen Thread nach Nicht-Edelmetalle verschieben!

=========================================================

erl. Gruß HORSTWALTER

Der australische "Resource Capital Research" merkt an, daß die von ihnen verfolgten Uranium-Produzenten oder solche, die direkt vor Produktionsaufnahme stehen, im vergangenen Jahr um knapp 300% zugelegt haben. Im Vergleich dazu Uran-Explorer im Frühstadium: +160%.

Derzeit sind weltweit 251 AKW´s in Planung oder bereits im Bau.
442 Reaktoren sind weltweit in Betrieb.

Die Zahl der neu vorgeschlagenen oder in Planung befindlichen AKW´s hat sich im vergangenen Jahr stark erhöht um 43%.
Davon entfallen die größten Zuwächse auf China ( von noch 24 im Mai 2006 geplanten Kraftwerken auf nunmehr 63 im Herbst 2006), Russland (von 9 im Mai 2006 geplanten auf 26 Vorhaben) und USA ( von13 im Frühjahr auf 23 geplante AKW´s bis Herbst 2006)

The report reviews companies active in established uranium districts globally, including Australia, Canada, USA, Argentina, Peru, Mongolia, Zambia, Tanzania and Namibia. The following US traded companies: Buffalo Gold Ltd. (OTCBB: BYBUF) and (TSX-V: BUF.U), Unor Inc. (TSX-V: UNI) and (PINKSHEETS: UNOFF), and CanAlaska Uranium Ltd. are covered in the report.

To access a free abbreviated summary report, or to purchase the complete 88 page comprehensive report, go to http://www.rcresearch.com.au/documents, or call uranium analyst John Wilson directly at (+61-2) 9252 9405.

-- Several junior uranium companies are expected to announce decisions to
develop uranium projects in 2007.

Company Activity

A number of juniors continue to make strong progress in reviewing and advancing historic development projects, some companies have committed to new project development, and additional project development decisions are expected in 2007. Companies include Equinox Minerals (EQN), OmegaCorp (OMC) (subject to a takeover offer from Denison Mines (DML)), UrAsia Energy (UUU), Ur-Energy (URE), and Paladin (PDN) (Kayelekera).
Near term producer share prices are discounting a high "forward" uranium price, ie above US$90/lb U3O8. This premium and good organic growth potential are driving M&A activity in some instances. Recent examples being Denison\'s acquisitions of IUC (IUC) and OmegaCorp, and Paladin\'s earlier stage acquisition of Valhalla Uranium (VUL).

Companies with advanced projects (in most cases historical projects) which could advance rapidly in 2007 include Tournigan Gold Corporation (TVC), Uranex (UNX), PepinNini Minerals (PNN), Berkeley Resources (BKY), Wildhorse Energy (WHE), Energy Metals Limited (EME), Forsys Metals (FSY) and Laramide Resources (LAM).

Companies advancing earlier stage exploration projects in 2007, in some cases with encouraging early results, include Curnamona Energy (CUY), Globe Uranium (GBE), Scimitar Resources (SIM), Unor (UNI), Bayswater Uranium (BAY), Buffalo Gold (BUF), Magnum Uranium (MM), Continental Precious Metals (CZQ), Stellar Resources (SRZ) and West Australian Metals (WME).

Interessant vielleicht für Investoren von Buffalo Gold, die in den letzten Tagen kräftig verloren hat: Buffalo Gold will 2007 20% ihres Budgets in die Exploration von Uran stecken, wenn die Pre-Feasibility-Studie zum Goldprojekt am Mt. Kare im Frühjahr 2007 klargemacht ist:

BUF.U plans to spend about 20% of its exploration budgeton uranium in 2007.
Mt Kare (PNG), Porgera-style epithermal gold deposit: is a significant discovery with good potential to increase in size and quality.
Mt Kare high grade results include 33.4m @ 15.7g/t Au, 86m @ 4.2g/t Au - 3 rigs now on site.
Mt. Kare pre-feasibility study (Snowden) expected 2Q07.
BUF.U has 5 early stage uranium projects in QLD and the NT in Australia. The NT areas are strongly anomalous. Uranium projects are prospective for unconformity, sandstone, volcanic and sedimentary hosted types.
BUF.U has C$23m in cash and a good exploration team.

Overview: Buffalo Gold is exploring for uranium, gold, nickel-copper-PGE minerals in Australia, and goldin PNG. The most advanced project is Mt Kare which is a significant gold discovery with upside potential.
Uranium Projects: Murphy Ridge (NT, 230,000 ha) targets unconformity style uranium. Tenements aregranted and along strike from the western extension to the Westmoreland Uranium Project (TSX:LAM,
48.5mlbs U3O8). BUF has flown airborne EM and aims to define drill targets for 2007. The Juntala andNorth Maureen (Georgetown, Qld) projects are south and north respectively of the Maureen uranium
deposit (6.5mlbs U3O8, non 43-101). Targets are sandstone and large intrusive related deposits over a large area containing radiometric anomalies.

Investment Comment: BUF has C$23m in cash, a good exploration team and aggressive exploration timetable for Mt Kare. A pre-feasibility study is expected 2Q07, with a revised and likely upgraded JORC resource, reflecting the 400m high grade zone currently being drilled. Results from regional drilling at Mt Kare expected 1H07 and results from Hannah (Ni-Cu) are expected 1Q07. Drilling in the high profile Westmoreland uranium region is expected 2007.

gruss

auratico

hab die Woche nun Forsys gekauft. Mal sehen wie es läuft. Ist zwar schon etwas hoch der Kurs, aber mir scheint sie fliegt weiter.

Danke Pauli für deine Information.

@ Trockenschwimmer
Gern geschehen

@all
Ich bin hier ja schon eine ganze Weile dabei. Und daher auch nicht empfindlich. Aber wie eine solch negative Bewertung für diesen Thread zustandekommt, ist mir völlig schleierhaft.

Ich stelle dazu mal folgendes fest:
a) Trockenschwimmer hat eine m.E. gute Frage gestellt zu Forsys, die eine ganze Menge Potenzial hat und ein Uran-Top-Pick ist - wenn auch als (noch)-Explorer natürlich relativ riskant.
b) Ich bin weder hier noch sonstwo als Aktienpusher bekannt (äußere mich hier ganz selten zu Einzelwerten) und habe nur ausnahmsweise (weil ich die Forsys meine gut zu kennen) eine Aktien-Einzeleinschätzung vorgenommen.
c) Habe mich sogar -im Gegensatz zu vielen echten Pushern- als Aktienbesitzer (von Forsys) geoutet und daher als "nicht mehr objektiv" bezeichnet. Ich habe eigentlich nur einen guten Research-Report (der sogar kostenpflichtig ist) hier reingestellt. UND einen "Risikohinweis" dazugesetzt.

DIE FORSYS IST SEIT DIESEM POSTING (22.12.) in nur drei Handelstagen mittlerweile von 2,70 EUR auf nunmehr 3,50 EUR gestiegen - also um fast 30%!

Ich behaupte weiterhin, dass das noch lange nicht der fair value ist. Es gibt für diese Ansicht ausreichend fundamentale Gründe (s.o.). Die Rückschlaggefahr ist sicherlich da - das sollte aber nur Daytrader interessieren.

Nun dürft ihr mich weiterhin als Pusher ansehen. Aber wartet lieber mal die Kursentwicklung der kommenden Wochen ab.

Das schöne ist, dass die Threadbewertung hier nicht mehr schlechter werden kann. Daher haben wir nun Narrenfreiheit, hier WIRKLICH zu pushen

Zum Schluss allerdings doch (zum wiederholten Mal) die Bitte an Horstwalter, diesen Thread mit dem eigentlich besser passenden Uranminenthread zu mergen. Forsys ist zwar wichtig - aber braucht keinen eigenen Thread. Merci!

Edel Man
Das mit den Bewerten der Threads funktioniert wirklich nicht besonders....Man sollte mal klipp und klar sagen wofür die da sind, nämlich zum Bewerten des Inhalts und nicht ob einem das Thema gefällt oder nicht...ich merk das immer wieder, wenn beispielsweise wer irgendetwas gegen Gold schreibt und sei es dann noch so fundiert, dass der entsprechende Thread automatisch negativ bewertet wird...da komm ich mir zeitweise vor wie in einer Sekte..

@zara

Dass das mit den Bewertungen manchmal wirklich ein wenig suspekt ist, stimmt schon.

Aber: Störst du dich an den Bewertungen? Stört es dich, wenn du mal ne schlechte Wertung bekommst?

Ich achte eigentlich kaum auf die Bewertungen. Mir kommt es vielmehr darauf an, was jeweils an Infos und Diskussionen für mich interessant ist.

Von mir aus, könnte man die Bewertungen ganz streichen.

Danke fürs Mergen, EdelMan!

Ok - wenn ihr Einzelthreads lieber habt, gerne. Bin aber überrascht von dieser Ansicht. Immerhin diskutiert ihr HIER im Thread ja ständig Einzeltitel - bis hin zur Vorstellung und Diskussion großer Urandepots und deren Einzelwerten.

Wollte nicht das "System" durcheinanderbringen, sondern es den Uraninteressierten ermöglichen, alle Titel und deren Bewertungen, Kennzahlen HIER in EINEM Thread zu besprechen.

Kann man natürlich anders sehen. Nur DANN solltet ihr wirklich VIELE Einzelthreads aufmachen. Bin nicht sicher, ob das angesichts der bereits bestehenden Fülle von Threads hier so sinnvoll ist.

Anyway. Ihr seid hier die Titanen Schon klar, dass es kein perfektes System gibt. Keep the spirit!

Nein stört mich eigentlich nicht wirklich..ich schau auch nicht auf Bewertungen...trotzdem sollte man weiterkommunizieren, dass es sich dabei um eine objektive Bewertung handelt (-ob der Inhalt/Infos für die Allgemeinheit interessant sein könnten) und nicht um eine subjektive (Thema mag ich/Thema mag ich nicht)...Von mir aus könnte man die Bewertungen auch ganz streichen..is mir egal..

Der Gewinner 2006 ist Uran !

Meine 5% Investition vom Depotwert in Uranminen stieg gesamt auf 41% Gewinn in 2006.
Dort haette ich mehr reinstecken sollen, was solls hinterher ist man immer schlauer.
3% in Solar und alternative Energy sind ein Flop mit -38%.
In dem Bereich haette ich nur die MNE.L nehmen sollen, da haette ich fast nichts verloren.
2 % in Kohleminen sind entaeuschend, ich halte die jedoch weiter da ich sie fuer unterbewertet finde und denke die erholen sich wieder.(-22%)
10% in Oil und Gas Firmen sitzen mit -7% im Keller, erwarte aber in 2007 Gewinne in dem Sektor.
Die 66% in EM Minen halten sich gut bei +30% Gewinn.
Mal schaun wie das Rennen Uran gegen EM in 2007 ausgeht.

Ich wuensche Euch jedenfalls alles Gute.

Gruss

Eldo

Zitat

Original von Eldorado
Der Gewinner 2006 ist Uran !

Meine 5% Investition vom Depotwert in Uranminen stieg gesamt auf 41% Gewinn in 2006.
Dort haette ich mehr reinstecken sollen, was solls hinterher ist man immer schlauer.
3% in Solar und alternative Energy sind ein Flop mit -38%.
In dem Bereich haette ich nur die MNE.L nehmen sollen, da haette ich fast nichts verloren.
2 % in Kohleminen sind entaeuschend, ich halte die jedoch weiter da ich sie fuer unterbewertet finde und denke die erholen sich wieder.(-22%)
10% in Oil und Gas Firmen sitzen mit -7% im Keller, erwarte aber in 2007 Gewinne in dem Sektor.
Die 66% in EM Minen halten sich gut bei +30% Gewinn.
Mal schaun wie das Rennen Uran gegen EM in 2007 ausgeht.

Ich wuensche Euch jedenfalls alles Gute.

Gruss

Eldo

Alles anzeigen

Fair, wenn jemand zugibt, nicht immer richtig zu liegen!

Ich habe mich im Laufe des Jahres praktisch von Aktien, auch Energie, getrennt. Das war aus heutiger Sicht leider ein Fehler.

Eine China mobile und eine Petrochina sind weiter gestiegen und zwar kräftig. Schade!

Dannoch bleibe ich dem Aktienmarkt weiterhin fern, da ich nach wie vor überzeugt bin, dass die Edelmetalle den Dow Jones in den kommenden Jahren deutlich outperformen werden und wir uns übergeordnet in einem Bären-Aktienmarkt befinden.

Aber warten wir´s ab ... Prosit Neujahr!