Uranaktien: Minen, Explorer, Produzenten, Anwender

    Kleiner Auszug aus dem gestern veröffentlichten Interview vom Casey-Team mit Ron Hochstein (Präsident und COO von Denison):


    Let's start off with the macro-view. Where do you see uranium going?


    RH: I think the fundamentals are extremely strong for at least the next five to seven years, if not longer, and that we will see prices from 90 to 120 dollars per pound throughout that period. We may see the odd dip, but on average we’re going to be in that range for the next five to seven years.


    So where is the overall future for Denison? Is it consolidation, or just developing the projects, or is it both?


    RH: I’d say it is a combination of both. And it is building off our assets, and building up through consolidation. The White Mesa mill is a very key strategic asset in the United States, and so we’re going to build around that through either joint-venture or acquisitions of properties to provide mill feed. We seriously want to look at diversification into in situ leaching in the United States because that would reduce our cost base overall and give us more diversity of supply. Then we build more. I think we have one of the best exploration teams built now in the Athabasca Basin that we have built in the last three years from scratch – a lot of them came from Cameco and have looked at things worldwide, so we want to use that expertise to start looking in other spots of the world as well. So it is acombination. It is going to be organic growth, but consolidation primarily in the United States.


    Now what’s the annual production? Estimate?


    RH: We’ve recently downgraded our annual production rate for uranium. We were estimating 2.9 million pounds of uranium out of the U.S. in 2008 and 4 million pounds vanadium. As a result of some of the delays in permitting and a number of other issues, we’ve recently downgraded it to 1.7–2.1 million pounds, and most realistically, it'll probably be in that 1.8-million-pound production range. But on the other hand, we’ve upgraded our vanadium production – we were originally talking 4, but now we’re talking 5 million pounds.
    We originally forecast the mix of the ore we're producing to be about one-third vanadium, but our new figures are coming in about 20 percent higher than that.



    Als Übernahmeziele für eine Konsolidierung in den USA werden Ur-Energy (URE), Magnum Uranium (MM) und Blue Rock Resources (BRD) empfohlen.


    Grüße

    Also, ich war dann heut mal mit der Einkaufstüte unterwegs:


    Crosshair 1,03
    Sterling 1,86
    Sally 2,85
    DWS0G8 Uranzerti auch noch


    Mal sehn, ob mir sonst noch was in die Tasche fällt.


    PS: Yamana zu 8,41 auch noch zurückgekauft


    PS II: Sterling hat die Fallgeschwindigkeit beschleunigt :( Noch heute Nacht müßte die Aktie unter Null handeln :rolleyes:


    Hat hier jemand Ahnung von Wealth Minerals? - auch schön billig heute


    Gruß vom Bottomfischer ;) (hoffentlich :rolleyes: )

    Zitat

    Original von Milly
    .....verkaufe öfters mal was, aber das traut man sich hier immer nicht so laut zu sagen, weil dann wird man gelyncht :P


    Gruß Milly


    ...sag's das nächst Mal :) ich werde Dich nicht lynchen - grosses Ehrenwort ;)


    linar :)


    ....übrigens Dines hat 5 Minuten vor Schluss noch ein wenig angeschoben PNP MGA ASX CHX TYC URC BAY


    so trübe hier :rolleyes: [Blockierte Grafik: http://img219.imageshack.us/img219/1540/christmasknht3.gif] bisschen Stimmung ;)

    Hallo Liberty,


    ich bevorzuge bei den Produzenten Denison (hervorragende Aufstellung in den USA, sehr gutes Management) und bei den fortgeschrittenen Explorern Ur-Energy (Übernahmekandidat). Uranium One sollte sich aber auch unter normalen Umständen gut entwickeln.


    Grüße



    2008: A Year for Investing in Uranium Equities
    Thursday, January 3, 2008


    Uranium equities have stabilized in recent days with the uranium average bouncing back to the
    mid-180 level and only recently crossing back over the 190+ level . Investors have begun to test the
    waters and wade back into some of these issues rather than jump in blindly. It appears that we may
    have experienced the worst of the tax selling in both Canada and the United States, so the table seems
    set for 2008.


    With drill results rolling in for the industry in the next few months we will have a news flow to trade
    on, and a few companies will be reporting NI 43-101 compliant resources. Not sure at all how any of
    these results will come in, however we will be investing our money in companies which have proven that
    they either have something solid in the ground, or are very close to something substantial based on their
    current results.


    We cannot help but notice these days some of the full page advertisements endorsing nuclear
    power plants which keep popping up in some of our favorite financial publications (i.e. Barron's and The
    Wall Street Journal). It seems that Corporate America has fully embraced what is 'The Nuclear
    Renaissance' and have begun to put their money behind it. The utilities are behind these ads and are
    painting the picture that nuclear power is green power, and rightfully so. If you were to measure the
    electrical output of say coal (a truly dirty source of power at all stages of its cycle- from mining to the
    power plant) versus that of uranium there would be no other conclusion to draw from the facts. Truth be
    told, one kg of coal contains only three times more electrical output than fire wood and produces less
    than 1/16,600 of that of uranium. One question I would love to have answered is if you measured the
    coal ash which goes into the atmosphere, as a result of coal being burnt at a coal fired plant, and
    condensed it to the volume of its energy equivalent in uranium terms...how lethal and deadly would that
    substance be? Sad thing is this is all dumped into the atmosphere and greens seem to prefer that over
    storing the waste on the surface. In the future nuclear power may find more support as people become
    aware of the hazards of the chemicals dumped into the atmosphere and want to account for this. As
    laughable as this may sound, even today oil companies are looking at the fact of pumping CO2s into the
    ground in order to pump oil out and in the process keep greenhouse gasses out of the atmosphere. It is
    also being said that this process could help with meeting CO2 emission quotas under Kyoto.


    Unfortunately there are those out there who lack knowledge on the matter and through their
    ignorance on the subject suggest that nuclear power is much more dangerous than any other power
    source we have due to the plants and spent fuel. There has not been an accident in nearly 30 years
    and today many of the plants basically run themselves. There is always the possibility of accidents,
    however France has converted to 80% nuclear and they do not have any problems (engineering or
    management) plaguing their plants.


    The country will learn more about nuclear power and uranium mining as 2008 moves on. More
    applications will be submitted to the DOE for permits to build nuclear power plants, and quite honestly
    the Southern US is very pro-nuclear. The guaranteed subsidies will encourage this, plus USEC Inc.
    issued a press release stating that these subsidies will also benefit the uranium refiners. There is $2
    billion available to the front-end of the fuel cycle and $18.5 billion for the plants themselves.


    We still do believe that the established miners and near production explorers will be the issues to
    lead us out of the darkness, with Uranium One and Denison Mines looking attractive among the miners
    and Laramide Resources, UEX and Ur-Energy among the most attractive near production explorers.
    Pinetree would give one exposure to many uranium explorers, but only one, Mega Uranium, is a serious
    contender right now for achieving production. They do own some of the best explorers, and last we were
    told they effectively owned, through their stock ownership in Silver Spruce Resources and Universal
    Uranium, about 10% of the Two Time Zone Deposit in Labrador's Central Mineral Belt.


    Another reason we are still bullish on uranium for 2008 is the very fact that the big miners are not
    as bullish as once seemed. BHP Billiton and Rio Tinto both seem willing to part with Rio's holdings in
    Wyoming, BHP if they are able to buy Rio Tinto and Rio Tinto to get cash to pay down debt from recent
    acquisitions and to increase investors' returns. It is also important to note that none of the big miners
    have bought these uranium miners or explorers. Granted Cameco has made some strategic
    investments, but nothing material and Areva did purchase Uramin which was arguably the only buy
    among big miners. So until these uranium plays are discovered by those who specialize in mining, it is
    going to be hard for casual investors to discover.


    There are still many reasons to invest in uranium, and at these prices we are among the buyers.
    Many of the same reasons we began investing in uranium equities still exist, and chief among them are
    the supply demand ratio and build-out of nuclear plants. So long as a marketplace exists where supply
    is half of demand and demand is increasing for many years out, a favorable investing opportunity will be
    present.


    http://www.theinvestar.com/200…inginuraniumequities.html

    • Offizieller Beitrag
    Zitat

    Original von linar
    .
    brauche keinen Trost oder ähnlich - will nur meine Ansicht kundtun, auch wenn es nix bringt :rolleyes:



    Hallo linar..


    Doch doch: Jeder, der in diesem kniffligen Sektor investiert ist, hat Federn lassen müssen, mehr oder weniger.
    Der Ärger muß raus, das ist das mindeste.


    Besonders ärgerlich ist , wie der Markt mit den Anlegern wenig berechenbar umspringt.


    Wenig hilfreich sind die immerwährenden positiven Statements der bekannten Propheten im U Sektor.


    Grüsse
    Edel Man


    "Die Märkte haben nie unrecht, die Menschen oft." Jesse Livermore, 20.Jh.


    "Die Demokratie ist das Paradies der Schreier und Schwätzer, Phraseure, Schmeichler und Schmarotzer, die jedem sachlichen Talent weit mehr den Weg verlegen, als dies in einer anderen Verfassungsform vorkommt." E.von Hartmann


    Dieser Beitrag ist eine persönliche Meinung gem. Art.5 Abs.1 GG und Urteil des BVG 1 BvR 1384/16

    • Offizieller Beitrag

    Da wäre es mal wirklich interessant, die Aktivitäten der Hedge-fonds aufschlüsseln zu können.


    Meine persönliche Meinung ist, dass die Ursache der erratischen Kursverläufe hier zu suchen wäre.


    Wie sagen wir es bei EM? Gute Gelegenheiten zum aufstocken.


    Lucky

    Mein Engagement im Uranium Bereich beschränkt sich derzeit auf DML, STM und CXX.
    Werde zwar nicht weiter aufstocken aber auch nicht verkaufen......ich gehe unverändert von einer Fortsetzung der Uranium Hausse aus.....

Schriftgröße:  A A A A A