Uranaktien: Minen, Explorer, Produzenten, Anwender

zwyss

ich hab sie nicht im Depot und würde sie auch zur Zeit nicht kaufen, aber verkaufen würd ich sie nicht auf dem Niveau. Man weiß natürlich nicht, ob die neuen Produktionsplanungen eingehalten werden können, aber die Cashkosten von 11$/Pound lt. letztem Quartalsbericht sind schon sehr niedrig. UUU könnte bei einem Cashpolster i.H.v. ca. 280 Mio. $ per 30.09. auch durch weitere Zukäufe wachsen.

Ist natürlich frustrierend die Postion eine längere Zeit mit sich rumzuschleppen, wenn sich nichts tut. Also kurzfristig denke ich eher seitwärts.

Grüße

Ich habe UUU im Depot und ich werde sie wie gehabt halten, weil ich einfach nicht gewillt bin sie unter Wert zu verkaufen.
33Mio Volumen gestern, mal wieder total übertrieben. Aber gut, mich schockt nichts mehr im U-Markt.

Anbei noch eine Research vom 17, März 2007, wohlgemerkt noch ohne Einmverleibung von Energy Metals.

Zitat

Saturday, March 17, 2007
Uranium One
Uranium One (with Urasia (TSX:UUU)) (TSX:SXR) & (FSE:A9Y)
Share price: CAD 15,88 (mar 16, 2007)
Number of shares: 300 million
Market cap: CAD 4,764 million
Resources: 269 mio. lb (Indicated)
Price per pund U3O8: USD 15.08
Estimated production start: 2.8 mio. lb. in 2007
Estimated production output in 2010: 13 mio. Lb (19 mio. lb. in 2012)
Estimated revenue 2010 (U3O8 = $91) : USD 1,183 mio.
Estimated production costs per lb: $ 14.5
Estimated profit 2010: CAD 1,167 mio (USD 994.5 mio.)
Price target 2010 at p/e 10: CAD 35.37 (330 mio. shares)
12 month price target: CAD 22 (upside 38.5 %)

Alles anzeigen

Tja wie es schein ist Uran ein Jahr später nichts mehr Wert und die Energiefragen der Welt sind gelöst

NACHTRAG: Mittelfristig werde ich einen Großteil meines UUU Investments verkaufen. Die Art und weise der Kommunikation von Uranium One stinkt zum Himmel! Das Geld steck ich dann lieber in PDN

http://www.miningmx.com/energy/952794.htm

...leider sieht er auch noch so aus wie das was er von sich gibt

“I’ve had a very difficult, but exciting five years. It gets to a point where enough is enough," he said.

ich nehme an, er meint damit, dass er enough abgesahnt hat
linar

Es sind wohl weitere Probleme zu erwarten...In diesem Interview wird das Dominion-Projekt als unwirtschaftlich dargestellt. Der Kurs zeigt weiter Schwäche, scheint mehr zu sein als bis jetzt gedacht. Das könnte übel werden, wenn man der These folgt.

Grüße

Barry Sergeant: Investigations editor, Moneyweb

21 February 2008 23:09

MONEYWEB: Well, Barry Sergeant, the investigations editor here at Moneyweb has come into the studio. Barry, you've got quite a few thick documents with you. We heard the news today that Neal Froneman has resigned, and they've cut the output forecasts for 2008 at Dominion by 32%. What's going on?

BARRY SERGEANT: Geoff, ja, this is a bit of a rough story, hey. It's not pretty. There was, let's say, the chances of a pretty ugly story breaking out quite soon about what's been happening at Dominion .

MONEYWEB: Now, Dominion is the uranium mine in Klerksdorp?

BARRY SERGEANT: Ja, it's the flagship of Uranium One. The market's reacted pretty badly in Toronto. The stock price is down 21%. So in the past 12 months you've seen a stock worth $9bn is now down to about $2bn. And, ja, I brought these huge documents in here just to show that I'm looking at some real numbers. The competent person's report, CPR, was done for Uranium One by SRK Consulting, and it's dated 26 October 2006. We phoned them today and they cite confidentiality. I've got a thicker document here, a very similar thing, a CPR done by Anglo American, one of the erstwhile owners of...

MONEYWEB: [Overtalking] Now this was done when they basically got sold.

BARRY SERGEANT: Ja, 13 September 1996. And this valuation cost about R20m - you know, it's Anglo American, they don't mess around. They want to know the whole story before they make a decision. Now, fortunately the world's not waterproof, so we've got a pretty good idea of actually what's going on at Dominion today.

MONEYWEB: What is going on?

BARRY SERGEANT: What's going on is that the grades, the uranium grades and the gold grades - it also produces a bit of gold - are nowhere near what was in the CPR from SRK, and I'll just give you a couple of numbers. If we use the SXR data, which is available, which is based on the SRK data, then they reckon they're getting a recovery grade of uranium at 440 grams a ton.

MONEYWEB: So, for every ton of ore they're mining, they're going to get 430 [440] grams.

BARRY SERGEANT: That's what they're going to recover.

MONEYWEB: Ja.

BARRY SERGEANT: In the plant. There's a lot of other numbers. You know, your mine grade is much higher, but then you get dilution because of waste and in the plant your recoveries are affected by a number of things, and we'll get on to that in a few seconds. If you take the industry average in South Africa - remember AngloGold and also Harmony, Gold Fields, they mine uranium - if you take what's available from Uranium One and you blend that into the industry average, you would get a South African average of 310 grams of uranium oxide a ton.

MONEYWEB: So it's lower than what was expected?

BARRY SERGEANT: Well, the industry average in South Africa is a lot lower than what we've seen from SXR's SRK data, which is 440. So, we're already down to about 310 grams a ton. If you take the Anglo American CPR, this is now for Dominion, it's 210 grams a ton. Now, what I can tell you is that last month, January, the recovered grade - we'll try and stay on the same numbers, at Dominion - was 120.

MONEYWEB: So, their forecast in the Competent Person's Report - they were expecting to get 480-odd, last month the got 120.

BARRY SERGEANT: So if you take the published data that we know from Uranium One on Dominion, they would be making a monthly profit of ±R11m.

MONEYWEB: If they were getting 480.

BARRY SERGEANT: Ja, If you then say, no, no, no, those numbers are too high, they came from SRK, and use the Anglo American estimates, you're going to be getting a loss of R25m a month. Right. The January loss, the actual loss at Dominion was ±R60m.

MONEYWEB: For the month of January.

BARRY SERGEANT: Ja, R60m. And to put this in some kind of perspective, if you take two variables, your rand/dollar, your uranium oxide price, which is ±$75 a pound at the moment, and your other variable, your grade, you ask the question what does Dominion need today just to break even? It would need a rand/dollar exchange rate of R32 to the dollar. If you leave the rate where it actually is today, and say "what about the grade?", that would have to go to 1 100 grams a ton.

MONEYWEB: And it's sitting at 120.

BARRY SERGEANT: Ja, and if you leave the grade where it actually is and the exchange rate where it is, they would need a spot uranium oxide price of $280 a pound, as against $75. Now, I'm stressing this is all industry information. But I wouldn't be using the information unless it was coming from persons that are absolutely familiar with what's been happening at Dominion. There've been other spats breaking out in the background. The civils at Dominion were done by Bateman. The high-technology stuff, the plant and so on, the autoclaves and so on were done by Bateman Israel. Now, there's been a problem going on there, because if you design a plant to take a certain grade, this applies to any kind of mine, and the grade is very different, the plant kind of freaks out. It's like you don't put a frog in a liquidiser.

MONEYWEB: Unless it was designed for frogs.

BARRY SERGEANT: Yeah, exactly. And I don't imagine anybody would design such a liquidiser.

MONEYWEB: Exactly.

BARRY SERGEANT: So what we're talking about here is an operation which has been subsidised based on the information. And, despite the SENS announcement today, which tries to give a pretty upbeat picture for Dominion, this looks like it's a deadly story and its going to be a breakdown. And then we've got to start asking questions about disclosure. How long did management know that the situation was in place, and why didn't they bring it to the market's attention? Not that they have, not that they have. None of these numbers are in the market's face at this stage.

MONEYWEB: Where to from here?

BARRY SERGEANT: Well, that's going to be anyone's guess, because this is a total disaster, this is catastrophic, this is cataclysmic. And it's going to raise all kinds of regulatory problems, not only in Johannesburg but also in Toronto. And I don't think we want to go into the kind of image damage that it‘s going to do to South African stocks, once again. This is not the first scandal of this size that we've seen.

MONEYWEB: David, not...

DAVID SHAPIRO: [Overtalking] Is this a Milne & Erleigh-type situation, is it salting?

BARRY SERGEANT: Not so much salting. I mean, David, remember in year 2000 the uranium oxide price was $7 a pound and...

DAVID SHAPIRO: But I mean, if you're talking about grades of 440 grams per ton versus a recovery of 120 - I mean, how did they get to the 440? Was that in a effort to attract shareholders, was that...

BARRY SERGEANT: It's in this SRK document, and two of the authors who signed this, they're both eminent scientists and mining engineers, etc. One of them has resigned from SRK. And, as I said earlier, we couldn't get SRK onto the radio. I believe Uranium One was going to come on the radio, and they're...

MONEYWEB: In flight and we suddenly couldn't talk to them again.

BARRY SERGEANT: I guess, if I was one of those guys I'd also be on a flight.

DAVID SHAPIRO: Old Neal's gone from villain to hero, back to villain again. Unfortunately.

BARRY SERGEANT: Ja, and stepping down. If you read the SENS announcement, there's no reason given whatsoever for the stepping down, so...

MONEYWEB: What's going on then with Aflease Gold ,if he's still going to be the head of that? Is there any way to judge yet, or is there just too little information in the market as to what's going on?

BARRY SERGEANT: Well, you know, if I gave you the numbers a Dominion for what's happening with the gold recoveries, the story is just as disastrous. So, let's not even go into Aflease Gold, because this is like a step-level thing. Deal with the big things first, try and get this information in the public domain. This is investment money we're talking about here, it's shareholders money, and they've been sold a story which is turning out to be very, very different from the actualities. And let's not go into the number of employees at Dominion that have been told to shut-the-something up. This is quite a tough story.

MONEYWEB: Well, let's hope we can get some sort of information out of the company soon, and hopefully we'll get some answers. David, not a pretty story.
DAVID SHAPIRO: No, it isn't and, you know, we've grown to like Neal and it's been a success story, and we just hope that there's some explanation for this. You know, I'm not going to doubt what Barry says but, I mean, this could, as he says, be disastrous. You know, we've already had to deal with Kebble-type characters in the mining market here, and the last thing that we want for our own credibility is further news of this nature.

http://www.moneyweb.co.za/mw/v…ge55?oid=191882&sn=Detail

from BMO Capitol Markets, February 22, 2008

We are providing a uranium sector update in conjunction with initiating
research coverage of Cameco Corp. with a Market Perform rating and $44.00
target price and Paladin Energy Ltd. with an Outperform (Speculative)
rating and $8.00 target price. Our coverage universe now consists of Cameco
and the three most significant emerging producers Paladin, Uranium One
Inc. (rated Outperform (Speculative) with an $11.50 target price) and
Denison Mines Ltd. (rated Outperform (Speculative) with a $14.00 target
price).

(habe leider keinen Link da per mail ein pdf, weiss nicht wie man das hier reinbekommt ?()

linar

Ja linar, trümen darf man ja noch

Wobei PDN dürfte das Kursziel sicher erreichen.
UUU wohl eher nicht so schnell.
Denison halte ich persönlich für überschätzt.

Setze dieses Jahr auf die Kleinen.
STM und BVT

PDN bleibt auch drin.

Der Rest wird aussortiert

silverchiller, linar

Die Kusentwicklung der Uran shares die letzten Tage stimmt vorsichtig optimistisch....

Naja abwarten.

Ich hatte ja neulich schon gesagt, dass eigentlich jetzt die Zeit für Übernahmen da ist. UUU, PDN und andere mit dicken Reserven wären wahre Schnäppchen im Moment. Ich hätte da schon längst jemanden drauf angesetzt.

Weiter hoffe ich ja, dass auch die Hedgefonds Tradingmachines bald mal ihre Buy Trigger bekommen. Dafür müssten sich die Charts technisch aber sehr verändern zum momentanen Bild der Tristesse.

Verfasst von David Petch am 26.02.2008 um 7:55 Uhr

Einen Umzug nach Nevada sollte man sich zweimal überlegen

Dieser Artikel wurde ursprünglich am 13. Februar 2008 für Abonnenten veröffentlicht.

In einem meiner Threads wird der Titel dieses Artikels einleitend erklärt; lesen sie ihn bitte, bevor sie diesen Artikel weiterlesen. (Der besagte Thread bezieht sich auf das Austrocken des Lake Mead im Südwesten der USA. Bedingt durch Klimawandel kamen erstzunehmende wissenschaftliche Arbeiten zu dem Schluss, dass dieser See, Wasserspeicher für Millionen von Menschen in der Region, bis zum Jahr 2021 ausgetrocknet sein könnte. Anm. d. Red.) http://www.physorg.com/news122050436.html. Der Zugang zum Wasser ist eine essentielle Voraussetzung für den Bergbau als auch für den Betrieb von Kernkraftwerken. Wenn die Pegelstände des Lake Mead weiterhin sinken, wird der Hoover-Damm bald wie eine moderne Pyramide dastehen - ein Überbleibsel aus der Vergangenheit, das einst einen Zweck hatte aber später als Zeugnis der technischen Intelligenz jener gelten wird, die hier vorher gelebt haben. Falls der See austrocknet, würde dies Folgen für Millionen von Menschen haben; nebenbei gesagt, würde man es vermeiden, Immobilien und Grundstücke in Vegas zu kaufen, weil dieser Sektor dann wahrscheinlich in einen langfristigen Bärenmarkt gefangen ist.

Denison (DML.TO) besitzt derzeit 4 produzierende Minen entlang ihrer Verarbeitungsanlage, der White Mesa Mill in Nevada, - neben anderen großen produzierenden Minen und Explorationsprojekten auf der ganzen Welt. Aktuell ist die Produktion in Nevada durch Genehmigungsverfahren für einen Ventilationsschacht eingeschränkt aber auch durch einen Mangel an qualifizierten Arbeitern (das scheint heutzutage ein generelles Problem zu sein). Drei neue Minen sollen voraussichtlich 2008 in Produktion gehen, womit Denison in Nevada über 8 produzierende Minen verfügen wird. Ich vermute, dass es nach Ablauf von 5 Jahren zu Engpässen bei der Uranproduktion in Nevada kommen wird. Der folgende Artikel gab schon vor 3 Jahren Hinweise auf solche Entwicklungen: http://www.iht.com/articles/2005/12/30/news/gold.php. Was unsere Investitionsabsichten anbetrifft, so sollten wir in etwa 3 Jahren anfangen, Kasse zu machen......
http://www.goldseiten.de/conte…/artikel.php?storyid=6607

linar

sieht nach einem hochgradigem Fund beim Midwest NE Projekt (90% HAT, 8% TAS, 2% ???) aus.

http://biz.yahoo.com/ccn/080226/200802260444693001.html?.v=1

Due to the highly-radioactive nature of some of these intervals, the signal from a single crystal gamma-ray downhole radiometric probe is saturated throughout parts of the zone. A second probe was used to verify the high-grade nature of some of the intervals and results are currently being processed and will be used for future comparison to chemical results.

Hoffe meine anderen Athabascas kommen auch bald mit guten Ergebnissen.

Grüße

zur Eröffnung heute + 70%! Die endgültigen Resultate sind allerdings noch abzuwarten.

Nachbar zu diesem Projekt ist Fission Energy (FIS.V), sofern ich mich nicht irre. Die verhalten sich noch ruhig.

Anbei eine aktuelle Karte des Athabascas Basin. Hat jmd. eine besser erkennbare?

Grüße

Hoppla, das geht ja die Post ab.....bessere Karte habe ich nicht, aber genug FIS.V Gratis Shares aus dem Spinn off von STM

Ola-La-La...:D

Last Trade: 1.04
Trade Time: 11:28AM ET
Change: 0.54 108.00% !!!!!... a Rocket
Prev Close: 0.50
Open: 0.69
Bid: 1.04
Ask: 1.06
1y Target Est: N/A
Day's Range: 0.69 - 1.06
52wk Range: 0.46 - 1.43
Volume: 6,206,265
Avg Vol (3m): 160,240
Market Cap: N/A
P/E (ttm): N/A
EPS (ttm): N/A
Div & Yield: N/A (N/A)

Value, na das ist ja ein super Einstandspreis - unschlagbar! Trotzdem nichts los beim Kurs von FIS, vielleicht hab ich mich verguckt.

Eldo, ja freu mich auch, hoffe die Laborergebnisse bestätigen die Vorfreude.

Grüße

Nachtrag: Schlusskurs 1,14 CAD$ +128%. Werde morgen die Hälfe meiner Position verkaufen und den Rest laufen lassen.

FIS.V versucht sich mit dieser News dranzuhängen, Kurs reagiert aber kaum heute.

February 27, 2008
Fission Energy Announces Encouraging 2007 Waterbury Lake Drill Results - 0.10% U308 Intersected over 3.6m including 0.30% U308 over 1.1 Meters

The 41,280 hectare (~102,000 acres) Waterbury Lake Property virtually surrounds the AREVA-Denison Midwest Uranium Deposit (41 million lbs U3O8 at an average grade of about 5.5% U3O8 ), within the east-central part of Saskatchewan's Athabasca Basin. Denison recently announced a NI 43-101 indicated resource estimate totaling 464,000 tonnes grading 0.48% U3O8 and a 9,200 tonne inferred resource grading 18% U3O8 at its Mae discovery zone (also known as the Midwest "A" deposit), and further plans extensive drilling during 2008. Both the Midwest Deposit and the Mae Zone are located within several hundred meters of the Company's eastern Waterbury Lake claim boundary. In addition, the Company's property borders a recent uranium discovery by Hathor Exploration Ltd. Fission's current exploration program focuses on this eastern claim area.

Thu Feb 28, 2008 2:57pm EST

TORONTO (Reuters) - Canada's Uranium Participation Corp (U.TO: Quote, Profile, Research) sees the uranium price cycle "at or near the bottom," and moved on Thursday to take advantage with a C$65 million ($69 million) stock sale to fund the purchase of 900,000 pounds of the commodity.

The fund, which currently holds about 4.5 million pounds of uranium, said it would issue 6,375,000 common shares at C$10.20 each on the Toronto Stock Exchange.

The purchase would boost its holdings by about 20 percent, and represents about 5 percent of the whole 2007 spot market activity in uranium, the key fuel for the nuclear power industry, which provides about 16 percent of the world's electricity.

"We looked at the availability of the material and the price of the material ... and it would be our view that we are at or near the bottom of the price cycle," said James Anderson, who serves as chief financial officer of both Uranium Participation and its managing firm, Denison Mines Corp

The Toronto-based fund aims to buy the commodity by the end of March, Anderson said in an interview.

Banks and hedge funds have recently followed the lead of the fund, which for nearly six years has bought the commodity to hold in anticipation of a surge in spot prices.

Spot uranium UX-U3O8-SPT was around $73 per pound this week, down from a high of $136 last June.

"There is a shortfall in uranium, and there is projected to be a shortfall between supply and demand until 2010 at the earliest," said Raymond Goldie, senior mining analyst at Salman Partners.

"This purchase -- no matter what form it takes -- will tighten that market."

He added that uranium, which typically reacts slowly to news on supply and demand, has been relatively cheap the last couple weeks so now may be a good time to buy.

Because Uranium Participation does not have a license to purchase and hold uranium directly, the fund buys and holds the commodity through Denison Mines.

Uranium Participation shares, which historically have traded at a premium, were up 52 Canadian cents, or 5 percent, at C$10.94 on Thursday.

The stock's premium to the fund's underlying holdings is likely due to the fact that there aren't many other ways for ordinary investors to participate directly in uranium ownership, said Goldie.

Indeed, additional demand for uranium combined with recent uncertainty over supply -- including a lower production forecast from Uranium One (UUU.TO: Quote, Profile, Research) last week -- "paints a bullish picture" for uranium spot prices, said Max Layton, of Macquarie Bank in London.

"My view is that uranium spot prices will rise to $80 per pound in the near term," he said.

Partly in response to the news, shares of Cameco Corp (CCO.TO: Quote, Profile, Research), the world's No. 1 uranium producer, climbed C$1.28, or 3.4 percent, to C$39.03 on the Toronto market.

http://www.reuters.com/article…AN2860061120080228?rpc=44

Das taugt schon bobelle !

Sieh die U.TO hier als Trendsetter, dem die Hedgefonds folgen, frei nach dem Motto "the trend is your friend". Und wenn das erst mal anläuft, dann werden die purchase decissions von ganz alleine getriggert ... boom next upmove ist vorbereitet .. wird auch mal Zeit.

Ich schätze mal vorsichtig, dass wir die Tiefs gesehen haben (ausser bei UUU, da ist alles möglich bei dem Drecksladen )

Ist Tower Bottom ein Signal für einen weiteren Anstieg?
Am Freitag gab es schon wieder Verluste, aber insgesamt stetige Erholung.

Hoffe, daß der Aufschwung auch noch andere Werte erfaßt.

Gruß,
Liberty