Uranaktien: Minen, Explorer, Produzenten, Anwender

Edel Man

Ja, die CXX, eigentlich ein sehr guter Wert, Sie kriegen zur Zeit aber kein Geld....jetzt scheinbar schon...wir werden sehen, wenn sich der Sektor erholt, wird CXX einer der besten Performer sein. UUU.TO hat sich gestern und heute auch ganz schön berappelt.....bin nun wieder pari, nachdem ich mich über einen zu frühen Einstieg geärgert habe.....scheinbar doch nicht

Kommentar zum FIS/HAT Streit von den Hard Rock Mining Analyst, David and Eric Coffin:

“Fission Energy (FIS-V; off 7 cents on 894K at $1.18)
announced before the open this morning (Thursday) that
Hathor’s Roughrider discovery hole was within 10s of
metres of the claim boundary with Fission’s holdings,
and indicated that subsequent drilling by Hathor is within
a fractional claim recently staked by Hathor but that is
actually within the Fission holdings. Note firstly that Fission
is not saying that the discovery is within its ground,
but rather that some work done by Hathor near the discovery
since then appears to have been done within Fissure’s
holdings.
Hathor Exploration (HAT-V; off 11 cents on 4.3 mm at
$2.24) has responded to this by stating that it has continued
the work within its own claim boundary, as confirmed
by a third party survey it had done after the discovery,
and that it was that confirmatory survey that lead
HAT to stake a fractional claim between its property and
Fission’s adjacent Waterbury Lake claims.
At this point we can only lay out some broad brush
notes on process. The original staking was done, in 2004,
by noting the claim-staking details on a series of “claim
posts” cut from local trees and/or erected using timber
brought in for the purpose. Lines would be marked between
the posts, other than where this is not possible
going over a lake (as in this case) or other impassable
terrain, but it is the positioning of the posts that determines
the precise location of the area staked. Where terrain
is impassable, special rules are used to describe
where the posts should be. Location information is plotted
on maps in the claims recording office, but to the
extent there is a difference between the actual position of
posts and the map plotting it would still be the physical
location of the posts that determine the claim boundaries.
The precise location of a claim is finalised by having a survey done of where those posts are, then matching this
information to the staking regulations and with regards to pre-existing claims. When Hathor recently surveyed its
claim a wedge shaped piece of open ground, known as a fraction, was indicated and Hathor has claimed this.
We realise the above may be confusing. This is an old system designed to minimise on-going disputes when compasses
and maps to guide claim staking were rare. We have been involved in this process in a number of other Canadian
jurisdictions, and can say that a dispute about precisely what is owned by who is not unusual within this type of
system. The means to resolve disputes are fairly tried and true. The usual first step is to ask a government official who
keeps track of claims to examine the situation and make a determination. Usually that is the full resolution and everyone
gets on with their business. Court cases are rare since a court would need a very good reason to over-ride an official
who knows the rules in detail. How quickly that process can complete we don’t know, but we hope sooner rather
than later and that it indicates a misunderstanding both sides can live with.”

Grüße

Labrador Inuit votes on 3-year uranium ban this week

A
proposed 3-year ban on uranium prospecting and development on Labrador
Inuit Land Claims goes to a second and final vote of the Labrador Inuit
government Wednesday.
http://www.mineweb.com/mineweb…age38?oid=50293&sn=Detail

Grüße

Exploration ja, Mining nein...

Nunatsiavut Government's Three-Year Moratorium to Allow Uranium Exploration

http://biz.yahoo.com/iw/080408/0384931.html

Grüße

China Nuclear Seeks Canadian Acquisition for Uranium Reserves

By Rob Delaney

April 9 (Bloomberg) -- China National Nuclear Corp., the
nation's largest nuclear power plant builder, said it is looking
for Canadian acquisitions or partners to help boost uranium
reserves and its plans to sell reactors in North America......
http://www.bloomberg.com/apps/…sarchive&sid=ajQtWY78sTU4

linar

Danke für den Artikel linar. Dieses Jahr werden größere Übernahmen anstehen, endweder von den Gesellschaften selbst oder durch rohstoffhungrige Chinesen. DML ist schon mal spekulativ kurzfristig angezogen, wurde gerstern aber wieder gedrückt. Hoffe es passiert endlich was, aber werde trotzdem auch längere Wartezeit in Kauf nehmen und keine Uraner verkaufen.

allg. Einschäzung zum Markt von Canaccord vom 09.04.:

How bad is it in the uranium sector these days? Well
just take a quick look at the two year chart of Aurora Energy,
which is one of the more successful uranium exploration
companies, and that tells you all you need to know. The
entire uranium sector was on a heck of a run just a year
ago, as uranium prices over the last few years has risen
from $10.00 to as high as $137.00. In the last year however,
uranium prices have corrected from that high level to currently
about $70.00 per spot prices.
More importantly is that many projects around the world
have had significant delays in their time tables and some
moratoriums on their projects. Aurora Energy was one of
those, as the Nunatsiavut government in Newfoundland
and Labrador, passed a bill approving a three year moratorium.
Some analysts believe the move doesn’t spell the end of
uranium exploration and mining, but the market obviously
didn’t like it, and Aurora had some projects that were in
fairly advanced stages. The whole uranium industry is interesting
time however, as Australia long in the antinuclear,
anti-uranium column over the past few years has
dramatically changed that stance, and looks like they will
be one of the world’s major suppliers.
On the other hand, countries that you would of thought
that would be quite positive for additional development,
such as Canada and the United States have produced delay
after delay. But, what next for uranium is a pretty good
question.
Uranium prices have been heading no where but down,
from the peak in uranium prices a year ago when utilities
around the world were concerned about uranium availability
and might be accused of panic buying, which forced
prices to an extreme. But, if so many projects that were
assumed to be coming on schedule over the coming years
suddenly aren’t…..
The big news today for some uranium stocks was a significant
tidbit out of the United States. Georgia Power said
yesterday that they have reached engineering and construction
deal with Westinghouse Electric for two eleven
hundred mega watt nuclear reactors at the utility’s Vogtle
plant south of Augusta.
If approved, the plant should come on line about 2016,
and of course it has to pass regulatory approvals. But,
the important tidbit is this could spell the comeback of
nuclear power in the United States, particularly when one
looks at coal prices going through the roof, and the concern
about dependence on foreign oil. Estimates for the
cost of the plant is somewhere between 4 and 8 billion
dollars, and nuclear plants usually have high up front
costs, but low running costs. This is the first plant, if it
goes ahead, to be given the ok in the United States since
the 1970’s, and maybe, maybe the first of many that could
change the perception for the uranium sector which is
gone from in the tank to about as bullish as you can to
right back in the tank. What next?
Meanwhile, back to Aurora, and with the government
decision on the moratorium the broker’s aren’t happy.
Blackmont has moved their targets on Aurora from $15.85
to $10.00. Dundee from $21.00 to $14.00, National Bank
from $11.50 to $5.50, RBC $12.50 to $8.00 and Canaccord
has moved it from speculative buy to a sell.

Grüße

gute Artikel, viele Infos

Uranium Bull Market: Not Over Yet
http://www.marketoracle.co.uk/Article4324.html

The Chinese Are Coming
http://www.theinvestar.com/thechinesearecoming.html

Grüße

Im nachhinein waren meine aggressiven Nachkäufe bei UUU.TO im Bereich zwischen 3,2CAD und 3,6CAD goldrichtig .....ich hoffe dass die aktuelle Entwicklung bei diesem wert weiter anhält

Value

Du kannst mir glauben, dass ich dich um deinen KK beneide.
Habe zwar ebenfalls auf ähnlichem Niveau nachgelegt, aber an meinem Schnitt hat das herzlich wenig geändert

Anyways, mit Verlust geh ich bei Uran nicht raus. Wie ich bereits seit längerer Zeit propagiere, werden Mergers u.ä. den Markt aufwirbeln. Siehe dazu auch die Aussagen von Cameco "Nothing would be to big ..", sowie die China-Statements.

Die Fakten zum zukünftigen Bedarf sind einfach zu eklatant, als dass man sie ignorieren kann.

@ Silverchiller

Meine Uraner
Der Einstieg bzw. Nachkäufe bei UUU.TO kamen aus dem Bauch heraus, derzeit sogar +15% mit der Gesamtposition, Fis.TO +50% und DML +8%; STM kaufte ich auch aus dem Bauch heraus und nach, hier jedoch -17% derzeit. Alles in allem bin ich in Anbetracht des seit monate anhaltendem Sell off bei den Uran Werten noch gut dabei.....ich wage jetzt einfach mal die Prognose, dass der Boden da ist.

Gruss

... angesichts des nach wie vor bestehenden Produktionsdefizits, andauernder Enttäuschungen bei neuen Minenvorhaben und haussierenden Öl- und Kohlepreisen KANN es eigentlich kaum sein, dass der Uranpreis weiter runter geht. Und damit können UranAKTIEN nur noch im Zuge eines allgemeinen Aktiencrashs weiter runter fallen - also quasi sippenhaftend. Oder eben bei Minenkatastrophen à la Cameco-Flutung. Zudem gibt es bei Explorern eben auch noch die üblichen potenziellen Risiken "findet nix", "bekommt keine Genehmigung" usw. Aber das ist ja nicht neues.

Neulich habe ich eine sehr interessante Präsentation des Präsidenten von West Australian Metals angehört und danach auch lange mit ihm gesprochen. Die SPOTpreise bei U3O6 (aktuell neues low bei 68 $/lb) sind ebenso wie die Futurepreise quasi irrelevant, da kein Volumen bzw. keine Lieferverpflichtung dahinter stehen. Die Volumendeals derzeit werden nach wie vor zu etwa 90-100 $ verhandelt und auch abgeschlossen, was aber nicht immer bekannt wird.

Ab 2011/12 ist ein RIESIGER Shortfall an Uran im Markt eine sichere Sache (mind 1/3 Differenz zwischen Angebot und Nachfrage!). Allerspätestens wenn der Russendeal mit den Amis 2013 ausläuft, wird es dramatisch für alle dann laufenden A-Werke, die noch keinen vertraglich und physisch gesicherten Urannachschub haben. Das heißt, spätestens 2009 müssen die alle wieder richtig viele Verträge mit den Minen abschließen und einkaufen.

Wir sind unten. Einzelne Explorer-Loser-Aktien werden die Ausnahme sein, die die Regel bestätigen.

Got Uranium?

....irgendwer pi**t einem immer ans Bein

Paladin Energy Limited: stock sold off by Merrill Lynch

— April 16th, 2008

[Blockierte Grafik: http://www.uranium-stocks.net/wp-content/img/2008/04/paladin-logo-10sep07.JPG]
Merrill Lynch has sold off a parcel of shares in Paladin Energy Ltd
thus extricating itself from its association with collapsed margin
lender Lift Capital Partners Pty Ltd.
However, there are two directors of Paladin, Rick Crabb and Gillian
Swaby, who are disputing Merrill Lynch’s right to liquidate the shares.
This is a bit of a messy squabble that both parties could do without at
the moment. However, it appears that Merrill have already sold the
shares which are now the subject of a legal battle in the Federal Court
in Perth. The directors claim that
“ They maintain that at all material times they had beneficial
ownership of shares held by a nominee of LIFT Capital Partners Pty Ltd,
and “that they will continue the legal proceedings they commenced to
protect their interests in these shares including for repurchase of
those shares if these have been sold”
The article, carried in [url='http://news.smh.com.au/merrill-lynch-sells-paladin-stock/20080416-26k0.html']The Sidney Morning Herald
goes on to say that; ‘Last week, Lift Capital Partners Pty Ltd went
into voluntary administration after its investors were spooked by
concerns over the viability of its margin lending model. Merrill Lynch
is Lift’s sole secured creditor and is owed close to $600 million,
secured against stock worth between $700 to $800 million’
It’s a real shame that it comes to this, which is of course a
distraction away from the main event. We don’t own any of this stock
but we do wish them well and that they can put these issues to rest
quickly.
If you have just taken an interest in the uranium sector and would
like to receive our free newsletter regarding uranium and in particular
[url='http://www.feedburner.com/fb/a/emailverifySubmit?feedId=722508&loc=en_US']investing in uranium stocks please click this link.

linar

Paladin chairman reduces shareholding
April 21, 2008 - 7:56PM

Paladin Energy Ltd chairman Rick Crabb has sharply reduced his holdings in the uranium miner.

In a statement to the Australian stock exchange on Monday, the
company said that Mr Crabb had disposed of more than half of his 11.96
million shares and now holds 5.58 million shares.

The company did not immediately respond to AAP's calls.

Mr Crabb and Paladin director Gillian Swaby aim to recover about $60
million worth of shares through Federal Court proceedings against
Merrill Lynch, which last week sold off the parcel of Paladin shares it
had inherited from its involvement with collapsed margin lender Lift
Capital Partners Pty Ltd.

The three day trial is scheduled to commence on June 23.

Shares in Paladin closed 15 cents higher at $4.79.

© 2008
AAP
http://news.smh.com.au/paladin…olding/20080421-27mh.html

linar

...kann mir das jemand verständlich machen

Paladin Energy Ltd Notes Appendix 3Y Filed With ASX
Tuesday April 22, 7:28 am ET

PERTH, WESTERN AUSTRALIA--(MARKET WIRE)--Apr 22, 2008 --
Paladin Energy Limited ("Paladin" or the "Company") (Toronto:PDN.TO - News)(ASX:PDN.AX - News)
wishes to refer to the Appendix 3Y lodged
("filed") with the Australian Stock Exchange on Monday,
April 21, 2008 by Rick Crabb, Chairman of Paladin Energy
Ltd. For the sake of clarification and in view of the manner
in which this was reported by certain press we draw attention
to the "nature of change" on page 2 of this Notice.

This details the circumstances surrounding this sale noting
the shares were disposed of without Mr. Crabb's consent
or authority and Mr. Crabb is currently pursuing legal action
to recover these. The text of the description is set out
below:-"Involuntary sale of 6,383,218 ordinary shares between 11
April and 14 April 2008 pursuant to the (purported) exercise
of rights by a secured creditor of Lift Capital (Pty Ltd),
as notified to the director on 16 April 2008. No consideration
has been received by the Director at this time. The Director
is pursuing actions to recover the ordinary shares disposed
without the Director's consent or authority."
http://biz.yahoo.com/iw/080422/0389153.html

linar

Na was?
Krabbe meint, seine shares wurden irgendwie ohne seine Zustimmung verkauft und jetzt will er es gerne rückgängig machen

....ja lesen kann ich schon aber verstehen möchte ich's
dem Kursverlauf nach tun das andere auch nicht so recht
denn eigentlich sollte es doch zumindest eine kleine Erholung geben

linar

mal wieder ein guter Artiekl zur Marktverfassung. aber um den harten Kern hier, muss ich mir ja keine Sorge machen Grüße

Uranium near floor after this year's collapse

http://www.guardian.co.uk/feedarticle?id=7478201

"Most utilities are staying out of the spot market to keep
prices down and impact sentiment in long-term price
negotiations," said fund manager David Coates at CQS New City
Investment Managers Ltd.

"All the bulls turning bearish and a lack of positives
across a sector is often the bottom of the market," he added.

Dealers said there was a lack of short-term buyers, but
prices could pick up if they stabilised around $65 a pound.

"Buyers are going to come in. There is a rumour that a
couple of producers are short and that they will come into buy,"
a uranium trader said.

der nächste "Ban":

VANCOUVER, British Columbia (Reuters) - British Columbia
shut the door on exploring for radioactive minerals on
Thursday, saying companies cannot claim rights to them even if
the discovery is by accident.

The western Canadian province does not have uranium mines,
but several companies have been doing exploration work and the
mineral can be found when looking for other resources. The
country's only active uranium mines are in the Prairie province
of Saskatchewan.

British Columbia said has revised its mining rules to
prohibit companies from staking claims for uranium and thorium
even when it is discovered as part of a broader project.

The province has already prohibited the building of nuclear
power plants.

http://ca.reuters.com/article/…ews/idCAN2435203520080425
Grüße