Beiträge von Blue Horseshoe

  • Uranaktien: Minen, Explorer, Produzenten, Anwender

    wünsch ich euch viel erfolg.. ich trade nichts mehr. sollte manche guten equities nochmal auf mir sympathische level zurückkommen werde ich so aufstocken.


    ich traue mir bei den fundamentaldaten und entwicklungen das traden nicht und mir ist es auch zu stressig. ich halte es auch nicht für gegeben das eine mögliche korrektur mir alleine steuern und gebühren zahlt.


    daher halte ich es jetzt ersteinmal wie jesse livermore

  • CORONA Virus, wirtschaftliche Folgen, med. Informationen

    Zitat von niederbayer

    ... Von Montag dieser Woche an startet der US-Pharmakonzern Pfizer mit dem Direktvertrieb von Paxlovid in Deutschland. Nach Angaben des AOK-Bundesverbands kostet das Medikament künftig im Apothekenverkauf 1.149,19 Euro pro Packung. ..."

    diese abzocke ist ein wahnsinn - und ja für mich ist das vom staat gedecktes abzocken.

    nehmen würd ich es allerdings eh nie, gibt es weit besseres aus russland/china.

    aber wehe man erwähnt diese in der eu <X

  • Uran -- Märkte und Informationen

    der gedanke ist ganz nett, ich denke eher das alle faktoren eine rolle spielen, von schwefelsäureknappheit bis zur "unter-erschließung" und das ausreizen von produktionskapazitäten von assets.


    kasachstan ist ansich kein kleiner produzent von schwefelsäure,

    kamenogorsk metallurgical complex hat allein eine jahresprod. von ca 1 mio tonnen.

    https://www.kazzinc.com/eng/o-proizvodstve/vidy-produktsii/sernaya-kislota


    allerdings ist schwefelsäure knapper als man zuerst denken könnte

    Unternehmensblog der Donau Chemie Gruppe mit exklusiven Einblicken in die Entwicklungen der Branche und des Marktes. - Blog



    bei einem orderbuch bei kap das mehr oder weniger nach china und ru geht, würde mich eine

    knappheit an schwefelsäure für kap eigentlich verwundern aber nichts ist unmöglich.


    rein von meinem investmentstandpunkt, wäre mir eine weitere angebotsverknappung willkommen, also auch wenn ccj weiter probleme bei mc arthur und cigar lake ...


    vom gesichtspunkt der energiesicherheit im "westen" betrachtet - aus allen sektoren(nucelar, öl, gas) brauch ich langsam was gegen übelkeit.


    kap habe ich nicht mehr im depot, alleine schon gdr nervt mich.

  • Verfall des Hegemon USA

    must read artikel von pepe escobar.

    bitte selbst übersetzen.. mit jedem besseren browser ja heutzutage bei bedarf kein problem mehr.


    China, Russia and Iran will take the fight towards a more equal and just system to the next level, Pepe Escobar writes.


    Year of the Dragon: Silk Roads, BRICS Roads, Sino-Roads
    China, Russia and Iran will take the fight towards a more equal and just system to the next level, Pepe Escobar writes. ❗️Join us on Telegram, Twitter ,…
    strategic-culture.su


    As we enter incandescent 2024, four major trends will define the progress of interconnected Eurasia.

    1.Financial/trade integration will be the norm. Russia and Iran already integrated their financial message transfer systems, bypassing SWIFT and trading in rials and rubles. Russia-China already settle their accounts in rubles and yuan, coupling immense Chinese industrial capacity with immense Russian resources.

    2.The economic integration of the post-Soviet space, tilting towards Eurasia, will predominantly flow not so much via the Eurasia Economic Union (EAEU) but interlinked with the Shanghai Cooperation Organization (SCO).

    3.There will be no significant pro-Western inroads in the Heartland: the Central Asian “stans” will be progressively integrated into a single Eurasia economy organized via the SCO.

    4.The clash will become even more acute, pitting the Hegemon and its satellites (Europe and Japan/South Korea/Australia) against Eurasia integration, represented by the three top BRICS (Russia, China, Iran) plus the DPRK and the Arab world incorporated to BRICS 10.

    On the Russian front, the inimitable Sergey Karaganov has laid down the law: “We should not deny our European roots; we should treat them with care. After all, Europe has given us a lot. But Russia must move forward. And forward does not mean to the West, but to the East and the South. That is where the future of humanity lies.”

    And that leads us to the Dragon – in the Year of the Dragon.

    The Mao and Deng road maps

    There were a whopping 3.68 billion Chinese trips by rail in 2023 – an all-time record.

    China is fast on the way to become an AI global leader by 2030. Tech giant Baidu, for instance, recently released Ernie Bot to rival ChatGPT. AI in China is expanding fast on healthcare, education, and entertainment.

    Efficiency is the key. Chinese scientists have developed the ACCEL chip – capable of performing 4.6 quadrillion operations per second, in comparison to NVIDIA’s A100, which delivers 0.312 quadrillion operations per second of deep learning performance.

    China graduates no less than one million more STEM students than the U.S., year after year. This goes way beyond AI. Asian nations always reach the top 20% in science and mathematics competitions.

    The Australian Strategic Policy Institute (ASPI) may be lousy on geopolitics. But at least they did a public service showing nations that lead the planet in 44 critical technology sectors.

    China is number one, leading on 37 sectors. The U.S. leads on 7. Everyone else leads zero sectors. These include Defense, space, robotics, energy, the environment, biotechnology, advanced materials, key quantum technology and of course AI.

    How did China get here? It’s quite enlightening today to revisit a 1996 tome by Maurice Mesner: The Deng Xiaoping Era: An Inquiry into the Fate of Chinese Socialism, 1978-1994.

    First of all, one needs to know what happened under Mao:

    “From 1952 to the mid-1970s, net agricultural output in China increased at an average per annum rate of 2.5 percent, whereas the figure for the most intensive period of Japan’s industrialization (from 1868 to 1912) was 1.7 percent.”

    Across the industrial sphere, all indicators went up: steel production; coal; cement; timber; electric power; crude oil; chemical fertilizers. “By the mid-1970s, China was also producing substantial numbers of jet airplanes, heavy tractors, railway locomotives, and modern oceangoing vessels. The People’s Republic also became a significant nuclear power, complete with intercontinental ballistic missiles. Its first successful atomic bomb test was held in 1964, the first hydrogen bomb was produced in 1967, and a satellite was launched into orbit in 1970.”

    Blame it on Mao: he transformed China “from one of the world’s most backward agrarian countries into the sixth-largest industrial power by the mid-1970s.” On most key social and demographic indicators, China compared favorably not only with India and Pakistan in South Asia but also with “’middle-income’ countries whose per capita GNP was five times that of China.”

    All these breakthroughs laid down the path for Deng: “The higher yields obtained on individual family farms during the early Deng era would not have been possible had it not been for the vast irrigation and flood-control projects – dams, irrigation works, and river dikes – constructed by collectivized peasants in the 1950s and 1960s.”

    Of course there were distortions – as the Deng drive produced a de facto capitalist economy presided by a bureaucratic bourgeoisie: “As has been true of the histories of all capitalist economies, the power of the state was very much involved in establishing China’s labor market. Indeed, in China a highly repressive state apparatus played a particularly direct and coercive role in the commodification of labor, a process that has proceeded with a rapidity and on a scale that is historically unprecedented.”

    It remains an inextinguishable source of debate to what extent this fabulous economic Great Leap Forward under Deng generated calamitous social consequences.

    ...

    ..

    .

  • Uran -- Märkte und Informationen

    watss patent in kanada an moltex erteilt.

    Advanced Reactors / Canada Grants Patent For ‘Innovative’ Spent Nuclear Fuel Recycling Process

    A patent has been granted in Canada for advanced nuclear power company Moltex Energy Canada’s spent nuclear fuel recycling process that converts uranium oxide fuel into molten salt reactor fuel.

    Invented by Moltex co-founder and chief scientist Ian Scott, the innovative process is known known as “waste to stable salt”, or Watss.

    In the process, spent nuclear fuel is converted into several parts. Transuranics – the long-lived, man-made elements – along with some uranium and fission products are extracted into a salt which forms the fuel for Moltex’s under-development stable salt reactor-waste burner (SSR-W) plant, avoiding the need for high-purity separations.

    Moltex’s 300-MW SSR-W and some other reactors can use this fuel, converting it to clean energy while destroying these long-lived waste products created by nuclear fission, Moltex said.

    The New Brunswick-based company said recently that rigorous experiments had demonstrated the viability of its Watss process.

    Moltex says its process is notable because conventional spent fuel reprocessing is complex and expensive. “Conventional reprocessing either directly produces pure plutonium, or can be altered to produce pure plutonium, which could be misused for nefarious purposes,” the company said.

    “In contrast, the Watss process is unable to produce pure plutonium, making the process far safer for current and future generations. This also makes the process simpler and less expensive.”

    Moltex chief executive officer Rory O’Sullivan said the patent is testament to Moltex’s commitment to innovation and to finding improvements in existing nuclear energy processes.

    “Waste is one of the most important considerations in the nuclear industry, and Moltex’s process offers an elegant and cost-effective solution to safely reducing waste stockpiles.”

    Moltex has been chosen by NB Power to develop its reactor technology in New Brunswick, Canada, with the goal of deploying first-of-a-kind SSR-W, Watss and GridReserve units at the Point Lepreau nuclear station site. GridReserve is a thermal energy storage tank, also under development by Moltex, enabling the SSR-W to act as a peaking plant. https://www.nucnet.org/news/ca…ecycling-process-1-5-2024

  • Uranaktien: Minen, Explorer, Produzenten, Anwender

    conversion steigt weiter, als zweites glied in der kette des brennstoffkreislaufs ein wichtiger indikator


    100.000 kgu / q1-2024 alle preise aus dem ask


    conversion 60$

    uf6 310,75$

    swu 162$


    sput

    SPUT Tracker
    Summary Disclaimer: This document is not for investment purposes and does not constitute investment advice of any kind, nor is it an offer of sale or purchase…
    docs.google.com


    +100.000 lbs

    2.340.000 neue share ausgegeben für 56.000.000$

    62.900.000$ cash

  • Uranaktien: Minen, Explorer, Produzenten, Anwender

    Zitat von museo del oro

    Aber: dann hast Du sicherlich auch all die Jahre der Schmerzen ertragen (müssen)

    warum entspricht bei dir ein "Wer hatte da noch Interesse" gleich im markt dauerhaft investiert zu sein? mit der übernahme von hathor(roughrider) durch rio war ich fast komplett raus aus dem sektor und die erste position habe ich einige jahre später wieder gekauft.

    zusätzlich konnte man gerade bei zb uec die vola sehr gut traden. auf meiner core position bei uec habe ich einen ek von ca 0,5€.

    brauchst nur mal meine posts seit meinem forenbeitritt in den uranfäden lesen..


    bg bh

  • Kurz und Mittelfristige Spekulationen

    all die charts und ein "angeblicher zyklus" mit angeblichem kommendem tief - und dann den (beginn) des besten uranbullenmarkt "verschlafen", der ein low risk - high yield play war.


    du wirst nie mehr zu den preisen in die beste auswahl der minen/developer/explorer reinkommen als zb. meine wenigkeit, der einfach antizyklisch kauft.


    wohin sollen denn die rohstoffpreise(strategische & energie) bei den fiskalpolitischen und währungstechnischen katastrophen und globalen verschiebungen noch fallen?


    Stocks to Commodities Ratio - Updated Chart | Longtermtrends