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Uranium

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  3. [verwijderd] 30 maart 2006 13:45

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    Gewoon onbewerkt kopen ergens in Rusland, tijdje laten rijpen in je kluis thuis en over een paar maandjes aanbieden aan Iran.
    Prachtrendement, wel uitkijken voor de risico's
  4. [verwijderd] 4 juli 2006 20:28

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    Uitgebreid naar Ur-Energy gekeken. Ik zit er sinds enkele maanden "in". Vandaag een mooie stijging vooralsnog, + 6.7%:

    finance.yahoo.com/q/bc?s=URE.TO&t=6m

    Ik zit verder onder meer in de gigant Cameco. Dit bedrijf heeft ook te lijden gehad onder de correctie, maar heeft het over een wat langere periode meer dan uitstekend gedaan:

    finance.yahoo.com/q/bc?s=CCJ&t=1y
  7. [verwijderd] 21 juli 2006 13:14

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    Researcher expects uranium price to rise to $60/lb
    --------------------------------------------------------------------------------

    The current uranium spot price is around $45/lb, which is a 27% increase year-to-date, reports Australia’s Resource Capital Research (RCR). This is forecast to reach $54/lb later this year – an increase of 20% over the current spot price – and $60/lb by May next year, which is an increase of 33% on the current spot price.

    RCR is a research company which focuses on small resource firms.

    “Market forecasts for the long-term price of uranium are generally around $30/lb. “Given potential rising demand for nuclear power plants, and the potential for delays to new uranium production, we consider there is upside risk to this long-term price forecast,” reports the company.

    Around 180 new nuclear-power reactors are proposed or planned worldwide. This compares with 441 nuclear-power reactors currently in operation.

    RCR also reports that the market valuation of its group of 68 selected Australian uranium juniors was down 9% in June, up 3% over the last three months, and up 84% over the past year.

    By comparison, its market evalu- ation of 100 selected Canadian ura- nium juniors was down 13% over June, down 10% over the past three months, and up 97% over the past year.

    RCR notes that a number of juniors are advancing development projects.

    Near-term producers include International Uranium Corp, in the US, which has announced the start of mining activities at Colorado Plateau mines, and sxr Uranium One, in South Africa.

    Equinox Resources is positioned to produce by-product uranium from its copper project in Zambia by 2008.

    OmegaCorp is rapidly advancing its Kariba project, also in Zambia.

    Also, Paladin Resources is expected to start commissioning of the Langer Heinrich project, in Namibia, in September.

    www.engineeringnews.co.za/eng/news/br...
  8. [verwijderd] 25 juli 2006 19:07

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    Kan iemand "mijn" uraniumdraad nog boven tafel krijgen? Ben niet te beroerd om in iemand anders z'n draad te posten, maar ik zoek een site die ik volgens mij in mijn eigen draad kan terugvinden.

    gr postzak
  12. [verwijderd] 9 september 2006 21:55

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    Original Uranium Bug Says the Sky Is the Limit

    By Karl Heilman
    08 Sep 2006 at 05:24 PM EDT

    LAS VEGAS (ResourceInvestor.com) -- At the annual Las Vegas Hard Assets Investment Conference, there was one thing major investment topic that seemed to emerge over and over throughout company presentations, market analysts and newsletter writers: Uranium.

    Uranium, which just last week broke the $50 barrier, and whose spot price has been on a continuous rise, with no downturns is an area where investors may want to look further.

    With the issue of finding a renewable, clean, energy source, many are pointing their financial finger at U308, and much of that pointing is coming from energy-hungry China which has plans to bring numerous power plants online within the next two decades.

    According to a report today released by CIBC World Markets, Asia energy demand will push up uranium prices to $70 by the end of 2007. The bank also noted that uranium prices have increased more than seven-fold during the past five years.

    Chief strategist, Jeff Rubin said in a statement, ''Just like we have seen with oil, the appetite for uranium to feed the rapidly growing energy needs of the burgeoning Chinese and Indian economies is straining supply and driving prices up.''

    The report also said that nearly 80 nuclear powerplants are in the works, with more than half of the construction being done in Asia. Rising energy demands, high oil prices, and concern over greenhouse gas have helped the resurgence of nuclear energy.

    ''Mine production supplies only 62% of the uranium used today,'' said Rubin. ''The rest comes from a variety of other sources such as natural and enriched uranium inventories and the reprocessing of spent reactor fuels - and supplies from these secondary sources are steadily declining. Increased demand from Asia will continue to put pressure on prices and the need for more rapid mine development.''

    The Uranium Bug

    James Dines, Editor of The Dines Letter, and self-proclaimed original “Uranium Bug,” was open, optimistic and bullish on the yellow metal and uranium mining stocks in general.

    Dines said that the demand for uranium will be so insistent and persistent in the coming years that the market is currently no where near its top.

    With hundreds of nuclear power plants to come online throughout China in the coming years, the sentiment at the conference was bullish.

    Dines held a panel discussion with four uranium miners that were “favourable.”

    The four companies included Mega Uranium, Tournigan, Bayswater and Uranerz Energy.

    Mega Uranium

    Mega Uranium [TSX:MGA], currently trading at C$4.18, has uranium resources in Australia and exploration projects in Argentina, Mongolia, Bolivia, Canada and Australia.

    Mega's principal asset, the Ben Lomond deposit in North Queensland holds 43-101 compliant Indicated Resources of 7.9 million lbs and an Inferred Resource of 2.8 million lbs. The deposit also contains 9.8 million lbs molybdenum based on an average grade of 0.15% Mo.

    Mega has also began the process to obtain Australian Future Metals and Energy which holds historical reserves of 6.4 million lbs of u3o8.

    In Mongolia, Mega entered a 2005 agreement with Red Hill Uranium and their 18 exploration properties totaling 3380km2. Properties are at the early to medium stages of exploration. Both companies have also agreed to cooperate in the identification and acquisition of other uranium projects throughout Mongolia.

    Mega also entered into an agreement with Intrepid Minerals in March 2006 in a Bolivian uranium. Mega is slated to earn 75% of the uranium-molybdenum content of 16 exploration properties. The company continues to explore and develop its uranium projects.

    Tournigan Gold

    Tournigan Gold [TSXv:TVC], trading today at C$2.22 and with a 52 week range of C$1.28 - C$3.25, owns a uranium property in the Slovak Republic with outlined an inferred resource containing 18.2 million pounds of U3O8 hosted within 1.25 million tonnes of materials averaging a grade of 0.66% U3O8 at a cut-off of 0.035%. The company is also currently exploring a number of properties throughout the Slovak Region.

    The company is preparing to drill additional in-fill holes to gather more data on the deposit, complete step-out drilling to increase the deposit's strike length, and explore for further mineralization with the goal of moving the deposit into production.

    Uranerz Energy

    U.S. based Uranerz Energy [AMEX:URZ], trading today at $2.55 and with a 52 week range of 90 cents to $3.25, is focused on exploration and development in Wyoming’s Powder Basin area, Mongolia and Saskatchewan’s uranium rich Athabasca Basin.

    The Canadian property comprises two permits with a total of 67,480 hectares. Uranez has entered a JV with Triex Minerals which will be able to earn up to 70% interest in some of the properties by spending nearly $3 million by November 1, 2009.

    Anticipation for Canadian property follow-up exploration which includes prospecting, is slated soon.

    Uranerz has 12 projects in Wyoming and plans to use in-situ leach (ISL) recovery methods, a much cheaper and more efficient way to gather uranium depending on the area. The company has began the process to gather the appropriate ISL permits.

    The company also has eight exploration licenses in Mongolia that cover 284,815 hectares. One property, the Khavstal property, has estimates of probable resources of 5.19 million lbs with possible resources of 10.39 million lbs of uranium in the region.

    Bayswater

    Canadian based junior explorer Bayswater Uranium [TSXv:BAY], trading today at C$1.41 and with a 52 week range of $1.10 to $1.69, has major landholdings in Canada’s Athabasca Basin, the Thelon Basin and the Hermitage Belt.

    The Athabasca region is one of the world’s premier uranium mining sites, supplying roughly 32% of the world’s uranium. Bayswater is slated to acquire 1.5 million acres of mineral claims in the region and production throughout the region is expected to increase.

    The company also has 7800 sq. km. of uranium concession agreements in Niger.

    Conclusion

    Dines said on Thursday in another presentation that “we need to look wrong to be right in the stock market,” referring to a number of previous market calls that proved to be the hot investment at the time, even if perceived as wretched by the general market at the time.

    Dines also said that eventually he expects to see every uranium stock increase and said that “it’s not too late to get into uranium.” Dines said that he is looking for sky-high prices and that the impact on the uranium industry “will be phenomenal.”

    The uranium spot price is currently $52.00, up from last month’s end of $48.50, and many, including Dines, see a continued uptrend and only potential for the metal as energy demand in developing nations continues to grow and the return to using U3O8 for energy demand looks more attractive.

    www.resourceinvestor.com/pebble.asp?r...
    Bijlage:
  13. [verwijderd] 10 september 2006 07:47

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    ik heb een paar anderen die het goed doen.

    finance.yahoo.com/q?s=UUU.V is de grootste pure uranium delver in de wereld en sinds kort verhandelbaar in engeland.

    finance.yahoo.com/q?s=SUV.V een veelbelovende junior, die sinds kort ook in frankfurt verhandeld wordt.

    finance.yahoo.com/q?s=RPT.V een andere junior met potentie.

    ook heb ik nog finance.yahoo.com/q?s=RSC.V kort geleden gekocht op aanraden van Paul van Eden.

    ik laat ze liggen en zie volgend jaar wel weer, maar het lijken mij op de LT zeker zeer koopwaardige aandelen in een gewilde sector, die alleen maar meer populair wordt met het olie tekort. de uranium prijs heeft bovendien een beperkt neerwaarts risico. grt roos
  14. [verwijderd] 10 september 2006 11:50

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    Urasia heb ik ook al langere tijd in mijn porto, verder heb ik Cameco en Ur-Energy. Met name over dat laatste aandeel ben ik enthousiast. Eind augustus heeft het aandeel een sprong gemaakt en is nu grofweg terug rond het niveau van de all time high.

    De 6 maanden grafiek:

    finance.yahoo.com/q/bc?s=URE.TO&t=6m&...
  17. [verwijderd] 12 september 2006 22:51

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    Uranium, the "No-Brainer, Gotta Love It" Metal

    By Peter Grandich
    12 Sep 2006 at 11:22 AM EDT

    PERRINEVILLE, NJ (Grandich Publications) -- While I did step into the correction camp on gold and have turned decisively bearish on copper, I’ve had only one opinion on uranium since $17 a pound – BULLISH! Throughout its rise from under $20, I kept calling it the no-brainer metal. When asked my latest opinion on it, I simply respond – I LOVE IT!

    With prices north of $50 now, it’s no longer a no-brainer. And like a marriage that has gone past the “honeymoon” days, the crazy love has turned to “contained” enjoyment. However, uranium remains the most likely significant metal to continue rising in price. To appreciate why, let us look back at where it’s been and where it may be heading.

    In the 1970s, the world began to envision nuclear power as the wave of the future for power needs. Major resource companies greatly ramped up mining and exploration for uranium in hopes of filling that need. Then came Three Mile Island and Chernobyl and before you could say “lights out,” power companies cancelled orders for nuclear reactors. Rather than pay the penalties for reneging on uranium purchase contracts, companies figured out it was cheaper to continue buying uranium and stockpile it. Uranium exploration literally grounded to a halt.

    In the mid 1990s, the low spot price saw production at existing mines fall 50% below demand. Stockpiles were then drawn down and with the decommissioning of Russian nuclear warheads, the need to explore for uranium became non-existent.

    The new millennium ushered in dramatically increased demand for nuclear power in Europe and especially Asia. This allowed for stockpiles to be swiftly drawn down at a time when an energy crunch began on the back of rising energy prices. Because there was little or no new exploration for uranium for many years, new additional supply was nowhere to be found. Hence, we’ve witnessed a strong rise in uranium prices.

    While the “easy” money has been made, I believe there remain numerous bullish reasons for uranium to reach or surpass my target of $75:

    Demand should remain strong for the foreseeable future. The number of reactors under construction worldwide continues to grow. China, Asia and Korea have committed themselves to nuclear power and Europe also is increasing its interest. Relatively new markets like India are opening up and where once a new nuclear plant seemed impossible, the United States, it is now being reconsidered as a viable energy source.
    While uranium exploration has been hit with some of the same obstacles other metals have - rising costs and labor shortages, it also has two additional factors hindering supply - very strict environmental permitting and a shortage of real (non-moose pasture type) exploration projects. Many experts believe it won’t be until at least 2009 before a significant increase in planned mine production results in a perceived temporarily oversupply market. Russia is also indicating it will not continuing converting its warheads into uranium suitable for U.S. reactors when their non-proliferation agreement expires in 2013.
    Investment demand, virtually non-existent until a couple of years ago, is only now becoming recognized. This is mainly due to Uranium Participation Corporation [TSX:U] a publicly-held investment company, which invests primarily in the physical ownership of uranium. The very fact that they recently announced a second offering suggested demand for physical uranium remains strong (it also aided in driving the uranium price above $50).
    Within five years, there should only be enough secondary supplies to meet a quarter of the expected demand for uranium. Lack of aggressive exploration and falling inventory should keep the uranium market tight for several years.

    The aggressive M&A activities in the metals market are likely to spill over into the uranium market (but because there are so few real producers, it should be more in the way of acquiring attractive projects from exploration companies).

    Teck Cominco [TSX:TCK.B; NYSE:TCK] stated recently it may consider uranium acquisitions to benefit from a possible doubling of prices for the nuclear fuel.

    “If there was some way into it where it makes sense financially, we’ll do it, because we like the prospects of the industry,” said Donald Lindsey, CEO of Teck Cominco.

    © Grandich Publications, LLC 2006

    Peter Grandich is Editor of “The Grandich Letter,” published by Grandich Publications, LLC, which provides research, analysis, and investor relation services.

    www.resourceinvestor.com/pebble.asp?r...
  18. [verwijderd] 12 september 2006 22:56

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    Postzak (en as)

    Wat te doen met het eens zo geliefde gasfonds ?
    Vandaag begon wel aardig maar intraday donderde de boel weer 3% in elkaar.
    Aan het eind toch nog iets terug gekomen maar het lijk wel een glijbaan.
    Deze keer was het volume ook 2x zo groot .

    Betekent dit het begin van het einde
    Of houdt dit in dat de weak holders eruit zijn.?

    SHN-UN.to bedoel natuurlijk

    grt
  20. [verwijderd] 25 september 2006 19:52

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    Hi Postzak

    Northwestern Mineral Ventures is IMO koopwaardig.

    --- Top van $ 1.34 (enkele maanden geleden)
    --- Gebodemd (?) op $ 0.28 (vorige week)
    --- huidige koers: $ 0.33
    --- Goed nieuws bericht (zie edelmetalenforum)

    Maar het blijft tricky.......

    Good LUck,
    HTG
  21. [verwijderd] 25 september 2006 19:53

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    quote:

    postzak schreef:

    Wie kan gefundeerd wat aankoopkandidaten noemen op uranium-gebied?

    gr en bedankt, postzak.
    Rampart Ventures (RPT)
    www.rampartventures.com/s/Home.asp
    Omschrijving van Inveztor

    Rampart moet het allemaal nog in kaart brengen, al hebben ze in de
    Bearhead
    Lake al wel 1 miljoen 'inferred resources'.
    Het Canadese Rampart is voornamelijk actief in het Sibley Basin en dit
    gebied vertoont grote geofysische overeenkomsten (o.a. nonconformiteit)
    met
    het Athabasca Basin; het Saoedi-Arabie van de uranium.
    In het Sibley Basin heeft men al eens een hooggradig sample genomen van
    maar liefst 2,99% U3O8. Ook leent dit gebied zich goed voor toekomstige
    productie, vanwege 'magnetic iron formation', wat het extraheren van
    Uranium vereenvoudigt.
    In het Athabasca Basin liggen de joekels van velden McArthur (625 miljoen
    lbs) en Cigar Lake (350 miljoen lbs), maar ook al brengt Rampart
    uiteindelijk velden in kaart van maar 84 miljoen lbs, dan kan je indenken
    wat dat met de koers gaat doen bij de huidige marktkapitalisatie van nog
    geen $19 miljoen.
    Recentelijk is Dr. Peter Kausch toegevoegd aan het management; een uranium
    professor met 40 jaar ervaring in de energiesector en net als Dr. Hikmet
    Akin een oud-Uranerz (nu: Cameco) directielid.
    De koers is de afgelopen tijd wat weggezakt, vanwege het feit dat de
    eerste
    boring wat problemen heeft opgeleverd met water en afzettingen die de boor
    verstopten. Maar het drillprogramma gaat gewoon door met een ander target,
    aangezien ze genoeg targets op het programma hebben staan. Later komen ze
    weer terug om hole #1 na debugging toch af te ronden.
    Toekomstige boorresultaten en het in kaart brengen van het gebied zal op
    termijn voor spectaculaire koersstijgingen kunnen zorgen. Dit ervaren
    management gaat niet voor kleine velden, maar voor de 'whales'.

    EDIT: via inveztor.nl ben ik eraan gekomen en ben (te hoog) ingestapt op gemiddeld $0,34
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