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Uranium

1.174 Posts
Pagina: «« 1 ... 12 13 14 15 16 ... 59 »» | Laatste | Omlaag ↓
  1. forum rang 10 DeZwarteRidder 8 november 2017 14:48
    Turbocharging your Uranium Portfolio
    By SightlineU3O8
    Posted on November 1, 2017

    image: i0.wp.com/sightlineu3o8.com/wp-conten...
    Including the Right Juniors can Maximize your Returns

    Rick Rule, President & CEO at Sprott US Holdings Inc., is quite proud to tell anyone who will listen that during his first foray into uranium investing his “worst” stock pick returned 22:1. During that run in the early 2000’s, uranium prices and related equities saw record heights and those who got in early saw outstanding returns. Six years later, uranium prices took off again and the money was made once more. Today, many uranium watchers believe uranium prices are poised to take us on that ride all over again.

    The good news for investors putting together their portfolio is that, like in 2002, there are only a handful of uranium companies left to choose from. The last 5-6 years have been very hard on the sector.

    As always, investors must do their homework in evaluating where the biggest gains may be hiding by assessing geography, the technical team, the management and the projects of their target investments.
    JUNIOR EXPLORERS HOLD THE HIGHEST RETURNS

    Equities that are supported by the price of uranium receive an extra special lift during these bullish times. Between November 2010 and February 2011, the long-term price of uranium moved from US$60.00/lb to US$73.00/lb or 22%. During that same time period, shares of blue-chip international uranium miner Cameco (TSX:CCO, NYSE:CCY) increased by 38%.

    The spot price of uranium during that same four-month period moved from US$46.50 to US$69.75 or 50%. Here we saw Uranium Participation Corp (TSX:U), a company who buys and sells physical uranium, jump 67%.

    The real excitement, however, was seen among the junior uranium companies that experienced share price increases of well over 200%. Some, such as our favorite Purepoint Uranium Group Inc. (TSXV:PTU), enjoyed increases of nearly 300%.

    The selection of miners and developers for your uranium portfolio is a fairly short list. Besides Cameco Corp. and Uranium Participation Corp. you may be considering Uranium Energy Corp. (NYSE:UEC), Ur-Energy Inc. (NYSE:URG), or Denison Mines Corp. (TSX:DML).

    More recent exploration success stories in your portfolio may be Fission Uranium Corp. (TSX:FCU) and NexGen Energy Ltd. (TSX:NXE) that have seen their share prices driven higher in recent years due to the excitement of their discoveries in Saskatchewan’s new Patterson Uranium District. Although they represent solid choices for uranium investment dollars, there may not be a lot of room for further extraordinary gains this coming year.

    The more important component of your uranium portfolio may be the junior exploration companies that can exponentially improve your overall return. Here’s what you should be considering.
    GEOGRAPHY/POLITICS

    As with any resource, and in particular uranium, it is important that a company’s projects are in a region conducive to long-term support. Niger may be rich in low cost uranium resources; however, the political unrest of the region heightens the risk of significant operational disruption.

    Some regions, like the Provinces of Quebec and British Columbia in Canada, have actually placed moratoriums on uranium mining – after certain companies have spent millions of dollars developing projects.

    One may rather look to Mega Uranium Ltd. (TSX:MGA) with projects in Australia or Plateau Uranium Inc. (TSXV:PLU) who is opening up a new uranium district in the Macusani region of Peru – both safe and mature mining countries.

    Of course, the highest marks always go to Saskatchewan Canada and its Athabasca Basin – home to the highest-grade deposits in the world. It is no wonder that most of the companies in our list operate there.
  2. forum rang 10 DeZwarteRidder 8 november 2017 14:49

    In 2017, the Frasier Institute ranked Saskatchewan as the top mining jurisdiction in the world for investing. Their survey, across 104 jurisdictions, acts as an invaluable resource to anyone evaluating their resource investments. www.fraserinstitute.org/categories/mi...
    THE TEAM

    The challenge with junior resource companies is knowing if the team can deliver on their promises. Are they familiar with the commodity or the jurisdiction? Do they have any experience or credentials worthy of your investment? Investors need to spend time evaluating the management and technical talent behind these ventures.

    For instance, Fission 3.0 (TSXV:FUU) is a uranium project generator in Saskatchewan advancing more than 20 early stage projects. As the name would imply this is the team’s third kick at the can. During the last boom in the market, the Fission team discovered the “J Zone” uranium deposit that was subsequently sold to Denison Mines Corp. A few years later, the same group discovered Fission Uranium Corp’s world class “Triple R” deposit, opening up the Patterson Uranium District.

    Another company with grade A credentials is Purepoint Uranium Group Inc. (TSXV:PTU). What makes this group unique is the fact that they operate their prospective Hook Lake project in the Patterson Uranium District on behalf of their majority partners – none other than heavy hitters Cameco Corp and AREVA of France. It is rare to see major mining companies entrusting millions of exploration dollars to a junior resource team but that trust seems to be well earned. Recent discoveries would point to a group that knows what it is doing.
    LONGEVITY/FINANCEABILITY

    The volatility and long-suffering nature of the uranium markets have made it a dangerous place for both exploration companies and their investors. How have these companies weathered the down cycle of the last 6 years, do they have the ability to see their businesses through to better times and are they positioned to make the most of a uranium bull cycle?

    Some companies have demonstrated an ability to raise capital and maintain strong balance sheets, even during the worst of times. Companies such as Skyharbour Resources Ltd. (TSXV:SYH), Canalaska Uranium Ltd. (TSXV:CVV) and ISOenergy Ltd. (TSXV:ISO) all appear to have been able to raise new investment even in a difficult environment.

    Some companies have had the good sense to prepare their businesses to thrive in both good and bad times.

    When Fission 3.0 was spun from Fission Uranium Corp in 2013, it was armed with adequate funds to establish the new venture – funds which they have carefully managed. Their project generator model has allowed them to amass a large portfolio of small projects with the objective of advancing them down the road through partner earn-ins.

    Purepoint Uranium, a long-time player in this area, has demonstrated an ability to operate at some of the lowest overheads in the industry. Focus has been placed on their Patterson area project where they earn management fees and the exploration is financed primarily by their partners Cameco and Areva. Meanwhile, their large 100% owned portfolio of advanced projects wait patiently for investment during better times.
    PROPERTIES OF MERIT

    Unless you are a geologist yourself, evaluating the technical merit of an exploration project can be a difficult, if not impossible, task. Investors must be very careful to fully understand the prospects of a company’s key projects and acquire the necessary assurances that any particular project has the potential to deliver a resource.

    One of the more obvious uranium picks is UEX Corporation (TSX:UEX) and their recently optioned Christie Lake project. The Christie Lake project hosts a historic uranium resource and, since optioned by UEX in 2016, the company has delivered significant drilling results with grades exceeding 20%. What’s more, UEX has a large portfolio of uranium projects in Saskatchewan with many demonstrating uranium findings.

    Over the past few years, over 300 million lbs of uranium have been identified in the Patterson Uranium District in northern Saskatchewan. Not only has Purepoint Uranium Group Inc. been able to demonstrate that their Hook Lake project shares the same geological structure as those existing resources, but early drill results have identified uranium discoveries with grades as high as 50%. Like UEX, Purepoint also holds a significant portfolio of prospective exploration projects.

    The geological, geophysical and geochemical interpretation of exploration results is certainly one of the most problematic aspects of investing in resource stocks. In this area, investors should seek as much trustworthy assistance and advice as possible.

    Fortunately for investors, the list of North American publicly traded uranium junior resource companies is not long. Our three favorite juniors have also been able to maintain excellent share liquidity providing us with greater confidence to include them here. They are presented in order of upside potential when uranium prices take off again.

    Read more at www.stockhouse.com/companies/bullboar...
  3. forum rang 10 DeZwarteRidder 9 november 2017 16:55
    U shares spike as Canadian giant Cameco suspends production
    Uranium shares spike as Canadian giant Cameco suspends production

    Cole Latimer

    The uranium price slump has forced the world's largest producer, Cameco, to temporarily suspend production at two key operations from next year, driving Australian uranium miners' shares skywards.

    Canadian giant Cameco on Thursday said it would shutter its MacArthur River mining and Key Lake milling operations for 10 months by the end of January, pulling a significant chunk of production from the world market.

    The news triggered a spike in the stock prices of local producers, with Toro Energy jumping 20 per cent, Aura Energy 31 per cent, A-Cap Resources 10 per cent, Pepinni Minerals 11 per cent, Greenland Minerals and Energy 15 per cent and Cauldron Energy more than 12 per cent.

    Uranium prices have fallen more than 70 per cent since Japan's Fukushima nuclear power plant meltdown following a tsunami in 2011 and have reached what uranium miners call "an unsustainably low level".

    "With the continued state of oversupply in the uranium market and no expectation of change on the immediate horizon, it does not make economic sense for us to continue producing at McArthur River and Key Lake when we are holding a large inventory, or paying dividends out of proportion with our earnings," Cameco's president Tim Gitzel said in a statement.

    Cameco's move comes after Kazakhstan, the world's largest uranium producing nation, announced it was cutting output by 10 per cent earlier this year due to poor market conditions.

    Peter Reeve, the chairman of local uranium junior Aura Energy, said Cameco's announcement was enormous for the market, but not surprising.

    "This is significant for the uranium market, and frankly, three years overdue," Mr Reeve told Fairfax Media.
    "When someone the size of Cameco takes action such as this in the market, it has a significant impact.

    "Kazakhstan may also carry out further cuts on the back of this."

    Mr Reeves said his company's share price spike was "completely shocking".

    Uranium miners have seen utilities turn away from longer-term contracts since Fukushima, and focus increasingly on the spot market, driving the price of uranium below production costs.

    "Hopefully this is a turning point for uranium," Mr Reeve said.

    Cameco is one of the world's largest uranium producers, accounting for about 17 per cent of global production from its mines in Canada, the US and Kazakhstan. Its MacArthur River and Key Lake operations together produced 11.1 million pounds of uranium in the first nine months of 2017.

    Uranium is currently priced at between US$25 ($32) and US$30 per pound.

    Read more at www.stockhouse.com/companies/bullboar...
  4. [verwijderd] 24 november 2017 13:58
    Uranium Market Breaking Out, Looking Very Bullish Taki Tsaklanos 24 hours ago Tags: CCJ, FCU, UEC, URA
    The uranium market is breaking out. That is happening just two weeks after InvestingHaven’s research team wrote their uranium forecast for 2018 and uranium stocks in 2018 ready to explode, two extremely valuable and spot-on pieces.

    Let’s get this straight: a couple of months ago we identified 15 points in URA ETF, the uranium miners stock, as the breakout level. Below is the chart with exactly the same annotations as published in this article in August: uranium miners building a solid base. We made a point that uranium could be trading sideways for a while, but it would be a solid base for a future bull market.

    Just 3 months later we now see that this base building could be turning into a bullish breakout.

    One day does not make a market, and being too excited is mostly not a good thing. However, in this particular case, in which ‘nobody’ is looking into the uranium market, there still is a negative sentiment, getting excited with a breakout is definitely justified.

    The uranium market needs to confirm this bullish breakout with trading above 15 points for at least two consecutive weeks.

    Our favorite uranium miners, as said many times in the last 24 months, are Uranium Energy Corp (mid-tier) and Fission Uranium (small cap).

    Zie eventueel ook grafiek in het artikel:
    investinghaven.com/next-big-move/uran...
  5. ruud71 4 december 2017 17:15
    En als je dan een uranium-miner wilt kiezen, dan is UEX volgens mij een hele goed kandidaat.
    Zie hun presentatie:
    www.uex-corporation.com/investors/pre...
    Vooral als je hun cijfers vergelijkt met Nexgen, dan is dit bedrijf spotgoedkoop.
    Nu al 70 miljoen pond gevonden en in vergelijking met Nexgen hebben ze 7 keer minder drilling meters gemaakt. Sinds paar weken gaan ze zich ook richten op de kobalt reserves op hun grond.
    Aandeel kan gemakkelijk 1000 procent stijgen bij een aantrekkende uranium prijs.
    Vandaag mijn positie meer dan verdubbeld.
    Ik ga ervoor :-))
  6. forum rang 10 DeZwarteRidder 4 december 2017 17:41
    quote:

    ruud71 schreef op 4 december 2017 17:15:

    En als je dan een uranium-miner wilt kiezen, dan is UEX volgens mij een hele goed kandidaat.
    Zie hun presentatie:
    www.uex-corporation.com/investors/pre...
    Vooral als je hun cijfers vergelijkt met Nexgen, dan is dit bedrijf spotgoedkoop.
    Nu al 70 miljoen pond gevonden en in vergelijking met Nexgen hebben ze 7 keer minder drilling meters gemaakt. Sinds paar weken gaan ze zich ook richten op de kobalt reserves op hun grond.
    Aandeel kan gemakkelijk 1000 procent stijgen bij een aantrekkende uranium prijs.
    Vandaag mijn positie meer dan verdubbeld.
    Ik ga ervoor :-))
    Alleen voor het uranium zou ik UEX niet kopen, maar in combinatie met kobalt wordt UEX wel interessant. Voor alleen Ur kun je beter Fission en NexGen kopen.
    Ik acht het mogelijk dat UEX het kobalt-project gaat afsplitsen in een aparte notering.
  7. forum rang 10 DeZwarteRidder 5 december 2017 08:40
    Shares in Cameco up after Kazakhstan plans uranium production cuts
    The Canadian Press
    December 4, 2017
    1:04 PM EST

    TORONTO — Shares of Canadian miner Cameco Corp. (TSX:CCO) soared in trading Monday after a rival uranium producer announced plans to cut production.

    Kazakhstan’s state-owned Kazatomprom announced it plans to reduce uranium production by 20 per cent for three years, starting in January.

    Kazakhstan is one of the world’s largest uranium producers.

    Shares of Saskatoon-based Cameco were up $1.69 at $13.73 in afternoon trading. The stock hasn’t closed above $14 since late April.

    Uranium prices have struggled since the earthquake and tsunami that caused the Fukushima Daiichi nuclear disaster in Japan in 2011.

    Cameco announced plans last month to temporarily suspend operations at its McArthur River mine and Key Lake milling operation in Saskatchewan by the end of January.
  8. ruud71 6 december 2017 14:12

    The Credit Suisse Scam

    First watch this excellent interview of Denison CEO David Cates on BNN. Note when Andy Bell plays the Uranium Bear and quotes the very bearish and unrealistic Credit Suisse forecast.

    www.bnn.ca/video/denison-mines-ceo-ka...

    We've talked about Credit Suisse many times on the board, pointing out that they do the opposite of what they say to do. Today was no exception, and taking a look through the trades for a number of the major uranium plays it was Credit Suisse who was buying on the weakness today as a large net buyer for most!

    Check this out... Credit Suisse clients today bought about $4M worth of just these 7 U stocks as primarilly the biggest buyer. It's like they put out their bear report and then give their clients the nudge nudge wink wink... know what we mean?

    Clearly, Credit Suisse was the most bullish U buyer out there today!

    Read more at www.stockhouse.com/companies/bullboar...
1.174 Posts
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