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Uranium

932 Posts
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  1. ruud71 13 oktober 2021 14:29
    quote:

    Wplay schreef op 12 oktober 2021 18:29:


    Er lijkt maar geen einde aan het voor uranium positieve nieuws te komen.. Macron wil kernenergie "opnieuw uitvinden" en de eerste nieuwe generatie kleine reactor zou in 2030 al live moeten zijn.
    Een poll in Zweden liet zien dat ruim 80% vd bevolking voor gebruik van kernenergie is.. In het sterke anti-kernenergie gebruik Australie gaan ook steeds meer stemmen op.. Lijkt een kwestie van tijd voor ook de Duitsers terug komen op het besluit om reactoren te sluiten..
    Aandelen gaan er vandaag mooi van door en lijken daarmee een bodem te hebben gezet.


    "Dear Germany, please keep your nuclear reactors online"

    Our open letter published in Die Welt today, with 25 international & German co-signatories.

    English version here: cleanenergyrevolution.org/publications
  2. Wplay 18 oktober 2021 09:25
    De spot markt gaat een volledige "wipe out" krijgen :)

    JSC National Atomic Company “Kazatomprom” (“Kazatomprom” or “the Company”) is pleased to announce that its Board of Directors has passed a resolution to participate in a physical uranium fund, ANU Energy OEIC Ltd. (“ANU Energy” or “the Fund”), established on the Astana International Financial Centre (AIFC). The Fund will hold physical uranium as a long-term investment with its initial purchases financed through the founders’ round investment totaling US$50 million, sourced from Kazatomprom at 48.5%, National Investment Corporation of the National Bank of Kazakhstan (NIC) at 48.5%, and Genchi Global Limited (the Fund Manager) at 3%.

    Once the Fund is operating, a second stage of development is expected to be carried out through an additional public or private offering, with the timing and details to be determined by market conditions. At the second stage, the Fund is expected to raise capital of up to US$500 million from institutional and/or private investors, with the proceeds to be used for additional uranium purchases.

    “The Fund will leverage the combination of Kazatomprom’s expertise in the uranium market and NIC’s proven track record, with the AIFC offering investors direct exposure to the attractive opportunity presented by the long-term fundamentals of the uranium market and nuclear industry,” said Mazhit Sharipov, Chief Executive Officer of Kazatomprom. “The establishment of ANU Energy is a project that has been in development for almost four years as part of Kazatomprom’s broader value-focused strategy, and the Fund will be operating in an environment of tightening supply, driving positive benefits for its stakeholders.”

    The accelerated global transition towards clean energy, including nuclear power with its inherent climate and low-carbon benefits, provides a strong investment thesis for the uranium industry. However, despite growing interest from a number of international- and regional-focused investors over the past several years, opportunities to gain exposure to the commodity have been limited to two uranium funds – one trading publicly on the Toronto Stock Exchange in Canada and a second listed on the AIM Exchange (part of the London Stock Exchange) in London. ANU Energy, being established through the AIFC in Kazakhstan, will be the first uranium fund providing potential direct access for emerging market investors of various categories, particularly those focused on ESG and clean energy, as well as commodity funds, sovereign wealth funds and state-owned enterprises.

    ANU Energy will be an independent entity governed by a qualified board of directors to ensure the volumes held by the Fund are managed responsibly
  3. ash_az 18 oktober 2021 10:25
    quote:

    Wplay schreef op 18 oktober 2021 09:25:


    De spot markt gaat een volledige "wipe out" krijgen :)

    JSC National Atomic Company “Kazatomprom” (“Kazatomprom” or “the Company”) is pleased to announce that its Board of Directors has passed a resolution to participate in a physical uranium fund, ANU Energy OEIC Ltd. (“ANU Energy” or “the Fund”), established on the Astana International Financial Centre (AIFC). The Fund will hold physical uranium as a long-term investment with its initial purchases financed through the founders’ round investment totaling US$50 million, sourced from Kazatomprom at 48.5%, National Investment Corporation of the National Bank of Kazakhstan (NIC) at 48.5%, and Genchi Global Limited (the Fund Manager) at 3%.

    Once the Fund is operating, a second stage of development is expected to be carried out through an additional public or private offering, with the timing and details to be determined by market conditions. At the second stage, the Fund is expected to raise capital of up to US$500 million from institutional and/or private investors, with the proceeds to be used for additional uranium purchases.

    “The Fund will leverage the combination of Kazatomprom’s expertise in the uranium market and NIC’s proven track record, with the AIFC offering investors direct exposure to the attractive opportunity presented by the long-term fundamentals of the uranium market and nuclear industry,” said Mazhit Sharipov, Chief Executive Officer of Kazatomprom. “The establishment of ANU Energy is a project that has been in development for almost four years as part of Kazatomprom’s broader value-focused strategy, and the Fund will be operating in an environment of tightening supply, driving positive benefits for its stakeholders.”

    The accelerated global transition towards clean energy, including nuclear power with its inherent climate and low-carbon benefits, provides a strong investment thesis for the uranium industry. However, despite growing interest from a number of international- and regional-focused investors over the past several years, opportunities to gain exposure to the commodity have been limited to two uranium funds – one trading publicly on the Toronto Stock Exchange in Canada and a second listed on the AIM Exchange (part of the London Stock Exchange) in London. ANU Energy, being established through the AIFC in Kazakhstan, will be the first uranium fund providing potential direct access for emerging market investors of various categories, particularly those focused on ESG and clean energy, as well as commodity funds, sovereign wealth funds and state-owned enterprises.

    ANU Energy will be an independent entity governed by a qualified board of directors to ensure the volumes held by the Fund are managed responsibly

    Zeer interessante ontwikkelingen! Ik houd mijn aandelen in Uranium junior mijnbedrijven nog even vast...
  4. Wplay 18 oktober 2021 13:40
    quote:

    ash_az schreef op 18 oktober 2021 10:25:


    [...]
    Zeer interessante ontwikkelingen! Ik houd mijn aandelen in Uranium junior mijnbedrijven nog even vast...


    Sprott mikt op Q1/Q2 2022 voor een NYSE notering, als dat lukt hebben ze toegang tot een enorm fundingspotentieel... die zou ik ook nog ff afwachten ;)
  5. forum rang 4 Flowermountain 25 oktober 2021 12:55
    Grondstoffenindex
    De grafiek van de index voor grondstoffen – de Bloomberg Commodity index – vertoont een duidelijk beeld: een strakke lijn van linksonder naar rechtsboven. De index, samengesteld uit onder meer energie, industriële- en edelmetalen en landbouwgrondstoffen rendeerde dit jaar reeds met 33 procent. Sinds maart vorig jaar – op het dieptepunt van de pandemie – steeg de index met 75 procent. Afgezet tegen de aandelenindices niet bijzonder, zult u zeggen. Dat is misschien waar. Toch vormt deze prijsstijging een opvallende knik omhoog na een daling van 12 jaar die eraan voorafging. Tussen 2008 en 2020 verloor de index maar liefst driekwart van zijn waarde. En dat in een periode waarin aandelenbeurzen meerdere keren over de kop gingen.

    Een nieuwe cyclus?
    De energietransitie en de er mee samenhangende vraag naar allerlei benodigde grondstoffen – windmolens, zonnepanelen en kernenergie (buiten Nederland wél in opmars) worden ook ergens van gemaakt – zal de tekorten alleen maar verder doen oplopen. Goldman Sachs (NYSE:GS) sprak een jaar geleden reeds van het begin van een nieuwe opgaande cyclus in grondstoffen. De centrale banken mogen de snelle prijsval in bijvoorbeeld hout en ijzererts graag aanwenden om de tijdelijkheid van de gestegen prijzen te benadrukken. Maar misschien zitten we inmiddels al lang en breed in een nieuwe opgaande grondstoffencyclus. Cycli die normaal gesproken een jaar of tien tot twintig kunnen duren.
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