228 replies to this topic

[absolutezero]

Canaccord likes this... I own it too, having traded in and out before

HAT.v /  Hathor Exploration Limited ... update
xx


/interview on FS :

How about Xemplar Energy (XE)?
http://www.xemplar.ca/

[dooferdog]

I own some U  but still down 27% from when i bought it in 08, but my Cameco is now within 20% of my buy price.

However, I like the fact that this thread has had only 83 hits in 3 days Certainly not pulling in the crowds currently.

[DrBubb]

I own some U  but still down 27% from when i bought it in 08, but my Cameco is now within 20% of my buy price.
However, I like the fact that this thread has had only 83 hits in 3 days Certainly not pulling in the crowds currently.

U.t is still in a downtrend just now ... update


I don't think we should take it for granted that it will break on the upside,
But I do think it wants watching right now, since it is falling on light volume and approaching an uptrend.

I have noticed that several U stocks that I am following are behaving well, and so I have started to buy a few again,
as I watch and wait for a clearer sign that an upmove is starting.

[wren]

However, I like the fact that this thread has had only 83 hits in 3 days Certainly not pulling in the crowds currently.

Although this is in the Members Only forum which probably keeps the numbers down.

[dooferdog]

Although this is in the Members Only forum which probably keeps the numbers down.

Oh, OK hadn't spotted that.

[littledavesab]

worth cross referencing the other U topic

http://www.greenenergyinvestors.com/index....=1377&st=40

[riggerbeautz]

Uranium and other Energy stock ideas
If you like Gold only, then please stay away .. charts

Dear Mr Site owner/moderator,

Would be much easier to follow if you had one thread, instead of several. Could we not merge them please, rather than have some running concurrent in the making money section? Have to rely on LDB to keep linking things together!

Riggers

[DrBubb]

Uranium: Ux U3O8 Price: (11/30/09) US$45.50 (+$2.50); Ux LT U3O8 Price: (11/30/09) US$62.00

The Market:

* Ten transactions have been reported over the past week involving about 3.8 million pounds U3O8 equivalent.

* Buying interest was widespread, with buyers including U.S. and non-U.S. utilities, traders, producers, and financial entities, which includes existing players as well as new entrants.

* A total of 26 transaction involving 5.6 million pounds U3O8 equivalent were reported in November, bringing the annual volume to 49.3 million pounds U3O8e on 213 spot transactions.

* Canaccord Adams Top Picks: Hathor Exploration (HAT), Paladin Energy (PDN), Ur-Energy (URE), Uranium One (UUU). Attractive Buys: Uranium Participation Corp. (U)

==

will consider the merger when I have more time

[DrBubb]

Energy and Stocks look set for a pullback... maybe U too

USO/Oil may be ready to breakdown : USO-chart

And U.t failed to punch thru resistance at C$7.00 : U.t-chart

Other U-stocks were quiet, trading mostly sideways, apart from Pele Mountain/GEM.v, which jumped on big volume

[deeper]

Cameco just raised dividend.

[deeper]

FRG.TO will be a BIG U producer in coming years.

[DrBubb]

Laramide / LAM.t ... update


...is showing a strong close to the year

1.63 Change:    +0.12
Open: 1.59 High: 1.81 Low: 1.56
Volume:  879,160
Percent Change:  +7.95%

The stock was around $1.40 when first suggested here, and traded over $1.80 yesterday.
Volume is strong, and based on that, I would expect it to move higher

News check later

[deeper]

Expect CCO to use some of their cash hoard in 2010...

[littledavesab]

Polo Resources on AIM is interesting.   Good discount to NAV.   Holds stakes in some good companies.     I have had my eye on but have not moved.

Anyone else following Polo?

http://www.poloresources.com/Company_Strategy.htm

iii board following same is a little over confident, possibly
http://www.iii.co.uk/investment/detail?cod...ssion&it=le

brokers review courtesy minesite - dated Nov 2009
http://www.minesite.com/fileadmin/content/...20-%2024.11.pdf

[ecoface]

Polo Resources on AIM is interesting.   Good discount to NAV.   Holds stakes in some good companies.     I have had my eye on but have not moved.

Anyone else following Polo?

http://www.poloresources.com/Company_Strategy.htm

iii board following same is a little over confident, possibly
http://www.iii.co.uk/investment/detail?cod...ssion&it=le

brokers review courtesy minesite - dated Nov 2009
http://www.minesite.com/fileadmin/content/...20-%2024.11.pdf

I invested in Polo for alot of 09, on the back of their investment in south rossing fields and EME (emerging metals etc.) and the management etc., but it never took off as it was hyped to do so. I got in at 3.8 and out at out 4.6 but it never rocketed up to 10-15 like it should have and with leverage / capital still being tight, then it will take the underlying raw material price that is being mined to have to increase disproportionately. My feeling is that miners that didn't get leverage last year (09) may find it more difficult this year. I think you should investigate how much of the SP is interlinked with uranium as opposed to other raw mats FWIW.

[riggerbeautz]

ESO have nicely tracked back from highs and holding steady-ish around the 5.5 - 6c mark. So i'll post them up as one to watch and buy on a down day maybe.

Recent smartstox interview now posted on website to explain their story

http://www.smartstox.com/interviews/eso

[DrBubb]

Here are the Uranium related shares that I am holding now:

BAY Bayswater Uran. $0.095
CVV Canalaska Ur.... $0.175*
EFR Energy Fuels..... $0.285
HAT Hathor Explor..... $2.010*
LAM Laramide Res.... $1.670*
MAW Mawson Res.... $0.430*
MGA Mega Uranium... $0.860
RSC Strateco Res.... $0.890
STM Strathmore Mn.. $0.770*
TUE Titan Uranium... $0.235*
URC Uracan Res...... $0.300
UWE U308 Corp....... $0.550
==== ....................... =====
U.t... Uranium Partic. $6.620 - as a benchmark
*(larger holdings marked with an asterisk)

A few of these are legacy positions, acquired years ago.
Most were acquired recently, during the Q4 dip..

None have reached my target sell levels yet, since I am bullish on Uranium
from here, and am using U.t as a benchmark.

U.t / Uranium Participation Corporation (TSX) ... update


== == ==
This thread has been languishing here, forgotten.  
Following is a post originally made on DrBubb's Diary

QUOTE

Which companies?

I mentioned Laramide on a recent podcast.

Some of the others are here, on the Uranium thread:
http://www.greenenergyinvestors.com/index.php?showtopic=8315

I also bought a few calls on U.t yesterday.
But will await more signs of a turn before adding more.

The uraniums just look late to the party, and should fall away in sympathy with this downleg.  Or maybe buyers will 'rotate' in uranium?

We shall see. I like to buy stocks when they are cheap and out-of-favor.
There is a catalyst which may move those stocks, which is if the US embraces Nuclear power
in a major way.  That seems likely within 2010 to me.  Few are talking about it yet.
UNQUOTE

[DrBubb]

I had dinner this evening with a friend visiting HK for two days.

He's a senior guy in one of the larger Uranium exploration companies.

His view is that there is no supply crunch coming in the next two years.  But sometime after that, in 3-5 years time, there is likely to be a big supply squeeze as utilities with new projects underway start competing with each other to lock-in long term supply.

If the squeeze comes earlier, he thinks it will be due to "security issues", as buyers in places like Japan or Korea decide that they do not want to be too dependent on countries like the US (which may impose export restrictions, or "higher risk countries" like Kazakhstan, or South Africa.

[2cold]

I had dinner this evening with a friend visiting HK for two days.

He's a senior guy in one of the larger Uranium exploration companies.

His view is that there is no supply crunch coming in the next two years.  But sometime after that, in 3-5 years time, there is likely to be a big supply squeeze as utilities with new projects underway start competing with each other to lock-in long term supply.

If the squeeze comes earlier, he thinks it will be due to "security issues", as buyers in places like Japan or Korea decide that they do not want to be too dependent on countries like the US (which may impose export restrictions, or "higher risk countries" like Kazakhstan, or South Africa.

That's very interesting.
I do like the way this is looking.

Does anyone have data or news on Asian nuclear goals and aspiration with regard to nuclear power?
(Announcements of commitments to certain types of power or the like?)

[DrBubb]

That's very interesting.
I do like the way this is looking.

Does anyone have data or news on Asian nuclear goals and aspiration with regard to nuclear power?
(Announcements of commitments to certain types of power or the like?)

Guangdong nuclear is planning to increase its power generation, so that its need for Uranium fuel will increase 10-fold
to 20 million pounds per annum in 2020.  China can only supply about 10% of that