So, übermorgen wissen wir bescheid über KRI und WNP. Man sollte eigentlich beide Aktien haben. Wenn wir schon Mal bei den Mongolen sind, würd ich mir unbedingt auch Redhill Energy anschauen RH.V. Die haben neben Uran ganz schön viel Kohle und sind noch nicht wie alle anderen Kohleaktien gehypt worden. In vier Monaten gibts ne neue Studie.
Ansonsten: China Looks to Foreign Uranium to Meet Future Demand
http://www.resourceinvestor.com/pebble.asp?relid=43702
Grüße
Bobelle, die Mongolen sind schlimmer als Chaves mit den Permits, die wollen Royalties und Steuern da faellt der Gringo vom Pferd.
Siehe Centerra gestern, auch Cameco hat das Problem mit den scheisss Hunnen.
Irgendwo habe ich gelesen das 34 neue Kraftwerke in USA gebaut werden muessen, gut fuer Uran, der Spotpreis ein Witz wie die Aktien.
Da kaempft man sich seit Jahren durch und kommt nicht weiter. 
So - nach 1 Jahr Talfahrt sind wir nun bei Uran im Spotmarkt bei 59$/bl angelangt! http://www.uxc.com/review/uxc_Prices.aspx
Auch wenn dieser Markt gar nicht sehr liquide bzw. relevant ist und daher gewisse Zufallskapriolen schlagen kann je nachdem, welcher Mini-Trade über 100k Pfund gerade wieder getätigt worden ist, wage ich mal folgende Prognose: Das war es jetzt nach unten. Tiefer gehen wir nicht mehr.
=> Also - hier lag ich erst mal falsch. Neuer Pegelstand beim Uranspotpreis ist nun 57$/lb. Aber man ist ja stur - daher die neue (alte) Prognose: TIEFER GEHEN WIR NICHT MEHR! Habe heute bei der Uranium Part. Company nachgelegt. Immerhin Intraday nun schon 5% im Plus. Die Insider kaufen nun.
Logisch, wer jetzt erst einsteigt lacht sich eines. 
Wer z.B. MEE gekauft hat auch, ich verkaufte die zu frueh.
Kohle waere besser gelaufen. ..ich kaufte Uran
Die ersten sind nun als Schlusslicht, da hast 47 meter Vorsprung Pauli.
Das sind Aktien bis 2020 und laenger es sei denn es gibt weniger Leute.
nächste Runde
Khan Resources Extends Offer for Western Prospector Group
http://biz.yahoo.com/iw/080619/0408618.html
Bobelle, Khan's offer ist ein Witz.
Hallo
Warum zeigt mein Depot bei einer TSX - Aktie: Gesperrt? Der Verkauf ist nicht möglich. (Will ich auch nicht 
)
Keine News und die GV ist noch ein paar Wochen entfernt. 
Steht da was an? 
Grüsse
Yeah...meine BTT.V steigt, das hauts raus.
PNP haut rein...
@Eldo, ja BTT.V ist eine wahre Freude. Ich weiß, daß Casey sie schon lange auf der Liste hat (wg. Uran) und jetzt kamen die Coffin Brothers noch hinzu. Beide haben immer argumentiert, daß die Promotion das schwächste bei Bitterroot ist. das hat sich jetzt geändert
Grüße
Thu May 22, 2008 Hard Rock Analyst</big> Author: David Coffin and Eric Coffin
With the northern summer approaching we are in the process
of updating companies that have been sidelined by seasonal realities.
Included on that list is Bitterroot Resources (BTT-V; up 6.5 cents at $0.37 on 225 k shares)
that has suddenly become more prominent based on two back to back news
releases, even though neither deals with the reason we have had BTT on
accumulate over the winter months. Yesterday's release was about
permitting for its Michigan uranium joint venture, about which we have
a bit more to say below. After the close today BTT announced that it
has made coal applications on the Manitoba side of its border with
Saskatchewan, and this we think offers a very low risk second entry
into the area play generated by the Goldsource discovery. On the basis
of the coal spec combined with work that should soon begin on the Linda
high-grade gold vein we are moving BTT to the HRA list with an initial outlook of strong speculative buy.
The three coal permits Bitterroot is picking up in Manitoba are within
the same geology as the Goldsource discovery, and all have either rail
links or existing road access crossing through them; the road
accessibility on the two southern blocks should allow some drilling of
this ground during summer if permitting can get done in time. BTT
president Mike Carr does have a coal background, so these areas have
been chosen as knowledgably as current understandings of the play
allows. One thing that distinguishes Manitoba from Saskatchewan is a
significantly higher upfront entry cost in the former, largely
refundable as work is done on the ground, which may explain in part why
there has been less noise about applications there even though
geological considerations would indicate this should be a cross
boundary play. The relative lack of "rush" in Manitoba also means that
permitting should be simpler since the government offices won't be
overstressed as they are in Saskatchewan. Manitoba's mining culture,
though more focused on hard-rock situations than soft-rock, is as
strong as that in Saskatchewan and we see no reason at this point to
favour applications in the overstressed Saskatchewan play over these
well considered applications next door. We expect the market to have a
similar view, but we are as interested in BTT for its other holdings
and view the coal spec as a free punt on top of them at today's closing
price.
The Bitterroot holding that is simplest to grasp hold of is the Mineral
Creek -Linda (very high-grade) gold joint venture on Vancouver Island.
BTT's private partner is the operator and will be gearing up for an
initial bulk sample from the vein as quickly as snow conditions allow.
We have laid out our thoughts on this in the past, but to quickly recap
the essential point is that the 5,000 tonne bulk sample to be done here
on a vein segment that has returned up to 50 oz/ton in recent sampling
could very quickly generate a strong cash position for the company. The
point of the bulk test is to determine whether there is enough gold
distributed through this shoot to generate a small very high-grade
operation and to get a better handle on how to treat results from
further drill testing that will be done to test its extensions and
several other targets on the property. This is however a situation in
which a program with further upfront costs in the $100,000s might
actually generate enough gold to supply a one-off 8 figures ($10
million+) revenue stream to BTT and outline a fairly simple route to
revenue generation that quickly exceeds the company's current $21
million valuation. While we emphasise this is a test, we also have to
say we would be surprised if this program did not generate sufficient
revenue to at least pay for itself, and that is a rare enough
occurrence on its own. We will have more to say on Mineral Creek as the
program gets into operation and further exploration work is laid out,
and we will have more to say on gold exploration programs the company
is planning for later in the summer on its central British Columbia
projects as they approach drill stage.
The third leg Bitterroot is standing on, and the one that has actually
sustained much of its market interest over the past few years, is the
uranium exploration joint venture in Michigan on which Cameco Corp
(CCO-T) is earning in. Last year's work indicated this new exploration
district has the right parts without having generated results of ore
quality. Some further targeting work is planned here before the drill
actually starts turning, but the permitting may generate some more lift
for the stock before that. Again we will have more to say on this work
as targeting is completed, but we think the combination of the coal
acquisitions in Manitoba and the gold projects in British Columbia may
supersede the uranium exploration for the time being at any rate.
Bitterroot has about $3 million in cash. Warrants and options exercise
would bring in a further $5 million and add a further 8+ million shares
to the current 58 million on issue, but most of that dilution is at
prices between 50 and 80 cents and therefore not an immediate issue.
There could be selling from recent 35 cent placements as the share
price moves up, but if the coal leases garner the same kind of
attention seen in other companies these placements would not be a large
issue. We think Bitterroot has a much better underlying asset base and
asset to valuation base then other players we have noted in the coal
play other then GXS, and hence our decision to move it the HRA list and
strengthen its outlook.
Am Rande vermerkt, daß Dr.Bandulet / Gold & Money, Bitterroot lange in seinem Portfolio hielt.
Der Chart zeit die extremen Sprünge, ---wie nahezu bei allen U- Aktien.--
Aber hier der Beweis, daß noch erhebliche Profite in dem Sektor anstehen.... 
Grüsse
Pinetree (PNP.TO) mit neuen PP fuer 2.50 $ 
Ich zahlte das doppelte
$40 million through the issuance and sale of up to 16,000,000 units of Pinetree at a price of $2.50 per unit
Ich find PNP zum [Blockierte Grafik: http://www.comunio.de/external…ages/smiles/smileys38.gif] . Zum Glück noch nie gehabt. So jetzt braucht FIS nur noch das richtige Loch neben dem Hathor-Fund anbohren, dann können meine anderen Uraner noch länger vor sich hindümpeln. Aber vielleicht kapiert ja jmd. früher das die im Bau befindlichen Reaktoren keine Holzpellets benötigen ;).
Uranium to Fetch $90 as Indian Reactors Drive Demand (Update1)
June 23 (Bloomberg) -- The uranium industry's worst year is about to collide with a nuclear construction program in India and China tha rivals the ones undertaken during the oil crisis of the 1970s.
The result is likely to be a 58 percent rebound in uranium to $90 a pound from $57 now, according to Goldman Sachs JBWere Pty and Rio Tinto Group, the third-biggest mining company. Uranium plunged 57 percent in the past year as an earthquake damaged a Japanese nuclear plant that's the world's largest and faults shut down reactors in the U.K. and Germany.
Plans for India and China to end electricity shortages will ripple from northwest Canada to the Australian outback and the flatlands of Kazakhstan, the primary sources of uranium. India will start up three reactors this year, with another six due in 2009, in India, China, Russia, Canada and Japan. Uranium demand worldwide will rise as fast as oil this year, or 0.8 percent, Deutsche Bank AG forecasts.
``The first wave of growth is going to come from the emerging economies,'' said John Wong, fund manager with CQS UK LLP in London, which has $10 billion under management including $150 million of uranium investments. ``People are starting to look at coal, at gas, at oil and seeing the energy prices go up, they wonder about uranium.''
The yearlong decline in uranium contrasts with record prices for oil and coal as Asian energy demand expands and concern mounts that emissions will cause global warming to worsen. The world needs to build 32 new nuclear plants each year as part of measures to cut emissions in half by 2050, the Paris- based International Energy Agency says.
2007's Drop
Because malfunctions shut reactors in Japan, the U.K. and Germany, nuclear power production and uranium use dropped 2 percent in 2007, only the third time consumption has fallen since the 1970s, according to data compiled by BP Plc, Europe's second-largest oil company by market value. Prices are so low that some uranium mines are close to being unprofitable, says Merrill Lynch & Co., the third-largest U.S. securities firm.
``If you look at what is necessary to sustain increased production, to make the kind of projects that everyone is talking about fly, prices better not get much lower or those projects are going to fall over,'' says Preston Chiaro, chief executive of Rio Tinto's energy unit. ``I don't think that spot price is indicative of what prices will look like through the course of the year.''
Iran's Reactor
In India, Nuclear Power Corp.'s 220-megawatt Kaiga plant in the southern province of Karnatka and another at Rawatbhata in the northern state of Rajasthan are due to come on line this year. China started two units in 2007 and will bring on three more through 2011, says the World Nuclear Association. Iran plans to begin generation this year at its 950-megawatt Bushehr reactor, which is at the center of the nation's conflict with the West.
``China is just on the verge of a second rapid phase of expansion,'' says Ian Hore-Lacy, director of public communications for the WNA in London. ``Each year China seems to raise their sights further.''
To be sure, safety concerns remain the biggest risk to nuclear construction and uranium's revival. Proposed reactors were canceled in the 1970s because of environmental protests, while accidents at Three Mile Island in Pennsylvania in 1979 and Chernobyl, Ukraine, in 1986 further eroded support. In Japan, new projects face delays as utilities improve earthquake resistance to restore confidence after the closure of Tokyo Electric Power Co.'s Kashiwazaki Kariwa and revelations that companies falsified safety records.
Safety Risks
``It is worth remembering that this is an industry that can be brought to its knees overnight by one major mishap or one well-executed terrorist action,'' Paul Hannon, an analyst at London-based commodities research company VM Group in London, wrote in a report this month. Uranium demand was 66,500 metric tons last year, according to data from Denver-based consultant TradeTech LLP. Consumption may jump 55 percent to 102,000 tons by 2020, forecasts Macquarie Group Ltd., Australia's biggest securities firm.
Uranium use now is 69 percent greater than the 39,429 tons that was mined in 2006, the most recent data from the WNA show. The balance comes from inventories and decommissioned weapons. A Russian accord to export fuel recovered from warheads to the U.S. expiries in 2013.
Nuclear Converts
``Secondary supplies are finite and rapidly being depleted,'' Deutsche Bank analysts led by Michael Lewis said in a June 20 report. ``Continual supply issues and the likelihood of increased demand from utilities should drive the spot price higher during the third quarter of this year.''
Demand is set to increase as existing reactors are brought back on line, while nuclear energy gains converts. South Africa, which is struggling to meet electricity demand, plans to award a contract for construction of a 120 billion-rand ($15 billion) nuclear plant. In the U.K., the Labour government wants more atomic capacity to reduce its emissions.
U.S. Republican presidential candidate John McCain said last week he will push to almost double the number of nuclear reactors to lessen the nation's dependence on foreign oil. Barack Obama, the presumptive Democratic nominee, also backs nuclear power. There are 104 reactors operating in the U.S., though the last to come on line was in 1990, according to the Nuclear Energy Institute.
Production Costs
Prices will have to increase if uranium production is to meet the rising demand, said Kevin Smith, head of uranium trading at New York-based commodities brokerage Traxys. Canada's Cameco Corp., the world's largest uranium producer, reported it spent a total of about C$45 ($44) to produce a pound of uranium in the first quarter, compared with its average realized price of C$40.85 a pound. While Cameco, which also mines gold, still posted a profit for the quarter, lower uranium prices are a problem for other companies developing new mines, according to Smith. ``There are a lot of production projects that are feeling the pain,'' Smith says.
Uranium Participation Corp., a speculative buyer of uranium, rose as much as 5.3 percent in Toronto trading and was 15 cents higher at C$8.70 as of 11 a.m. local time. Cameco rose C$1.02, or 2.7 percent, to C$38.92.
http://www.bloomberg.com/apps/…d=axHfOcR8T81Y&refer=home
Grüße
Bobelle ich habe die im gruener Bereich waren vorhin alle verkauft und dafuer SLV gekauft.
Der Rest sitzt mit -54% im Keller, dieser Schrott kommt erst wieder hoch in drei-fuenf Jahren so wie es ausschaut wenn die neuen Reaktoren fertig gebaut sind.
Was ich noch halte oder zum kotzen finde ??
CCJ PDN.TO DML.TO UEX.TO CEI.PA U.TO GUR.TO PNP.TO UUU.TO CXX.TO LAM.TO FRG.TO STM.V MGA.TO TVC.V EFR.TO GEM.V AXU.TO FIU.TO URE.TO CVV.V NWT.V WNP.V KRI.TO BAY.V PWE.TO WUC.V URZ ASX.V JNN.V ESO.V WML.V NUC.V THV.V UPC.V TUE.V URC.V CHX.V GRS.TO UCR.V FDC.V TXM.V PTU.V PDO.V PXP.V AZM.V CZQ.TO
Eldo, da sind alle meine auch dabei ;). Vielleicht sollten wir die Dinger zusammenschmeißen, eine börsennotierte Beteiligungsgesellschaft gründen und bei dummen Instis frisches Geld über Aktienpaltzierungen holen ;)!
Grüße
:D..dann PP's ohne Ende.
Wer uebernimmt das Marketing bzw. PR mit besseren Muenchhausen Stories ?
bis die ersaufen in unseren Papieren! Mit dem frischen Geld heuern wir dann Milly als Berater an und kaufen nur noch Geizaktien!
Bobelle ich habe die im gruener Bereich waren vorhin alle verkauft und dafuer SLV gekauft.
Der Rest sitzt mit -54% im Keller, dieser Schrott kommt erst wieder hoch in drei-fuenf Jahren so wie es ausschaut wenn die neuen Reaktoren fertig gebaut sind.
Was ich noch halte oder zum kotzen finde ??
=> "SLV"?? Du meinst jetzt aber nicht das Barclays Silber-Manipulations-Konstrukt??
=> Ansonsten wird der URan-Spot wie bereits gesagt m.E. nicht mehr fallen. Gestern ist die Uranium Part Comp bereits um 5% gestiegen. Durchhalten!
Got Uranium?
