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Uranium

1. [verwijderd] 30 juli 2011 11:04

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   Fraai artikel van Scott Wright:
   
   Uranium Bull 3
   
   Nuclear power has been a hot topic of recent. And as a result, the price action of its input commodity has been quite schizophrenic. Investors and speculators are in a state of great wonderment over what to expect from this intriguing mineral that is mined for energy.
   
   LEES VERDER:
   www.zealllc.com/2011/uranium3.htm
2. [verwijderd] 30 juli 2011 11:25

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   Er zijn wel trackers voor de uraniumsector, ik geef de voorkeur op dit moment aan individuele aandelen.
   
   Trackers (o.a.)
   
   Market Vectors Uranium+Nuclear Enrgy ETF (NYSE: NLR)
   iShares S&P Global Nuclear Ener (NYSE: NUCL)
   
   Aandelen die mij op dit moment bevallen:
   
   UR-Energy Inc. (NYSE: URG)
   Crosshair Exploration & Mining Corp. (TSX: CXX.TO)
   Denison Mines Corporation (TSX: DML.TO)
3. [verwijderd] 6 augustus 2011 19:39

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   Bayer dreigt productie uit Duitsland te halen
   
   ANP VANDAAG 16:54
   
   Het Duitse chemieconcern Bayer, bekend van de aspirine, dreigt zijn chemische productie uit Duitsland weg te halen en elders onder te brengen omdat de stroomrekening te hoog oploopt. Dat heeft alles te maken met het Duitse besluit om kerncentrales af te schaffen.
   
   ,,Het is belangrijk dat we concurrerend blijven ten opzichte van andere landen. Anders zou een wereldwijd opererend bedrijf als Bayer kunnen overwegen zijn productie naar een land te verplaatsen waar de energiekosten lager zijn'', zei topman Marijn Dekkers in een zaterdag gepubliceerd interview met WirschaftsWoche.
   
   Energiebedrijf E.on zou om dezelfde reden 10.000 mensen de laan uitsturen.
   ©ANP
   
   www.rtl.nl/components/financien/rtlz/...
4. [verwijderd] 13 september 2011 09:41

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   Uranium Companies Poised for a Comeback
   
   This year has brought uncertainty for the uranium sector. Since the tsunami and subsequent radiation leaks in Japan, developers and investors are questioning the best steps moving forward. In this exclusive interview with The Energy Report, Edward Sterck, an analyst with BMO Capital Markets in London, updates us on the sector's status and offers advice on the best companies to support in the coming months and years.
   
   Lees verder: 321energy.com/editorials/energyreport...
5. Sebas30 18 september 2012 22:16

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   Uranium kan wel eens de belegging van 2013 gaan worden.
   
   Hoe denken jullie hierover?
6. [verwijderd] 10 november 2012 16:33

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   UUU
   www.miningfeeds.com/stock/uranium-one...
   
   Met vriende- \|/ lijke groet,
   .................. (@ @)
   ..[=-=-oOO-(_)-OOo-=-=_=]]
   ..[............................................]]
   ..[...........(.. B E A R..)............]]
   ..[_______Oooo._______]]
   .......oooO....(.......)
   ......(.....).........\...../
   .......\...(............(_/
   .........\_)
   
   Met vriende- \|/ lijke groet,
   ............... (@ @)
   ..[=-=-oOO-(_)-OOo-=-=_=]]
   ..[............................................]]
   ..[...........(.. B E A R..)............]]
   ..[_____________Oooo._.]]
   .......oooO.................(.....)
   ......(.....)......................).../
   .......\...(........................(_/
7. [verwijderd] 19 juli 2022 09:07

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   quote:

   Sebas30 schreef op 18 september 2012 22:16:

   Uranium kan wel eens de belegging van 2013 gaan worden.
   
   Hoe denken jullie hierover?
   

   dat is 'n hele mooie:)
8. agapim 19 juli 2022 10:24

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   Wat ook heel mooi (nog steeds) interessant is, is de exponentiële stijging van de uraniumprijs voorafgaande aan de "Fukushima"-tsunami.
   
   .
9. DeZwarteRidder 4 januari 2024 09:37

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   Uranium price hits new post-Fukushima high
   Colin McClelland | January 3, 2024 | 1:18 pm Energy Markets Canada China Russia and Central Asia USA Uranium
   
   Uranium’s spot price continues to rise as more countries back nuclear power. Credit: Adobe Stock
   
   The spot price of uranium continues to rise, boosted by pledges to triple nuclear power by mid-century, supply hiccups from producers such as Cameco (TSX: CCO; NYSE: CCJ) and the looming threat of a ban on Russian exports to the West.
   
   Uranium hit $91 per lb. this week, another record since triple-digit prices in 2007 and the fallout after the 2011 Fukushima disaster in Japan that saw several countries curb nuclear energy plans. The price has increased from about $50 per lb. at mid-year.
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   “Some call it a nuclear renaissance but I like to think of it as a resurgence given the growing momentum,” John Ciampaglia, CEO of Sprott Asset Management, which runs the Sprott Physical Uranium Trust (TSX: U.U for USD; U.UN for CAD), said in a blog post on Wednesday. “Who would have thought that in just two years, public sentiment and government support would have shifted this strongly?”
   
   The price could now be near a level that can sustain new mining projects as the globe increasingly looks to atomic power to help combat global warming. The increase comes as 24 nations including the United States, Japan, Canada, Britain and France pledged last month in Dubai at the 28th Conference of the Parties to the United Nations Framework Convention on Climate Change, known as COP28, to triple nuclear power capacity by 2050.
   
   China, which wasn’t part of that promise, still leads global nuclear plant construction with plans to nearly double capacity to 100 gigawatts by the end of this decade. The Asian country has 22 of 58 plants being built worldwide.
   China growth
   
   “Uranium is one of the few commodities where China is not the largest consuming country, but we expect it to be so by 2028,” BMO Capital Markets commodities analyst Colin Hamilton said in a note on Wednesday. “However, having taken significant volumes of excess uranium from the market over the past decade, we see China as adequately supplied with raw material.”
   
   Incremental utility buyers are more likely to be located in Europe and North America where reactor lives are being extended, Hamilton said.
   
   However, meeting that demand is proving difficult for leading suppliers such as Cameco, Canada’s largest, which said it may buy as much as 8 million lb. in the recently ended quarter to meet contracts. When most utility contracts are longer-term, supply shortfalls exacerbate price hikes on the spot market. Investment bank Morgan Stanley forecasts the price may hit $95 per lb. by March. In November, Sprott predicted a triple-digit price within a year to 18 months.
   
   The plan to triple nuclear power capacity by mid-century is “highly unrealistic” because it takes so long and billions of dollars to plan, approve and build reactors, according to the World Nuclear Industry Status Report released last month. The report is funded by Germany, which shut its last reactor in April and remains opposed to the power source, although it conducts research and processes fuel.
   
   The US Congress is considering a ban on imports of Russian uranium. It has passed the House of Representatives and awaits debate in the Senate, though most utilities in the West have been shunning its supplies since the war in Ukraine began nearly two years ago. A ban could spark retaliatory measures and Russia has plants to process uranium into fuel, whereas the US is restarting one. However, the Biden administration is set to sign a $2 billion boost to the country’s nuclear industry into law within weeks.
   Restarts planned
   
   Numerous mothballed mines in Australia, the U.S. and Africa are planned for restarts this year including Paladin Energy’s (ASX: PDN) Langer Heinrich in Namibia and Boss Energy’s (ASX: BOE) Honeymoon operation in South Australia. EnCore Energy (TSXV: EU) is starting output from its Rosita and Alta Mesa plants in Texas, while Energy Fuels (TSX: EFR; NYSE: UUUU) has resumed output from its Pinyon Plain, La Sal and Pandora mines in the southwest US. In Canada, Cameco is ramping up production from McArthur River in Saskatchewan.
   
   The industry needs new mines, but a lost decade of investment after the Fukushima disaster means the supply gap will grow in the short-term, according to the Sprott Physical Uranium Trust, which holds 63 million lb. of yellowcake uranium valued at $5.78 billion.
   
   The trust purchased 3.8 million lb. last year, the lowest since the fund was established in 2021. It plans this year to purchase no more than 9 million lb. on the spot market. It’s a prudent measure from a regulatory perspective to prevent funds competing with consumers for material in a deficit market, BMO’s Hamilton said.
   
   “While there is lots of chatter about the impact of financial players in the market, the price gains this year have clearly been driven by utilities which purchased the most uranium in 2023 since 2012,” Sprott’s Ciampaglia said.
   
   “The industry will require significant capital investments to meet its ambitious expansion plans,” he said. “Thankfully, investor interest in the sector is growing globally as the opportunity becomes better understood and the legacy stigma fades. As the sector grows and recapitalizes, it will attract ever larger institutions, drawn by a compelling investment thesis and improving liquidity.”
10. DeZwarteRidder 4 juli 2024 20:02

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    Australia's Paladin Energy to buy Canada's Fission Uranium for $833 mln
    By Reuters
    June 24, 20249:39 AM GMT+2Updated 10 days ago
    
    June 24 (Reuters) - Australian miner Paladin Energy (PDN.AX)
    , opens new tab said on Monday it had entered into an agreement to buy Canada's Fission Uranium Corp (FCU.TO)
    , opens new tab for an implied equity value of C$1.14 billion ($833.03 million).
    The deal comes at a time when prices for uranium, used to fuel most of the world's nuclear reactors supplying 16% of the global energy, has increased significantly last year due to rising demand and limited supply.
    Under the offer, Fission shareholders will receive 0.1076 shares of Paladin for every Fission share held, the company said, adding the deal implies a value of C$1.30 per share for the Canadian miner, a 25.8% premium to its closing price of C$1.03 on Friday.
    Paladin has applied for listing its stock on the Toronto Stock Exchange (TSX), where Fission shareholders will own 24% Paladin shares, the company said.
    Fission's board has recommended shareholders' vote in favour of the transaction, Paladin added.
    "This arrangement significantly de-risks the mine-building financing at Patterson Lake South projects (PLS), with the cash flow generation at Langer Heinrich and a strong balance sheet creating an opportunity to significantly fund the development of PLS," Fission President and CEO Ross McElroy said.
    ($1 = 1.3685 Canadian dollars)
12. DeZwarteRidder 25 september 2024 09:21

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    Chinese investor steps in to block Paladin’s Fission Uranium buy
    Cecilia Jamasmie | September 16, 2024 | 3:49 am Energy News Australia Australia NZ South Pacific Canada China Uranium
    Chinese investor steps in to block Paladin's Fission buy
    PLS is located in Canada’s Athabasca Basin, home to the world’s richest uranium mines. (Image courtesy of Fission Uranium.)
    
    Australia’s Paladin Energy (ASX: PDN) has hit a roadblock in its proposed acquisition of Canada’s Fission Uranium (TSX: FCU) after a Chinese investor in the takeover target opposed the deal.
    
    The Western Australia-based miner revealed on Monday that CGN Mining Company, a subsidiary of China General Nuclear Power with a 11.26% stake in Fission, is opposing the tie-up.
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    Paladin moved in June to buy the Canadian miner for C$1.14 billion ($845 million), contingent on at least two-thirds of Fission shareholders voting in favour of the transaction by Aug. 26.
    
    The bid came amid the global shift towards nuclear energy that took off a year ago, when a supply crisis unfolded and utilities sought to secure long-term contracts, driving the spot price to a 16-year high in January.
    
    The company, which would have become the third-largest publicly traded uranium producer with the planned acquisition, failed to reach that threshold as nearly half of eligible shareholders did not submit their proxies by the deadline. A special general meeting was postponed to Sept. 9, in which 67.9% of Fission’s shareholders voted in favour of the deal.
    
    Paladin Energy’s intended acquisition of Fission Uranium comes amid the global shift towards nuclear energy that took off a year ago, which triggered a supply crisis and drove the spot price to a 16-year high in January.
    
    The matter is now before the Supreme Court of British Columbia, which will issue a final ruling on the acquisition. The court proceedings began on September 13 and are scheduled to resume on September 26.
    
    Paladin chief executive, Ian Purdy, says that Fission’s Patterson Lake South project in Saskatchewan, Canada, is a natural fit for the company. It provides medium-term development potential to complement production from the recently restarted Langer Heinrich Mine in Namibia, he says.
    Closer to the US
    
    Fission’s asset is also attractive because of its proximity to Paladin’s major customer, the United States, offering the chance to create a hub with Paladin’s existing tenement in Canada — Michelin.
    
    The combined group would be worth $3.5 billion, hold dual listings in Australia and Canada, and churn out 10% of global uranium output.
    
    Paladin has been hunting for growth options outside the home country, as Western Australia and Queensland ban uranium mining. The company believes there’s a shortage of primary production coming out of the ground and that the trend is set to continue.
    
    “We’ve seen very strong demand for our Langer Heinrich product. And we expect that when we’re ready to bring our customers to underpin PLS later this decade, that demand (will) be extremely strong,” Purdy said during a July visit to Toronto.
    
    Paladin shares dropped on the news Monday, reaching an intra-day low of $8.97 on the ASX. The stock closed 1.81% down at A$9.20 per share, leaving the company with a market capitalization of A$2.75 billion ($1.86bn).
13. DeZwarteRidder 17 oktober 2024 15:21

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    Paladin Energy Shares Soar on Amazon’s Boost to Uranium Demand
    Kirti Tak
    Oct 17, 2024, 08:51 AM
    Story Highlights
    
    Australia-based uranium production company Paladin Energy’s stock is rising following Amazon’s push into nuclear energy, boosting uranium demand.
    
    Shares of ASX-listed Paladin Energy AU:PDN +10.27% ? soared nearly 10% as of writing, in reaction to an announcement made by Amazon AMZN -0.43% ? that could boost the uranium demand. Amazon is the latest tech company to invest in nuclear energy and sees this as a huge opportunity to meet the increasing power needs of its data centers. This signals positive prospects for uranium demand in the coming years.
    
    The announcement has also boosted other uranium stocks on the ASX. Australia’s Bannerman Energy AU:BMN +9.88% ? surged 8%, Lotus Resources AU:LOT +11.11% ? was up 10%, while Boss Energy AU:BOE +6.12% ? gained 6% as of writing.
    
    Amazon Fuels Uranium Surge with Nuclear Push
    
    Amazon’s cloud computing arm, Amazon Web Services (AWS), is committing over $500 million to nuclear energy, unveiling projects across multiple states in the U.S. Recently, AWS has signed a partnership with Virginia-based Dominion Energy to explore building a small modular nuclear reactor.
    
    Amazon’s push towards nuclear comes as it faces a growing demand for clean energy, driven by generative AI (artificial intelligence) expansion. This move also aligns with Amazon’s broader goal of achieving net-zero carbon emissions.
    
    Amazon isn’t alone in exploring nuclear energy for its power needs. Several other tech firms are also adopting it to fuel their AI ambitions. Earlier, Alphabet, Google’s GOOG -0.10% ? parent company, revealed its intentions to utilize small modular nuclear reactors for future energy requirements. Meanwhile, Microsoft MSFT -0.63% ? has proposed an ambitious proposal to reactivate a defunct nuclear reactor at Three Mile Island in Pennsylvania to support its AI initiatives.