Cameco Corp. (CCJ)

All Comments on CCJ

  • commenter
    savvy_trader
    Jul 11 11:37 AM
    Seven Uranium Stocks to Fuel Your Portfolio [view article]
    Look at the deposit grades (%U3O8). Cameco has the grade to support their costs. At current market prices, who else does? These companies need to be disclosing what their production costs are before I would invest a single dime. Reply
  • commenter
    savvy_trader
    Jul 11 11:31 AM
    Nuclear Power's Second Coming Will Lead to a Uranium Boom [view article]
    Uranium mills are not very useful if you have no feed for them. Take a look at the mine's reserve grades (%U3O8), mining costs ($/ton & $/lb) and distance to the nearest processing facility. Only the higher grade deposits (>1% U3O8) are viable unless the current spot price doubles. The lower grade deposits will have to wait until these richer deposits play out. Currently, most uranium producers do not want to disclose their costs, and for good reason! Do you homework before investing. Reply
  • commenter
    savvy_trader
    Jul 11 11:20 AM
    Denison Mines: A Play on Escalating Uranium Demand [view article]
    Denison reserves are relatively low grade. What are their production costs? These deposits cannot compete financially with the bigger player's higher grade deposits and will only be exploitable when the spot price rises above $100. As an analyst, you are not asking the right questions! Reply
  • commenter
    notsosmart
    Jul 10 03:10 PM
    My Website
    Nuclear Power's Second Coming Will Lead to a Uranium Boom [view article]
    for you & your children & grandchildren & into the future would you rather spend more for energy & be relatively safe or less & take a chance on a major catastrophy? dont forget greed & the bottomline plus coverup are part of our system.why do we need a law to protect whistleblowers? Reply
  • commenter
    liquid
    Jul 10 01:44 PM
    Denison Mines: A Play on Escalating Uranium Demand [view article]
    Fireball,
    I think you are on the money with Silex. It is lightly traded on the ASX (SLX) and explodes anytime it trades with volume only to retreat again in the days following. I have held since 2000 and closely follow this one. GE purchased the rights to the technology and are bankrolling the startup so there is little cost to Silex only royalties to come!     Reply
  • commenter
    LiquidSoapDi
    spenser
    Jul 10 11:07 AM
    My Website
    Nuclear Power's Second Coming Will Lead to a Uranium Boom [view article]
    Firs of all, I'm not saying I'm anit-nuke, but as someone who had a friend who was an inspector at at a nuclear power plant, let's just say things go bad a lot more often then is made public. All the motivation is to hide minor accidents, near catastrophes, etc.. The main problem, according to my friend, was using substandard replacement parts due to greed (kickbacks, etc.), and this is why problems often occurred, and where I fear might continue to occur in the future (even the best designed plants won't function right if someone decides to save a few bucks and use a few substandard parts).

    For the time being, plants in the U.S. are currently storing their spent rods in cooling pools within the nuclear facilities. These pools were never designed to store so many rods, meaning the pools need to be actively cooled with fervor in order to prevent a meltdown. This is just the cooling pools, not the reactor themselves! Something goes wrong just with the active cooling, and we have a problem (even after the plants no longer produce electricity). Can anyone really say if storing the radioactive waste in mines is going to harm all living things in the future? Are the risks worth taking? I just want people to be aware that nuclear has more risks than people seem to be aware of. Perhaps it is still the right way to go, but no one can make a good decision without knowing as much info as possible.     Reply
  • commenter
    john s.
    gordon
    Jul 10 10:45 AM
    Nuclear Power's Second Coming Will Lead to a Uranium Boom [view article]
    i remember visiting fluidyne engineering in minneapolis about 1956 - they were very big on pebble beds. without a complete fuel cycle in place the HTGR remains an interesting research concept.
    > jack     Reply
  • commenter
    tenureme
    Jul 10 09:55 AM
    Nuclear Power's Second Coming Will Lead to a Uranium Boom [view article]
    Take the dangers of meltdown, proliferation and disposal of spent nuclear fuel out of nuclear and what do you get?... pebble bed reactors. "Walk away" safe (as in if everything goes wrong you can walk away, grab a pizza, and come back and deal with it at your leisure... they don't have hot cores that need to be cooled constantly), can be built for a fraction of the cost of current nuke designs, low-grade fuel is easily recycled. A few have been built and proven as prototypes (Germany, S. Africa) and have won the approval of some prominent environmentalists. I am not a proponent of nukes as we know them (prohibitively risky, even if the risks are very minute), but if you can take the downside out of nukes, all you have left is power.

    Upgrade our electrical grid's infrastructure and security, put some pebble beds on line, and let's start plugging in our EV cars. Here is a link to learn more about pebble bed reactors... it's a new way of looking at nukes.

    en.wikipedia.org/wiki/...     Reply
  • commenter
    john s.
    gordon
    Jul 10 08:31 AM
    Nuclear Power's Second Coming Will Lead to a Uranium Boom [view article]
    uranium shortage? buy canadian heavy water reactors & burn thorium. places like india, brazil etc. have lots of monazite.
    > jack     Reply
  • commenter
    aquaculture
    Jul 10 05:43 AM
    Nuclear Power's Second Coming Will Lead to a Uranium Boom [view article]
    greenchipstocks.com/ar... Reply
  • commenter
    InglefoX
    investing
    Jul 10 12:48 AM
    My Website
    Nuclear Power's Second Coming Will Lead to a Uranium Boom [view article]

    "Does anyone have a good read on the amount of Uranium stockpiles? Is it even possible to estimate? The author says 10 years to deplete current stock piles but I think that is a baseless guess."

    The answer to this question is that the 10 year estimate is what is given by the Energy Watch Group assuming a constant demand of 67kt/year with new production filling only approx. 42 kt/year.

    Reply
  • commenter
    alpha24seven
    Jul 09 08:19 PM
    Nuclear Power's Second Coming Will Lead to a Uranium Boom [view article]
    @ Think-about-it

    Frances nuclear waste is stored here in the US. Another thing, I travel to France and the French can't wait to get rid of their nuclear. Forget this nonsense the nuclearista keep telling us about how "the French love their nukes". Complete rubbish. And if they were storing the waste on their own soil, it would have been gone a long while ago.

    media.cleantech.com/21...

    Another thing. The Forsmark incident almost caused the biggest mess since Chernobyl. This was as close as it gets to another of the big ones. Gee, they don't mention this do they now...

    www.spiegel.de/interna...

    And this whole "carbon free" thing is a complete canard. The nuclearista saw an opportunity to glom on to the back of the global warming/climate change train as it sped through town. They saw it as final chance to get this ridiculous crap out in front of us again.

    This will *NEVER* happen. Wall St. doesn't want it. The US Government (except for a few like McCain) doesn't want to be the insurance back stop on this. No private insurance will get anywhere near this. Crap, we can't even put what we've got in Yucca mountain.

    Here's how you make money. Let the nuclearista get cocky, let them increase spending in their respective nuclear aspirations. Then as you watch the wrath of hell descend upon their shoulders, you put a big ol short on all these nuclear enterprises.

    Easy money.     Reply
  • commenter
    fireball
    Jul 09 07:57 PM
    Nuclear Power's Second Coming Will Lead to a Uranium Boom [view article]
    u308 is uex on the canadian exchange? dandaman i have been looking at thorium for months. i have not looked lately. glad you brought it back to mind. just a little leary. seems like it was a little over thirty cents when i was watching it. been leery because so many in that range go to almost nothing. Reply
  • commenter
    jimmythenuc
    Jul 09 07:48 PM
    Nuclear Power's Second Coming Will Lead to a Uranium Boom [view article]
    Hi all- . Like Cameco (CCJ on NY) for its basically dominant position, particularly if/when Cigar Lake comes on line. Second choice is Dennison (DNN on NY) especially when Midwest activates. Both have reasonably informative websites, but (of course) voice the party line. Got burnt on some explorers but went to a couple of "mutual funds" in nuclear...Global uranium (GUR on Toronto also warrants and NLR in NY). They (and CCJ plus DNN) are my bets. Good luck to all, JTN Reply
  • commenter
    Think-About-
    It
    Jul 09 07:05 PM
    Nuclear Power's Second Coming Will Lead to a Uranium Boom [view article]
    What does France do with all its nuclear waste?

    Does anyone have a good read on the amount of Uranium stock piles? Is it even possible to estimate? The author says 10 years to deplete current stock piles but I think that is a baseless guess.

    I'm leaning towards buying "U" on the Toronto exchange rather than gambling on a couple of companies in the Nuclear sector but I'd feel a whole lot more comfortable if the spot price was $40 rather than $60 since it was below $20 for so damn long. I view $20 - $30 as being the down side risk for Uranium's spot price... but that's a baseless number too.
    Reply
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