Uranium One Inc. (SXRZF.PK)
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- Eastern Platinum and First Uranium Top Raymond James' Favorites List [view article]
- Global Warming Up to a Hydrogen Economy [view article]
- Uranium Investing: The Chinese Are Coming [view article]
- Nuclear Power Is in Demand [view article]
- Uranium on the Rise [view article]
- Uranium One Shares Drop 20% After CEO's Sudden Departure [view article]
- The Borat Trade: Investing in Kazakhstan [view article]
- sxr Uranium One: The Newest Uranium Major [view article]
- American Uranium Investors Focus on Yellowcake [view article]
- Will Renewable Energy Be Uranium's 'Banana Skin'? [view article]
- Uranium Mania: Watch This Market Grow [view article]
loading ...Recent SXRZF.PK Articles
- Eastern Platinum and First Uranium Top Raymond James' Favorites List
- Raymond James: Key to Uranium One's Upside is South Inkai
- Uranium One: Some Positives Exist Despite Q1Earnings Miss
- Nuclear Power Is in Demand
- Uranium: Demand Expected to Remain Constant Despite Drop in Price
- Global Warming Up to a Hydrogen Economy
- Uranium Investing: The Chinese Are Coming
- Analysts Slash Targets as Uranium One Stock Continues to Fall
- Planned Drilling Programs Boost Denison Mines and Uranium One
- Analysts Cut Price Targets Amid Turmoil at Uranium One
- Full List of Articles »
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Eastern Platinum and First Uranium Top Raymond James' Favorites List [view article]
Mineral companies operating in Africa have political problems that we investors may not be aware of. This alone will make any African mining investment a true gamble. Be careful.... ReplyEastern Platinum and First Uranium Top Raymond James' Favorites List [view article]
"Shares in Eastern Platinum, are currently trading at roughly $1,170 per ounce platinum, representing a 43% discount to Raymond James' 2008 platinum price forecast of C$2,051 price target."What is the significance of that?
It should trade at the actual price forecast?
It seems top me that one half that forecast is quite high a valuation in itself? Reply
Global Warming Up to a Hydrogen Economy [view article]
Any high school chemistry student knows how to make H2 from H2O. It takes some familarity with thermodynamics and economics to appreciate the costs.A catalyst can only permit a reaction that is thermodynamically possible. No catalyst can make H2 from water without input of more energy than you get from making water from H2. The same applies to making carbon and oxygen from CO2. That energy has to come from somewhere. It would take a huge excess supply of nuclear, solar, wind, geothermal, hydro, or tidal power before one could consider a meaningful conversion of CO2 to C and O2 or of H2O to H2 and 1/2*O2.
How much consideration is being given to use of solar power and biomass (algea?) to use up CO2 and make O2? In Brazil they are making CO2 from forrests in order to make ethanol from sugar.
The idea of nuclear power to make electricity to make H2, pipe the H2 to homes, make electricity from H2 at the home, and use this electricity to heat the home seems to be, at the least, somewhat inefficient. As a matter of fact it seems like fuzzy thinking taken to a new extreme.
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Global Warming Up to a Hydrogen Economy [view article]
Hydrogen is the future! Replyt
Uranium Investing: The Chinese Are Coming [view article]
What about Uranium Participation Corp (U.TO), and ETF? ReplyNuclear Power Is in Demand [view article]
If you want a "pure nuclear" play, watch out later this year when Entergy spins off it's six deregulated nuclear plants (5000 MW capacity) into a new nuclear-only generator. The new company will be called Enexus.You can get more info about this deal at thisweekinuclear.com Reply
2020
Nuclear Power Is in Demand [view article]
Thanks to all for the moly leads.Think Big: I was once on the H bandwagon. One of the engineers
explained to me it just takes up too much volume for most transportation needs. A tank big enough to give me the same range my F-150 gets on gas would take up the entire bed! As for a subcompact, forget it. At best, hydrogen can be used for fixed plant installations, freeing up natural gas for vehicles.
This assumes water is available not only for hydrogen, but for ethanol, oil shale and oil sands. Oil sands in Alberta are already getting a bad rap for the square miles of waste lagoons being created. With water shortages projected just on population growth alone here in the west, this may be another cold fusion project.
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Nuclear Power Is in Demand [view article]
I do not whnat to promote panic, but we are in the midst of a financial collapse, as well as on the road to an energy crunch. We need to develop all rational energy sources- and nuclear is rational.We need to be very careful about limiting ourselves because of highly speculative theories like man made CO2 causing "global warming". Let's get real, we may be approaching a real global disaster here. See the May 8th commentary at my site (middle clumn, down a little).
As for the financial collapse, consider:
TakeBackTheFed.com Reply
Nuclear Power Is in Demand [view article]
It will happen but I doubt it will happen during this next political cycle. Washington determines if nuclear power is allowed to accelerate and right now, they are focused on global warming and have head up the enviromental lobbies while they happily accept the dividends from oil investments.The public will eventually figure it out, demand heads on pikes and make the change in government but not expecting that until 2012 and thereafter. Meanwhile, I place more stake in the solar and hydrogren investments although they are certainly long-term play. I would love to see us team up more fully with Japan and subsidize a $25k hydrogen vehicle and pop the energy bubble, but such things are more like dreams until enough of us run for office. Reply
Nuclear Power Is in Demand [view article]
This is a very good article and most of comments are worth reading. Nuclear energy is the only energy that can replace oil. ReplyDiversificat
ion
Nuclear Power Is in Demand [view article]
Its important that we are finally highlighting that nuclear power is clearly not an emission-free, or CO2-free energy source. The plant construction and uranium mining produce various pollutants and leave mine tailings.This does not invalidate the nuclear energy proposition, but its clearly an issue worth evaluating in light of the climate change arguments.
From an investment standpoint, the single largest exposure to all aspects of the value chain from uranium exploration and production to nuclear plant construction and management is Areva (CEI.PA / ARVCF.PK). For a more diversified energy and infrastructure play, but with clear exposure to nuclear plant development, Shaw Group (SGR) is a good opportunity. Energy Solutions (ES) is a back-end play on the management of nuclear sites & waste.
Its important not to buy a basket of any old equities with nuclear attached to them. The utilities mentioned above are going to be the ones paying to develop nuclear plants, so its a capital drain for them for a long time. And with the latest estimates of plants costs at $5 billion to $12 (twelve!) billion, even with loan guarantees, this is a distant way to play nuclear.
Denison Mines (DML.TO / DNN) should clearly have been mentioned alongside Cameco and Uranium One. The point I would focus on here is a very strategic one: CHINA is likely to be both the nearest-term AND largest nuclear developer. Why? It can make it happen faster (for better or worse) because NIMBY concerns can be ignored. More importantly, remember that the Chinese lose 5,000 coal miners every year! These direct deaths coupled with the indirect health issues are a clear concern in China -- the government is aware and cares about these issues.
Many uranium-watchers claim China will try to tie up strategic uranium reserves by buying public explorers and producers. China has no reason to publicly announce this, but it has recently confirmed that its nuclear development is much further along that was expected. China also reportedly met with Cameco recently.
If China were to buy uranium companies, it would go for geographically accessible nations -- and ones without the finger-wagging they get from Australia (for example) about weapons proliferation. India is also going to have the same issues, given that even America will not sign a nuclear agreement with the largest democracy in the world!
Uranium One has operations in Kazhakstan -- very accessible to China and India. Despite its recent logistics challenges operating there, UUU.TO is a logical target, if you like this strategic reserve argument. The American and Canadian producers are not logical targets. Africa is a logical choice, although it a true energy crisis, the Chinese may feel safer having a source closer to home.
I'd steer clear of USEC -- the growth opportunity here has never been clear, and US uranium demand is years away from a significant increase. In fact, the biggest risk to US uranium supply is the Russia agreement being cut back -- but down-blending Russian HEU is a major revenue source for USEC, so it could even negatively affect them.
Finally, hedge funds enjoyed a huge run-up in both physical uranium and uranium explorers. They have reportedly been running from this sector, so the bubble in these shares could still be deflating for a while. Remember there are over 500 public uranium explorers -- clear indication of a bubble within this small sector of the market. Reply
Nuclear Power Is in Demand [view article]
You can forget about mining stocks of American companies due to the idiots from the sierra club running around spreading wild rumors and terrorizing the locals. The Four Corners region has millions of tons of uranium that can't be mined due to local resistance caused by the above mentioned idiots...those people are a public menace. Replye
Nuclear Power Is in Demand [view article]
APWR and NCEN have been rocking, along with any other Energy stock all you've got to do is pick one and buy on dips until the Energy phase is over...FSLR at highs... its just the next hot thing so CNBC can make money... what ever happened to the bird flue.. or the financial melt down
check out www.investorslive.com/... Reply
Nuclear Power Is in Demand [view article]
Forget about for now. Spoke to analyst in Goldman, no such thing as nuclear boom yet. ReplyNuclear Power Is in Demand [view article]
FYI:This [www.ecology.at/nucbiz/... link] shows that "who is who in nuclear business. Reply