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[原创] 请大家注意uranium!

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发表于 2009-4-26 09:24 PM | 显示全部楼层 |阅读模式


支持一下新版块!

咱“枫叶国”啥都缺,就是不缺资源!嘿嘿。。。先侃侃铀吧,已经出现了积极向上的动向。铀价刚刚扭转连续近6个月的下降,上星期升了1.50至42刀。个人认为其主要原因为:

---中国前不久宣布了要建几十个核电厂,加强核电的开发和利用。

---铀的产量多年来是供不应求。

---与石油联系密切,看涨油,铀必涨。

---还是中国因素,中国(买)缺啥啥涨,卖啥啥跌!

近日铀股的表现也很强劲!看看这些吧:NLR,CCJ, 多伦多股市(TSX)上的 cco,u,uuu,mga,lam,uex,ure,dml,都是刚刚启动,价增量升。

现今世界,乱发钞票,何以保值,唯有资源!


纯属侃山,不必认真。
发表于 2009-4-26 09:28 PM | 显示全部楼层
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发表于 2009-4-26 09:38 PM | 显示全部楼层

shawnmarx 发表于 2009-4-26 10:28 PM


这个是偶的铀股存档,贴上来给大家作参考:

[铀股Uranium: ]

PKN  PowerShares Global Nuclear Energy Portfolio
NLR  Market Vectors DAX Global Nuclear Energy ETF
CCJ  Cameco Corporation(龙头股)
FRG  Fronteer Dev Group Inc(综合股, FRG owns 45% shares of one URANIUM company in Canada)
USU  Usec Inc (USU owns 35% mkt, down 80% to 5 from 07 high 25.65)
AAUK  Anglo Amern Plc (强势综合股, has Gold、URANIUM, and other mines)
URZ  Uranerz Energy Corporation
URRE  Uranium Res Inc
NUE  Nucor Corporation (强势股)
PKX  Posco
ATI  Allegheny Technologies Inc(综合股)
SGR  Shaw Group Inc  (建核电站的,拥有西屋核电20%股权)
RTP  Rio Tinto Plc 力拓
BHP  BHP Billiton 必和必拓 铁矿石、石油、黄金、铀 ,不惜重金买下铀储量巨大的澳大利亚“奥林匹克大坝”。


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 楼主| 发表于 2009-4-26 09:49 PM | 显示全部楼层
多谢多吉兄的宝贵补充!
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发表于 2009-4-26 10:07 PM | 显示全部楼层
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发表于 2009-4-26 10:22 PM | 显示全部楼层
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发表于 2009-4-27 07:22 AM | 显示全部楼层
AAUK  Anglo Amern Plc
NUE  Nucor Corporation
两个好东西


这个是偶的铀股存档,贴上来给大家作参考:

[铀股Uranium: ]

PKN  PowerShares Global Nuclear Energy Portfolio
NLR  Market Vectors DAX Global Nuclear Energy ETF
CCJ  Cameco Corporation(龙头股 ...
多吉 发表于 2009-4-27 02:38
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发表于 2009-4-27 08:32 AM | 显示全部楼层
多谢各位! 请问多吉, 你有镍股的存档吗? 再谢!
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 楼主| 发表于 2009-5-1 02:47 PM | 显示全部楼层
1# X中国陆军


CCJ/CCO(to) 涨的有点疯,先撤了。(回北京的费用全齐了)铀股真是好东西!

下星期回京,希望能在大陆上HT溜溜。
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发表于 2009-5-1 07:31 PM | 显示全部楼层
中国政府已在中亚买好铀矿,自己开采。
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发表于 2009-5-4 12:34 AM | 显示全部楼层
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 楼主| 发表于 2009-5-24 01:48 PM | 显示全部楼层
回京已近3个星期,可今天是第一天sigh in. 还是要用proxy,可wxcity就能直接上,为何?郁闷。。。

有迹象表明,大资金持续建仓各类商品(期货),预期超级通货膨胀。目前我是紧盯着唯一还未大涨的天然气,时间可能还早点。。。
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发表于 2009-5-28 09:28 PM | 显示全部楼层
顶一下。 今天UUU.TO 涨了21%
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发表于 2009-5-30 11:14 PM | 显示全部楼层
re
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发表于 2009-5-31 12:42 PM | 显示全部楼层
谢谢分享,我存好了
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发表于 2009-5-31 05:55 PM | 显示全部楼层
谢谢分享, good post.
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发表于 2009-5-31 08:20 PM | 显示全部楼层
这个是偶的铀股存档,贴上来给大家作参考:

[铀股Uranium: ]

PKN  PowerShares Global Nuclear Energy Portfolio
NLR  Market Vectors DAX Global Nuclear Energy ETF
CCJ  Cameco Corporation(龙头股 ...
多吉 发表于 2009-4-26 22:38

ding&thanks
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发表于 2009-6-9 05:01 PM | 显示全部楼层
ding
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发表于 2009-6-18 07:18 PM | 显示全部楼层
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发表于 2009-6-19 11:58 PM | 显示全部楼层
A recent and positive article...

Uranium One’s Resurrection
June 17, 2009

When we saw the news regarding Kazakhstan’s announcement that some foreign uranium deals were illegal, and named one of Uranium One’s mines in their probe we simply shook our heads.  It was hardly surprising considering all that we have been through before.  Although one of our favorite companies because of their commitment to bringing supply online and aggressively expanding their operations, they conduct business in risky areas and seem to consistently bet the farm.

This all brings us to today.  The Kazakhstan government has said that they will not renegotiate any contracts after talking with their partners in the country but investors seemed hardly moved by this announcement and the damage was done.  Many still felt that the government was going to somehow increase its grip on the mines in the country and that its previous announcement indicated that the Kazakhs were interested in not only being the world’s largest producer of uranium, but owning the production as well.

It seems that Uranium One has raised the stakes.  They entered into an agreement to purchase half of another uranium mine in Kazakhstan which will increase the company’s production in 2010 by 35%.  In exchange for this ownership stake, Uranium One will issue 117 million shares and US$90 million to JSC Atomredmetzoloto, a Russian state-owned uranium miner (another US$60 million payment is contingent on whether certain tax issues can be worked out).  The other 50% of the mine is owned by JSC Kazatomprom, the Kazakh state-owned uranium miner, who also holds stakes in Uranium One’s other mines.

Our perception is that Kazakh officials were sincere in their announcement that they would not change the terms of any contracts and they have already blessed the transaction.  The transaction could be the reopening of Kazakhstan to capital and the house cleaning will only take part within the government and not harm those companies operating there.  

Either way, Uranium One has solved one of their biggest issues, no one to go to bat for them.  As a Canadian company, they were hardly Canadian with their assets in Kazakhstan and the supposed “flagship” property in South Africa.  Truly it was a South African company, based in Canada, with neither country appearing willing to go to bat for them.  Now the company has a bon-a-fide backer with the Russians, and our guess is that should Kazakhstan have any more issues, the Russians will straighten them out.  The Russians also should allow for the sure closing of the Japanese deal by December of this year, if not sooner.  

Uranium One will be a true international player with the Russian-Japanese backers, assuming all deals close.  Their backers will be some of the largest uranium consumers in the world and will provide them with buyers upfront.  The Japanese are investing to lock-up supply for their country’s nuclear reactors.  Russia is locking up supply of U3O8 to sell along with their reactors; they believe it is easier to sell a reactor if you can guarantee the fuel supply as well.   


Uranium One will has once again risen above its 200-day Moving Average, now it must take out C$3.00/share in order to move higher.  C$3.00 has been a very important level for the stock both on the way down (where it twice provided support) and on the way up, where in the past 3 months it has provided resistance four times.

We were please to instruct our subscribers and clients to purchase shares below C$1.80 which provided two windows of opportunity for accumulation, albeit during Uranium One’s darkest days.  Those are the opportunities which provide investors with some of the greatest buying opportunities, but even today our stance is that Uranium One is a great buy as it is destined to be a serious international uranium producer.  In the next few years it will have uranium production from Australia, Kazakhstan and the United States and should have a strong pipeline in place of projects coming online.     

http://theinvestar.com/articles/2009_06_18.htm
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