Wenn schon Uran, dann richtig... - 500 Beiträge pro Seite

[mao_1]

Strathmore Minerals

Besitzt unter den Junior Explorern die größten Ländereien im Athabasca Basin (Kanada), der uranreichsten Gegend der Welt.

http://www.investcom.com/moneyshow/uranium_athabasca.htm


Die Ressourcen diverser Uran-Projekte gibt es hier:

http://www.strathmoreminerals.com/s/Projects.asp

Neben den riesigen potenziellen Reserven und der Spekulation auf steigenden Uranpreis gibt es unternehmensspezifisch noch folgende Eigenheiten:

- Übernahmephantasie
- China-Phantasie

Dazu folgender Artikel:


Market Outlook Journal
by James Finch

December 12, 2005

Uranium Sector Headed for Consolidation

Spot uranium prices are quickly heading to the $40 level (last week at $35.25/pound). That’s attracting investors to uranium stocks in a very big way. Market capitalizations of some exploration companies have now broken through $100 million, while others are rapidly approaching that altitude. Major Toronto (and other) funds invested heavily into the uranium bull market. Rumors indicate the large funds are pushing uranium juniors in which they heavily invested to consolidate. In Bob Bishop’s commentary, found in his most recent Gold Mining Stock Report, he believes major funds are encouraging such a roll-up for a consolidated entity so it would be large enough to trade on the New York Stock Exchange. The company name he believes keeps coming up in such discussions is one in which Bishop is a shareholder: Strathmore Minerals (STM.V, Other OTC, Pink Sheets: STHJF). Nothing makes a stock soar high like the speculation of a takeover, especially if there are multiple acquisition-minded companies.

Mr. Bishop also mentioned he would not be surprised if a deal materialized between Strathmore Minerals and China. As many who follow uranium stocks know, China is eager to acquire a reliable supply for its civilian nuclear power plans. Reports indicate these are the most ambitious plans since the United States began building nuclear power plants in the 1950s. At least a handful of reports suggest China will build a lot more nuclear power plants than what has already been announced. No one is suggesting a deal between Strathmore Minerals and China is imminent, and Mr. Bishop clearly stated he did not know if one was imminent or not. But with all of China’s interest in uranium in the two hottest markets, Canada and Australia, one has to wonder about Strathmore in the Chinese equation. Why have Strathmore executives made multiple trips to China during the past year? Strathmore’s recent conductor discovery at Davy Lake in Canada’s Athabasca Basin, its strong portfolio in Wyoming and New Mexico, and its very well-connected management would be multiple jewels for a growing uranium company.

We’re forecasting a strong uranium market for investors in the first half of 2006. Investors have quickly turned to uranium stocks instead of the junior gold stocks during the fourth quarter, and especially since last month’s gold conference in San Francisco. That could explain why gold exploration stocks are barely treading water while spot gold has traded decisively above $500/ounce since December 1st. Uranium stocks are clearly an investor’s preferred vehicle for the time being. This should likely intensify through early March at the Toronto PDAC. James Dines of The Dines Letter has loudly proclaimed that uranium stocks may out-perform internet stocks of the late 1990s. If that’s the case, then fasten your seatbelts!

http://www.stockinterview.com/journal.html


Macht euch euer eigenes Bild!

mao_1

[mao_1]

Die Aktie nimmt Schwung auf...Heutige News:

Strathmore`s Church Rock, New Mexico Uranium Deposit Resource Estimate Increased to 11.8 Million Pounds U3O8
Wednesday January 4, 10:26 am ET

KELOWNA, British Columbia--(BUSINESS WIRE)--Jan. 4, 2006--Strathmore Minerals Corp. (TSX VENTURE:STM - News) is pleased to announce that it has completed an independent National Instrument 43-101 technical report for its Church Rock uranium property located in the Grant`s Mineral Belt in McKinley County, New Mexico. The 43-101 report provides a new resource estimate which has increased to 11.8 million pounds of U3O8 from the historically reported 6 million pounds U3O8.

[mao_1]

Das Management ist einfach clever, über die Jahre der Uranbaisse riesige aussictsreiche Lagerstätten aufzukaufen:

As the visionary force of the company, he started accumulating uranium properties back in 1996, when most of the recent uranium companies where focusing on gold. This enabled Strathmore to assemble a property package with more that 250 million pounds of U3O8 resources and although none of them are JORC compliant, their value is readily envied by the bevy of new found uranium players hitting the market today. So it is good to know that Dev is remaining as Strathmore’s Chairman and CEO, at least for now.

Quelle:
http://www.minesite.com/storyFull5.php?storySeq=3224

Der Artikel ist übrigens von gestern...

Während die Konsolidierung bei den Uranminen im vollen Gange ist, rückt STM immer mehr ins Rampenlicht.

[mao_1]

Wie aussichtsreich Strathmore hinsichtlich anderer kanadischer und australischer Minen dasteht, kann sich jeder hier ein Bild machen:

http://rcresearch.com.au/documents/getfile.php?file=Free+Rep…

any comments?

[Schnuerschuh]

[posting]19.569.934 von mao_1 am 06.01.06 15:38:10[/posting]bm

[mao_1]

@ Schnuerschuh

Danke für die interessanten neuen Erkenntnisse.

Noch etwas zum Management hinterher:

One of the leading voices advocating the future of uranium and nuclear power, Sprott Asset Management is definitely bullish about Strathmore Minerals (TSX-V:STM). As Mineweb has followed Strathmore for a few months, the focus on the junior explorationist as a possible takeover target has grown. Another possible clue: in the past, Mineweb has found Strathmore President and COO David Miller to be very accessible and accommodating. Lately, Miller, also a Wyoming legislator, has not returned our calls.

Although an estimated 200 juniors are now exploring for uranium, Strathmore was founded and is managed by exploration geologists, who possess a combined two centuries of experience in uranium. The majority of the team began their uranium careers in the 1970s

[Schnuerschuh]

[posting]19.583.021 von mao_1 am 07.01.06 10:21:23[/posting]Hab über wochenende nochmal nachgelesen ! Beim Vergleich mit Paladium siehts ganz gut aus ! Kennst Du den Artikel vom 04.01.2005 ? Da haben Sie nochmals die Recourcen bewertet ! Das Volumen in Canad sieht auch gut aus Aber irgend jemand muß das Ding Promoten

[mao_1]

Ich wundere mich auch manchmal, welche Kleinstwerte hier hochgeredet und die größeren (aber wenig bekannten) Unternehmen wie Strathmore M., Energy Metals oder Western Prospector kaum erwähnt werden. Bei den schon operierenden Minen kann man vielleicht über eine Cameco noch was finden, bei Areva oder Denison Mines hört es dann auch wieder auf...

Seit ich den Thread eröffnet habe ist die Aktie schon um mehr als 25% gestiegen. Ich glaube, dass STM keinen großen Promoter braucht, die Fakten sprechen für sich...

[Optimierer]

Hi,

da habe ich mir mal 1000 St. ins Depot gelegt, kann nicht verkehrt sein.

gruß Opti...

[mao_1]

@ Optimierer
Willkommen im Boot! Geht ja heute gleich kräftig nach oben, +12% gerade.

Grund könnte dies sein:

StockInterview.com: Strathmore Minerals Takeover Talks Gain Credence
1/9/06
Sarasota, Florida, Jan 09, 2006 (M2 PRESSWIRE via COMTEX) --

The Market Outlook Journal of StockInterview.com commented on a published report in Mergers & Acquisitions Report published today, which gave more credence to rumors circulating that Strathmore Minerals (TSX: STM; Other OTC: STHJK) may be a takeover target. The M&A Report noted one competitor, Energy Metals Corporation (TSX: EMC), may be interested in Strathmore`s US assets, specifically their uranium holdings in New Mexico and Wyoming. Last week, Strathmore announced an independent geological report found one New Mexico property held nearly double the uranium resource previously reported.

http://www.stockhouse.com/news/news.asp?newsid=3064442&tick=…

[Optimierer]

Hi MAO_1,

Sprott ist ja mit 25 %Sharesanteil mit im Boot und meine
1000 St. sind ja nicht gerade viel.

So was ich gelesen habe, 100 Mil.Pound Uran als Resource ist doch schon was.......!!!

Lassen wir uns Überraschen, Sprott denkt hier mehr an eine Übernahme, diese Juniorexplorer.

Gruß Opti...

[Optimierer]

Hi MAO_1,

Sprott sitzt auch mit im Boot mit seinen 25%, also da sind meine 1000 St. ja nichts........!!

Sprot geht von einer Übernahme aus, bei 100-150 Mil. Pounds Resource, was ich gelesen habe und einem Preis von 40 $ je Pound, sind das ja mindestens 4-6 Mrd. $.

Übernahmepreis müsste dann zwischen 100- 500 % sein oder ???

Was meinst Du......!!!

Gruß Opti...

[Optimierer]

Hi Mao_1,

wir sind ja nicht alleine an Board, immerhin hält Sprott 25 % der Shares.
Und Sprott geht von einer Übernahme aus, wo müsste dann der Kurs stehen ???

Bei 100- 150 Mill. Pounds a 40 $ müssten doch 100- 500 % drin sein oder .........???

Gruß Opti...

[Optimierer]

Hi,

Bambrough warns of a supply deficit peaking in 2015 that might hypothetically drive uranium prices to an "unsustainable" high "north of $500/pound."

$500 bis 2015 !!!

Gruß Opti...

[XIO]

http://www.minesite.com/storyFull5.php?storySeq=3227

[Bodenseetracker]

Bin schon seit März 2005 invetiert (ca 7% minus ) habe im Oktober nachgekauft (ca 53 % plus ) werde nachlegen.