Paladin - vom Explorer zum Produzenten (Seite 589)

[dgni]

Hallo Freunde,
bin wieder da. War ein kurzer Zwischenstopp im Krankenhaus. Alles wieder o.k.
Ich melde mich nun wieder regelmäßig - versprochen. Sobald ich wieder auf dem Laufenden bin.
hang loose
dgni

[Bahram70]

Antwort auf Beitrag Nr.: 28.985.420 von thielemannone am 25.04.07 11:51:37

Was ist aus deinem Kursziel 5,05 geworden ??????
gilt das noch ??

wieviel Gewinn hast du jetzt? rechnne mal bitte

[slyder]

Antwort auf Beitrag Nr.: 28.984.590 von Expertchen007 am 25.04.07 11:09:55

mahlzeit zusammen!

thielemannone hat ja schon diesbezüglich seine meinung darüber gepostet: ich glaube das gegenteil ist der fall!
verwaesserungs factor unveraendert, aber summit/paladin ohne 18%igen areva finanz anteil.
majority der alp genossen is still against any change to the 3 uranium mine policy, a big problem for kevin rudd, the new alp boss. latest results: 65% against, 25% for and 10% undecided......oder hast du neue erkenntnisse @ thielemannone?

[thielemannone]

Antwort auf Beitrag Nr.: 28.984.740 von Expertchen007 am 25.04.07 11:16:47

wie ueblich bist du drei wochen spaet, weisst du sonst nach was???

[Expertchen007]

Hab hier einen interessanten Artikel gefunden....

Australien erschliesst sich Chinas Uran-Markt
Sicherheits-Abkommen über die zivile Verwendung

Australien und China haben am Montag ein Abkommen über die zivile Nutzung australischen Urans abgeschlossen. Der Vertrag ist die Voraussetzung für die Aufnahme von Uran-Lieferungen, an denen China äusserst interessiert ist. Die wirtschaftlichen Perspektiven überdecken politische Bedenken in Australien zusehends.



ruh. Sydney, 3. April

Die Regierungschefs Chinas und Australiens, Wen Jiabao und John Howard, haben am Montag in Canberra den Abschluss eines Vertrags bekannt gegeben, in dem sich China zur bloss zivilen Nutzung von Uran verpflichtet, das es aus Australien bezieht. Eine solche Sicherheits-Vereinbarung ist für die australische Seite eine der Voraussetzungen für die Aufnahme von Uranlieferungen an interessierte Abnehmer. Eine weitere liegt darin, dass der Staat des Käufers Mitglied des Atomsperrvertrags sein muss. Mit der Unterzeichnung der Sicherheits-Vereinbarung ist der Weg zu australischen Uranexporten nach China und zu einem deutlichen Ausbau der ohnehin schon blühenden gegenseitigen Wirtschaftsbeziehungen frei...................................


ganzer Artikel unter ....http://www.nzz.ch/2006/04/04/al/articleDQ3O9.html

[Expertchen007]

Hallo alle...nix aufregendes diese Woche bis jetzt....was machen die Wahlen in Ausiland.....gibts da Tendenzen...

[Olel]

Antwort auf Beitrag Nr.: 28.981.088 von XRambo am 25.04.07 06:02:33

Ja!
Ein kurzer Blick auf den ASX Trading Calendar zeigt, dass heute "ANZAC Day Holiday" ist.

[XRambo]

Hi,

heute Australien geschlossen?

Gruß

[Expertchen007]

Es brodelt mal wieder am Asienmarkt....hmmmmmmm...was das für Rohstoffe bedeuten kann wissen wir ja....also aufgepasst....

[Dirkix]

Off Market Transactions Below Current Spot Uranium Price
Fuel Supply Manager Says: ‘Uncontrollable Price Spikes’ Ahead
April 22, 2007

According to Friday’s Nuclear Market Review (NMR), two off-market transactions were reported this past week for more than 500 thousand pounds U3O8 equivalent. NMR editor Treva Klingbiel wrote, “Both transactions were in negotiations prior to the steep price rise last week and reflect prices below the currently published levels.” NMR did not provide exact details of the sales price(s). The weekly spot uranium price indicator remained unchanged at USD 113/pound.

No transactions took place in the long-term market. No new demand emerged. Uranium transaction volume for 2007 year-to-date remains the third lowest for the past decade. Only transaction volumes in 1997 and 2001 were lower at this point of the annual cycle.

NMR also reported on the World Nuclear Fuel Cycle conference which took place this past week in Budapest, Hungary. MIT’s Center for International Studies senior researcher Thomas Neff discussed whether it was still possible to substitute enrichment for uranium. Neff concluded, “Given existing prices there is not sufficient enrichment capacity currently available for utilities to truly optimize the tradeoff between enrichment and uranium.” In recent presentations in Geneva and Zurich, Neff expressed concern about the uranium mining and enrichment industries providing sufficient nuclear fuel to utilities to meet the demands of the ongoing nuclear renaissance.

Others expressed similar concerns. Synatom’s Fuel Supply manager Gerard Pauluis told conference attendees, “As the market matures, we will experience uncontrollable price spikes.” Urenco senior executive Maurice Lenders told the conference, “Suppliers and customers must be open about what they have and what they need so that supply will be available to meet demand.” Urenco supplies enriched uranium to the market. The European consortium is currently constructing the first new U.S. enrichment facility in New Mexico.
Matthew Smith of TheInvestar.com reported, “I think that a correction may be underway in the uranium sector right now as the index tried and failed two times to break through the 325 level and hold.” Smith explained, “A correction is due, and it seems that many of the stocks with Australian exposure may at this time be overbought on the speculation of the vote on the country’s ‘Three Mines Policy.’”

We asked about Peter Farmer’s comments on the day before the company announced Denison Mines would be trading on the American Stock Exchange.
Smith speculated, “I believe they indicate he is simply trying to talk down prices.”
Smith pointed out the Denison chief executive was referring to “properties in the early development stage.”

Smith added that oil executives have been making these statements since the uranium price was in the $15/pound range all the way up. Earlier this week, Exelon Corp’s Jim Malone had voiced similar concerns the uranium price was unsustainable in a guest commentary for Fuel Cycle Week magazine. Malone also wondered in his editorial whether speculators were intentionally driving the uranium price higher to bolster the value of uranium mining stocks. Both appear to question the speculative value of the hundreds of uranium juniors which have jumped on the bandwagon over the past year. These sentiments agree with the conclusion of Yellowcake Mining director Dr. Robert Rich we found in a previously published interview.

Smith explained, “It is simply the conservative nature of the executives not to let expectations get out of hand.” These are sentiments expressed over the past few months by Uranium One’s Neal Froneman and Paladin Resources’ John Borshoff. As a market watcher, but not a registered investment advisor, Smith counseled, “When markets begin to look as though they may be overbought, it is best to go to those companies with good valuations.”

Smith’s sources told him, “We are hearing rumblings throughout the industry that Areva and the Japanese are beginning to get very aggressive in trying to form joint ventures on projects with actual deposits.”
He concluded, “This should help propel those near-term producers over the summer if any new deals are announced.” Smith told StockInterview, “One of the major keys of the industry seems to be trying to figure out what these deposits are actually worth in today’s dollars.”

Smith’s top Australian uranium mining favorites include
PepinNini Minerals and Berkeley Resources.
He said of Berkeley, “They have great deposits in Europe, and Areva is supporting their efforts there.” Smith is betting on the Spanish government lifting the state restrictions on the uranium resources. In a similar situation is Mawson Resources, which Smith also favors and is also awaiting the lifting of Spain’s state mineral reserves restriction.

He also favors Strathmore Minerals and UR-Energy because of their U.S. uranium holdings and ‘top-notch technical teams.’ Smith said, “Both companies are presenting investors with a great buying opportunity and present good valuations relative to their peers. Smith looks to UR-Energy as a buyout candidate and to Strathmore Minerals because of its possible joint venture with a major international company. Smith disclosed to StockInterview that he has invested in the above companies.

By Julie Ickes