Uravan Minerals - Noch unentdeckter Uran-Explorer - 500 Beiträge pro Seite

[heddog]

Hallo,
Uravan ist meiner bescheidenen Meinung nach eine extrem unterbewertete Uran-Aktie. Aussichtsreiche Properties, JV mit Cameco, erfahrenes Managment ...

Uravan Minerals Inc. ("Uravan") (TSXV: UVN) is a Calgary, Alberta based mineral exploration company focused on uranium exploration and development in canada and other global environments. Due to the sudden and persistent increase in uranium prices, going from $7.10 per pound U3O8 in 2000 to $61.00 recently, Uravan is encouraged about the future of the uranium market and has become highly engaged in planning further exploration for potential high grade unconformity-type uranium deposits on its Boomerang and Gary Lake uranium projects, Thelon Basin, Northwest Territories (NT).


CEO:Larry Lahusen, B.Sc. Geol.
Founded Uravan in 1997, 13 years experience in uranium exploration during 1970's early 80's discovered and developed 2 uranium deposits in the Lisdon Valley District, Utah; a total of 35 years experience in exploration and development of mineral deposits; Shares owned: 25%

Viel mehr Infos auf der Homepage: http://www.uravanminerals.com/index.html

Freue mich über jede Meinung.

[VeuveClicquot]

Das Management hält aktuell Aktien im Wert von 9,600,000 Can$.
Knapp 40% von der MK. Fällt unter "Familienbetrieb".

Hab ich seit Januar unter Beobachtung: + 2,94%.
Allerdings in Frankfurt nur Kursbewegung ohne Umsatz.
In Canada: Avg Vol (3m) 22,677. Viel zu dünn.

[heddog]

Antwort auf Beitrag Nr.: 26.709.389 von VeuveClicquot am 06.01.07 08:19:25

Stimmt schon, der Umsatz ist auch in Kanada ziemlich dünn, allerdings hat er in den letzten Wochen zugenommen.

Dass das Managment so viele Aktien hält, ist doch eigentlich positiv zu sehen, oder?

[VeuveClicquot]

Antwort auf Beitrag Nr.: 26.713.525 von heddog am 06.01.07 12:06:31

Ja, das stimmt.
Unternehmen an sich macht auch keinen schlechten Eindruck.

Website fast altmodisch, aber was zählt:
Alle Daten ordentlich und schnell auffindbar.

An sich finde ich kleine Volumen nicht tragisch.
Solange ruhige Hände im Wert sind.

[heddog]

GOLDINVEST-Kolumne: Die Großen im Uransektor beginnen jetzt ihre Reserven durch Übernahmen aufzustocken und Forsys Metals könnte auch bald auf deren Radarschirm erscheinen

Der hohe Uranpreis, die starke Zunahme der Explorationsaktivitäten vieler kleinerer Junior-Explorationsgesellschaften und die sich stetig vergrößernde Kluft zwischen Produktion und Nachfrage hat in der Uranbergbaubranche eine Konsolidierungswelle in Bewegung gesetzt.

Denison Mines Inc., ein Uranproduzent mit Sitz in Toronto hat Anfang Dezember 2006 in einem freundlichen Übernahmeversuch 154 Millionen CAD für OmegaCorp Ltd., eine australische Explorationsgesellschaft mit einem Uranprojekt in Sambia, geboten.

In der Zwischenzeit berichtete Cameco Corp., der größte Uranproduzent der Welt, dass es kleinere Konkurrenten akquirieren könnte, da nach Jahren unzureichender Investitionen das Uranangebot knapp werde und die Preise stiegen.

Laut "The Ux Consulting Co. LLC", die den wöchentlichen Spot-Preis für Uran auf ihrer Webseite veröffentlicht, wird zur Zeit das Pfund Uran zu 72 US-Dollar gehandelt.

Denison, das erst Anfang Dezember mit dem kanadischen Unternehmen International Uranium Corp. fusionierte, wird 1,10 AUD je Aktie für OmegaCorp. bieten, das ihren Sitz in Perth hat. Nach Worten des Präsidenten der Denison Mines, Ron Hochstein, sei dieses freundliche Barangebot der erste Schritt in einer globalen Expansionsstrategie, die sich auf die Uranexploration und -produktion konzentrieren werde.

Das Kariba-Projekt der OmegaCorp. könnte 13,7 Millionen Pfund Uran enthalten, mit deren Abbau Danison nach eigenen Erwartungen zwischen Ende 2009 und 2011 beginnen würde. Laut einer vorläufigen Studie einer von OmegaCorp beauftragten Beraterfirma würde die Entwicklung eines Tagebaus mit einer Kapazität von 1,5 Millionen Pfund Uran pro Jahr ungefähr 60 Millionen US-Dollar kosten.

"Wir haben seit einiger Zeit darüber gesprochen, dass wir uns vergrößern und Projekte zu fairen Preisen kaufen werden," sagte Peter Farmer, CEO der Denison Mines. Ein Marktbeobachter bezeichnete das Angebot als ziemlich billig und schätzte, dass es dem 0,9fachen des Nettovermögenswerts des Unternehmens entspreche. Das wirft die Frage auf, ob Konkurrenten wie SXR Uranium One Inc., Paladin Resources Ltd. oder Lundin Mining Corp. Gegenangebote abgeben könnten. "Paladin und Lundin besitzen große Erfahrung im Betrieb von Minen und bei der Exploration in Afrika, aber es könnte sich auch für ein Unternehmen wie SXR lohnen, dort einzusteigen," sagte ein Analyst. In einer Telefonkonferenz sagte Herr Farmer, dass er sich nicht sicher sei, ob Denison eventuellen Konkurrenzangeboten gegenüberstehen werde. Denison erwartet, ihre Uranproduktion bis 2010 auf 5,5 Millionen Pfund zu erhöhen. Dieses Jahr wird das Unternehmen ungefähr 1 Mio. Pfund produzieren.

Cameco auf der anderen Seite bemüht sich jetzt um eine Erweiterung der Unternehmensbasis, da sich die Konstruktion der Cigar-Lake-Mine in der kanadischen Provinz Saskatchewan aufgrund der Überflutung eines Teils der Mine weiter verzögert. GOLDINVEST-Daily berichtete darüber Ende Oktober 2006. Die Marktbeobachter können sich gut vorstellen, dass Cameco ein Auge auf SXR werfen könnte, das ein Uranprojekt in Südafrika besitzt. Eine Übernahme der Denison Mines durch den Urangiganten erscheint den Marktbeobachtern auch nicht so abwegig. Jerry Grandey, CEO der Cameco, sagte, dass sein Unternehmen die Fortschritte der Junior-Explorationsgesellschaften genau beobachte. "Und wenn sie dann irgendeinmal das Fachwissen, Geld, ein Joint Venture oder eine Übernahme wünschen, dann wäre das im Rahmen des Möglichen," erklärte Herr Grandey.

Ein Unternehmen, das sicher auf Camecos Radarschirm sein dürfte, ist die kanadische Explorationsgesellschaft Forsys Metals Corp. aus Toronto, deren Aktien seit Oktober 2006 an der Toronto Stock Exchange gehandelt werden. Das Kernstück des Unternehmens ist die im Juli 2005 erworbene Uranlagerstätte Valencia in Namibia. Valencia verfügt gemäß National Instrument 43-101 über eine Ressource von 32 Millionen t mit 0,22 kg/t U3O8 (kurz: Uran). Im Herbst berichtete Forsys signifikante Urangehalte in Bohrungen, die Teil der Vorarbeiten zur Machbarkeits- und Wirtschaftlichkeitsstudie auf Valencia sind. In den Bohrungen konnten bis zu 0,61 kg/t U3O8 nachgewiesen werden. Und erst letzte Woche stellte das Unternehmen eine neue Entdeckung, die Joly-Zone, vor, die nur 1.500 m nördlich der Valencia Main Zone liegt. Diese Entdeckung umfasst eine ca. 1000 m mal 25 m mächtige Gangintrusion, die hauptsächlich aus einem Alaskit-Granit besteht. In Proben aus dieser Zone konnten bis zu 5,1 kg/t U308 nachgewiesen werden.

Valencia liegt nur 35 km von Rio Tintos Uranmine Rössing entfernt, deren Uranvorräte in einem ähnlichen geologischen Rahmen vorkommen. Rössing ist die fünftgrößte Uranmine der Welt, die in 2005 3.711 t U3O8 aus 12 Millionen t Erz im Tagebau produzierte. Das entspricht ungefähr 7,5 Prozent der Weltproduktion.

Läuft alles nach Plan, dann könnte Forsys in drei bis vier Jahren mit dem Abbau auf Valencia beginnen.

[heddog]

Antwort auf Beitrag Nr.: 26.916.374 von heddog am 14.01.07 18:28:42

Mir fällt da auch noch ein geeigneter Übernahmekandidat, der bereits ein JV mit Cameco hat, ein.
Sind eventuell Übernahmegerüchte der Grund für den Kursanstieg in Kanada am Freitag?

[heddog]

Uravan Adds New Depth and Strength to its Management Team

TSXV: UVN

CALGARY, Jan. 16 /CNW/ - The Board of Directors of Uravan Minerals Inc
("Uravan") (TSXV: UVN) is honored and pleased to announce the appointments of
Mr. James G. Gardiner as Director, Mr. William E. Grafham as Director ,
Dr. Allan Miller as Vice President of Exploration and Mr. Ian R. Fraser as
Senior Geologist. These appointments are effective January 1, 2007 and have
been made as an on going effort to add new knowledge and diversification to
Uravan's management team. The following is a brief back ground description of
each of these key individuals:

Mr. James Gardiner is a 1967 Civil Engineering graduate from the
University of Saskatchewan. Jim's professional career is defined by 37 years
in the mining industry of Canada. Although Jim has worked for company
stalwarts such as Cominco and Kilborn Engineering, most of Jim's career was
spent as top management for Fording Inc. From 1993 - 2004, during Jim's
29-year career with Fording, he worked his way up through the ranks to become
President and Chief Executive Officer of Fording Inc., Elk Valley Coal
Corporation and Fording Canadian Coal Trust. Although Jim marshals many
accolades such as Director, Westshore Terminals Limited; Past Chairman, Coal
Association of Canada; and Past Chairman, Coal Industry Advisory Board, in
1995 Jim was presented with the 'Outstanding Contribution to Coal Mining in
Canada Award' and in 2002, Jim received the 'Resource Person of the Year
Award' presented by the Alberta Chamber of Resources. In addition to these
accomplishments, Jim was the Canadian representative for the Coal Industry
Advisory Board to the International Energy Agency as well as the coal industry
representative to the Canadian Government's Sectoral Advisory Group on
International Trade-Energy.
Mr. William Grafham has had a long and highly successful career in the
management of venture capital for natural resources companies and
partnerships. Early in Bill's career, from 1955 to 1963, he was a Flying
Officer in the Royal Canadian Air Force (RCAF) and flew with the 409 All
Weather Fighter Squadron at Comox, B.C. and the Electronic Warfare Unit at St.
Hubert, P.Q. After leaving the RCAF with an honorable discharge in 1963 Bill
began his career in the financial world by joining Richardson Securities, and
in 1970 opened an office for Cochran Murray Ltd in Calgary, which became
Merrill Lynch Canada and more recently CIBC Wood Gundy. In 1974, at the
beginning of the previous uranium boom, Bill was responsible for bringing two
West Germany groups to Canada to form major West German tax oriented
partnerships, and in 1976 Bill was responsible for an additional German
partnership which largely focused on uranium and precious metals in North
America. From 1974 to the late 1980's these German partnerships, under Bill's
guidance, invested hundred's of millions of dollars in oil and gas, uranium
and gold exploration projects in Canada and the US, resulting in the
development of three gold mines, three uranium mines, one copper deposit, many
oil and gas projects, and many good exploration projects that were either sold
or farmed out. Some of the companies that were formed as a result of this
exploration success and of which Bill was a founder and/or principal, were E&B
Exploration, Ferret Exploration, Mascot Gold Mines, Crow Butte Uranium Mine,
Western Goldfields and Baja Gold.
Dr. Allan Miller obtained his B.Sc. in Geology, from Carleton University
and Ph.D. from the University of Western Ontario and he is certified by the
Association of Professional Geoscientists of Ontario (P.Geo.). Al has served
as Director and Senior Scientific Advisor for Uravan for the past ten years.
Prior to joining the Uravan Board of Directors in 1997, Al was a mineral
deposits research scientist with the Geological Survey of Canada (GSC). During
his 25-year career with the GSC, Al focused on the mineral deposits of the
Western Churchill Province and participated extensively in regional mapping
programs across the Northwest Territories and Nunavut. Al's experience within
the GSC and more recently as a consulting mineral research specialist includes
the following ore deposit types: uranium, magmatic nickel-copper, lode gold,
epithermal precious metal, diamond, volcanic-associated massive sulphide,
sediment-hosted copper, Broken Hill-type lead-zinc-silver, redbed copper and
porphyry copper. Al's exploration activities and mineral deposit studies have
exposed him to many geological provinces throughout North America as well as
globally, in areas such as the Americas, Russia, China, Southeast Asia and the
Middle East. Al's extensive knowledge in mineral deposit formation is an
invaluable asset to guide Uravan's exploration activities in Canada and in
other global domains. Specifically, Al's experience in the uranium deposit
types of the Western Churchill Uranium Province and in particular the Thelon
Basin, Northwest Territories and Nunavut, the Athabasca Basin, Saskatchewan
and Kombolgie Basin, Australia are impressive and key to Uravan's future
uranium exploration success.
Mr. Ian Fraser obtained his B.Sc. in Geology from Laurentian University
and he is certified by the Association of Professional Engineers & Geologist
of Saskatchewan (APEGS) as a Professional Geologist (P. Geo.). Ian has over
twenty years of experience in the mining industry as an exploration and mine
geologist for major and junior mining companies including Inco, Kerr Addison
Mines, Golden Band Resources Inc., Wallbridge Mining Co. and the Golden Rule
Group of Companies. Ian has worked on numerous precious metal and base metal
exploration and development projects throughout Canada, designing and
implementing many surface mapping and geochemical sampling programs, along
with organizing numerous airborne and surface geophysical programs and the
budgeting and implementation of diamond drill programs. As a chief mine
geologist in a narrow vein gold mine owned by Waddy Lake Mines, Ian
coordinated underground grade control and stope design, detailed underground
mapping and designed drill programs. Since 1998 Ian has been working with
Uravan's technical team and has become Uravan's resident specialist in nickel,
copper, gold and platinum group element (Ni-Cu-PGE-Au) exploration and is the
project geologist for the Rottenstone Ni-Cu-PGE Property. Recently Ian has
been working very closely with Dr Allan Miller on Uravan's uranium projects in
the Thelon Basin, NT and NU.

About Uravan Minerals Inc.
--------------------------
Uravan Minerals Inc. ("Uravan") is a Calgary, Alberta based mineral
exploration company specializing in uranium, base metal (nickel, copper) and
precious metal (gold, platinum, and palladium) exploration. Uravan's principal
assets are the Boomerang uranium project, the Garry Lake uranium property and
the Rottenstone Nickel-Copper-PGM project. Due to the persistent increase in
the uranium prices, going from $7.10 per pound U3O8 in 2000 to $72.00
recently, Uravan has become highly focused in pursuing exploration for
potential high-grade unconformity-type uranium deposits on its joint
Cameco-Uravan Boomerang uranium project and its Gary Lake uranium projects
plus acquiring other uranium properties in a variety of potential geological
domains. 2007 exploration programs and budgets will be announced in the near
future on both of these projects. Uravan is a publicly listed company on the
TSX Venture Exchange under the trading symbol UVN. Uravan has 24,285,114
shares outstanding and $10 million in working capital. All of the mineral
properties Uravan owns are considered in the exploration stage of development.

This press release may contain forward looking statements including those
describing the Corporation's future plans and the expectations of management
that a stated result or condition will occur. Any statement addressing future
events or conditions necessarily involves inherent risk and uncertainty.
Actual results can differ materially from those anticipated by management at
the time of writing due to many factors, the majority of which are beyond the
control of the Corporation and its management.

The TSX Venture Exchange has not reviewed and does not accept
responsibility for the adequacy or accuracy of this release.



For further information: Larry Lahusen, President, Uravan Minerals Inc.,
Tel: [phone], Fax: [phone], Email: [e-mail],
Website: www.uravanminerals.com

[heddog]

Antwort auf Beitrag Nr.: 26.964.129 von heddog am 16.01.07 19:20:04

Uravan has become highly focused in pursuing exploration for
potential high-grade unconformity-type uranium deposits on its joint
Cameco-Uravan Boomerang uranium project and its Gary Lake uranium projects plus acquiring other uranium properties in a variety of potential geological domains. 2007 exploration programs and budgets will be announced in the near Future on both of these projects.

[heddog]

Ganz interessant:

Uranium set to benefit from a nuclear renaissance

Cigar Lake, in Canada's Saskatchewan province, is home to one of the richest uranium ore bodies on the planet. At 232 million pounds of proven and probable reserves, the economic value of the find is nearly $14 billion by recent spot price.

Cigar Lake production was expected to save the day for hungry nuclear power utilities - 103 of which operate in the United States. The plan was to have 7-8 million pounds of production online by 2008, with as much as 18 million pounds a year not long after. Cigar Lake was expected to supply 50% of all new uranium production within five years.

Then the walls caved in. Literally.

Concrete-reinforced steel doors were in place to hold back the lake, but an underground rock fall caused the doors to give way. Water rushed in at 1,500 cubic meters an hour; in due time, the mine was flooded.

The flood is a costly setback for Cameco, 50% joint owner of the Cigar Lake mine, and a major headache for uranium buyers in general. Kevin Bambrough of Sprott Asset Management believes American utilities will be particularly squeezed.

"The delays...will create a sense of urgency for the next few years,"
Bambrough said. "It's almost the equivalent of the oil industry losing Saudi Arabia."
What production setbacks mean for the uranium price

Uranium prices are surveyed and quoted on a weekly basis by various industry watchers. The recent move from $56 to $60 a pound was "the largest weekly increase on record," according to Eric Webb of Ux Consulting. Long- term forecasts of $75 and even $100 a pound now appear justified; uranium would have to trade above $111 a pound to break its inflation-adjusted highs from 1978.

This is more than just subterranean cave-in blues: The uranium spot price hasn't seen a down month since 2001. For years now, uranium producers have met just 60% of total annual demand - the other 40% coming from government stockpiles and decommissioned nuclear warheads. This can go on for only so long.

The tightness of supply comes at a time of atomic resurgence. Three large-scale factors have turned the tide in favour of nuclear energy:
geopolitics, global warming and developing world growth.
Why nuclear power is back on the agenda

First, geopolitics: The unpleasant consequences of fossil fuel addiction splash across the headlines every week. Mahmoud Ahmadinejad predicts the collapse of Israel, the UK and the United States...Hugo Chavez vows to defeat "the most powerful empire on Earth"...Vladimir Putin waves off brutal assassinations while cranking up the Cold War rhetoric...and so on.

All this and more is fuelled by an unquenchable thirst for oil and gas.
Nuclear power may not offer a direct path to energy independence - we can't put uranium rods in our gas tanks, as Peter Tertzakian observes - but it is a big step in the right direction. (And if hybrid car sales continue to skyrocket, drivers could conceivably "plug in" at night, when traditional electricity demand is low.)

Second, global warming: The debate rages on; many still agree with Sen.
James Inhofe (Oklahoma), who called global warming the "greatest hoax ever perpetrated on the American people."

Yet political ideologies aside, mounting evidence is getting harder to ignore. While China, North America and Australia are endowed with huge deposits of thermal coal, the consequences of accelerated coal use could be dire. (Air pollution factors in too; filters in Lake Tahoe, your editor's beloved backyard, are already clogging up with Chinese gunk.)

Whether the public accepts global warming or not, Western governments surely do. The United States was arguably the last holdout, and with Sen. Barbara Boxer(California) succeeding Inhofe as chair of the Environment and Public Works Committee, that domino has clearly fallen. Politics aside, this is another feather in uranium's cap: Regime change in Washington, combined with the urgent need to "do something" about global warming, works in favour of nuclear energy.

The Democrats would no doubt like to rely more on greener solutions, like solar and wind, but those industries are still too small to pack a meaningful wallop. The green technologies of tomorrow hold great promise, but they have not yet demonstrated an ability to perform at scale. Nuclear power has already demonstrated its safety, scalability and 90%-plus reliability, with next-gen technology like pebble bed reactors offering improved maintenance and safety to boot.

The final factor driving a nuclear renaissance is developing world growth. The historical correlation between energy use and economic growth is high; when rapid industrialization kicks in for a developing world country, the energy consumption path goes parabolic.

Asia knows that relying on fossil fuels to drive the next stage is a mug's game, for geopolitical, environmental and financial reasons. Besides, there will already be enough headaches as we try to fill up all those cars (hybrid diesels anyone?) and enough pollution to deal with aside from new power plants. Fossil fuel use is going to rise dramatically no matter what; nuclear power will help take an edge off that pain. Let a hundred reactors bloom.
Top uranium production trends

So where will the uranium to fuel a nuclear resurgence come from? With government stockpiles covering 40% of present demand, the question looms large.

For one, Cameco is confident that Cigar Lake will eventually be up and running. The costs will be high, but that uranium is too valuable not to be accessed - and Cameco should recoup its recovery costs and more in the long run.

An important future source could be Australia, home to 38% of the world's low-cost uranium reserves. Surprisingly, for a country so rich in the stuff, Australia does not operate a single nuclear power plant - yet. The "lucky country" still relies on coal for 80% of electricity needs. Yet a government report recommends adding nuclear to Australia's energy mix to lower greenhouse gas emissions, and Prime Minister John Howard recently called the rise of nuclear power in Australia "inevitable."

A commissioned study argues Australia could quadruple its export profits by enriching and fabricating uranium at home, rather than shipping it abroad unprocessed. Local environmentalists may protest against expanded uranium trade, but friendly pressure from the United States could win out...especially when combined with lucrative economic incentive.

Another country keen on nuclear power is Russia. Home to an estimated 15% of world uranium reserves, Russia could yet go from exporter to importer in the coming years. The official plan is to dramatically expand nuclear power's share of the Russian energy mix, to 25% by 2020.
Russian uranium production will have to grow approximately 433%, from 3,000 tons a year to 16,000 tons, if domestic supply is to do the job.

On the positive side, existing government stockpiles of uranium can act as a buffer against volatile demand. Construction costs make up the lion's share of investment for a new plant, with ongoing fuel and maintenance costs relatively small in comparison; the hitch is that a steady supply of fuel - the uranium itself - should be locked up in advance, preferably via ironclad contracts. This puts a lot of power in the hands of financiers, who like to see a reasonably steady production stream before committing funds. The financiers are thus relieved to know that governments are on their side, with a willingness to act as swing supplier in the event of temporary shortages. The US government in particular is doing all it can to get the nuclear resurgence jump-started, including making generous offers of "regulatory insurance" to utilities who get the ball rolling.

All in all, the pieces are in place. The rise of safe, clean nuclear power is in most everyone's best interest...except the petrocrats who want to keep the world as addicted to fossil fuels as possible. Uranium producers could have some very good years ahead.

By Justice Litle for The Daily Reckoning. You can read more from Justice and many others at www.dailyreckoning.co.uk

Editor's Note: Justice Litle is an editor of Outstanding Investments, ranked number one by Hulbert's Financial Digest for total return performance over the past five years. He has worked with soybean farmers, cattle ranchers, energy consultants, currency hedgers, scrap metal dealers and everything in between, including multiple hedge funds. Mr Litle also acted as head trader for a private equity partnership, and made contributions to Trend Following: How Great Traders Make Millions in Up or Down Markets, a popular trading book by Mike Covel (FT/Prentice Hall).

http://www.moneyweek.com/file/24001/uranium-is-set-to-benefi…

[heddog]

A Big Year Ahead For Uranium
http://www.stockinterview.com/News/01182007/Uranium-Year-Ahe…

[heddog]

Aus den Stockhouse Boards:

"Rumour out of Australia trading desk this morning (full disclosure - I am close to an institutional trader) that Cigar lake may be scratched all together. We know that Cameco is giving an update to the market in early Tuesday on the project"

Das würde sicherlich nochmal einen richtigen Schub für alle Uran-Aktien geben.
Und Cameco muss erst Recht zusehen, seine Reserven durch Übernahmen aufzustocken.

[heddog]

Uran extrem bullische Fundamentals

23.01.2007
Rohstoff-Trader

Gerbrunn (aktiencheck.de AG) - Während sich vor allem einige Metalle und Energie-Rohstoffe bereits seit längerem im Korrektur-Modus befinden, scheint bei Uran nichts und niemand die "Jahrhundert-Rally" aufhalten zu können, so die Experten vom "Rohstoff-Trader".

Zur Stunde notiere das "strahlende" Metall bei sage und schreibe 72 US-Dollar pro amerikanisches Pfund. Anfang 2001 sei ein Pound noch für rund sieben US-Dollar zu haben gewesen. Angesichts einer derart beeindruckenden Performance sei es nur zu verständlich, dass sich immer mehr Anleger fragen würden: Wie lange könne diese gewaltige "Hausse" noch weiterlaufen? Wenngleich vorübergehende Korrekturen natürlich niemals gänzlich ausgeschlossen werden könnten, neige sich der "Bullenmarkt" noch längst nicht seinem Ende zu.

Denn die Fundamentaldaten sprächen eine klare Sprache: Während die Politiker hierzulande an dem Atomausstieg festhalten wollen, erlebe die Kernkraft in der übrigen Welt eine bis vor einigen Jahren kaum für möglich gehaltene Renaissance. Vor allem in China und Indien aber auch in Russland würden in der kommenden Dekade entsprechende Kraftwerke förmlich wie Pilze aus dem Boden schießen. Die Uran-Nachfrage dürfte damit in Zukunft weiter sprunghaft ansteigen.

Dabei sei die Versorgungslage bereits heute mehr als angespannt: 2005 habe einem globalen Uran-Bedarf von gut 70.000 Tonnen eine Bergbau-Produktion von lediglich 41.595 Tonnen gegenübergestanden. Diese massive Lücke sei bislang hauptsächlich durch die Wiederverwertung alter russischer Nuklearsprengköpfe aus Atomwaffen geschlossen worden. Doch langsam aber sicher würden sich die Bestände ihrem Ende zuneigen. Und die Suche nach neuen Vorkommen gestalte sich überaus schwierig, weil Uran nun einmal ein in der Natur außerordentlich seltenes Element sei. Unterm Strich bleibe daher festzuhalten, dass sich das Angebotsdefizit in den nächsten Jahren massiv ausweiten dürfte.

http://www.aktiencheck.de/artikel/analysen-Marktberichte-146…

[heddog]

NEWS

Uravan Accelerates Drilling Expenditure on the Boomerang Uranium Project for 2007

TSXV: UVN

CALGARY, Jan. 23 /CNW/ - Uravan Minerals Inc ("Uravan") have concluded
the results of the 2006 reconnaissance diamond drill program on the Boomerang
uranium project, Thelon Basin, NT was a significant technical and geological
success. Based on the positive 2006 drill results, Cameco Corporation
("Cameco") has allocated $4.0 million in 2007 to fund a more aggressive
reconnaissance exploration drill program across the northern part of the
Boomerang uranium property. It is estimated this accelerated drilling
expenditure will provide Uravan's exploration team the funds to complete 20 to
25 diamond drill holes along the continuous and highly prospective F- and
G-conductive trends. This widely-spaced (greater than 2000 metre)
reconnaissance drill program will attempt to assess the uranium-bearing
potential along the entire interpreted length of the F- and G-conductive
trends. It is anticipated the initial drill-hole locations will be
pre-selected using the interpreted airborne MEGATEM geophysical data followed
by defining specific drill targets in the field using detailed ground TDEM
(Time Domain Electromagnetic) fixed-loop geophysical surveys base on single
traverse lines. Uravan is currently in the planning stages for this
reconnaissance drill program and will be in a position to disclose more
details in the near future. Mobilization of this drill program is currently
scheduled to commence mid April 2007. Uravan holds an approved Land Use Permit
(LUP) for the Boomerang project and additional land use permitting may be
required.
The F- and G-trends are two major subparallel basement-hosted EM
conductive anomalies that were previously identified from a 2005 airborne
MEGATEM geophysical survey. In July 2006 Fugro Airborne Surveys completed a
second airborne MEGATEM geophysical survey, extending the 2005 survey to the
northeast covering the projection of the F- and G- conductors. Based on
interpretive work from the merged MEGATEM data sets, the F- and G-conductive
trends individually have a strike length of (greater than)50 kilometers and
strike northeast across the entire Boomerang uranium property. The importance
of both the extensions of the F- and G- conductive trends is that major
basement-hosted conductive anomalies have been identified along their entire
strike lengths. These anomalies have the potential to host unconformity-type
uranium deposits. The F- and G-conductive trends are 2 to 3 kilometers wide
and lie within broader structural corridors that are comprised in part of
prospective graphite-bearing pelitic metasedimentary basement rocks that
underlie sandstones of the Thelon Basin.
In August 2006, the Cameco-Uravan joint exploration program completed six
(6) NQ widely-spaced incline diamond drill holes (BL06-60 thru -65 inclusive);
totaling 1558.7 meters drilled, on the southwestern portion of these two
conductive trends. These reconnaissance diamond drill holes were located on
pre-selected geophysical cross sections through the F- and G-conductive
trends. These inclined reconnaissance drill holes were positioned to intersect
conductive geophysical structures in the basement and interpreted structural
zones in the Thelon sandstone, both critical elements in the search for
high-grade uranium deposits positioned at the unconformity and within the
basement beneath the unconformity. All drill holes were sampled intensively
and submitted for major oxides and trace elements analysis and clay
mineralogy. All analytical results from all six (6) drill holes have been
received and petrogaphic and X-ray analyses techniques have commenced on
selected samples from both trends. Although no economic uranium mineralization
was intersected, anomalous uranium mineralization was encountered at the
Thelon-basement contact in both trends, which further substantiates the
Thelon-basement contact has the potential to host unconformity-type uranium
deposits.
Based on the observations of Uravan's technical team plus the analytical
results and on going mineralogical work, the 2006 drill program identified the
following critically important attributes required for the formation of
unconformity-type uranium deposits:

<<
- The basal Thelon sandstone-conglomerate in the drilled portions of
the F- and G-trends is a clay-rich paleoaquifer with locally
anomalous uranium abundances (greater than 1 ppm U).

- The Thelon sandstone sections drilled have sustained extensive
reduction (bleaching) during high-grade diagenesis.

- The basement rocks beneath the Thelon sandstone in both of the
drilled segments of the conductive F- and G-trends possess
lithologies that support the occurrence of unconformity-type uranium
mineralization.

- The drilling confirmed the presence of post-Thelon brittle faults
that displace the Thelon unconformity. These reactivated basement-
structures display post-Thelon chloritization and bleaching; a
structural-hydrothermal feature that confirms the transmission of
basement-derived hydrothermal fluids along structures near the
faulted unconformity.

- Fracture-controlled and disseminated sulphide mineralization was
intersected in highly reduced clay-rich Thelon sandstone at and near
the unconformity in both the F- and G-trends. The occurrence of this
mineralization-type demonstrates that unconformity-related
mineralizing processes were operative in both of these structural
corridors and that mineralizing processes were operative over
significant strike lengths within these corridors.
>>

The Boomerang uranium project is located about 300 miles east of
Yellowknife, NT and consists of 5 mineral leases and 253 contiguous mining
claims covering about 647,003 acres located along the southwestern margin of
the Thelon Basin, NT. The Boomerang Uranium Project is a joint exploration
effort between Cameco and Uravan whereby Uravan granted Cameco an option to
earn 60% interest in the Boomerang uranium property by funding an aggregate of
$10,000,000. Uravan is currently the operator with the responsibility to plan
organize and carry out exploration programs on the Boomerang property in
consultation with and on behalf of Cameco. Cameco is expected to fund 100% of
the 2007 exploration expenditure.
This press release has been prepared under the supervision of Dr. Allan
Miller, P. Geo., and a Qualified Person as defined by National instrument
43-101.

About Uravan Minerals Inc.
--------------------------

Uravan Minerals Inc. ("Uravan") is a Calgary, Alberta based mineral
exploration company specializing in uranium, base metal (nickel, copper) and
precious metal (gold, platinum, and palladium) exploration. Uravan's principal
assets are the Boomerang uranium project, the Garry Lake uranium property and
the Rottenstone Nickel-Copper-PGE project. Due to the persistent increase in
the uranium prices, going from $7.10 per pound U3O8 in 2000 to $72.00
recently, Uravan has become highly focused in pursuing exploration for
potential high-grade unconformity-type uranium deposits on its joint
Cameco-Uravan Boomerang uranium project and its Gary Lake uranium project plus
acquiring additional uranium properties in other potential geological domains.
Uravan is a publicly listed company on the TSX Venture Exchange under the
trading symbol UVN. Uravan has 24,420,114 shares outstanding and $10 million
in working capital. All of the mineral properties Uravan owns are considered
in the exploration stage of development.

This press release may contain forward looking statements including those
describing Uravan's future plans and the expectations of management that a
stated result or condition will occur. Any statement addressing future events
or conditions necessarily involves inherent risk and uncertainty. Actual
results can differ materially from those anticipated by management at the time
of writing due to many factors, the majority of which are beyond the control
of Uravan and its management.

The TSX Venture Exchange has not reviewed and does not accept
responsibility for the adequacy or accuracy of this release.



For further information: Larry Lahusen, President, Uravan Minerals Inc.,
Tel: [phone], Email: [e-mail], Website:
www.uravanminerals.com

[heddog]

Antwort auf Beitrag Nr.: 27.136.757 von heddog am 23.01.07 19:54:23

Die News scheint jedenfalls gut anzukommen in Kanada...
Aktuell + 7%

[Bienenvater]

... eine Std. später ein Plus von 17%!

Da ist möglicherweise noch mehr im Busch.
Nur meine Meinung, Infos habe ich keine gefunden.

[heddog]

Antwort auf Beitrag Nr.: 27.139.533 von Bienenvater am 23.01.07 22:09:36

Und die Umsätze sind für UVN-Verhältnisse ja schon riesig...

[heddog]

Ist mögliicherweise das hier aus den News mit ein Grund für den starken Anstieg?

Cameco Corporation("Cameco") has allocated $4.0 million in 2007 to fund a more aggressive reconnaissance exploration drill program across the northern part of the Boomerang uranium property.

[heddog]

Sollte natürlich so geschrieben werden, nicht als URL.
$4.0 million

[mao_1]

Hallo allerseits,

bin auf UVN durch Augen Capital, einer kanadischen Investmentgesellschaft, aufmerksam geworden. Die hielten zum 30.11.06 einen sagenhaften Portfolioanteil von 25% in UVN.

http://www.augencc.com/docs/PDF/rsf.pdf

Augen hat in der Vergangenheit öfter einen guten Riecher gehabt. Mit Sicherheit wissen die mehr.

Mao

[heddog]

Antwort auf Beitrag Nr.: 27.159.530 von mao_1 am 24.01.07 20:12:36

Hallo,
habe UVN auch durch Augen Capital "entdeckt".
Die haben z.Bsp auch schon bei Energy Fuels einen sehr guten Riecher gehabt.

[mao_1]

Antwort auf Beitrag Nr.: 27.159.931 von heddog am 24.01.07 20:32:21

Interessant...Bin gerade dabei mir einige Mining-Funds anzuschauen. Eine solche Übergewichtung nach einer längeren Talfahrt muss schon gute Gründe haben. Werde auf alle Fälle mal ein Auge darauf werfen.

Mao

[heddog]

Und noch mehr hohe Prozent-Zahlen (siehe Posting #2):
"Das Management hält aktuell Aktien im Wert von 9,600,000 Can$.
Knapp 40% von der MK."
Das wird wohl auch seine Gründe haben...

[Der-Wuestenfuchs]

@ Mao

Lese seit einiger Zeit Deine versierten Beiträge im Arafura thread.

Bin leider bei Uravan vor knapp einem Jahr eingestiegen und trort Überzeugung nicht gerade vom Kursverlauf verwöhnt worden.

Gerade mit Camecos frühzeitigem Engagement eine interessante stoy.

Off Topic:
Bin dann im Verlaufe des letzten Jahres zwangsläufig über bayswater gestolpert, die ja komplett entweder direkt oder über JV das südliche Thelonbecken vereinnahmt haben. Wie ist Deine Meinung zu diesem Titel?

[heddog]

Heute mal wieder schönes Volumen in Kanada...

[heddog]

Aus dem Stockhouse-Board, ich lass das mal so stehen.

SUBJECT: Comparison Posted By: Jackshaft
Post Time: 1/29/2007 11:37

PTU- JV with CCO, PTU operating/paying all the bills to earn. Market cap of nearly $100 million, cash of $4 million in the bank.

UVN- JV with CCO, more land, CCO paying all the bills to earn, UVN operating, $10 million in the bank (40 cents/share!)Market cap of $35 million.

If UVN was on par with PTU, UVN would be trading at $4.00 share, UVN has a better company with better management.

Jack

[heddog]

Uranium warms up again

Globe and Mail Update

Tuesday, January 30, 2007

Uranium prices have resumed their upward climb after an apparent five-week lull.

The spot price for the fissile metal, the key component of atomic fuel, rose to $75 (U.S.) a pound in the week ended Monday, up $3, Ux Consulting Co. LLC of Roswell, Ga., said in a weekly report.

Uranium has been one of the hottest performers among commodities in the past several years. Its spot price has more than tripled since 2004, and a number of analysts expect it to approach the $100-a-pound mark this year.

The metal does not trade on any public market, and Ux Consulting tracks prices by keeping tabs on private deals.

Buyers have been reluctant to make firm-price offers in recent weeks, but the firm said there has been enough activity “to discern firm offer prices.”

A key recent impetus for the upward climb was the flooding late last October of a massive planned Cameco Inc. mine at Cigar Lake, Sask., that, assuming it can be saved and brought on stream down the road ,could churn out as much as 17 per cent of annual world production.

As well, hedge funds and other financial players have become substantial buyers of the radioactive metal.

© The Globe and Mail

[heddog]

Uranium Expected to Climb Higher During February
Buyers Show Willingness to Pay More for U3O8

http://stockinterview.com/News/02022007/Uranium-Prices-Climb…

[noch-n-zocker]

Ich bin heute mit einer ersten Position eingestiegen. Nach Forsys, Arafura, Bitterroot und Erongo mein fünfter Uranwert, die Story ist einfach zu gut

[noch-n-zocker]

Wird das den ganzen Sektor runterziehen oder laufen die enttäuschten Cameco-Aktionäre scharenweise zu den JV-Partnern über? Cameco scheint es wirklich nötig zu haben, neue Uran-Quellen zu erschliessen.


08:18 07Feb2007 RTRS-UPDATE 1-Cameco reports sharply lower 4th-qtr profit

(Adds estimates, revenue, outlook)
NEW YORK, Feb 7 (Reuters) - Cameco Corp. <CCO.TO> reported sharply lower quarterly net income on Wednesday, due to profit declines at its electricity and gold businesses and a charge related to repairing damage at its Cigar Lake uranium project in Saskatchewan.
Cameco, the world's biggest uranium producer, said it earned C$40 million, or 11 Canadian cents a share, in the three months ended Dec. 31. That compares with a profit of C$83 million, or 23 Canadian cents a share, in the same period a year earlier.
Analysts on average were expecting the company to earn 20 Canadian cents a share, according to Reuters Estimates.
Revenue fell to C$512 million from C$522 million a year ago. Revenue from the company's uranium business fell $76 million to $242 million, as a 36-percent increase in uranium prices (in U.S. dollars) was more than offset by a 42-percent decline in sales volume, the company said.
Cameco, based in Saskatoon, Saskatchewan, blamed the volume decline on the timing of sales deliveries, which is at the discretion of its customers. In 2006, deliveries were unusually skewed toward the first quarter and lighter in the fourth quarter, the company said.
For the current quarter, Cameco said it expects revenue to fall 20 percent from the fourth quarter of 2006 due to lower anticipated sales volumes for uranium and lower projected gold production.
For the full year, Cameco said it expects revenue to grow about 25 percent from 2006, due to higher revenue from its uranium and fuel services businesses. In the uranium business the company expects revenue to increase about 45 percent due to higher prices.
The company also said its board approved a 25-percent higher quarterly dividend. The dividend of 5 Canadian cents per share is payable on April 13 to shareholders of record on March 30.
((Reporting by Martinne Geller; editing by Sue Thomas, Reuters messaging: [e-mail]; [e-mail]; [phone]))


Keywords: CAMECO RESULTS/

For Related News, Double Click on one of these codes:
[C] [MTL] [CAN] [E] [PSC] [RNP] [DNP] [PCO] [PCM] [PCU] [ELG] [CA] [RES] [MET] [GDM] [DIV] [LEN] [RTRS] [CCO.TO]

For Relevant Price Information, Double Click on one of these codes:
<CCO.TO>
Wednesday, 07 February 2007 08:18:55RTRS [nN07321425] {EN}ENDS

[heddog]

Tuesday’s Sealed Bid Auction Could Set
New Record Uranium Price

http://www.stockinterview.com/News/02182007/Uranium-Buyers-A…

[heddog]

Sieht gut aus in Kanada, aktuell +10%
Mal schauen, ob wir das halten können.

[heddog]

Unbestätigter neuer Uran-Preis: $85

To: Canaccord - All Retail
Sent: Tue Feb 20 19:17:42 2007
Subject: Ux U3O8 Price $85.00/lb (+10.00)
Ux U3O8 Price - US$85.00/lb (+10.00)

[heddog]

Royal Bank of Canada Capital Markets :
Ux Weekly - spot price up $10 to $85

Not entirely unexpected with a small auction by a US producer well flagged and tapping pent up demand, but still extremely positive. There is also significant demand in the term market, estimated at approx 50Mlb , with hedge funds, in particular, looking for material on a fixed price basis to bet on future movements. As previously mentioned, sellers are increasingly looking for market-related pricing as they believe prices are heading higher too. RBC forecasts uranium AVERAGING $100 in 2007.

We are a little surprised that Paladin and ERA are trading largely unchanged, and the second tier of uranium stocks is yet to react, largely as the Ux Weekly comes out around midnight in North America.

Global Mining Sales & Trading
Royal Bank of Canada Capital Markets

[heddog]

February 19, 2007
Spot: US$85.00/lb (+10.00)
http://www.uxc.com

[heddog]

Und zum Schluss hat sich UVN auch nochmal gut erholt...

[heddog]

Record Increase in Uranium Price

VANCOUVER, BC -- (MARKET WIRE) -- February 22, 2007 -- Ux Consulting Company, LLC and TradeTech have increased U3O8 prices US$10 to a record US$85 per pound.

This US$85 spot price marks a new record for uranium confirming research analysts' predictions that mine production continues to fall short of demand, and that inventories being sold into the market reflect the supply-demand deficit.

According to Adam Schatzker of RBC Markets, investors can expect to see the price of uranium continue to rise throughout 2007 and predicts the average price will be US$100 per pound this year.

As of December 2006, there were 435 reactors currently in operation producing 368,246 Mwe of power. There are 28 reactors under construction, 64 planned and more than 158 have now been proposed globally with more added to the every month.

The 435 operating reactors require approximately 180 MMlbs of U3O8 equivalent. 110 MMlbs of U3O8 is supplied by primary production with the balance being made up from secondary sources including mixed oxide (MOX) fuel, national and utility held inventories (both strategic and commercial), Russian LEU exports, recycling programs, Tails assay adjustments, DOE sales and HEU.

Buyers are eager to stockpile supplies at fixed prices, while sellers view the uncertainty about remediation efforts by Cameco Corp. at its Cigar Lake uranium project as an opportunity to hold out for higher prices.

"Uranium is in a super bull cycle, fueled by supply shortfalls amid rising demand as the world increasingly turns to nuclear for clean, commercially viable, long term energy solutions. Today's increase in the spot price is a reflection of the uranium shortfall and provides investors with added confidence in the uranium sector," says Mr. Gomez.

U3O8 Media Inc.'s Website www.u3o8.biz delivers original market analysis, breaking news, and insightful editorial on the economic, political, and environmental issues fueling the reemerging uranium industry. U3O8.biz also provides valuable market and company research, as well as a listing of leading public mining and exploration companies at the forefront of the uranium business.

Distributed by Filing Services Canada and retransmitted by Market Wire

[heddog]

FEEL A WARM GLOW FROM URANIUM

Sector has proven an astute investment

PETER HODSON, Financial Post
Published: Thursday, February 22, 2007

Having worked at Sprott Asset Management for more than a year now, I have been listening intently to the various experts here on uranium, and have learned lots on the subject. Even better, I have been able to use my colleagues' expertise to make some very profitable investments in the sector for the mutual fund I manage.

Sprott invested heavily in the uranium sector several years ago, long before its recent rise in popularity. It was an astute call, as uranium prices are on a steady upward climb. We were at $85 per pound on Tuesday.

According to Kevin Bambrough, our in-house expert, the last time the spot price of uranium actually declined was during a week in December, 2003, when spot dropped from$13.50 to $12.70. The current price is the culmination of a six-year rise from a bottom of $6.75 per pound set in 2001.

Investing in the sector over the past few years has seemed almost too easy. Whenever that happens, it's always a good idea to sit back and review what the driving forces --and risks --are.

I'll start with the positives in the sector, and there are many: Worldwide demand for uranium has soared. Be it due to global warming concerns, political acceptance, energy crisis concerns or what have you, the nuclear solution is both popular, and necessary if we are to meet worldwide energy concerns.

Supply is scarce in the midterm. In addition to actually finding the stuff, miners have to deal with regulatory issues, permit delays and mining difficulties.

Investment demand continues at a frenzied pace. Take a look at some of the one-year gains of some companies focused in the uranium sector: Laramide Resources, up 140%; Tournigan Gold, up 134% in one year; Energy Metals, up 222%; Strateco Resources, up 957%.

In this list I just choose from companies in my fund: Smaller, riskier uranium companies have seen their share prices soar even more. Uranium Participation Corp., an ETF-like product and perhaps the most reflective product to gauge investor appetite, has seen a 104% one-year gain.

No sector is truly buoyant until its IPOs are well received. The IPO of First Uranium Corporation will convince you the sector is fine from this consideration. Its IPO was at $7 per share in December 2006, and less than three months later the shares are $10.80.

For a sector to stay buoyant, you need heightened corporate activity. This is where the space has really heated up: International Uranium and Denison Mines merged in December, creating a $2.6-billion company. The aforementioned Energy Metals has bought High Plains, Springer Mining, Quincy Energy and Standard Uranium.

SXR Uranium One has just bid for UrAsia Energy Ltd.; Ura Min Inc. has just announced it is examining its strategic options. No question, it is a hot sector.

There are more positive indicators, but let's move to the other side of the equation. Whenever you make lots of money from a sector, you need to consider what could go wrong. E very time you or I buy a uranium stock, there is, of course, someone on the other side who thinks the party might be over, or at least ready to take a break.

What are the considerations or concerns in the sector? Again, there are many. We have spent many research hours on supply-demand forecasts, and, in my opinion, I am not too concerned about excess or hidden uranium supplies hitting the market and disrupting the price, at least in the medium term. Rather, I try and keep my eye on other, capital market factors.

For example, have uranium stocks hit the radar screens of "mainstream" investment funds yet? Being at a specialized investment house, we are often very early investors into themes. Truly stellar investment returns can occur, though, when massive investment pools of capital suddenly decide to adopt a theme.

Are pension funds and multi-billion-dollar funds investing in the uranium sector? With the strong investment returns we have seen, it is likely they are indeed getting at least somewhat involved. However, it is important not to sell too early. Whenever massive dollars pour into a relatively small sector, you can get a very dramatic impact, even from here.

These days I can't answer the phone without a new uranium financing being pitched tome. Here's a recent recap of financings, in addition to First Uranium's $203- million IPO and other IPOs. All were done in the last six months: Strateco $25-million; SXR $150- million; Denison $106-million; Energy Fuels $30-million; Laramide $21-million; Mega Uranium $31- million.

One has to be cautious that the supply of newly issued paper doesn't outweigh the incremental demand from investors.

Finally, it's likely not worth lying awake at night worrying about, but what about an exogenous event? There have been nuclear reactor "incidents" in the past, and any major incident or terrorist act on a reactor would see a swift change in political attitudes toward the nuclear solution, with the resulting rapid investor fallout (perhaps a bad choice of words here).

The uranium sector, in my view, remains attractive for part of an investment portfolio. Like any sector doing well, though, I keep my sector weight within reason so I stay diversified, and I am taking some healthy profits along the way.

[e-mail]
- - -
- Peter Hodson is a senior portfolio manager at Sprott Asset Management. Sprott Funds may have positions in stocks discussed. Opinions are of the author

[heddog]

From The Sunday Times
February 25, 2007
Uranium goes nuclear
Dominic O’Connell

URANIUM prices rocketed to their highest-ever levels last week as hedge funds plunged into the market and took big bets on prices rising even further.

The spot price for uranium oxide shot up $10 a pound over the week to $85 as buyers fought for the limited amount of the metal up for auction.

Analysts at RBC Dominion Securities, the Canadian bank that tracks the uranium market, said they forecast the average price for 2007 to reach $100 a pound.

Uranium prices have increased eightfold over the past three years, and by $13 a pound since the beginning of the year. It has become the latest commodity to enjoy a boom, following similar runs in the price of gold, copper and iron ore.

Market watchers say prices have been driven by three factors — an imbalance between supply and demand, an expected renaissance in the nuclear power generation industry, and now the entry of speculative buyers into the market.

Andrew Ferguson, manager of a quoted uranium investment fund, Geiger Counter, said: “We have hedge funds competing in the market for the very first time against the utility companies who are the normal buyers.”

The world’s 442 operating nuclear plants require 180m pounds of uranium a year, but mines supply only 100m.

The remainder has to date been supplied by releases from strategic national stockpiles and from the decommissioning of nuclear weapons.

The latter two sources are expected to tail off as countries hold on to their stockpiles, and as existing weapons-decommissioning agreements expire.

Production from existing mines is also gradually declining, with the opening of mines in Australia, one of the world’s biggest sources of the metal, a subject of considerable political controversy.

Climate-change worries have triggered a renewed interest in building nuclear power plants. China has plans to build 60, while America has given outline permission for the construction of a new generation of nuclear reactors.

The UK’s plans to resume building nuclear power stations stumbled last week with the success of a judicial review brought by the environmental group Greenpeace. Despite the delay, Whitehall sources still expect a parliamentary vote on the issue in the autumn.

British Energy, the operator of most of Britain’s nuclear power plants, recently signalled an interest in joining a consor-tium to build more stations, and that it would contribute land at its sites.

This week’s sharp jump in prices was thought to be caused by hedge funds scrambling to gain access to an auction on Tuesday by a US provider of a source of fixed-price uranium.

“Hedge funds, in particular, are interested in securing material on a fixed-price basis,” said UX Weekly, an industry newsletter. “They are willing to bet on the future movement of price, but in order to do this they need to first tie down price.”

Some analysts believe hedge funds and other nongovernmental or utility companies now hold about 15m pounds of uranium in storage.

Geiger said: “We are really into a perfect storm in this market. Prices have been high, but if you look at the fundamentals, I think they still have a long way to go.”

Shares in uranium mining companies have also jumped this year, pushed up by rising metal prices and by the expectation of consolidation in the industry.

Two Canadian companies combined this month to create the world’s largest uranium miner when UrAsia Energy agreed to a $2.9 billion (£1.47 billion) reverse takeover by SXR Uranium One.

[heddog]

Record Number of Bidders Attend US$85/Pound Uranium Auction
Has the Spot Uranium Price Reached Precious Metal Status?

[heddog]

Antwort auf Beitrag Nr.: 27.960.056 von heddog am 25.02.07 16:06:26

Die URL sollte natürlich nicht fehlen...
http://www.stockinterview.com/News/02252007/Record-Uranium-B…

[heddog]

Sieht z.Zt. wieder gut aus in Kanada...

[heddog]

Während fast alles was mit Uran zu tun hat heute z.T. kräftig fällt, hält sich UVN erstaunlich gut...

[heddog]

Antwort auf Beitrag Nr.: 28.009.399 von heddog am 27.02.07 18:28:40

...Hat sich zumindest bis vor kurzem noch gut gehalten..

[heddog]

Sehen wir demnächst die 100$ ?
Nicht auszudenken, wie sich das auf die Uran-Aktien auswirken würde...

Month-End Buying Spree Drives
Long-Term Uranium Price to US$85/Pound


Utilities Start Buying Again: $100/Pound Next?

...Rumors have begun from very reliable sources that the next spot uranium sale, offered by Mestena Uranium LLC, should result in a triple-digit result: US$100/pound. Attempts to reach Mestena president George Tanner by telephone were not returned...


http://www.stockinterview.com/News/03012007/Feb-Uranium-Buyi…

[heddog]

Ranger Uranium Mine Pit 3 Flooded
World’s Third Largest Uranium Producer Underwater

A Loss of Up to 4 Million Pounds U3O8 in 2007?

http://www.stockinterview.com/News/03092007/Ranger-Flooded-E…

[heddog]

Tradetech meldet neuen Uran-Preis von 90 $

MARKETWATCH
U3O8 Weekly Spot Price Indicator
$90.00
US$/lb U3O8 equivalent
▲ Up $5.00
U3O8 Long-Term Price Indicator
$85.00
US$/lb U3O8 equivalent

[heddog]

Things Can Get A Lot Hotter For Uranium, Still

Everyone's entitled to his own opinion, but when you are a commodities analyst at Macquarie bank your opinion tends to attract a little bit more attention than others'. This week saw quite a few eyebrows raised throughout Australia as the resources team at Macquarie updated its thoughts on uranium.

In particular the forecast that spot uranium will gradually fall towards the broker's long term price assumption of US$35/lb is in sharp contrast with what market experts elsewhere have been putting through their models for the industry. Macquarie has penciled in an average spot price of US$46/lb by 2011.

This thus raises the question: How much is true of the anticipated surge in primary production as a result of unprecedented high U3O8 prices flagged by analysts Lee Bowers and Jim Copland in this week's research report?

We didn't even have to resort back to all the reports we amassed over the past few months on the industry to have our view confirmed that Macquarie analysts are a lone wolf in today's uranium environment (together with Citigroup's Alan Heap).

Resources specialists at GSJB Were updated their research on the industry this week as well confirming the trend that uranium is finally attracting the attention of the larger players in the financial sector. The GSJB Were report immediately shows why it has taken this long: long term contracts keep any noticeable earnings impact for industry heavyweights BHP Billiton (BHP) and Rio Tinto (RIO) limited until at least 2010.

What's more, GSJBW analysts Malcolm Southwood, Paul Gray and Marc Bonter agree with their colleagues at Macquarie that current record high prices for uranium will trigger increased efforts to ramp up projects across the globe. Thus the assumption that primary supply should rise over the next few years is not such a strange one to make.

Where GSJBW's view differs from Macquarie's is that the broker anticipates demand will accelerate as well while secondary supply will decline. The combination of these three key developments should still make for a very tight market in the years ahead.

Like other experts, GSJBW sees a big opportunity for Kazakhstan with the country accounting for 51% of projected additional production between now and 2015. However, it has to be noted that while Kazakhstan has undoubtedly a massive amount of uranium underneath its surface, the country's role in the industry is also seriously hampered by a lack of modern infrastructure and a highly corrupt political and business climate. You won't hear or read much about this in general, but that's because everyone who wants to do business over there knows that any proof of criticism cannot be bought off and is likely to backfire in a big way.

In addition, Kazakhstan is not immune to the lack of available experienced staff that is haunting the mining industry in general. And to make things even worse the Kazakh government currently requires in situ mines to have recovery rates of at least 80%. Existing mines of Cameco and Kazatomprom are struggling to meet this requirement, even after two years of test production.

This is not to say the Kazakh elite doesn't acknowledge the opportunity that lies on the table. It's just that any predictions should be viewed with a rather large risk factor attached to them.

The team at GSJBW seems to acknowledge all these risks. The broker has a long term price forecast of US$45/lb but the figure doesn't figure anywhere in the outlook for the next few years. Average U3O8 spot price forecast for calendar 2007 is US$90/lb, for next year it is US$95/lb, after which a gradual decline is assumed to US$80/lb. (2011 sees a rise to US$85/lb, however).

This is the broker's base case scenario.

Assuming things can get tighter than expected, and in case they will, the price forecasts for the next few years look a tad different: US$110/lb for 2007, US$130/lb for 2008 and US$100/lb for the following years. Mind you: these figures are estimated price averages, not peak forecasts.

What the above figures suggest is that things can still get a lot crazier in the uranium sector, a fact that is acknowledged by the Macquarie team as well. The broker notes nuclear reactors worldwide are likely to continue to struggle to secure sufficient primary supply as secondary supplies are in decline.

Maquarie forecasts spot U3O8 will peak at US$100/lb in mid-2007. Its average price forecast for the full year is US$90/lb.

GSJBW makes two interesting assumptions with regards to secondary supply. The analysts anticipate Russia will not renew the HEU agreement with the US and that Techsnabexport (Tenex) — representative of the Russian Federal Agency for Atomic Energy — might stop exporting uranium from Russia in 2008.

With regards to Western inventories which were built up pre-1990, the analysts believe the majority of this material has either been delivered, or is committed.

Resources analysts at Merrill Lynch updated their price forecasts this week as well. As the balance of power has shifted towards uranium producers which as a result seem to be able to negotiate new contracts at bottom prices of US$50/lb (and no ceiling), the analysts question the logic of keeping long term price forecasts beneath this level. Merrill Lynch raised its long term price forecast to US$50/lb this week.

The broker's average price forecast for the current calendar year was lifted to US$85/lb from US$75/lb previously. This is expected to drop to US$80/lb in calendar 2008, and further to US$60/lb the year after.

If you think those numbers seem a bit benign in the light of GSJBW's projections, we can confirm Merrill Lynch's price projections even seem overly conservative when matched with the fundamental comments made by its own analysts.

Consider, for instance, the following quote: "The outlook for [uranium] demand has never been stronger, with government support (around the globe) increasing by the day. Uranium appears in definite under-supply for the next 10 years. Risks to this view are Cigar Lake coming on line sooner than 2010 when we now expect it, and a quick turn-around into production of extra uranium from Australia if the ALP lifts its restrictive 3 mines policy."

Merrill Lynch analysts believe the market is currently under-estimating Russia's long term nuclear expansion plans. The report notes current government plans foresee an increase of the country's nuclear power capacity by 102% by 2020. (Whether this will be achieved is another issue, of course).

The analysts also believe Cameco's troubled Cigar Lake project won't be up and running until 3-4 years from now. They subtly hint at the fact that some experts believe the mine will never reach production.

The widely expected change in uranium policy by the major opposition the Australian Labour Party (ALP) at its April meeting could result in a quick end to Australia's current three mines policy, the broker believes. This could accelerate extra production coming on line, but Merrill Lynch remains sceptical whether this will make any noticeable changes to the market before 2010.

Of equal importance is that the US Department of Energy (DOE) is currently considering its future sales program of secondary uranium and related products. According to current plans the DOE could increase supply to 5 million pounds U3O8 equivalent per year for ten years but Merrill Lynch also notes the DOE has made it known it doesn't want to interrupt the normal market dynamics as well as that the Department wants to support the nuclear renaissance.


- Rudi Filapek-Vandyck
Editor’s Note:
Please visit StockInterview’s disclaimer page for full disclosure, forward looking statements, important links and cautions.

http://www.stockinterview.com/News/03172007/Uranium-Hotter-R…

[heddog]

Cameco says Cigar Lake production delayed until 2010
SASKATOON — Uranium miner Cameco Corp. said its Cigar Lake mining project will cost more and begin production later than it had anticipated because of massive flooding at the site last year.

Cameco said it aims to bring the mine into production by 2010. The original target date was 2008.

The Saskatoon-based company also said the capital costs related to Cigar Lake's production startup have risen to $508-million from the last estimate of $330-million. Cameco has already spent $234-million on construction so far, with another $274-million remaining.

But despite the increased capital costs, Cameco insists Cigar Lake, in northern Saskatchewan, remains a financially attractive project.

“While this extraordinary deposit presents its challenges, Cigar Lake will be developed and will enable Cameco to significantly increase its uranium production for years to come,” said Jerry Grandey, Cameco's president and CEO.

In addition to the capital costs, Cameco said its share of flood remediation is estimated at $46-million and will be expensed in the year they occur. The company spent and expensed $5-million of that amount in 2006.

Cameco said it will file a technical report on the mine's progress to the Canadian Securities Administrators' System for Electronic Document Analysis and Retrieval (SEDAR) by the end of the month.

The flooding at Cigar Lake sent uranium prices soaring in 2006.

Last April, water flooded a shaft at Cigar Lake used mainly for underground ventilation. Then in October, two massive bulkheads failed to hold back water from a flood after a rock slide in a shaft about a half-kilometre underground, flooding the entire mine.

Last month, Cameco said two rigs on site had drilled eight of the 14 holes planned for reinforcing and sealing off the flooded area.

In 2006, Cameco saw its earnings fall by more than half that of the previous year. But its 2007 outlook remains rosy. It says its revenue from its uranium business is forecast to grow by 45 per cent and its fuel services business will be 20 per cent higher than that of 2006.

http://www.theglobeandmail.com/servlet/story/RTGAM.20070319.…

[heddog]

Nuclear plans may stall on uranium shortage
Global demand for enriched material running up against underinvestment

SHAWN MCCARTHY

GLOBAL ENERGY REPORTER

OTTAWA -- Growing global competition for scarce enriched uranium threatens to derail a much-heralded nuclear renaissance in the United States and around the world, says an industry researcher from the Massachusetts Institute of Technology.

In a report released yesterday, MIT researcher Thomas Neff said there has been 20 years of under-investment in uranium production and enrichment, resulting in a tightening of supply that has driven prices up eightfold.

The shortfall leaves a gap between the potential increase in demand for nuclear energy -- which is particularly strong in Asia -- and the ability to supply fuel for it.

"There has been a nuclear-industry myopia; they didn't take a long-term view," Mr. Neff said in his report.

In a telephone interview from Cambridge, Mass., the veteran consultant said he has had extensive discussions with utility executives who rely on nuclear power, "and they're getting freaked out."

Russia, China and India have each embarked on major nuclear building programs -- Russia alone is planning 20 new reactors -- and that increased demand for enriched uranium will put a tremendous strain on the market.

Mined uranium, before being used in most reactor types or in nuclear weapons,must be further processed--or enriched-- to isolate the uranium-235 isotope.

Mr. Neff said U.S. utility executives tend to take a shorter-term approach than government-backed utilities in Asia, which could put a brake on their ability to build new reactors.

"The Chinese and the Russians are in almost every potential uranium-producing country looking for joint ventures and long-term supply arrangements," he said. American utilities have become complacent. "They've never seen anything like this. By the time they get out there and say, 'I need to buy something,' they're going to see a lot of it locked up by the other guys."

But after years of virtually no growth in the nuclear industry, analysts expect a mini-boom with the addition of at least 65 new reactors in the next 20 years, increasing electricity output by 20 per cent. And that figure would climb if governments get serious about reducing greenhouse gas emissions and insist that new coal plants include expensive carbon-dioxide reduction technology.

In recent years, uranium production met only 60 per cent of the demand from utilities, with the rest of demand coming from inventories, recycling and the conversion of plutonium from former Soviet missile warheads. But those supplies are also drying up, Mr. Neff said.

Production from uranium mines actually fell by 5 per cent last year from 2005, despite a sharp run-up in prices. At the same time, new mines have been slow to come on line -- start-up at Cameco Corp.'s rich Cigar Lake mine has been delayed two years until 2010 due to flooding.

All that spells higher costs -- and potential supply disruptions -- for utilities that rely on nuclear power.

In Canada, Ontario is most dependent on nuclear power, getting more than 50 per cent of its electricity from an aging fleet of Candu reactors. And Ontario Power Generation is looking to build at least two more reactors at its Darlington site.

OPG spokesman John Earl said the utility is aware of the looming supply crunch for uranium.

"But we are well-positioned for the future with long-term contracts," he said.

Mr. Earl noted that, unlike the U.S. reactors, the province's Candus do not use enriched uranium for fuelling, and therefore it is unaffected by the worldwide shortage of enrichment capacity.

In the U.S., President George W. Bush had called for a major expansion of the country's nuclear reactor fleet, and the government is now offering subsidies to kick-start a new round of building.

Jeff Combs, president of Ux Consulting Company LLC, said the administration has not come to grips with the looming shortfall in enriched uranium, even as it encourages utilities to construct reactors.

"You can have your reactors, but are you going to have the fuel to power them? That could be a problem."

http://www.theglobeandmail.com/servlet/story/LAC.20070322.RN…

[heddog]

Uravan contracts two geophysical surveys for Garry Lake

2007-03-28 10:16 ET - News Release

Mr. Larry Lahusen reports

URAVAN TO CONDUCT MULTI-PHASE GEOPHYSICAL SURVEYS ON GARRY LAKE URANIUM PROPERTY FOLLOWED BY DIAMOND DRILLING

Uravan Minerals Inc. has recently contracted two airborne geophysical surveys to be conducted over the Garry Lake uranium property located in the northern Thelon basin, Nunavut. In May, 2007, Aeroquest Ltd. will conduct 7,325 line kilometres of helicopter-borne high-resolution electromagnetic survey using Aeroquest's proprietary Aerotem III system plus high-resolution magnetometer geophysical survey. In June, 2007, Terraquest Ltd. will conduct an 8,129 line-kilometre fixed-wing radiometric and horizontal gradiometer survey. Both geophysical surveys will be flown on 400-metre line spacing and conducted over the entire Garry Lake property consisting of 236 contiguous mining claims covering 551,849 acres located approximately 245 kilometres northwest of Baker Lake, Nunavut.

These multiphased geophysical surveys will be used to identify basement structures which will aid in defining structural corridors and provide data for interpreting radiometric anomalies, basement geology and other alteration features that may occur in the overlying Thelon sandstone or coincident with significant basement conductors. The interpretation of these airborne surveys will be integrated with an area-wide geochemical compilation that has captured databases of uranium in lake sediment and water surveys. These surveys were completed in the 1980s by previous operators exploring in the northern and northeastern Thelon basin.

The interpretation and integration of the geophysical surveys and geochemical database will provide Uravan's technical team with the information to identify significant coincident anomalies and select drill targets that appear favourable for sandstone and basement-hosted unconformity-related high-grade uranium mineralization. Following this interpretation stage, diamond drilling could occur as early as late fall 2007 or late winter 2008. This drill program will represent the first exploration on this prospective property since its discovery in the 1980s.

In the early 1980s the most significant results from the initial exploration on the Garry Lake uranium property by Kidd Creek Minerals was the discovery of 19 uraniferous boulders that define a three-kilometre-long dispersal train. The 19 uraniferous boulders yielded assays ranging from 0.87 per cent U3O8 to 27.12 per cent U3O8 with an average of 7.19 per cent U3O8. Uranium soil anomalies collected in the area define the geometry of this train, and also suggest the presence of a second uraniferous boulder train located several 100 metres to the west of the original train. This uraniferous boulder train is oriented parallel to the interpreted ice flow direction of 330 degrees and located near the erosional edge of the northern Thelon basin. The elemental signature of individual mineralized boulders is uranium-lead-selenium-tellerium-silver-copper-arsenic-sulphur. This polymetallic elemental signature along with the carbonate gangue and clay alteration composition of the boulders indicates that this mineralization belongs to the fracture-controlled basement-hosted unconformity-related uranium deposit type (Miller, 1996). This surface polymetallic unconformity-type mineralization is hosted in favourable basement metasedimentary rocks belonging to the lower Proterozoic Amer group, which is in part overlain by coarse-grained fluvial clastic rocks of the Thelon formation.

The Garry Lake property covers a structurally disrupted basement-sandstone domain that has similarities to major structural corridors in the eastern and central segments in the Athabasca basin. The Thelon sandstone-basement contact remains highly prospective for unconformity-type uranium mineralization and the discovery of high-grade uranium deposits. The high potential for additional uranium discoveries within the Thelon basin is supported and strengthened by striking similarities in sedimentology, diagenesis and pro- and retrograde evolution of the basement complexes when compared with similar features for the Athabasca basin. Uranium mineralization occurring at the unconformity on Uravan's Boomerang Lake property and the Kiggavik-Andrews Lake basement-hosted mineralization which is near and beneath the sub-Thelon Paleosurface remain the preferred high-priority targets for exploration in the Thelon basin.

This press release has been prepared under the supervision of Dr. Allan Miller, PGeo, and a qualified person as defined by National Instrument 43-101.

We seek Safe Harbor.

[heddog]

Nach einer kurzen Durststrecke legt UVN wieder los. Und das mit (für UVN-Verhältnisse) riesigen Umsätzen. So kanns weitergehen...

[noch-n-zocker]

Hab nächste Woche Urlaub und brauche deshalb RT-Kurse im Thread. Schöne Feiertage!

[heddog]

Tradetech meldet neuen spot price: 113$

In diesem Sinne frohe Ostern.

[heddog]

Mestena Auction Blows Uranium Price Past $100 Mark
New Spot Uranium Price Reaches $US113/Pound



The shot heard around the uranium world comes from Corpus Christi, Texas. A modest lot of 100 thousand pounds U3O8, offered by tiny privately owned Texas-based Mestena Uranium LLC, drove bidders to establish a new record spot uranium price. “The spot uranium price rose dramatically this week, jumping $18 to $113/pound U3O8, following the results of the sealed-bid auction,” according to Nuclear Market Review (NMR) editor Treva Klingbiel. “This is the largest single increase since uranium prices were first reported.” The spot uranium price jumped by nearly 19 percent this past week.

Since the beginning of the year, the spot uranium price has risen by 57 percent. By comparison, nickel has only increased by about 35 percent year to date. Nickel leads all metals traded on the London Metal Exchange (LME). In January 2001, spot uranium could be purchased for as little as US$6.40. Since then, yellowcake, industry slang for the processed nuclear fuel, has jumped by more than 1700 percent! According to Gene Clark, chief executive of TradeTech, which publishes Nuclear Market Review, “We are about $2 short of the all-time high in inflation-adjusted dollars.”

Bidders hoping to purchase the Mestena uranium came from all market groups, according to NMR. Uranium producers, traders, investors and utilities bid for the 100 thousand pound lot. Klingbiel gave three reasons for the aggressive bidding: ERA’s recent mine flooding, continued interest from speculators and utilities seeking significant quantities for near-term delivery. New demand from a U.S. utility also emerged in the long-term uranium market this week. The long-term uranium price remains unchanged at US$85/pound. TradeTech posts the weekly spot and long-term uranium price on the consulting service’s website at http://www.uranium.info/

...http://www.stockinterview.com/News/04072007/Uranium-Price-Ov…

[heddog]

Uranium price soars
Mandi Zonneveldt

April 09, 2007 12:00am

THE price of uranium has smashed through $US100 a pound as supplies of the nuclear fuel become more scarce.

The uranium spot price soared $US18 last week to $US113 a pound -- the largest single jump since NUEXCO began reporting uranium prices in 1968.

Uranium does not trade on an open market like other commodities.

Buyers and sellers negotiate contracts privately and prices are published by independent market consultants.

The new benchmark, reported by consultants TradeTech, formerly NUEXCO, was set by an auction in the United States last Wednesday for 100,000 pounds of yellowcake.

The bidding came as Australian uranium producer Energy Resources of Australia warned that wet weather would hamper its production for at least a year.

In its newsletter published on Friday, TradeTech said ERA's announcement contributed to the huge price rise last week.

The US-based consultancy said utilities looking for large amounts of uranium for near-term delivery and continued interest from speculators and hedge funds had also helped push the price up.

The uranium price has increased 57 per cent since the beginning of this year alone, and is up more than 170 per cent in the past 12 months.

Resource Capital Research recently predicted the price of yellowcake would touch $US125 a pound this year and rise as high as $US140 a pound in 2008.

Australian uranium producers have missed out on much of the upside of the uranium boom because most of their uranium is sold under long-term contracts that are only partially influenced by the spot price.

However, BHP Billiton has begun talking to potential customers about an expansion at its Olympic Dam mine that would triple its uranium output.

Paladin Resources is also well placed to cash in on recent rises, having just commissioned the world's first new uranium mine in 15 years in Namibia. The company is close to moving on a second project in Malawi.

The uranium boom has pushed the value of listed explorers in Australia up 23 per cent in the past three months, according to RCR, and up 122 per cent in the past year.

The exploration industry is keenly awaiting the outcome of debate at the Labor Party's national conference this month, with the ALP expected to end its opposition to new uranium mines in Australia.

http://www.news.com.au/heraldsun/story/0,21985,21522436-664,…

[heddog]

Da tut sich was... hohe Umsätze in Kanada, massive Käufe von Haywood.
Warten und Staunen, was -hoffentlich- noch kommt.

[heddog]

Und es geht genauso weiter wie gestern.

[heddog]

Uranium Skyrockets to $113/lb on Supply Shortfall
http://www.resourceinvestor.com/pebble.asp?relid=30756

[heddog]

Schöner Wochenausklang in Kanada. Und Haywood kauft weiter massiv.
Die meisten Aktien sind in Händen von Insidern und Institutionellen.

Hier könnte es bald richtig abgehen!

[heddog]

House Positions
Exch House Bought $Value Ave Sold $Value Ave Net $Net
V 62 Haywood 982,733 1,234,634 1.26 367,733 430,727 1.17 615,000 -803,907

V 1 Anonymous 513,200 639,044 1.25 432,500 521,876 1.21 80,700 -117,168

V 27 Dundee 58,500 76,875 1.31 37,000 47,880 1.29 21,500 -28,995

V 79 CIBC 25,410 29,960 1.18 5,600 6,827 1.22 19,810 -23,133

V 5 Penson 19,500 22,746 1.17 2,100 2,520 1.20 17,400 -20,226

V 7 TD Sec 121,000 150,472 1.24 103,600 124,824 1.20 17,400 -25,648

V 89 Raymond James 12,200 16,470 1.35 0 12,200 -16,470

V 80 National Bank 13,000 16,980 1.31 1,000 1,150 1.15 12,000 -15,830

V 2 RBC 12,600 15,482 1.23 7,100 7,688 1.08 5,500 -7,794

V 121 Jennings 3,000 3,600 1.20 0 3,000 -3,600

V 46 Blackmont 2,000 2,700 1.35 0 2,000 -2,700

V 19 Desjardins 1,000 1,080 1.08 0 1,000 -1,080

V 70 Berkshire 900 1,170 1.30 0 900 -1,170

V 9 BMO Nesbitt 11,000 14,570 1.32 10,410 11,917 1.14 590 -2,653

V 36 Latimer 500 650 1.30 0 500 -650

V 81 HSBC 400 480 1.20 0 400 -480

V 14 ITG 200 270 1.35 0 200 -270

V 85 Scotia 13,000 15,049 1.16 13,000 16,640 1.28 1,591

V 43 Caldwell 0 600 714 1.19 -600 714

V 88 E-TRADE 20,400 23,990 1.18 29,500 36,965 1.25 -9,100 12,975

V 33 Canaccord 11,700 15,761 1.35 92,300 115,435 1.25 -80,600 99,674

V 83 Research Cap 0 719,800 956,820 1.33 -719,800 956,820
Total 1,822,243 2,281,983 1.25 1,822,243 2,281,983 1.25 0 0

[heddog]

Desperately Seeking 500,000 Pounds Uranium
http://www.stockinterview.com/News/04152007/Uranium-Market-S…

[heddog]

Sieht heute nach einem spannenden Tag in Kanada aus...

[roku83]

hallo heddog

wo kann i sehen wieviel im "bid" liegt (in kanada)
ist es gut ein "großes bid" zu haben

danke roku

[heddog]

Hallo,
z.Bsp. bei stockwatch.com.

[heddog]

Nuclear energy to see rebirth in North America as concerns over greenhouse gases grow, finds new CIBC World Markets report
Uranium prices to hit US$160 per pound by end of 2008

TORONTO, April 17 /CNW/ - CIBC (CM: TSX; NYSE) - Concerns over greenhouse
gas emissions from coal-fired electricity plants will see a rebirth of nuclear
energy in North America and continue to drive the price of uranium to record
highs, finds a new report by CIBC World Markets.
CIBC World Markets' April Monthly Indicators report notes that
environmental opposition has already forced TXU, the largest utility in Texas,
to scrap some 6,000 megawatts of planned new coal-fired capacity in favour of
building as many as five new nuclear facilities. Aside from refurbished plants
in Ontario, they will be the first new nuclear stations started in North
America in over 25 years.
"If you can't get coal-fired generating capacity licensed in Texas these
days, where can you get coal plants built?" notes Jeff Rubin, Chief Economist
and Chief Strategist at CIBC World Markets. "Coal-fired utilities find
themselves the primary target of a tidal wave of greenhouse gas (GHG)
legislation that is sweeping across state legislatures. Weaning American power
consumers off cheap and abundant domestic coal supply is rapidly shaping up to
be the frontline battleground of the carbon wars in North America."
The report notes that nuclear power accounts for only 16 per cent of
global power generation today but that it has a huge upside in a carbon-
constrained world. Unlike other green power alternatives like wind and solar,
nuclear facilities provide efficient and reliable base load power at an
increasingly competitive price to coal once the costs of carbon emission are
factored in.
While only in the initial stages of rebirth in North America, nuclear
power is already riding an expansionary wave from explosive power demand
growth in Asia where 21 new reactors will come into service by the end of the
decade and twice that many slated for operation by the end of the next decade.
With this rapid growth, Mr. Rubin states that finding enough uranium to
power all those reactors is already becoming an issue. "Prices have more than
doubled over the last six months and with utilities still needing to contract
roughly a third of their uranium fuel requirements over the next five years,
more and more are scrambling to lock in supplies." As a result, he predicts
uranium oxide prices will hit US$140 per pound this year and US$160 per pound
by late 2008 - more than triple the price of uranium last fall.
The report also notes that uranium mines will only be able to supply
little more than 60 per cent of global demand until at least the end of the
decade, and possibly longer depending on when new production begins at the
Cigar Lake mine in Saskatchewan and the Olympic Dam mine in Australia.
Secondary supply sources, such as inventories held by utilities, mines,
other fuel cycle companies and governments; reprocessed reactor fuels; diluted
enriched materials from military programs; and the contents of depleted
uranium stockpiles, will have to supply the balance. The report notes that
secondary sources have played an important role in recent years, supplying as
much as half of the fuel needs of U.S. reactors. However, these sources are
ultimately finite and likely to decline, potentially quite rapidly, in coming
years.

The full CIBC World Markets Monthly Indicators report is available at http://www.stockhouse.ca/bullboards/wraplink.asp?url=researc…

IBC World Markets is the wholesale and corporate banking arm of CIBC,
providing a range of integrated credit and capital markets products,
investment banking, and merchant banking to clients in key financial markets
in North America and around the world. We provide innovative capital solutions
and advisory expertise across a wide range of industries as well as top-ranked
research for our corporate, government and institutional clients.

For further information: Jeff Rubin, Chief Economist and Chief
Strategist, Managing Director, CIBC World Markets at [phone],
[e-mail] or Kevin Dove, Communications and Public Affairs at
[phone], [e-mail]

[noch-n-zocker]

Haywood gegen den Rest der Welt! Leider findet der "Kampf" noch unter Ausschluß der Öffentlichkeit statt.



15:56:46 V 1.40 +0.08 4,000 62 Haywood 46 Blackmont K

15:55:14 V 1.40 +0.08 5,000 62 Haywood 46 Blackmont K

15:33:15 V 1.40 +0.08 2,500 62 Haywood 46 Blackmont K

15:06:04 V 1.35 +0.09 30 9 BMO Nesbitt 79 CIBC E

15:05:39 V 1.41 +0.09 5,800 62 Haywood 14 ITG K

15:04:47 V 1.40 +0.08 10,000 62 Haywood 7 TD Sec K

15:04:37 V 1.40 +0.08 19,000 62 Haywood 7 TD Sec K

15:04:37 V 1.40 +0.08 52,400 62 Haywood 27 Dundee K

15:03:19 V 1.39 +0.07 5,000 62 Haywood 7 TD Sec K

15:02:13 V 1.35 +0.03 16,000 62 Haywood 1 Anonymous K

[heddog]

Schönes Finish gestern und Haywood kauft weiter. Das schreit doch fast nach baldigen News. Ich denke, bald kriegen wir auch die nötige Promotion...

[heddog]

NEUES 52-WOCHEN-HOCH C$ 1.600

[heddog]

All-Time Record Uranium Spot Price: US$120/Pound
Buyers Fail to Attract Sellers despite Firm Bids



“Bids were made through a variety of channels, including postings on New York Nuclear’s Uranium On-Line,” reported Nuclear Market Review (NMR) editor Treva Klingbiel in Friday’s issue. “Sellers were unresponsive and buyers were unable to conclude purchases by week’s end.” As a result the weekly spot uranium price indicator was increased to US$120/pound.

As we have advised the growing number of media contacting StockInterview.com, the market is in a ‘wait and see’ phase ahead of NYMEX futures trading. Sellers are not eager to quickly sell out, and continue to stretch their speculation to the limit. The gulf between the weekly spot price and the long-term uranium price now stands at $35/pound. This was the long-term uranium price in November 2005; now the dollar amount is the spread between spot and long-term.

Since January 2001, spot uranium has skyrocketed by 1775 percent. Over the past twelve months, U3O8 is 179 percent higher. The astounding price rise has fueled unusual price predictions across the Internet by less well-informed commentators. Discussions we had with Sprott Asset Management’s Kevin Bambrough, exactly 16 months ago, regarding his notion of a purely hypothetical uranium price of US$500/pound, are presently being forecast by the more enthusiastic price promoters. One of the more naïve has announced it could happen ‘in the blink of an eye.’

A strong reason deterring potential sellers from quickly parting with their precious U3O8 is the potential auction at the end of May by Texas-based Mestena Uranium LLC. Recent significant spikes in the spot uranium price followed the opening of sealed bids for modest quantities of the company’s yellowcake production.

According to NMR, both the conversion and enrichment markets remained quiet ahead of the NYMEX uranium futures trading soon commencing. “Market participants are awaiting with great curiosity the debut of NYMEX uranium futures trading,” Klingbiel wrote. Sellers are wary of committing to sales based on market-related pricing without a ‘clear understanding of whether the financially settled futures contract would reflect in the physical market,’ according to NMR.

Utility representatives attended this past week’s NYMEX seminars in New York and Atlanta to better understand how futures trading would impact their ability to purchase uranium. Exelon Corp’s (EXC) Jim Malone reportedly commented he would study futures trading as a possible risk management vehicle for the largest utility in the U.S.



http://www.stockinterview.com/News/05052007/Record-Uranium-S…

[heddog]

Aus den Stockhouse Boards:

Bill Gates investiert in Uravan Minerals!

"I had never even heard of this company until I was doing a little research on Microsoft at yahoo.com. If you go to "Insider Transactions" and then click on Bill Gates' name, you'll notice that he has two declarded holdings:

- Microsoft (about 900m shares)
- Uravan Minerals (10% beneficial ownership)

Can't be bad if he's investing in this. I just bought a little myself now.."

[noch-n-zocker]

Breaking News:
TradeTech Raises Spot U3O8 Price Again: US$138/lb

[noch-n-zocker]

Ich würde aus Neugier gerne an dem PP teilnehmen, um zu wissen, wie so etwas abläuft. Hat das schon mal jemand gemacht?


Uravan arranges $2.9-million private placement


2007-06-04 16:03 ET - News Release

Mr. Larry Lahusen reports

URAVAN ANNOUNCES PRIVATE PLACEMENT

Uravan Minerals Inc. is arranging a non-brokered private placement of up to $2.9-million by issuing up to two million common shares at a price of $1.45 per common share. The common shares issued under this private placement will be subject to a four-month hold period.


The remainder is available to Stockwatch subscribers.

[heddog]

Antwort auf Beitrag Nr.: 29.638.172 von noch-n-zocker am 04.06.07 22:24:45

Da kann ich dir leider nicht weiterhelfen, hast du irgendwelche Infos zum PP in Erfahrung bringen können?

[heddog]

Nachgereicht noch die letzten beiden News:

Boomerang Uranium Project - 2007 Update

CALGARY, May 29 /CNW/ - Based on the positive 2006 drill results
completed on the F- and G-conductive trends, Uravan Minerals Inc. ("Uravan")
recommended an aggressive 2007 reconnaissance exploration drill program be
completed on the northern part of the Boomerang uranium property located in
the Thelon Basin, NT. In January 2007 (press released dated January 23, 2007)
Cameco Corporation ("Cameco") allocated $4.0 million to fund this
reconnaissance program, estimated to provide Uravan's exploration team the
funds to complete 20 to 25 diamond drill holes along the continuous and highly
prospective F- and G-conductive trends. This widely-spaced (greater than 2000
metre) reconnaissance drill program is designed to assess the uranium-bearing
potential along the entire interpreted length of the F- and G-conductive
trends. Diamond drill-hole locations will be pre-selected using the
interpreted merged 2005 and 2006 airborne MEGATEM geophysical data followed by
defining specific drill targets in the field using detailed ground TDEM (Time
Domain Electromagnetic) fixed-loop geophysical surveys base on double-traverse
lines conducted across the most favourable conductive 'peaks'.
The F- and G-trends are two major subparallel basement-hosted EM
conductive anomalies that were previously identified from a 2005 airborne
MEGATEM geophysical survey. In July 2006 Fugro Airborne Surveys completed a
second airborne MEGATEM geophysical survey, extending the 2005 survey to the
northeast covering the projection of the F- and G- conductors. Based on the
interpretive work from the merged 2005 and 2006 MEGATEM geophysical data, the
new 2006 MEGATEM survey confirmed the substantial extension to the northeast
of both the F- (+ H-8 extension) and G-conductive trends (G-extension plus H-1
thru 5 series conductors), which individually have a strike length of greater
than 50 kilometers and strike northeast across the entire northern Boomerang
uranium property. The F- and G-conductive trends (including their extensions)
are 2 to 3 kilometers wide and lie within broader structural corridors that
are comprised in part of prospective graphite-bearing pelitic metasedimentary
basement rocks that underlie sandstones of the Thelon Basin. The F- and G-
conductive trends are interpreted to be major basement-hosted conductive
anomalies that have the potential to host unconformity-type uranium deposits
analogous to the high-grade unconformity uranium deposits of the Athabasca
Basin.
Mobilization of the 2007 reconnaissance drill program is currently in
progress and all detailed ground geophysical surveys have been completed in
preparation for drilling to commence in June 2007. Uravan currently holds an
approved Land Use Permit (LUP) for the Boomerang project and will commence
drilling operations as planned. Uravan has also submitted two additional LUP
applications that will extend the existing LUP to cover the most northerly
extensions of the F- and G-conductive trends. In the Northwest Territories and
specifically the upper Thelon Basin watershed region, where Uravan is
currently operating its Boomerang project, the LUP approval process has become
more arduous and difficult to complete. These delays are primarily due to
existing controversial aboriginal land claim issues and the inability of the
Federal Government land use regulators to issue LUPs in a timely manner.
Uravan has been persistent and diligent in moving its LUP applications forward
and believes it has been a leader in building positive relationships with its
aboriginal neighbors and stakeholders in the area. However, given
circumstances beyond Uravan's control, there is no guarantee Uravan will be
granted approval of its LUPs in the time frame required to complete all of its
drilling objectives this season.
The Boomerang uranium project is located about 300 miles east of
Yellowknife, NT and consists of 5 mineral leases and 253 contiguous mining
claims covering about 647,003 acres located along the southwestern margin of
the Thelon Basin, NT. The Boomerang Uranium Project is a joint exploration
effort between Cameco and Uravan whereby Uravan granted Cameco an option to
earn 60% interest in the Boomerang uranium property by funding an aggregate of
$10,000,000. Uravan is currently the operator with the responsibility to plan,
organize and carry out exploration programs on the Boomerang property in
consultation with and on behalf of Cameco. Cameco is expected to fund 100% of
the 2007 exploration expenditure.
This press release has been prepared under the supervision of Dr. Allan
Miller, P. Geo., and a Qualified Person as defined by National instrument
43-101.

About Uravan Minerals Inc.
--------------------------
Uravan Minerals Inc. ("Uravan") is a Calgary, Alberta based mineral
exploration company specializing in uranium, base metal (nickel, copper) and
precious metal (gold, platinum, and palladium) exploration. Uravan's principal
assets are the Boomerang uranium project, the Garry Lake uranium property and
the Rottenstone Nickel-Copper-PGE project. Due to the persistent increase in
the uranium prices, going from $7.10 per pound U3O8 in 2000 to $125.00
recently, Uravan has become highly focused in pursuing exploration for
potential high-grade unconformity-type uranium deposits on its joint
Cameco-Uravan Boomerang uranium project and its Garry Lake uranium project
plus acquiring additional uranium properties in other potential geological
domains. Uravan is a publicly listed company on the TSX Venture Exchange under
the trading symbol UVN. Uravan has 24,557,614 shares outstanding and $9.0
million in working capital. All of the mineral properties Uravan owns are
considered in the exploration stage of development.

This press release may contain forward looking statements including those
describing Uravan's future plans and the expectations of management that a
stated result or condition will occur. Any statement addressing future events
or conditions necessarily involves inherent risk and uncertainty. Actual
results can differ materially from those anticipated by management at the time
of writing due to many factors, the majority of which are beyond the control
of Uravan and its management.

The TSX Venture Exchange has not reviewed and does not accept
responsibility for the adequacy or accuracy of this release.



For further information: Larry Lahusen, President, Uravan Minerals Inc.,
Tel: [phone], Email: [e-mail], Website:
www.uravanminerals.com

[heddog]

Uravan Announces Private Placement

TSXV: UVN

CALGARY, June 4 /CNW/ - Uravan Minerals Inc. (the "Corporation") is
pleased to announce that, subject to regulatory approvals, it intends raise to
up to $2,900,000 in a non-brokered private placement (the "Offering") by
issuing up to 2,000,000 common shares (the "Common Shares") at a price of
$1.45 per Common Share. The Common Shares issued under this private placement
will be subject to a four-month hold period.
Proceeds of the Offering will be used by the Corporation to finance
potential uranium opportunities and for working capital and general corporate
purposes.

[Forsys]

Antwort auf Beitrag Nr.: 29.714.739 von heddog am 08.06.07 22:11:43

@nnz und heddog

habe schon zweimal an einem Placement teilgenommen.
Der Ablauf ist in etwa so (falls noch Interesse besteht):

Man schreibt eine Mail an die Company und fragt, ob man am PP teilnehmen darf, evtl. gibt man dabei schon an, wieviele Stücke man zeichnen möchte.
Die schicken dann per Mail ein Subsription Agreement, das ihr ausfüllt und zurückfaxt, parallel dazu das Original mit der Post versenden.
Danach das Geld auf das angegebene Konto überweisen und nach dem Closing kommen dann die Aktien bzw ein Zertifikat über die Aktienanzahl per Post.
Dieses Zertifikat müßt ihr dann auf der Rückseite unterschreiben und an eure Bank schicken. Ich habe vorher bei meiner Bank nachgefragt, ob die Aktien auch physisch annehmen, macht wohl nicht jede.
4 Monate nach Closing sind die Aktien dann handelbar.
Für die Warrants ist noch ein Wisch dabei, der bei Bedarf ausfüllt und weggefaxt wird, dann geht die Prozedur mit Geldüberweisen etc von vorne los mit dem Unterschied, daß es keine Haltefrist für die neuen Shares gibt.
Hat bei mir, wie gesagt, schon zweimal reibungslos funktioniert.

Gruß
Forsys

[noch-n-zocker]

Antwort auf Beitrag Nr.: 29.836.322 von Forsys am 12.06.07 09:20:38

Danke für die Info! Leider hat Uravan bislang auf meine Mail nicht reagiert Wenigstens ne Absage hätte man ja schreiben können.

Mit meinen Uran-Aktien bin ich momentan ziemlich unglücklich. Bei Forsys die Nerven verloren, die Uramin mit Verlust verkauft (Glanzleistung), NUP bislang ne Pleite (was bei Explorern ja mal vorkommen kann), Arafura wird als Uranaktie nicht wahrgenommen, Bitterroot ebenfalls nicht. Nur Erongo entwickelt sich nach Plan. Uravan ist zwar okay, aber sooo markteng. Deswegen hatte ich gehofft, beim PP einfach mal zuschlagen zu können, ohne 20 teure Teilausführungen zu erhalten.

[heddog]

Antwort auf Beitrag Nr.: 29.837.444 von noch-n-zocker am 12.06.07 10:13:53

Habe auch schonmal vor längerer Zeit eine mail an Uravan geschickt und keine Antwort bekommen, Investor Relations scheint nicht deren Stärke zu sein...

Tja, ich denke die Zeit der einfachen Gewinne mit jeder Uran-Klitsche ist -leider- vorbei. Jetzt kommt es auf eine gute Mischung aus \"Qualitäts-Explorern\" (zu denen ich Uravan definitiv zähle) und Produzenten (mein Favorit hier: Denison Mines) an.

[noch-n-zocker]

Antwort auf Beitrag Nr.: 29.837.444 von noch-n-zocker am 12.06.07 10:13:53

SK 1,95 Da werden sich wohl andere die billigen Shares aus dem PP unter den Nagel reißen und ich kann nur zuschauen. Die Uramin-Übernahme hat dem Sektor neues Leben eingehaucht.

[heddog]

Uravan Announces Private Placement

T S X V : U V N

CALGARY, June 19 /CNW/ - Uravan Minerals Inc. (the "Corporation") is
pleased to announce that it has completed its previously announced $2,900,000
non-brokered private placement (the "Offering") by issuing up to 2,000,000
common shares (the "Common Shares") at a price of $1.45 per Common Share.
Proceeds of the Offering will be used by the Corporation to finance
potential uranium opportunities and for working capital and general corporate
purposes. Common shares issued in connection with the Offering will be subject
to a four-month hold period.

About Uravan Minerals Inc.
--------------------------
Uravan Minerals Inc. ("Uravan") is a Calgary, Alberta based mineral
exploration company specializing in uranium, base metal (nickel, copper) and
precious metal (gold, platinum, and palladium) exploration. Uravan's principal
assets are the Boomerang uranium project, the Garry Lake uranium property and
the Rottenstone Nickel-Copper-PGE project. Due to the persistent increase in
the uranium prices, going from $7.10 per pound U(3)O(8) in 2000 to $125.00
recently, Uravan has become highly focused in pursuing exploration for
potential high-grade unconformity-type uranium deposits on its joint
Cameco-Uravan Boomerang uranium project and its Gary Lake uranium project plus
acquiring additional uranium properties in other potential geological domains.
Uravan is a publicly listed company on the TSX Venture Exchange under the
trading symbol UVN. Uravan now has 26,557,614 shares outstanding and
$11.9 million in working capital. All of the mineral properties Uravan owns
are considered in the exploration stage of development.

[heddog]

Uranium Spot price tumbles for for first time in 47 months

It's official. Following weeks of instability, the uranium spot price is inarguably down. But before you sell your entire portfolio and run to a less volatile commodity, note the price drop is one of $3, after nearly four years of steady gains. Today, both spot price indicators (TradeTech and Ux Consulting Company) agree the spot price has fallen to US$135 a pound from last month's historical high of US$138.

The cause? Decreased speculation by investment funds and a lack of aggressive buyers, replaced by a strong desire on the part of sellers to move material.

But StockInterview.com reports the market's current behaviour is predictable and not at all outlandish. It's a simple question of supply and demand; after lagging behind demand for many months, supply has, for the time being, saturated the market.

Citing the June 30 issue of Nuclear Market Review, StockInterview.com writes that active spot supply rose to 2.5 million pounds U3O8 while active demand dropped to less than 900,000 pounds during the month of June. That's a supply/demand ratio of nearly 2.8.

Still, analysts continue to hold their ground in saying the long-term forecast for the fuel is just fine and the spot price indicators seem to agree. TradeTech is still posting a long-term price indicator at US$95 a pound, so it's likely this softening isn't portentous of a major crash.

Analysts also agree that demand will likely again outstrip supply. And, scanning the day's headlines, one sees news in line with that prediction.
The Daily Times reported that South Korea and Ukraine have signed a deal cooperate in building nuclear power plants and developing uranium.

According to a memorandum of understanding, South Korea will help Ukraine build and operate nuclear power plants and Ukraine will, in turn, allow South Korea to join its uranium development projects.

Reuters also reported Tuesday that the United States and Russia have pledged to expand nuclear energy cooperation. The countries have agreed to make nuclear power available to other states and reduce nuclear weapons to the lowest possible levels.

Reuters also called Canada's Cameco Corporation a gold mine, but not thanks to its gold activity. The wire service was talking about the value of the high-grade uranium in the company's flagship McArthur River mine in northern Saskatchewan, which is currently producing an industry-best 21 per cent pure uranium ore.

Reuters said the mine is set to produce 18.7 million pounds of uranium this year. That's about 17 per cent of the world's supply.

Meanwhile, France's Areva, which owns 30 per cent of Cameco, is looking at a US$2 billion uranium enrichment project in the United States, according to French newspaper Les Echoes.

So it's not as if people are giving up on the fuel. The market is likely to remain slow through the summer, but lower prices will likely translate into opportunities to buy. It's difficult to say whether prices have already peaked, but with long-term projections stable, it's a matter of time before demand again gallops ahead of supply.

The Resource World Uranium Stock Index was down again today, closing at 1205.15, after dropping 8.79 points, but not all companies finished in the red Tuesday.

Notable movers included Lexam Exploration Inc., which enjoyed a gain of more than 12 per cent, moving up 11 cents to close at $1 amid news of its chairman and CEO Rob McEwen's appointment to the Order of Canada.

Sparton Resources Inc. soared 17 per cent to close at 41 cents, enjoying a high volume day following last week's announcement that it's granting options of 100,000 common shares to Bay Street Connect at a price of 37.5 cents a share.

Finally, Thunder Sword Resources Inc. gained 10 cents, or 13.5 per cent, to close at 85 cents after the release of a management discussion and analysis and favourable interim financial statements. The company reports it continues to explore, develop and exploit its resource properties, including its joint venture of prospective uranium claims in Saskatchewan's Athabasca Basin.

http://www.u3o8.biz/s/MarketCommentary.asp?ReportID=195187&_…

[heddog]

Down Then Up Then Down For Uranium
FN Arena News - July 05 2007

By Greg Peel

For the purpose of this article, all uranium price quotes can be read as US$/lb.

Uranium market speculators are no longer quite as confident. On seemingly a bet to nothing over the past two years, hedge funds and investment vehicles had allegedly increased their investment to around 20% of the known uranium oxide supply as spot prices ticked exponentially only up for 47 months straight to peak at $138 last month. While uranium has not been without company as most of the metal and mineral spectrum has enjoyed spectacular gains, it has been unusual in never having suffered a pullback during its run. Always in sight was the supposed benchmark that reactors could afford uranium up to $200 before nuclear power began to look uncommercial.

But we seem to have reached a stand-off on the road up, manifested by a sudden drop off in interest in buying in the spot market this last month. The spot uranium price has actually fallen to $135 according to two major industry consultants. There are those that believe an inevitable price pullback is upon us as utilities take a back seat and allow wobbly hedge funds to make a move while investment vehicles back off. Perhaps this is the real industry's way of teaching the cowboys a lesson. Or perhaps a $3 fall is all we'll see.

It depends who you talk to.


Source: Raymond James

There are however, certain market drivers accepted as fact by the industry. Firstly, demand will outstrip supply for some time yet. Secondly, supply is actually abundant but slow to move so eventually there will be a price pullback, perhaps as much as 50% or more. Beyond that, peak price forecasts range from around $150-175, although Macquarie analysts have famously said they "wouldn't be surprised" to see $200.

The analysts at Lehman Bros note that as at the end of May there were 437 commercial nuclear power plants operating in 30 countries across the globe, producing 370,040MW of electricity. This represents about 16% of the world's electricity needs. However, as electricity demand has grown dramatically, nuclear's share of world supply has remained stable at 16% since 1987. And this is despite today's reactors being 20% more efficient, and enrichment and reprocessing technology being much more advanced.

In addition to the 437 reactors, 30 more are under construction, 74 have been given approval and 182 more are proposed. Leading the charge are China, Japan, India and Russia. Reactors require the most uranium fuel at inception as the core is fired up. Thereafter about a third to a half of the core needs to be replaced every one to two years. At present core construction requires a lead time on uranium delivery of three years. By 2013 Lehmans forecast this will have stretched to four years.

In 2006, 60% of uranium supply came from mines, of which more than half was sourced from Canada, Australia and Kazakhstan. 35% of supply was provided from dismantled weapons and military and utility stockpiles in the US and Former Soviet Union. The remaining 5% came from reprocessing and re-enrichment - mainly in Europe.

Lehmans assumes global mine output will grow steadily by 3% per annum. The analysts have then added in the eventual start-up of the flooded Cigar Lake in Canada, the tripling of capacity at BHP Billiton's (BHP) Olympic Dam in South Australia, and a significant increase in production from Kazakhstan. On the other side of the ledger, secondary supply is expected to decline from 25,000t in 2006 to 5,000t by 2020. Reprocessing supply should quietly grow by 0.3% per annum.

In considering what all these inputs mean to the uranium spot price curve, Lehmans makes note that the actual spot market is very illiquid. Transactions of as little as 100,000/lb can shift the price and the much anticipated futures market has proven a failure to date. The behind the scenes reality of the uranium market is that utilities sign up for long term contracts with suppliers. Not much of the world's uranium trade actually passes through the spot market. The spot price is used as an indicator, but no long term deal will have recently been settled at anything like the prevailing spot.

Contracts are typically settled on "cap and floor" limits in deals over several years. The rise in price has meant the ball is now in the supplier's court in terms of price-setting, but anecdotal comments from the likes of global newcomer Paladin Resources (PDN) suggest utilities are not prepared to pay up to silly levels. More important in uranium price negotiations are considerations of the "long term" price, not spot.

Thus the scene is aptly set for the spot market to experience a blow-off top, if even for a short period. Realistically, while a few smaller utilities are forced to play the spot market game it will mostly be the investors and speculators meeting at the gym to rumble. The big suppliers and consumers will not need to attend.

One of the two recognised spot price monitors, UxC, made this observation yesterday:

"The downtick however, could be a sign of more weakness to come over the next few months. UxC believes that utilities are less likely to be motivated to purchase on the spot market over the next several months because they have no uncovered needs for the rest of the year and little for the first half of next year. Discretionary purchases by funds are beginning to look increasingly uncertain because limited upside potential is being met with seemingly increasing downside risk. On the sell side, sellers may be increasingly willing to make competitive offers. UxC cites sell pressures such as fiscal year-end, quota issues, cash flow inventory positions, as well as, a softening buying atmosphere."

Nevertheless, UxC still sees a higher price in 2008 - $153 to be precise - but that will be the peak. Forecast prices beyond are $125 (2009), $80 (2010), $65 (2011) and $50 (2012).

Canadian brokerage Raymond James is forecasting a largely identical curve. The following graph suggests longer term forecasts remain pretty much intact despite a slightly higher peak price prediction than was previously considered.





Commodities
Down Then Up Then Down For Uranium
FN Arena News - July 05 2007

By Greg Peel

For the purpose of this article, all uranium price quotes can be read as US$/lb.

Uranium market speculators are no longer quite as confident. On seemingly a bet to nothing over the past two years, hedge funds and investment vehicles had allegedly increased their investment to around 20% of the known uranium oxide supply as spot prices ticked exponentially only up for 47 months straight to peak at $138 last month. While uranium has not been without company as most of the metal and mineral spectrum has enjoyed spectacular gains, it has been unusual in never having suffered a pullback during its run. Always in sight was the supposed benchmark that reactors could afford uranium up to $200 before nuclear power began to look uncommercial.

But we seem to have reached a stand-off on the road up, manifested by a sudden drop off in interest in buying in the spot market this last month. The spot uranium price has actually fallen to $135 according to two major industry consultants. There are those that believe an inevitable price pullback is upon us as utilities take a back seat and allow wobbly hedge funds to make a move while investment vehicles back off. Perhaps this is the real industry's way of teaching the cowboys a lesson. Or perhaps a $3 fall is all we'll see.

It depends who you talk to.

Source: Raymond James

There are however, certain market drivers accepted as fact by the industry. Firstly, demand will outstrip supply for some time yet. Secondly, supply is actually abundant but slow to move so eventually there will be a price pullback, perhaps as much as 50% or more. Beyond that, peak price forecasts range from around $150-175, although Macquarie analysts have famously said they "wouldn't be surprised" to see $200.

The analysts at Lehman Bros note that as at the end of May there were 437 commercial nuclear power plants operating in 30 countries across the globe, producing 370,040MW of electricity. This represents about 16% of the world's electricity needs. However, as electricity demand has grown dramatically, nuclear's share of world supply has remained stable at 16% since 1987. And this is despite today's reactors being 20% more efficient, and enrichment and reprocessing technology being much more advanced.

In addition to the 437 reactors, 30 more are under construction, 74 have been given approval and 182 more are proposed. Leading the charge are China, Japan, India and Russia. Reactors require the most uranium fuel at inception as the core is fired up. Thereafter about a third to a half of the core needs to be replaced every one to two years. At present core construction requires a lead time on uranium delivery of three years. By 2013 Lehmans forecast this will have stretched to four years.

In 2006, 60% of uranium supply came from mines, of which more than half was sourced from Canada, Australia and Kazakhstan. 35% of supply was provided from dismantled weapons and military and utility stockpiles in the US and Former Soviet Union. The remaining 5% came from reprocessing and re-enrichment - mainly in Europe.

Lehmans assumes global mine output will grow steadily by 3% per annum. The analysts have then added in the eventual start-up of the flooded Cigar Lake in Canada, the tripling of capacity at BHP Billiton's (BHP) Olympic Dam in South Australia, and a significant increase in production from Kazakhstan. On the other side of the ledger, secondary supply is expected to decline from 25,000t in 2006 to 5,000t by 2020. Reprocessing supply should quietly grow by 0.3% per annum.

In considering what all these inputs mean to the uranium spot price curve, Lehmans makes note that the actual spot market is very illiquid. Transactions of as little as 100,000/lb can shift the price and the much anticipated futures market has proven a failure to date. The behind the scenes reality of the uranium market is that utilities sign up for long term contracts with suppliers. Not much of the world's uranium trade actually passes through the spot market. The spot price is used as an indicator, but no long term deal will have recently been settled at anything like the prevailing spot.

Contracts are typically settled on "cap and floor" limits in deals over several years. The rise in price has meant the ball is now in the supplier's court in terms of price-setting, but anecdotal comments from the likes of global newcomer Paladin Resources (PDN) suggest utilities are not prepared to pay up to silly levels. More important in uranium price negotiations are considerations of the "long term" price, not spot.

Thus the scene is aptly set for the spot market to experience a blow-off top, if even for a short period. Realistically, while a few smaller utilities are forced to play the spot market game it will mostly be the investors and speculators meeting at the gym to rumble. The big suppliers and consumers will not need to attend.

One of the two recognised spot price monitors, UxC, made this observation yesterday:

"The downtick however, could be a sign of more weakness to come over the next few months. UxC believes that utilities are less likely to be motivated to purchase on the spot market over the next several months because they have no uncovered needs for the rest of the year and little for the first half of next year. Discretionary purchases by funds are beginning to look increasingly uncertain because limited upside potential is being met with seemingly increasing downside risk. On the sell side, sellers may be increasingly willing to make competitive offers. UxC cites sell pressures such as fiscal year-end, quota issues, cash flow inventory positions, as well as, a softening buying atmosphere."

Nevertheless, UxC still sees a higher price in 2008 - $153 to be precise - but that will be the peak. Forecast prices beyond are $125 (2009), $80 (2010), $65 (2011) and $50 (2012).

Canadian brokerage Raymond James is forecasting a largely identical curve. The following graph suggests longer term forecasts remain pretty much intact despite a slightly higher peak price prediction than was previously considered.

More bullish Lehman Bros analysts are pitching for the peak to be reached around early 2009 at $160-175 before an orderly decline commences.

Deutsche Bank analysts recently updated their forecasts quite aggressively, suggesting an average price of $156.30 in 2008 and an average of $175 in 2009 (that's an average, not a peak). Three months ago Deutsche's equivalent forecast was $105. However, the analysts see 2010 as crunch year with sudden supply forcing the average to crash to $95.

FNArena tabled several local broker's forecasts in March, and arrived at a forecast average of $89 for 2008 and $78 for 2009. Contributors were GSJB Were, Macquarie, JP Morgan, Merrill Lynch, ABN Amro, Citi and Deutsche. The highest price anyone came up with was $130, and that was Were's each-way-bet "high case" scenario. The lowest high was Citi at $73, and for reasons known only to Alan Heap, Citi maintains a 2007 average forecast in the $70s.

What is an investor to make of all of this? Probably that analysts are by their nature reactive rather than proactive. One thing is certain and that is that in three months the world has not suddenly built a whole lot of new reactors out of the blue. If there are any changes in that time its been the flooding of Energy Resources of Australia's (ERA) Ranger mine and a failure by the Australian Labor party opposition to resolve any national uranium mining policy. (The states are still permitted to make their own call, meaning its a No from Western Australia's Alan Carpenter and a No from the Queensland coal union through spokesman Peter Beattie. Not even South Australia is a certainty for expansion beyond existing mines at present).

But on the flipside we've learnt of some aggressive offshore ramp-up plans from Rio Tinto (RIO) and others. Just about everything else, including Cameco's soggy Cigar, has been consistent over the period.

The other consistency has been the longer term forecast uranium price, which remains at a consensus $50. This, incidentally, more accurately represents the sort of benchmark the real uranium market players use for their long term contract pricing.

The best uranium sector investors can do at this point is to focus on production rather than price. If the spot price does take a short term dive, then it will be the thin-air explorers and wannabe's amongst the pack that will find vacuums underneath their share prices. Those with proven reserves may lose some euphoria premium, if they haven't already, but will then emerge as the solid investments as the demand/supply equation stamps its mark on an otherwise speculative market.

http://www.fnarena.com/index2.cfm?type=dsp_newsitem&n=9509B4…

[heddog]

Cigar Lake verzögert sich weiter -falls es überhaupt jemals zur Produktion kommen sollte- , die Uran-Aktien -außer Cameco- freuts...

[heddog]

Cameco's flooded mine may not open until 2011

Saskatoon-based Cameco Corp. says its big Cigar Lake uranium mine — set for a 2008 startup before it was flooded last year — may not open until 2011.

Cameco, the world's biggest uranium producer, had hoped to get the northern Saskatchewan mine operating in 2010.

Its share price fell $1.50 to $52.83 on the Toronto Stock Exchange on Wednesday before it issued a late-afternoon statement about the possible delay. The stock opened 15 cents lower on Thursday but quickly moved back above the Wednesday close.

The flooding, which happened when bulkhead doors failed to hold back water after a rockslide, boosted share prices of rival producers that stand to benefit with the Cigar Lake supply off the market.

In the statement, Cameco chief operating officer Tim Gitzel also said "regulators have made it clear that we need to demonstrate improvements in our quality culture" after investigations of the disaster.

"Cigar Lake is a challenging deposit to develop and mine," the statement said. "These challenges include control of groundwater, weak ground formations and radiation protection."

Cameco now expects it will need "a number of additional months" to seal the inflow and dewater the mine, the statement said.

"In addition, in order to ensure a more conservative approach, we and our partners are examining whether an alternative route out of the mine is required prior to beginning excavation in areas at elevated risk of water inflow, and whether the second shaft needs to be completed to provide additional underground ventilation."

http://www.cbc.ca/money/story/2007/07/12/cameco-cigar.html

[heddog]

Uravan Minerals Inc. - Boomerang Uranium Project - 2007 Drilling Commences
TSXV: UVN

CALGARY, July 16 /CNW/ - Uravan Minerals Inc. ("Uravan") and Cameco
Corporation ("Cameco") commenced a 5000 meter widely-spaced reconnaissance
diamond drill program on the Boomerang Uranium Project, Southwest Thelon
Basin, NT. Commensurate with drilling operations a 1000 square kilometer
geological and structural mapping program and a 2500 square kilometer surface
geochemical sampling program have also begun.
Prior to drilling operations, drill targets were selected along the F-
and G- conductive trends using the interpreted 2005 and 2006 airborne MEGATEM
(merged) geophysical data. To define specific drill targets, a ground
geophysical survey was completed by Quantec Geosciences Ltd during April and
May 2007. The ground geophysical survey employed a TDEM (Time Domain
Electromagnetic) large fixed-loop technique over the most favorable MEGATEM
conductive 'peaks'. A total of 22 high priority conductive-sites were surveyed
using two survey-lines, 200 meters apart, oriented approximately NW-SE. The
survey-lines were 1000 or 2000 meters long incorporating two 800 x 400 meter
transmitter-loops positioned at the end of the lines.
The F- and G- conductive trends (including the G-extension and H series
conductors) are two major subparallel basement-hosted EM conductive anomalies
that were identified from a 2005 and 2006 airborne MEGATEM geophysical survey.
Based on the interpretive work from the merged 2005 and 2006 MEGATEM
geophysical data, both anomalous conductive trends have substantial strike
lengths, individually measuring about 50 kilometers and striking in a
northeast direction across the entire northern Boomerang uranium property. The
F- and G-conductive trends (including their extensions) are 2 to 3 kilometers
wide and lie within broader structural corridors that are comprised in part of
prospective graphite-bearing pelitic metasedimentary basement rocks that
underlie sandstones of the Thelon Basin. The F- and G- conductive trends
(including their extensions) are interpreted to be major basement-hosted
conductive anomalies that have the potential to host unconformity-type uranium
deposits analogous to the high-grade unconformity uranium deposits of the
Athabasca Basin.
The surface geochemical program will be conducted over the southern
portion of the Boomerang property, measuring approximately 2500 square
kilometers. Both water and vegetation samples will be collected on a 1 km x
1 km grid, covering both basin and basement domains. All samples collected
will undergo multi-element geochemical analysis. The results of this program
will be used along with existing airborne geophysical surveys and mapping
program to determine drill targets for 2008.
The geological and structural mapping program is focused on: (1) the
structural interpretation of known basement inliers occurring in the Thelon
basin domain in the northeastern area of the Boomerang uranium property and
(2) mapping the aerially extensive basement landholding making up the southern
part of the Boomerang property. Mapping of the basement inliers is designed to
supply structural data to enhance the interpretation of the G-extension
conductors and to provide additional information to improve the location of
drill targets coincident with geophysical anomalies. Mapping of basement
metasedimentary domains adjacent to the southwest Thelon Basin is designed to
develop an understanding of the structural and metamorphic history of these
basement terrains in order to better interpret the prospective sub Thelon
basement to the east. This basement mapping and interpretative subsurface
mapping will be complimented by the surface geochemical sampling program,
discussed above.
Uravan currently holds an approved Land Use Permit (LUP) for the
Boomerang project and has commence drilling operations as planned. Uravan has
also submitted two additional LUP applications that will extend the existing
LUP to cover the most northerly extensions of the F- and G-conductive trends.
In the Northwest Territories and specifically the upper Thelon Basin watershed
region, where Uravan is actively exploring its Boomerang uranium project, the
LUP approval process has become more arduous and difficult to complete. Uravan
has been persistent and diligent in moving its LUP applications forward and
believes it is a leader in building positive relationships with its aboriginal
neighbors and stakeholders in the area. However, Uravan has no control over
the LUP process and hence there is no guarantee Uravan will be granted
approval of its new LUPs in the time frame required to complete all of its
drilling objectives this season.
The Boomerang uranium project is located about 300 miles east of
Yellowknife, NT and consists of 5 mineral leases and 253 contiguous mining
claims covering about 647,003 acres located along the southwestern margin of
the Thelon Basin, NT. The Boomerang Uranium Project is a joint exploration
effort between Cameco and Uravan whereby Uravan granted Cameco an option to
earn 60% interest in the Boomerang uranium property by funding an aggregate of
$10,000,000. Uravan is currently the operator with the responsibility to plan,
organize and carry out exploration programs on the Boomerang property in
consultation with and on behalf of Cameco. Cameco is expected to fund 100% of
the 2007 exploration expenditure.
This press release has been prepared under the supervision of Dr. Allan
Miller, P. Geo., and a Qualified Person as defined by National instrument
43-101.

[noch-n-zocker]

In der aktuellen Ausgabe des Rohstoff-Spiegels


http://www.rohstoff-spiegel.de/count.php?url=rs_2007-15.pdf

ist auf Seite 11 ein Artikel über Augen Capital in dem auch Uravan als eine der größten Positionen des Resource Strategy Funds erwähnt wird.

Im Vergleich zu anderen Uranwerten hält sich die Aktie super, mehr kann man im aktuellen Umfeld wohl nicht erwarten.

[heddog]

Uravan ist derzeit mit knapp 19% die mit Abstand größte Position in diesem Fund. (die 2. größte Position ist mit 8,5 Prozent gewichtet).

So eine krasse Übergewichtung wird schon ihren Grund haben...

[heddog]

Schon eindrucksvoll, wie sich UVN hält während fast alles andere was mit Uran zu tun hat seit den letzen Wochen teilwiese riesige Verluste verzeichnet...

[Schnuckelinchen]

Antwort auf Beitrag Nr.: 31.104.105 von heddog am 09.08.07 21:40:25

Ach, findest Du?

[heddog]

Antwort auf Beitrag Nr.: 31.334.501 von Schnuckelinchen am 29.08.07 20:37:18

Ja, am 09.08.07 fand ich das so

[heddog]

Die neue Uravan Website ist online !

[Popeye82]

[heddog]

Mal wieder ein paar Lebenszeichen von UVN...

[heddog]

Uravan Announces Extension

TSXV: UVN

CALGARY, Oct. 5 /CNW/ - Uravan Minerals Inc. (UVN-TSXV) (the "Uravan")
announces that it has executed an agreement to extend its option to earn an
undivided 100% percent right, title interest in and to certain mineral claims
held by Claude Resources Inc.
The option extension agreement provides that the original expiry date of
the agreement of November 30, 2008 will be extended to November 30, 2013. To
earn its right, Uravan must carry out $150,000 worth of exploration
expenditures on the claim (mineral disposition S-106565) by November 30, 2011
and complete a feasibility report upon completion of such expenditures prior
to November 30, 2013. In consideration for agreeing to the extension, the
Corporation has agreed to issue 50,000 common shares of Uravan to Claude
Resources Inc. at present market price. This claim makes up part of Uravan's
13,364 hectare Rottenstone nickel-copper-platinum group element property
located in northern Saskatchewan.

About Uravan Minerals Inc.
--------------------------
Uravan Minerals Inc. ("Uravan") is a Calgary, Alberta based mineral
exploration company specializing in uranium, base metal (nickel, copper) and
precious metal (gold, platinum, and palladium) exploration. Uravan's principal
assets are the Boomerang uranium project, the Garry Lake uranium property and
the Rottenstone Nickel-Copper-PGE project. Due to the increase in the uranium
spot prices, going from $7.10 per pound U(3)O8 in 2000 to $75.00 recently,
Uravan has focused on exploration for potential high-grade unconformity-type
uranium deposits on its joint Cameco-Uravan Boomerang uranium project and its
Garry Lake uranium project plus acquiring additional uranium properties in
other potential geological domains. Uravan is a publicly listed company on the
TSX Venture Exchange under the trading symbol UVN. Uravan has 26,557,614
shares outstanding and approximately $11.0 million in working capital. All of
the mineral properties Uravan owns are considered in the exploration stage of
development.

This press release may contain forward looking statements including those
describing the Company's future plans and the expectations of management that
a stated result or condition will occur. Any statement addressing future
events or conditions necessarily involves inherent risk and uncertainty.
Actual results can differ materially from those anticipated by management at
the time of writing due to many factors, the majority of which are beyond the
control of the Company and its management.

The TSX Venture Exchange has not reviewed and does not accept
responsibility for the adequacy or accuracy of this release.




For further information: Larry Lahusen, President, Uravan Minerals Inc.,
Tel: [phone], Fax: [phone], Email: [e-mail],
Website: uravanminerals.com

[heddog]

Uravan Announces New President

TSXV: UVN

CALGARY, Oct. 9 /CNW/ - The Board of Directors of Uravan Minerals Inc
("Uravan") (TSXV: UVN) is pleased to announce the appointment of Mr. James
Marlatt as the new President, Chief Operation Officer (COO) and Director of
Uravan Minerals Inc. This appointment will become effective December 1, 2007
and has been made as an on going effort to add new knowledge, depth and
diversification to Uravan's management team. Mr. Larry Lahusen, the current
President and Chief Executive Officer (CEO) of Uravan will continue as CEO and
Chairman of the Board (the "Executive Chairman"). James Marlatt and Larry
Lahusen will work closely to develop new uranium exploration strategies and to
advance potential acquisitions, opportunities and creative ideas for Uravan's
exploration success.
Mr. James Marlatt is a Professional Engineer holding a Bachelor of
Science Degree with Honors in Geological Engineering, with a specialization in
geophysics, from Queen's University (1978), and an Executive MBA from
Athabasca University (2005). Jim is a strong proponent of leadership
development, is a Certified Executive Coach, and is pursuing a PhD in Human
and Organization Development at Fielding Graduate University. Jim has been
practicing as an exploration geologist for over 30 years, primarily as an
exploration manager for Cameco Corporation. Jim has extensive experience in
uranium exploration and was the project and senior geologist responsible for
the development and management of technical programs leading to the discovery
of Cameco's McArthur River uranium deposit in 1988. From 1995 to 2000, Jim was
the Exploration Manager for Cameco Australia where he developed a regional
operation and exploration team, was responsible for building stakeholder
relationships, and negotiated land access agreements with the Traditional
Owners. In 2001, Jim became Cameco's Manager of Technical Services for
exploration. From 2002 to 2007, Jim became Director of Global Exploration
where he and his technical team were responsible for building Cameco's
worldwide uranium project portfolio. Jim has been a public director of
mid-tier and junior resource companies. Jim has particular expertise in
developing joint venture opportunities, exploration programs, and specialist
knowledge in the exploration for uranium deposits, and extensive experience in
developing applied industry-university collaborative research initiatives.
The Board of Directors of Uravan supports and welcomes James Marlatt to
the Uravan team and Larry Lahusen comments, "I believe Jim will provide strong
leadership, many creative ideas and guidance on all levels of Uravan's
activities; and, with Jim's presence, Uravan and Cameco will develop an even
stronger business relationship going forward".
Mr. Marlatt will become fully active with Uravan on December 1, 2007. The
Board of Directors of Uravan intend to grant Mr. Marlatt a signing bonus of
100,000 Uravan common shares (the "Shares") at the present market price and
300,000 common share purchase options ("Stock Options") pursuant to Uravan's
incentive stock option plan (the "Plan"). Each Stock Option can be exercised
into common shares of the Uravan at an exercise price of $0.86 per share. The
term of the Stock Options granted under the Plan will be five years. The grant
of Shares and Stock Options are subject to receipt of all required regulatory
approvals including that to the TSX Venture Exchange.

About Uravan Minerals Inc.
--------------------------
Uravan Minerals Inc. ("Uravan") is a Calgary, Alberta based mineral
exploration company specializing in uranium, base metal (nickel, copper) and
precious metal (gold, platinum, and palladium) exploration. Uravan's principal
assets are the Boomerang uranium project, the Garry Lake uranium property and
the Rottenstone Nickel-Copper-PGE project. Due to the increase in the uranium
spot prices, going from $7.10 per pound U3O8 in 2000 to $75.00 recently,
Uravan has focused on exploration for potential high-grade unconformity-type
uranium deposits on its joint Cameco-Uravan Boomerang uranium project and its
Garry Lake uranium project plus acquiring additional uranium properties in
other potential geological domains. Uravan is a publicly listed company on the
TSX Venture Exchange under the trading symbol UVN. Uravan has 26,557,614
shares outstanding and approximately $11.0 million in working capital. All of
the mineral properties Uravan owns are considered in the exploration stage of
development.

This press release may contain forward looking statements including those
describing the Corporation's future plans and the expectations of management
that a stated result or condition will occur. Any statement addressing future
events or conditions necessarily involves inherent risk and uncertainty.
Actual results can differ materially from those anticipated by management at
the time of writing due to many factors, the majority of which are beyond the
control of the Corporation and its management.

The TSX Venture Exchange has not reviewed and does not accept
responsibility for the adequacy or accuracy of this release.




For further information: Larry Lahusen, Executive Chairman, Uravan
Minerals Inc., Tel: [phone], Email: [e-mail],
Website: www.uravanminerals.com

[heddog]

Oct 10, 2007 (M2 PRESSWIRE via COMTEX)
At www.pinnacledigest.com we study the markets, tirelessly searching for viable investments and companies with news we believe to be influential to their development. Our site is a true investor community, built for the retail investor.

Uravan Minerals Inc (TSX-V: UVN |experienced a 2.33% jump in share value Tuesday along with 7,500 shares traded. On October 9th they announced the appointment of Mr. James Marlatt as their new President, Chief Operation Officer (COO) and Director of Uravan Minerals Inc. This is a major development in respect to Uravan's history and has spurred a review by our researchers at PinnacleDigest. Our evaluation of this development has begun and we are focused on Mr. Marlatt's potential influence over the company.

[roku83]

hallo uvn gemeinde,

Nov 08/07 Nov 01/07 Lahusen, Larry Direct Ownership Common Shares 10 - Acquisition in the public market 7,500 $0.780

Nov 08/07 Oct 29/07 Lahusen, Larry Direct Ownership Common Shares 10 - Acquisition in the public market 5,500 $0.690

Oct 29/07 Oct 23/07 Lahusen, Larry Direct Ownership Common Shares 10 - Acquisition in the public market 24,500 $0.800

Oct 29/07 Oct 29/07 Renner, Theodore Direct Ownership Common Shares 10 - Acquisition in the public market 100,000 $0.700

Oct 12/07 Oct 04/07 Renner, Theodore Direct Ownership Options 50 - Grant of options 150,000 $1.630

Oct 11/07 Apr 02/03 Renner, Theodore Direct Ownership Options 00 - Opening Balance-Initial SEDI Report

Oct 09/07 Oct 03/07 Lahusen, Larry Direct Ownership Options 50 - Grant of options 135,000 $1.630

Oct 09/07 Sep 24/07 Lahusen, Larry Direct Ownership Common Shares 10 - Acquisition in the public market 10,000 $0.810

Oct 09/07 Sep 20/07 Lahusen, Larry Direct Ownership Common Shares 10 - Acquisition in the public market 10,000 $0.820

Oct 09/07 Aug 29/07 Lahusen, Larry Direct Ownership Common Shares 10 - Acquisition in the public market 10,000 $0.820

[heddog]

Uravan Minerals Inc. - Boomerang Uranium Property Update

TSXV: UVN

CALGARY, Nov. 23 /CNW/ - Uravan Minerals Inc. ("Uravan") and Cameco
Corporation ("Cameco") recently completed a multi-phased exploration program
on the Boomerang Uranium Project, Southwest Thelon Basin, Northwest
Territories (NT). This exploration program consisted of:

<<
- The completion of multiple Fixed-Loop TDEM (Time Domain
Electromagnetic) surveys over individual EM (electromagnetic)
conductive 'peaks' located along the F, G, G extension and H
conductive trend. In total 120.4 line kilometers were complete on 22
individual 'peak' EM targets; each target was profiled using
500 meter X 800 meter grids. These conductive trends and EM 'peak'
anomalies were interpreted based on a previously completed MEGATEM
airborne geophysical survey.

- The completion of 5 reconnaissance diamond drill holes (BL07-67, 68,
69, 70, 72) amounting to 1882.40 meters drilled. Specific drill
targets were selected based on the results of the multiple Fixed-Loop
ground TDEM geophysical survey technique as noted above.

- A 2000 square kilometer surface geochemical sampling program covering
the southern part of the Boomerang property. Lake water and surface
vegetation samples were collected on a 1 kilometer x 1 kilometer pre-
established GPS grid resulting in the collection of 605 lake water
samples and 985 vegetation samples over the area noted above. All
samples (water and vegetation) are being analyzed by Acme Analytical
Laboratories Ltd, Vancouver, B.C. using a specified trace element
analytical package designed to determine uranium pathfinder
geochemical anomalies and trends.

- A 100 sample reconnaissance orientation soil sampling program.

- Geological and structural mapping program over select areas on the
property.
>>

The F- and G- conductive trends (including the G-extension and H series
conductors) are two major subparallel basement-hosted EM conductive anomalies
that were identified from a 2005 and 2006 airborne MEGATEM geophysical survey.
Based on the interpretive work from the merged 2005 and 2006 MEGATEM
geophysical data, both anomalous conductive trends have substantial strike
lengths, individually measuring greater than 50 kilometers and striking in a
northeast direction across the entire northern Boomerang uranium property. The
F- and G-conductive trends (including their extensions) are 2 to 3 kilometers
wide and lie within broader structural corridors that are comprised in part of
prospective graphite-bearing pelitic metasedimentary basement rocks that
underlie sandstones of the Thelon Basin. The F- and G- conductive trends
(including their extensions) are interpreted to be major basement-hosted
conductive anomalies that have the potential to host unconformity-type uranium
deposits analogous to the high-grade unconformity uranium deposits of the
Athabasca Basin.
The 2007 drill program focused on the G-conductive trend with individual
drill holes located on 'peak' conductive images using widely-spaced drill
patterns (~2000m). All 2007 drill holes were gamma probed subsequent to
completion and all cored intervals were extensively sampled through the Thelon
sandstone and basement rock sections and submitted for major oxides and trace
elements analysis. The analytical work is currently in process, the results of
which will be used for interpretive work to refine future drill-hole targets.
Based on field spectrometer measurements no major uranium mineralization was
intersected in the 2007 drill program, however, drill data collected continues
to expand Uravan's and Cameco's technical understanding and uranium bearing
potential of the G- and F-Tend corridors.
The 2006 and 2007 drill programs have explored about eight (8) kilometers
of the greater than 50 kilometer long corridor that includes the G-Trend and
its laterally continuous G-Extension to the northeast. These drilling programs
have confirmed that the Thelon sandstone - basement unconformity contact
comprising the area associated with the G-Trend, G-Trend Extension and F-Trend
has been significantly faulted thus providing a conduit for post-Thelon
hydrothermal fluids along reactivated structures. Evidence of these events is
observed in the intense sandstone 'bleaching', and importantly, the
identification in the 2006 and 2007 drill results of illite-enriched clay
alteration hosted in the basal Thelon sandstone-conglomerate section at the
unconformity along the G- and F-Trends. The illite-enriched sections
associated with reactivated structures at the unconformity contact are 'key'
alteration and structural components associated with uranium mineralization in
the Athabasca Basin. The recognition in 2007 that a pervasively illitized
sandstone section is present in the G-Trend conclusively upgrades the
potential of the G-Trend structural corridor. This illitic sandstone sequence
remains open along trend to the northeast.
Exploration planning for 2008 will focus on additional reconnaissance
drilling to the northeast on the G-Trend, G-Extension and H series conductors
using the same drill targeting procedure as noted above. Given this objective,
Uravan's greatest challenge for 2008 will be to: (1) increase the number of
drill holes in the available season and (2) gain access to the most
technically favorable land areas with approved land use permits (LUP).
It is Uravan's objective to increase the drilling season on the Boomerang
project from the current 2 to 3 months to 6 months (April - September), reduce
the use of aircraft by developing a land-based operation and to increase the
efficiency of the drilling operation with the use of owner operated drilling
equipment and personnel. This strategy will be developed over the next year
with the objective to increase the meters drilled per season, cost
effectively, from the current 1700 meter average to +5000 meter average.
In the Northwest Territories (NT) and specifically the upper Thelon River
watershed region, where Uravan is actively exploring its Boomerang uranium
project, the LUP approval process has become more arduous and difficult to
complete due to 'public concern' issues raised by the Aboriginal communities
and other non-government organizations (NGOs). Therefore, Uravan's efforts to
gain access to land areas covered by its Boomerang property that provides
potential for uranium discovery has become more challenging. Although Uravan
holds an approved Land Use Permit (LUP) for its Boomerang project, this permit
expires in May 2008 and does not cover a number of favorable areas that
require drill testing. To obtain drilling access to favorable un-permitted
areas, Uravan submitted two new LUP applications in late April 2007 to the
Mackenzie Valley Land and Water Board (MVLWB) that would provide LUP coverage
over the northerly extension of the F- and G-conductive trends (i.e.
G-extension and H series conductors).
As noted in previous press releases, in August 2007 the MVLWB determined
there was cause for 'potential public concern', based on comments received
from the Aboriginal communities regarding Uravan's LUP applications. Based on
'public concern' issues the MVLWB referred the Uravan LUPs to the Mackenzie
Valley Environmental Impact Review Board (the "Review Board") for an
environmental assessment (EA), pursuant to the Mackenzie Valley Resource
Management Act. The scope and work plan of the EA is presently being
determined by consultation with Uravan, Aboriginal community interests, and
the Review Board. However, Uravan has no control over the scheduling of these
procedures and corresponding activities and, therefore, cannot be certain its
2008 exploration plans and objectives on the Boomerang uranium project can be
met in the time frame required. Also, Uravan believes its EA process may be
complicated and potentially compromised by the recent approval by the Minister
of Indian and Northern Affairs Canada (INAC) of the Review Board's
recommendation to reject Ur-Energy's LUP application on a property located in
the area of the Boomerang property.
The Boomerang uranium project is located about 300 miles east of
Yellowknife, NT and consists of 5 mineral leases and 253 contiguous mining
claims covering about 647,003 acres located along the southwestern margin of
the Thelon Basin, NT. The Boomerang Uranium Project is a joint exploration
effort between Cameco and Uravan whereby Uravan granted Cameco an option to
earn 60% interest in the Boomerang uranium property by funding an aggregate of
$10,000,000. Uravan is currently the operator with the responsibility to plan,
organize and carry out exploration programs on the Boomerang property in
consultation with and on behalf of Cameco.

This press release has been prepared under the supervision of Dr. Allan
Miller, P. Geo., and a Qualified Person as defined by National instrument
43-101.

About Uravan Minerals Inc.
--------------------------
Uravan Minerals Inc. ("Uravan") is a Calgary, Alberta based mineral
exploration company specializing in uranium, base metal (nickel, copper) and
precious metal (gold, platinum, and palladium) exploration. Uravan's principal
assets are the Boomerang uranium project, the Garry Lake uranium property and
the Rottenstone Nickel-Copper-PGE project. Due to the persistent increase in
the spot uranium prices, going from $7.10 per pound U3O8 in 2000 to $92.00
recently, Uravan has become highly focused in pursuing exploration for
potential high-grade unconformity-type uranium deposits on its joint
Cameco-Uravan Boomerang uranium project and its Garry Lake uranium project
plus acquiring additional uranium properties in other potential geological
domains. Uravan is a publicly listed company on the TSX Venture Exchange under
the trading symbol UVN. Uravan has 26,557,614 shares outstanding and
approximately $11.0 million in working capital. All of the mineral properties
Uravan owns are considered in the exploration stage of development.

[heddog]

Tja, bleibt zu hoffen, dass die gewünschten LUP`s genehmigt werden...

[heddog]

Bessere Nachrichten gibts dafür von Garry Lake:


Uravan Minerals Inc. Update - Garry Lake Uranium Property

TSXV: UVN

CALGARY, Nov. 28 /CNW/ - In 2007 Uravan Minerals Inc. ("Uravan")
(TSXV: UVN) completed a multi-phased airborne geophysical survey plus created
a GIS database by compiling all historic geological, structural and surface
geochemical data over the Garry Lake uranium property, northern Thelon Basin,
Nunavut (NU). The interpretation and integration of these multiple data sets
have identified a number of uranium anomalies and trends that highlights
specific drill targets to be tested in 2008. The work completed is summarized
below:

<<
- Helicopter borne high-resolution electromagnetic (EM) survey using
Aeroquest Limited proprietary Aerotem III system consisting of
controlled traverses on 400 meter line-spacing resulting in a
7,325 line-kilometer survey.

- Fixed-wing high-resolution airborne survey by Terraquest Ltd
consisting of Aeromagnetic, Horizontal Gradiometer and Radiometric
geophysical surveys. A total of 10,446.3 line-kilometers were
surveyed using controlled traverses on 400 meter line-spacing.

- The creation of a GIS database based on the research and compilation
of all historical geological, structural and surface geochemical data
over about 7000 square kilometers in the Garry Lake area. The
historical geochemical data base consists of approximately 6800
geochemical sample points, consisting of uranium in lake water and
lake sediment sample data.
>>

The multi-phased airborne geophysical surveys as noted above have
identified certain basement hosted conductors and structures coincident with a
number of surface geochemical trends, radiometric anomalies, basin and
basement geology and other alteration features that seem to occur in the
overlying Thelon sandstone. The interpretation and integration of the
geophysical survey data and the geological-structural-geochemical database has
provided Uravan's technical team with a number coincident anomalies and trends
for selecting drill targets that appear favourable for sandstone and
basement-hosted unconformity-related uranium mineralization.
In 2008 Uravan plans a multi-phase exploration program consisting of
further surface geochemical sampling, structure-geological mapping and to
ground-truth specific anomalies and trends, additional ground geophysics
followed by diamond drilling. In preparation for the drill program on the
Garry Lake property, Uravan purchased a helicopter-flyable Boyles A25 diamond
drill and auxiliary equipment, which is currently stacked in Baker Lake, NU.
It is Uravan's plan to position the diamond drill plus camp to the Garry Lake
property this winter in preparation for the multi-phased exploration program
in the spring and summer of 2008. This drill program will represent the first
exploration on this prospective property since its discovery in the 1980s.
The most significant results from historical exploration activity on the
Garry Lake uranium property were the discovery of 19 uraniferous boulders that
define a 3 kilometer long dispersal train. The 19 uraniferous boulders were
discovered by Kidd Creek Minerals in 1981, which yielded assays ranging from
0.87% U3O8 to 27.12% U3O8 with an average of 7.19% U3O8. Uranium soil
anomalies collected in the area define the geometry of this train, and also
suggest the presence of a second uraniferous boulder train located several
hundred meters to the west of the original train. This uraniferous boulder
train is oriented parallel to the interpreted ice flow direction of 330
degrees and located near the erosional edge of the northern Thelon Basin. The
elemental signature of individual mineralized boulders is
U-Pb-Se-Te-Ag-Cu-As-S. This polymetallic elemental signature along with the
carbonate gangue and clay alteration composition of the boulders indicates
that this mineralization belongs to the fracture-controlled basement hosted
unconformity-related uranium deposit type (Miller, 1996). This surface
polymetallic unconformity-type mineralization is hosted in favourable basement
metasedimentary rocks belonging to the lower Proterozoic Amer Group, which is
in part overlain by coarse-grained fluvial clastic rocks of the Thelon
Formation.
The Garry Lake property consists of 355 mineral claims in the NE Thelon
Basin, NU totaling 829,170 acres. The property covers the northern faulted
margin of the Thelon Basin and extends southward into the basin. The Thelon
sandstone - basement contact remains highly prospective for unconformity-type
uranium mineralization and the discovery of high-grade uranium deposits. The
high potential for additional uranium discoveries within the Thelon Basin is
supported and strengthened by striking similarities in sedimentology,
diagenesis and pro- and retrograde evolution of the basement complexes when
compared to similar features for the Athabasca Basin. Uranium mineralization
occurring at the unconformity on Uravan's Boomerang Lake property and the
Kiggavik-Andrews Lake basement-hosted mineralization, which occurs near and
beneath the sub-Thelon paleosurface, remain the preferred high priority
targets for uranium exploration in the Thelon Basin.

This press release has been prepared under the supervision of Dr. Allan
Miller, P. Geo., and a Qualified Person as defined by National instrument
43-101.

About Uravan Minerals Inc.
--------------------------
Uravan Minerals Inc. ("Uravan") is a Calgary, Alberta based mineral
exploration company specializing in uranium, base metal (nickel, copper) and
precious metal (gold, platinum, and palladium) exploration. Uravan's principal
assets are the Boomerang uranium project, the Garry Lake uranium property and
the Rottenstone Nickel-Copper-PGE project. Due to the persistent increase in
the uranium prices, going from $7.10 per pound U3O8 in 2000 to $92.00
recently, Uravan has become highly focused in pursuing exploration for
potential high-grade unconformity-type uranium deposits on its joint
Cameco-Uravan Boomerang uranium project and its Garry Lake uranium project
plus acquiring additional uranium properties in other potential geological
domains. Uravan is a publicly listed company on the TSX Venture Exchange under
the trading symbol UVN. Uravan has 26,557,614 shares outstanding and $11.0
million in working capital. All of the mineral properties Uravan owns are
considered in the exploration stage of development.

[heddog]

Endlich tut sich mal wieder was, aktuell + 25% in Kanada, bei hohen Umsätzen (für UVN-Verhältnisse allemal).

News im Anmarsch?

[heddog]

Antwort auf Beitrag Nr.: 33.861.379 von heddog am 10.04.08 21:23:36

Die Insider-Aktivitäten jedenfalls sprechen für sich:
http://www.canadianinsider.com/coReport/allTransactions.php?…

[heddog]

Antwort auf Beitrag Nr.: 33.861.407 von heddog am 10.04.08 21:26:35

Der Vollständigkit halber hier die letze NR vom Februar, bald dürfte das Warten auf neue News ein Ende haben!

Uravan Issues Common Shares
Uravan Minerals Inc. (the “Corporation” or "Uravan") announces that further to its press release of October 9, 2007 it has received conditional TSX Venture Exchange approval to issue 100,000 common shares (the "Common Shares") at a deemed price of $0.83 per Common Share to Mr. James Marlatt as a signing bonus. The Common Shares issued to Mr. Marlatt will be subject to a statutory four-month hold period.



About Uravan Minerals Inc.
Uravan is a mineral exploration company focusing on uranium, base metal (nickel, copper) and precious metal (gold, platinum, and palladium) exploration. Uravan’s principal assets are the Boomerang uranium project, the Garry Lake uranium property and the Rottenstone Nickel-Copper-PGE project. Due to the persistent increase in the uranium prices, going from $7.10 per pound U3O8 in 2000 to $78.00 recently, Uravan has become highly focused in pursuing exploration for potential high-grade unconformity-type uranium deposits on its joint Cameco-Uravan Boomerang uranium project and its Gary Lake uranium project plus acquiring additional uranium properties in other potential geological domains. Uravan is a publicly listed company on the TSX Venture Exchange under the trading symbol UVN. Uravan now has 26,707,614 shares outstanding and $10 million in working capital. All of the mineral properties Uravan owns are considered in the exploration stage of development.
This

[heddog]

Der neue UVN President und COO:

Jim Marlatt (P.Eng, MBA)- Director, President & C.O.O

Mr. James Marlatt is a Professional Engineer holding a Bachelor of Science Degree with Honors in Geological Engineering, with a specialization in geophysics, from Queen’s University (1978), and an Executive MBA from Athabasca University (2005). Jim is a strong proponent of leadership development, is a Certified Executive Coach, and is pursuing a PhD in Human and Organization Development at Fielding Graduate University . Jim has been practicing as a exploration geologist for over 30 years, primarily as an exploration manager for Cameco Corporation. Jim has extensive experience in uranium exploration and was the project and senior geologist responsible for the development and management of technical programs leading to the discovery of Cameco’s McArthur River uranium deposit in 1988. From 1995 to 2000, Jim was the Exploration Manager for Cameco Australia where he developed a regional operation and exploration team, was responsible for building stakeholder relationships, and negotiated land access agreements with the Traditional Owners. In 2001, Jim became Cameco’s Manager of Technical Services for exploration. From 2002 to 2007, Jim became Director of Global Exploration where he and his technical team were responsible for building Cameco’s worldwide uranium project portfolio. Jim has been a public director of mid-tier and junior resource companies. Jim has particular expertise in developing joint venture opportunities, exploration programs, and specialist knowledge in the exploration for uranium deposits, and extensive experience in developing applied industry-university collaborative research initiatives.

[heddog]

Antwort auf Beitrag Nr.: 33.861.604 von heddog am 10.04.08 21:46:01

"was responsible for building stakeholder relationships, and negotiated land access agreements with the Traditional Owners."

Wollen wir hoffen, dass er auch jetzt bei den Verhandlungen mit den Ureinwohnern erfolgreich war. Eine positive Nachricht dazu wäre natürlich das Beste was uns momentan passieren könnte. Dann kanns wieder auf zu alten - und neuen Höhen gehen.