U308-Investments? - 500 Beiträge pro Seite

[kaepntnemo]

leider gibts ja bei w:o kein materials- oder commodities- forum, daher mein fremdgaengerischer thread hier bei den goldfreunden.
so, jetzt setz` ich mich mal in die nesseln und oute mich als uran U308-Investor; wer mag breche den stab.
Frage an die geschaetzte investorengemeinde,- wie seht Ihr die auspicien?
Der Boden ist vor laengerer zeit bereits gebildet, die Preise steigen kontinuierlich an und minen werden entmottet.
Wie seht Ihr die langfristige perspektive antgesichts RISIKEN auf der einen seite und peak-oil auf der anderen?

Dank fuer alle kommentare...

-nemo-

[SoWhat]

Hallo Käptain,

danke für die Anregung. Handle z.Zt. Gold im Future und hab Interesse an allen neuen Dingen. Hast Du mehr Infos für mich? Dann mach ich mich mal schlauer.

Good luck

sowhat

[voracon]

isch bin in plutonium long aber bitte nicht weitersagen

[kaepntnemo]

hi,
aktienlisten wollte ich eigentlich nicht veroeffentlichen, weil da jeder selber weiterfinden muss (wie immer, DYODD),- aber einige namen vielleicht doch.
Einschraenkend: Ich befasse mich zZt hauptsaechlich mit OZies, weil die ja immer son bisschen hinterherhinken und mir die grossen (z.B. BHP, Rio Tinto etc. schlicht zu teuer sind, CAMECO CORP kostet z.B. $USD 52.88).

Daher mein Interesse vor allem an den zwergen aus downunder.

2 Namen, nur um meinen wertebereich anzudeuten:
SOUTHERN CROSS RSC (Toronto:SXR.TO)
PALADIN RSC (asx: PDN.ax)

Wer sich weiter interessiert, wird bestimmt bei den diversen minen-und rohstoffportalen fuendig, wie z.B.
http://www.miningnews.net/
http://www.miningaustralia.com.au/
http://www.mininglife.com/index.html

und natuerlich wie immer bei jim puplava:
http://www.financialsense.com/rawmaterials/main.htm

hoffe geholfen zu haben,
gruesse
-nemo-

[SoWhat]

DANKE !

[kaepntnemo]

sowhat,
uran fuer schnaeppchenjaeger:

NEAL FRONEMAN:Alec,
you know, Afleases still has some really superb assets, and what you?re
seeing today in the announcement is really an issue of timing. At some
point in time the rand gold price will be sufficient to mine the open
pit profitably. We sit on Bonanza South, we?re bringing that to
account. Modder East is part of Aflease. It?s a superb asset. And
unfortunately they?re a year to 18 months away, and Aflease will have a
very different profile going forward. On top of that, the uranium has
started becoming very, very exciting and Aflease sits on possibly the
best uranium reserves in the world at the moment.

Aflease kurs wg. der goldminenschliessung aktuell bei ca. -,30 €

gruss
-nemo-

[kaepntnemo]

Rechtzeitig vor dem Heiligen Abend will ich noch etwas Endzeit-Stimmung verbreiten ;-)
(auch zur Frage passend, was passt hier nicht zusammen...)

-nemo-
Originalstory unter http://www.fromthewilderness.com/cgi-bin/MasterPFP.cgi?doc=h…
bzw. http://www.monbiot.com/

<zitat>
Bottom of the barrel

The world is running out of oil - so why do politicians refuse to talk about it?

Tuesday December 2, 2003
The Guardian

The oil industry is buzzing. On Thursday, the government approved the development of the biggest deposit discovered in British territory for at least 10 years. Everywhere we are told that this is a "huge" find, which dispels the idea that North Sea oil is in terminal decline. You begin to recognise how serious the human predicament has become when you discover that this "huge" new field will supply the world with oil for five and a quarter days.

Every generation has its taboo, and ours is this: that the resource upon which our lives have been built is running out. We don`t talk about it because we cannot imagine it. This is a civilisation in denial.

Oil itself won`t disappear, but extracting what remains is becoming ever more difficult and expensive. The discovery of new reserves peaked in the 1960s. Every year we use four times as much oil as we find. All the big strikes appear to have been made long ago: the 400m barrels in the new North Sea field would have been considered piffling in the 1970s. Our future supplies depend on the discovery of small new deposits and the better exploitation of big old ones. No one with expertise in the field is in any doubt that the global production of oil will peak before long.

The only question is how long. The most optimistic projections are the ones produced by the US department of energy, which claims that this will not take place until 2037. But the US energy information agency has admitted that the government`s figures have been fudged: it has based its projections for oil supply on the projections for oil demand, perhaps in order not to sow panic in the financial markets.

Other analysts are less sanguine. The petroleum geologist Colin Campbell calculates that global extraction will peak before 2010. In August, the geophysicist Kenneth Deffeyes told New Scientist that he was "99% confident" that the date of maximum global production will be 2004. Even if the optimists are correct, we will be scraping the oil barrel within the lifetimes of most of those who are middle-aged today.

The supply of oil will decline, but global demand will not. Today we will burn 76m barrels; by 2020 we will be using 112m barrels a day, after which projected demand accelerates. If supply declines and demand grows, we soon encounter something with which the people of the advanced industrial economies are unfamiliar: shortage. The price of oil will go through the roof.

As the price rises, the sectors which are now almost wholly dependent on crude oil - principally transport and farming - will be forced to contract. Given that climate change caused by burning oil is cooking the planet, this might appear to be a good thing. The problem is that our lives have become hard-wired to the oil economy. Our sprawling suburbs are impossible to service without cars. High oil prices mean high food prices: much of the world`s growing population will go hungry. These problems will be exacerbated by the direct connection between the price of oil and the rate of unemployment. The last five recessions in the US were all preceded by a rise in the oil price.

Oil, of course, is not the only fuel on which vehicles can run. There are plenty of possible substitutes, but none of them is likely to be anywhere near as cheap as crude is today. Petroleum can be extracted from tar sands and oil shale, but in most cases the process uses almost as much energy as it liberates, while creating great mountains and lakes of toxic waste. Natural gas is a better option, but switching from oil to gas propulsion would require a vast and staggeringly expensive new fuel infrastructure. Gas, of course, is subject to the same constraints as oil: at current rates of use, the world has about 50 years` supply, but if gas were to take the place of oil its life would be much shorter.

Vehicles could be run from fuel cells powered by hydrogen, which is produced by the electrolysis of water. But the electricity which produces the hydrogen has to come from somewhere. To fill all the cars in the US would require four times the current capacity of the national grid. Coal burning is filthy, nuclear energy is expensive and lethal. Running the world`s cars from wind or solar power would require a greater investment than any civilisation has ever made before. New studies suggest that leaking hydrogen could damage the ozone layer and exacerbate global warming.

Turning crops into diesel or methanol is just about viable in terms of recoverable energy, but it means using the land on which food is now grown for fuel. My rough calculations suggest that running the United Kingdom`s cars on rapeseed oil would require an area of arable fields the size of England.

There is one possible solution which no one writing about the impending oil crisis seems to have noticed: a technique with which the British and Australian governments are currently experimenting, called underground coal gasification. This is a fancy term for setting light to coal seams which are too deep or too expensive to mine, and catching the gas which emerges. It`s a hideous prospect, as it means that several trillion tonnes of carbon which was otherwise impossible to exploit becomes available, with the likely result that global warming will eliminate life on Earth.

We seem, in other words, to be in trouble. Either we lay hands on every available source of fossil fuel, in which case we fry the planet and civilisation collapses, or we run out, and civilisation collapses.

The only rational response to both the impending end of the oil age and the menace of global warming is to redesign our cities, our farming and our lives. But this cannot happen without massive political pressure, and our problem is that no one ever rioted for austerity. People tend to take to the streets because they want to consume more, not less. Given a choice between a new set of matching tableware and the survival of humanity, I suspect that most people would choose the tableware.

In view of all this, the notion that the war with Iraq had nothing to do with oil is simply preposterous. The US attacked Iraq (which appears to have had no weapons of mass destruction and was not threatening other nations), rather than North Korea (which is actively developing a nuclear weapons programme and boasting of its intentions to blow everyone else to kingdom come) because Iraq had something it wanted. In one respect alone, Bush and Blair have been making plans for the day when oil production peaks, by seeking to secure the reserves of other nations.

I refuse to believe that there is not a better means of averting disaster than this. I refuse to believe that human beings are collectively incapable of making rational decisions. But I am beginning to wonder what the basis of my belief might be.

· The sources for this and all George Monbiot`s recent articles can be found at www.monbiot.com.

Guardian Unlimited © Guardian Newspapers Limited 2003
</zitat>

[kaepntnemo]

UP
PDN.AX Dec 18 0.04 +0.005 +14.29% 3,811,000

-nemo-

[kaepntnemo]

up
PDN 0.041 2.5% 0.037 0.041 0.040 0.041 0.038 2,711,131

-nemo-

[kaepntnemo]

up mal wieder

PDN.AX Dec 30 0.05 +0.002 +4.17% 820,000

gruss
-nemo-

[kaepntnemo]

Ein Interview-Auszug aus dem Mineweb, der vielleicht erklaeren hilft, warum auch Uran wieder als interessante commodity zurueck kommt.
-nemo-
Das komplette Intervew unter:
http://www.mips1.net/MGGold.nsf/Current/4225685f0043d1b24225…

Auszug:
MINEWEB: Jim, just to close off with, a year ago you were also very bullish on platinum, on the platinum price ? and that has also justified your confidence in it. Do you see that continuing to rise?

JIM SINCLAIR: Platinum is like any other of a more minor metal, very much driven by the supply and demand factors. And platinum has had a number on it of approximately $1100. It would become, I believe, fully priced up into that area, basically more on the supply and demand side. But let me add another one to you right now. Uranium, believe it or not. And I would suggest that in the next three years the US purchase of enriched uranium is now being processed, and that basic purchase at the end of the cold war is what put the mines on hold. Now real supply and demand will enter the picture, and demand looks better than supply.

MINEWEB: So you`ve got to start thinking about a little stock in South Africa called Afrikander Lease, which has got huge uranium asset.

JIM SINCLAIR: You do, certainly you do and for myself, uranium properties that had merit would be something that I would be interested in.

MINEWEB: Jim, as far as uranium is concerned, why is there now this interest in uranium? what information has come to light that has got people excited about it?

JIM SINCLAIR: That we have processed almost all of the purchase. Part of ending the cold war was buying the enriched uranium, and part of the buying the enriched uranium was to process it. And if you`ve got enriched uranium and you?re processing it, what is the mine offtake? And when mine offtake drops, what happens to the economics of the mine operation and to production? And the answer is that it contracts. Then when the item which caused that contraction is exhausted, real supply and demand comes back into the mining operation and, as the mining people listening know, you don`t just crank up a mine on any product at the whim of a demand. It takes time and process. So, between cranking up the demand to meet the demand, prices rise. Thank God commodities are simple. Thank God commodities rarely go to zero.

MINEWEB: Jim Sinclair, US`s `Mr Gold` and there might be hope yet for Afrikander Lease.

[borazon]

http://www.mips1.net/mgfin.nsf/Current/4225685F0043D37A42256…

No meltdown for uranium

By: Daniel Thole

Posted: 2004/01/11 So 14:40 ZE2 | © Mineweb 1997-2004


JOHANNESBURG – Uranium has been the forgotten resource in the price frenzy that all commodities have experienced in the last year, but the stepchild of the mining world is finally gaining prominence as prices rocket.


The spot price of uranium has jumped from $11/lb in the middle of last year to trade at $14.50/lb currently, prompting South African gold junior Afrikander Lease (Aflease) to examine the reopening of its uranium mines as part of a strategy to combat the ruinous rand. Aflease shares trading 4 percent higher last week after the announcment, in what may have been an indication of market approval of the strategy.

Charles Scorer, the chief executive of Anglogold’s uranium division Nufcor, said the uranium market was finally showing signs of maturing after being dominated by artificial demand created by governments which stockpiled the mineral due to its strategic importance as an energy source.

“The artificial demand created a huge surplus in the 80s and 90s, which is working its way out of the market now,” Scorer said. Uranium has traded as high $48/lb and as low as $7/lb since 1978, but Scorer said the market was at last starting to behave in a more normal fashion now that surplus inventories have been used up or sold off.

He said the uranium market had never behaved in line with the broader resources market, and the run up in the spot uranium price since the middle of last year has little to do with the boom in metals like nickel, gold and platinum. “Uranium does not even follow the trends in energy markets,” Scorer said.

Scorer said demand from weapons producers had all but evaporated, and much of the stockpiled weapons grade uranium has been converted for commercial use.

He said the supply side of the market has evenly split between primary production and a secondary supply fed by the winding up of government and power utility stockpiles. “The supply from secondary sources is expected to carry on until 2012, but its coming in controlled quantities.”

Scorer would not comment on rumoured negotiations between Nufcor and Aflease, although Aflease chief executive Neal Froneman would not rule out the possibility of cooperating with Nufcor on the marketing of Aflease’s uranium. Aflease announced last week that it was looking at reopening its uranium deposits at Rietkuil and Dominion Reefs, as the recent run up in the uranium price has made the deposits attractive again.

Froneman said the uranium market had changed dramatically in the last few years, becoming more focused on the energy market and moving away from the weapons market. “Most uranium is consumed in power plants – and nuclear power is increasingly being sees as safer,” Froneman said.

He said the attitude of governments to uranium production had changed, and there were a good number of nuclear nations coming on line, with Iran’s first nuclear power station coming on line next year. Froneman is also upbeat about the prospects for the Pebble Bed Modular Reactor, which is in the research and development phase, and will use uranium for fuel.

He said Aflease’s uranium deposits could be mined safely if the correct methodologies were applied. “There are several companies mining higher grade deposits than Aflease’s in the US – and they’ve managed to do that without problems,” Froneman said.

[kaepntnemo]

update
ganz nette entwicklung bei den diversen uranium werten

PDN.AX Jan 21 0.06 +0.008 +15.38% 4,774,310
!
ERA.AX Jan 21 3.53 +0.08 +2.32% 22,983
WMR.AX 12:05am 5.34 -0.06 -1.11% 1,554,458
SXR.TO Jan 21 1.30 +0.02 +1.56% 149,400

btw, era zahlt auch ne nette dividende...

cu
-nemo-

[kaepntnemo]

U3O8 update
im closing heute
PDN.AX Jan 29 0.07 +0.01 +16.67% 6,021,000
btw, Q2 - activity report unter http://www.asx.com.au/asxpdf/20040130/pdf/3kh23qjwnbdj5.pdf

Wenn es einigermassen zutrifft, was mr. Borshoff da so ueber den Uranmarkt von sich gibt, duerfte das noch ziemlich interessant werden...

gruss
-nemo-

[kaepntnemo]

so geht`s stetig voran

PDN.AX 12:05am 0.078 +0.008 +11.43% 7,339,181


-nemo-

[kaepntnemo]

scheint als alternative zur AU-explorer spekulationen in ozzieland hochzulaufen; wiedermal bei den WEEKLY TOP TEN GOLD COMPANIES im http://www.australiangoldinvestment.com/, und das, obwohl sie ihre AU-explorer Datenbank verkaufen...

PDN.AX 12:05am 0.089 +0.011 +14.10% 9,793,221

-nemo-

[kaepntnemo]

Auch wenn einige gestern erstmal kasse gemacht haben,

ERA.AX Feb 3 3.45 -0.05 -1.43% 5,800
PDN.AX 12:05am 0.075 -0.014 -15.73% 47,542,200
SXR.TO Feb 3 1.25 -0.02 -1.57% 27,400
WMR.AX 12:05am 5.11 -0.05 -0.97% 2,503,177

der trend bleibt:


-nemo-

[Wasserzeichen]

@kaepntnemo

Hi,

hast Du schonmal was von UEC ( Toronto ) gehört? Das ist ein Uran-Explorer unter den Fittichen der Cameco.Bei denen soll angeblich der grosse Wurf bei einem Drilling-Projekt in Nord-Kanada anstehen?
Wenn`s keine Fake-Bude ist,evtl. ein echter Geheimtip!
( Bin selber blos zufällig im Yahoo-Goldboard drübergestolpert!)

Hier die HP von UEC:

http://www.uex-corporation.com/s/InvestorInformation.asp

[kaepntnemo]

hi wasserzeichen,
dank fuer den hinweis!
Kannte ich bisher nicht und habe sie zu meiner watchlist hinzugefuegt.
Die beiden Projektzonen sind vielversprechend, aber wie die meisten explorer (PDN inkl.) schleppt man sich scheints von KE zu KE...
da ich cameco shares nicht besitze, und mich erstmal auf mein kleines portfolio festgelegt habe, lese ich andere damit verbundnen news nur immer sehr oberflaechlich, sonst waeren sie wohl eher auf meinem radar erschienen.

gruss
-nemo-

[kaepntnemo]

Noch was (v. Alf Field geklaut) zur Marktsituation von Uran-Investments:
http://news.goldseek.com/AlfField/1075906047.php

-nemo-
<zitat>
Why be interested in uranium in the first place? The doyen of investment letter writers, Jim Dines, has proclaimed that uranium is in a long-term bull market and has been recommending accumulation of uranium shares. The Dines Letter is available by subscription at $195 per annum either from the web site www.dinesletter.com or from James Dines & Co. Inc, Box 22, Belvedere CA 94920 USA. Telephone [phone].

Dines states that:

“It is not our place to decide whether nuclear power is good or bad, especially since oil reserves will be used up in this century and there is no replacement in sight yet. At the end of last year there were 441 nuclear reactors in operation worldwide, with another 34 under construction. Six new reactors began commercial production in 2002 throughout the world, (three in China, two in South Korea and one in Japan), with construction having begun on six reactors in India and four in South Korea. Six units that had been mothballed in Canada are expected to return to service, with more units coming from Finland,

Russia, Ukraine, Romania, Brazil, and Bulgaria. China and India have made clear that they intend to commit more resources to nuclear-generated electricity.”

The price of uranium has doubled from $7 to $15.50 per pound over the past year. There is obviously a shortfall in the supply of uranium. Dines talks of the “coming uranium melt-up” and makes the following points:

1. Current annual demand for uranium is running at 155m lbs per annum (excluding growing usage by China and the old Soviet Union) compared to current supply of 94m lbs.
2. There are no additional pockets of supply that can come out and shock the market.
3. The price of uranium needs to rise by another 50% to over $22.50 to spur exploration and development.
4. Even then it would take many years to discover new deposits and bring them on stream.
5. The massive blackout in Canada and the USA in August 2003 has shocked power utilities because when they don’t pay attention, the lights really go out. They have begun immediate investment in long neglected infrastructure.
6. What has been under the world’s radar is that nuclear plants are concerned about a shortage of uranium, because when they run out of uranium, the lights likewise run out.
7. People running nuclear facilities would be out of their minds if they were not concerned about nailing down future supplies of uranium.
</zitat>

[kaepntnemo]

DEr U3O8-Trend haelt...

exemplarisch:
PDN.ax aktuell 0.095 ==+9.2% Volumen: 7,579,189

der rest:
CCJ Feb 27 47.73 +1.38 +2.98% 85,100
ERA.AX Feb 26 3.390 +0.090 +2.73% 1,550
SXR.TO Feb 27 1.35 +0.05 +3.85% 175,000
WMR.AX Feb 27 5.230 +0.020 +0.38% 5,703,060
UEX.TO Feb 27 0.30 0.00 0.00% 94,500

enjoy
-nemo-

[kaepntnemo]

pdn,
ein neuer rekord:
PDN.AX 12:05am 0.115 +0.020 +21.05% 15,396,351

Die Kapitalerhoehung zur bfs und weiteren projektentwicklung dort scheint auf fruchtbaren boden gefallen zu sein...

so weit, so schoen

-nemo-

[kaepntnemo]

so, die KE zeigt doch noch wirkung
PDN 0.098 -2% 1,737,552
und mr. borshoff haelt mit ner preisinfo zu U3O8 gegen.
Naja.

-nemo-

[kaepntnemo]

pdn.ax
(ISIN: AU000000PDN8) ist mal wieder ein wenig geklettert
PDN.AX 12:05am 0.135 +0.015 +12.50% 17,507,746

(macht fast soviel spass wie unser silber zZt)
Das gute Stueck hat inzwischen auch ne deutsche wkn:
890889 / aber volumen & kurs werden naturgemaess in ozzieland gemacht...
-nemo-

[kaepntnemo]

uranium weiter im super bull modus

PDN.AX 12:06am 0.155 +0.020 +14.81% 11,889,970
16/03/2004 Listing on Frankfurt Stock Exchange

SXR.TO Mar 15 1.86 +0.05 +2.76% 1,053,960

-nemo-

[kaepntnemo]

uptest