A whole sector of the commodities complex that’s in a long-term bull market isn’t measured by the RBA’s commodity prices index. Do you realise what this means?
February 7th, 2012 | Dan Denning | 0 comments | ContinuedAll Posts Tagged With: "uranium"
Natural Gas: The Big Transition in Energy
Today we look at why energy is becoming a flash point in Europe and how natural gas is taking centre stage. First, though, we’d like to announce a changing of the guard in the leadership of the resources market.
February 6th, 2012 | Dan Denning | 1 comment | Continued
Uranium is Heating Up
Uranium prices appear to be bottoming, as China buys major supplies from Cameco (NYSE:CCJ). On June 24, China agreed to buy more than 10,000 tons of uranium oxide – yellowcake – over 10 years from Cameco. According to Thomas Neff, a physicist and uranium industry analyst, China is buying unprecedented amounts of uranium.
July 16th, 2010 | Byron King | 0 comments | Continued
Cameco is a “Buy”
There is only one uranium blue chip, and that’s Cameco Corp. (NYSE:CCJ), based in Saskatchewan, Canada. It is the second largest uranium miner in the world, after Kazatomprom. Cameco produced about 20 million pounds last year, or 16% of the world’s supply. It aims to double production by 2018 from its existing assets.
July 15th, 2010 | Chris Mayer | 0 comments | Continued
A Glowing Recommendation
One of the best investments we can make right now is to buy into supplies of relatively secure, low-cost uranium – the feedstock for nuclear reactors. The simple story is that the uranium supply trails far behind demand. The added wrinkle is that supply cannot easily increase.
July 14th, 2010 | Chris Mayer | 6 comments | Continued
Uranium – A Place to Hide
So too does the investor’s mind grapple with ancient problems. One of his eternal problems is figuring out when to buy what commodities. Every generation spins its own new version of old truths on the matter. Robert Mitchell, a general partner at Portal Capital, gives us the 21st-century version of some timeless investing advice.
May 7th, 2010 | Chris Mayer | 2 comments | Continued
It Should Cost the Germans and the Greeks Roughly the Same to Borrow
It’s the debt and deficits, to be sure. Greece is trying to get its fiscal house in order. And Germany is traditionally (or at least in the post-War era) Europe’s best steward of sound money policies. But for all of Europe (and America) these rising bond yields can be reduced to a much simpler explanation: you can’t get something for nothing.
April 9th, 2010 | Dan Denning | 1 comment | Continued
My Favorite Energy Plays: Geothermal and Nuclear
“I really like geothermal,” he says. And the US is one of the best places in the world to develop geothermal reservoirs into power-generation facilities. Political consensus in the US is that geothermal is good…
February 11th, 2010 | Chris Mayer | 2 comments | Continued
China as a Nuclear Power Play
China’s nuclear capacity is now less than 9,000 megawatts, but the country has more than a dozen more plants either under construction or in the planning stages.
December 17th, 2009 | Romeo Dator | 2 comments | Continued
Ratings Agencies Put Spain on Negative Debt Watch
Spain’s debt has grown from 36% to 66% of GDP in the last two years. This is thanks to a budget deficit of 11.2 per cent this year, and will still be around 10.2 per cent for next year.
Not only that, but the unemployment level in Spain is heading for twenty per cent in 2010. Already a staggering 43 per cent of people under the age of twenty five are out of work.
December 10th, 2009 | Dr. Alex Cowie | 4 comments | Continued
Uranium and Gold Exploration Spending Both Down in Last Year
It turns out they are, just not in Australia. The ABARE numbers measure exploration spending within Australia. But many Australian-listed firms are looking for gold and uranium in other places, especially in Africa. They’re doing so because production costs are lower there, even if political risk is higher (although in some places, it’s more than acceptable for the projects on offer).
November 20th, 2009 | Dan Denning | 8 comments | Continued
$2,000 Gold Prediction
The weekend edition of the Australian Financial Review has gold on the cover, incidentally. You can see a picture of it a few paragraphs down. Underneath the giant golden letters it reads, “Why you shouldn’t laugh about gold hitting $US2000 an oz.” But if anyone’s laughing, it’s a nervous laughter.
November 16th, 2009 | Dan Denning | 8 comments | Continued
Debt and Deficits Do Matter
We are told that for example debt doesn’t matter because if a company takes out a certain level of debt, say a very low level of say 10% debt to equity, that’s irrelevant to the company’s value because the person buying shares in that company can take out 90% debt to equity ratio.
September 9th, 2009 | Dan Denning | 2 comments | Continued
Good Month for Aussie Stocks, While U.S. Stocks Fell to Close the Quarter
Over in the U.S. stocks fell to close the quarter. Oil fell too. In fact the August futures contract fell by 2.3% back under $70. The culprit, according to news reports, was the rather weak June consumer confidence number published by the U.S. Conference Board.
July 1st, 2009 | Dan Denning | 0 comments | Continued
Uranium: A Carbon-friendly Substitute for Coal
You don’t have to worry about a uranium supply glut quite yet, though. It’s a subject we’ve been covering over at Diggers and Drillers. There are other, smaller ore bodies that could enter into production if the uranium industry ever gets off the ground in Queensland.
May 22nd, 2009 | Dan Denning | 4 comments | Continued
