Streetwise Articles
India’s Uranium Mining to Double This Year
Source: Mineweb.com (4/10/07)
The nation has already begun designing its next generation of fast breeder reactors and plans to build 12 new reactors for nuclear power over the next two years.
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RBC says Uranium Bull Market Thriving and Forecasts Average $100/lb
Source: Mineweb.com (4/3/07)
The analysts suggest the two best strategies that a uranium producer or developer can use to drive shareholder returns are "becoming a producer and positioning the company for acquisition..."
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Three Stealth Uranium Investments
Source: Casey Energy Speculator (3/29/07)
It’s not 1998 anymore. In that year. . .the metal was trading in the single digits, with few except nuclear engineers and ivory tower academics paying any attention to it. Fast forward to 2007. Uranium prices have exploded nearly tenfold to $85/lb, and appear poised to go even higher as growing global demand for nuclear power taxes an already tight supply of yellowcake.
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World's Hottest Uranium Stocks
Source: Mineweb.com (3/27/07)
The global uranium rush has triggered an explosion in exploration, along with entrepreneurs dusting off dormant projects, and rushing to the market.
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Nuclear Energy Renaissance Ignites Uranium Boom
Source: Reuters (3/27/07)
Uranium prices are closing in on $100 a pound -- a 10-fold increase in five years -- and prices could climb sharply higher yet as more governments embrace atomic energy despite dwindling supplies of yellow cake to power the reactors.
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Big Squeeze
Source: The Gold Report (3/26/07)
BIG SQUEEZE: The price of uranium has risen 810% in the past four years according to Keith Kohl of the newsletter, Energy and Capital.
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Cameco Updates Cigar Lake Remediation: New Production Target 2010
Source: SeekingAlpha (3/22/07)
This is a full year behind their estimate in late 2006, but my sense is that the news is largely priced into the market at this point, given the fact that Cameco had delayed the estimate twice since the remediation process began in November.
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Uranium Heats Up
Source: ACN Newswirre (3/20/07)
Uranium bulls are snorting and stamping the ground as world prices rise towards the $US100 a pound level.
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New Techniques to Boost US Uranium Mining Production
Source: SeekingAlpha (3/20/07)
With a satellite plant, also known as a Remote Ion Exchange [RIX], smaller and distant deposits can also be mined and then trucked to the mother plant. With an RIX operation, the front-end of the 'milling' cycle can be begun independent of the much larger mother plant.
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Texas Uranium to Guide Utilities on Purchase Price
(3/19/07)
...one commodity produced in this county continues to set record uranium prices at each of the past few auctions...
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Nuclear the Ethanol of 2017, Investment Bank Says
Source: speroforum.com (3/14/07)
JP Morgan’s report, Trading Climate Change, suggests that within the next decade nuclear energy will be at the top of the world’s agenda, with the resurgence of nuclear a key element both in the drive to reduce carbon emissions from power generation and to develop zero-emission hydrogen-fuelled transport.
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Investing in Uranium as Prices Top $90 a Pound!
Source: Money and Markets (3/14/07)
But uranium stocks don't yet reflect the surge in the metal. This, to me, looks like a real opportunity. Especially since I see $100-a-pound uranium right around the corner.
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Uranium is Hot: Reasons Behind the Radioactive Run-up
Source: SeekingAlpha.com (3/13/07)
For investors, however, uranium has been hot for a very good reason indeed: prices are up sevenfold over the last five years. Spot uranium hit $85 per pound recently, having doubled in the past year, and you’d be hard pressed to find a market analyst who doesn’t see the price hitting $100 by December.
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ERA Mine Flooding Further Tightens Uranium Supply
Source: SeekingAlpha (3/12/07)
While Cigar Lake effectively removed uranium mining supply in 2008, ERA's 'force majeure' announcement withdrew supply anticipated for this year.
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New Exotic Focus For Hedge Funds: Uranium Market
Source: Wall Street Journal Online (3/5/07)
In a new type of nuclear-arms race, hedge funds and other institutional investors in search of higher returns are competing with energy companies to amass scarce fuel-grade uranium, hoping to profit from revived interest in nuclear power.
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April 29 -- a Day to Watch for Uranium Investors
Source: Casey Energy Speculator (2/28/07)
For more than twenty years, Australia—with its rich uranium resources—has been largely closed for yellowcake mining. But now the country may be preparing to open its doors to junior uranium explorers and producers. . .
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Uranium Keeps Booming
Source: Energy and Capital (2/27/07)
To say the least, uranium is currently in a huge bull market - the price soared more than 800% over the last in four years!
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Uranium: A Hot Button Issue
Source: SeekingAlpha (2/26/07)
Where uranium stock investing was just beginning to attract mainstream attention in 2006, scores of analysts and investors alike have jumped on its bandwagon this year.
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Scotiabank Commodity Price Index Retreats in January, as Investment Funds Take Profits in Base Metals
Source: Scotiabank (2/26/07)
"Uranium remains our top 'pick' for commodity investors in 2007, with spot prices soaring to US$85 per pound in mid-February (up US$10 in the latest week) from US$72 in late December," says Patricia Mohr, Vice President and commodity market specialist at Scotia Economics.
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Uranium Goes Nuclear
Source: Sunday Times (2/25/07)
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.
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Junior Uranium Companies: We're Not For Sale
Source: SeekingAlpha (2/20/07)
...On Tuesday, the Financial Times [UK] reported that investors wanting high-quality exposure to the uranium bull market are basically limited to buying shares in Cameco Corp...
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Guidance For Investors To Get In On Hot Uranium
Source: Toronto Star (2/14/07)
...With conditions likely to remain tight in the uranium market, TD Economics expects the spot price to hold on to recent gains and move a little higher — up to $90 (U.S.) by year-end.
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The Uranium Boom: Tap into the World's Most Sought-After Natural Resource
Source: newsblaze.com (2/5/07)
...Yes, a worldwide fuel crisis - one that dwarfs the great oil shortage of the 1970s - is on its way. In fact, supplies of one fuel in particular are in such high demand, it's created a shortage 139 times bigger than oil...
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Precious Metals: The Speculation of a Lifetime
Source: David Galland, Casey Research (2/2/07)
Here at Casey Research we come across three types of investors. By far the largest group would identify with the phrase “go along to get along.” They invest in “ideas” from their broker and mainstream financial rags. If feeling adventurous, they tune in to Cramer’s Mad Money for a hot tip.There is, in our view, much wrong with that approach.
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A Big Year Ahead For Uranium
Source: StockInterview.com (1/18/07)
. . .it would appear that the wider investment community has finally taken notice of the paradigm shift that has occurred in the uranium market over the past 36 months or so.
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