littledavesab Posted September 18, 2009 Report Share Posted September 18, 2009 James Dines King World Interview part 2 - was very positive on U stocks still and he specifically tipped Pinetree - PNP which I vagely remember DrB has traded in the past Interestingly Dines is also very bullish on rare earths and PNP's various investments includes http://www.pinetreecapital.com/investments...ash_rare_earth/ Potash Potash is the common name given to potassium carbonate and various mined and manufactured salts that contain the element potassium in water-soluble form. Potash is commonly used in glass, soap and soil fertilizer. Its importance in agriculture results in increased demand for potash as an increasing world population leads to greater demand for agricultural goods. Rare Earths The principal source of rare earth elements are the minerals bastnasite, monazite, and loparite and the lateritic ion-adsorption clays. Though high in abundance, they are more difficult to mine and extract than the equivalent transition metals, making rare earths more valuable. Industrial use of rare earths include many modern technological devices, including: superconductors, samarium-cobalt and neodymium-iron boron high-flux magnets, electronic polishers, refining catalysts and hybrid care components, among many other uses. With the use of rare earths in modern technology increasing dramatically, the demand for rare earths will continue to grow significantly. Phoenix Coal Inc. (PHC: TSX) Common Shares: 7,542,000 -------------------------------------------------------------------------------- Western Potash Corp. (WPX: TSXV) Common Shares: 2,685,500 Warrants: 6,000,000 (expire October 15, 2009) Link to comment Share on other sites More sharing options...
Walktothewater Posted September 18, 2009 Report Share Posted September 18, 2009 FYI Dines kept a buy rating on all his uranium picks right the way thru the 07-08 debacle in uranium mining shares. His portfolios were 80-90% focussed on uraniums right up to late 08. DML, PNP were, are and as far as I know have always been continuous buys according to Dines. New subscribers circa early 07, such as myself, got hammered by taking Dines' buy ratings on face value. Quietly and without a hint of mea culpa, his portfolios are now around 60% uranium focussed. In other words, be careful of Dines' perpetual bullishness for his picks. Someone like Doug Casey is more appropriate for those who want timing as well as stock picking as part of the advice. For example, Casey also recommends DML but does not currently have a buy rating on it. Link to comment Share on other sites More sharing options...
jerpy Posted September 22, 2009 Report Share Posted September 22, 2009 Nuclear power is on the verge of a remarkable comeback. It’s been three decades since an American utility ordered a nuclear plant, but 35 new reactors are now in the planning stage. No-nukes politics has become a distant memory. The most powerful change agents have been the surge in US electricity demand – forecast to grow another 30% by 2030 – and the threat of global warming. Atomic reactors produce no carbon emissions, so energy analysts, politicians and even some environmentalists have embraced them as a clean power source for a wired world, an alternative to fossil fuels that can generate electricity when the sun isn’t shining and the wind isn’t blowing. The specter of a carbon-pricing scheme to address climate change has transformed nuclear economics. And those 35 new plants would barely replace the existing plants scheduled for decommissioning before 2030. America’s existing nuclear plants already prevent the release of nearly as much carbon as America’s passenger cars actually release every year. But the first new plant won’t come on line before 2016. The nuclear industry ran at a record 92% capacity last year, virtually trouble-free. One industry poll found that new reactors are supported by most Americans, including four-fifths of those who live near one. France has 104 varieties of cheese but only one standard reactor, while the US has one cheese but 104 different nuclear-power cartel, uniting America with strong allies Canada and Australia so as to better negotiate with OPEC Reckon China has just endorsed that sentiment somewhat! Good day for CanALaska too. This sector looks likely to get very warm. Anyone following others with drill news due this year and funds to match? Link to comment Share on other sites More sharing options...
jsr Posted September 23, 2009 Report Share Posted September 23, 2009 Reckon China has just endorsed that sentiment somewhat! Good day for CanALaska too. This sector looks likely to get very warm. Xemplar Energy (XE.V) is in the middle of a POP. Mega Uranium (MGA.TO) looks like it's about to POP. I like the charts for Tournigan (TVC.V) and Continental Precious Minerals (CZQ.TO), but I know nothing about these companies! Anyone here follow them? Link to comment Share on other sites More sharing options...
jerpy Posted October 9, 2009 Report Share Posted October 9, 2009 Few more mentioned here with a market overview by Merrill McHenry This got my focus though as well as his plays. To what extent is any pending gap between supply and demand reliant on increased demand from new facilities being constructed versus on-going operations of existing nuclear facilities? MM: Here are the stats: World electricity growth is forecast to grow 85% by 2030. Approximately 4%/yr. 435 current reactors supply 370 Gwe and require 78,500 tonnes of uranium oxide 31 reactors under construction-approximately 27 Gwe 222 planned & proposed-187 Gwe Each additional Gwe requires 195 t/year of uranium and 3X for initial load. Uranium production has to ~ double (on current consumption) to offset TENEX end in 2013 (if Russia does not replace any TENEX uranium supplies). Source: World Nuclear Association; Merrill W. McHenry http://www.proactiveinvestors.com.au/compa...arket-2259.html Link to comment Share on other sites More sharing options...
drbubb Posted November 28, 2009 Author Report Share Posted November 28, 2009 Uranium and other Energy stock ideas If you like Gold only, then please stay away .. charts ==================================== URANIUM and Uranium stocks, may be a cheaper alternative to Gold and Gold stocks. Let's discuss that here ... and other energy stocks too. Here's the Uranium etf, as traded in Toronto ... update : 12months : 10days If you "much prefer gold", then I wish you luck. (Really) But this thread is not for you. The idea was inspired by this posting on the other thread: I sold my property in the UK to buy Gold shares, when Gold was near $250, and I couldnt get anyone to listen. Gold now is 4.5x that level, and you are telling me that it is "cheap", and dozens of other posters here say the same. I tell you Uranium shares look cheap, and you tell me "you dont hold any". It feels great to be in a crowd, doesnt it? But that isnt where you make the big money. I am watch Oil shares, as they fall, looking for a good buying window. Might they outperform Gold and Gold shares from here? Here's a Ratio of Oil Stocks (XLE) to Gold Shares (GDX) Well, tell me: Which one looks cheap to you? How about this Ratio: Uranium (U-participation) to Gold All the arguments against fiat currency, are also arguments in favor of Uranium and other commodities, alonside Gold. But Uranium looks far cheaper. Take the Red pill, if you like. You can buy Gold and Gold shares now, if you like. But I'm not excited about it now. I like to buy what is cheap. But don't listen to me, listen to this man, who calls himself "Mr.Gold" Meantime: Cash (in US$ and C$) looks a better haven than Gold to me. Link to comment Share on other sites More sharing options...
drbubb Posted November 28, 2009 Author Report Share Posted November 28, 2009 Exploration and Development U308 CORPORATION UWE : TSX-V : C$0.38 | C$8.80M Speculative Buy, C$1.30 ↑ Getting too big to ignore; target raised to C$1.30 from C$0.90, SPECULATIVE BUY rating maintained Eric Zaunscherb, 1.604.699.0829 Event Drilling by U3O8 Corp. is demonstrating that the Aricheng West zone and newly discovered Aricheng Epsilon target may be part of the same mineralized structure. The company has demonstrated a high level of success at using geophysical surveying and geological interpretation to discover new blind zones of mineralization. Impact - positive We had been valuing U3O8 Corp. on the basis of its compliant resource totalling 7.1 million pounds U3O8. The company's exploration success leads us to increase our basis to a conceptual resource of 15.4 million pounds U3O8 with positive implications for valuation. Valuation and action We apply a discounted mean peer EV/lb multiple of C$2.32 to our conceptual resource estimate of 15.4 million pounds U3O8, increased from the compliant 7.1 million pound Aricheng global resource to generate a C$35.8 million project NAV, increased from C$18.5 million. We attribute nil value to unconformity targets despite significant "blue- sky" potential. We apply a 0.7x target multiple to generate a C$1.30 share price target, increased from C$0.90, previously. We are maintaining a SPECULATIVE BUY rating given a 242% projected return. U3O8 Corp. is trading at 0.1x project NAV and 0.4x corporate NAV. The company is also trading at C$0.41 EV/lb compliant in situ versus C$3.09 For more research and our coverage universe online, visit Canaccord Adams' Research Portal: https://research.canaccordadams.com/ Link to comment Share on other sites More sharing options...
drbubb Posted November 28, 2009 Author Report Share Posted November 28, 2009 LAM.t / Laramide Resources Ltd. (TSX) ... charts coming Link to comment Share on other sites More sharing options...
drbubb Posted November 29, 2009 Author Report Share Posted November 29, 2009 Mickey Fulp likes Strathmore /listen: http://www.netcastdaily.com/broadcast/fsn2009-1126-3a.mp3 His website : http://www.netcastdaily.com/broadcast/fsn2009-1126-3a.mp3 FS interview: xxx (3rd interview of 3) STM.v / Strathmore Minerals Corp. ... update : back to 1990 : Weekly-5yrs xx Link to comment Share on other sites More sharing options...
drbubb Posted November 29, 2009 Author Report Share Posted November 29, 2009 Canaccord likes this... I own it too, having traded in and out before HAT.v / Hathor Exploration Limited ... update xx /interview on FS : Link to comment Share on other sites More sharing options...
absolutezero Posted November 30, 2009 Report Share Posted November 30, 2009 Canaccord likes this... I own it too, having traded in and out before HAT.v / Hathor Exploration Limited ... update xx /interview on FS : How about Xemplar Energy (XE)? http://www.xemplar.ca/ Link to comment Share on other sites More sharing options...
Gatesy Posted November 30, 2009 Report Share Posted November 30, 2009 I own some U but still down 27% from when i bought it in 08, but my Cameco is now within 20% of my buy price. However, I like the fact that this thread has had only 83 hits in 3 days Certainly not pulling in the crowds currently. Link to comment Share on other sites More sharing options...
drbubb Posted November 30, 2009 Author Report Share Posted November 30, 2009 I own some U but still down 27% from when i bought it in 08, but my Cameco is now within 20% of my buy price. However, I like the fact that this thread has had only 83 hits in 3 days Certainly not pulling in the crowds currently. U.t is still in a downtrend just now ... update I don't think we should take it for granted that it will break on the upside, But I do think it wants watching right now, since it is falling on light volume and approaching an uptrend. I have noticed that several U stocks that I am following are behaving well, and so I have started to buy a few again, as I watch and wait for a clearer sign that an upmove is starting. Link to comment Share on other sites More sharing options...
wren Posted December 1, 2009 Report Share Posted December 1, 2009 However, I like the fact that this thread has had only 83 hits in 3 days Certainly not pulling in the crowds currently. Although this is in the Members Only forum which probably keeps the numbers down. Link to comment Share on other sites More sharing options...
Gatesy Posted December 1, 2009 Report Share Posted December 1, 2009 Although this is in the Members Only forum which probably keeps the numbers down. Oh, OK hadn't spotted that. Link to comment Share on other sites More sharing options...
littledavesab Posted December 1, 2009 Report Share Posted December 1, 2009 worth cross referencing the other U topic http://www.greenenergyinvestors.com/index....=1377&st=40 Link to comment Share on other sites More sharing options...
jerpy Posted December 1, 2009 Report Share Posted December 1, 2009 Uranium and other Energy stock ideas If you like Gold only, then please stay away .. charts Dear Mr Site owner/moderator, Would be much easier to follow if you had one thread, instead of several. Could we not merge them please, rather than have some running concurrent in the making money section? Have to rely on LDB to keep linking things together! Riggers Link to comment Share on other sites More sharing options...
drbubb Posted December 1, 2009 Author Report Share Posted December 1, 2009 Uranium: Ux U3O8 Price: (11/30/09) US$45.50 (+$2.50); Ux LT U3O8 Price: (11/30/09) US$62.00 The Market: * Ten transactions have been reported over the past week involving about 3.8 million pounds U3O8 equivalent. * Buying interest was widespread, with buyers including U.S. and non-U.S. utilities, traders, producers, and financial entities, which includes existing players as well as new entrants. * A total of 26 transaction involving 5.6 million pounds U3O8 equivalent were reported in November, bringing the annual volume to 49.3 million pounds U3O8e on 213 spot transactions. * Canaccord Adams Top Picks: Hathor Exploration (HAT), Paladin Energy (PDN), Ur-Energy (URE), Uranium One (UUU). Attractive Buys: Uranium Participation Corp. (U) == will consider the merger when I have more time Link to comment Share on other sites More sharing options...
drbubb Posted December 4, 2009 Author Report Share Posted December 4, 2009 Energy and Stocks look set for a pullback... maybe U too USO/Oil may be ready to breakdown : USO-chart And U.t failed to punch thru resistance at C$7.00 : U.t-chart Other U-stocks were quiet, trading mostly sideways, apart from Pele Mountain/GEM.v, which jumped on big volume Link to comment Share on other sites More sharing options...
deeper Posted December 4, 2009 Report Share Posted December 4, 2009 Cameco just raised dividend. Link to comment Share on other sites More sharing options...
deeper Posted December 4, 2009 Report Share Posted December 4, 2009 FRG.TO will be a BIG U producer in coming years. Link to comment Share on other sites More sharing options...
drbubb Posted December 31, 2009 Author Report Share Posted December 31, 2009 Laramide / LAM.t ... update ...is showing a strong close to the year 1.63 Change: +0.12 Open: 1.59 High: 1.81 Low: 1.56 Volume: 879,160 Percent Change: +7.95% The stock was around $1.40 when first suggested here, and traded over $1.80 yesterday. Volume is strong, and based on that, I would expect it to move higher News check later Link to comment Share on other sites More sharing options...
deeper Posted January 1, 2010 Report Share Posted January 1, 2010 Expect CCO to use some of their cash hoard in 2010... Link to comment Share on other sites More sharing options...
littledavesab Posted January 5, 2010 Report Share Posted January 5, 2010 Polo Resources on AIM is interesting. Good discount to NAV. Holds stakes in some good companies. I have had my eye on but have not moved. Anyone else following Polo? http://www.poloresources.com/Company_Strategy.htm iii board following same is a little over confident, possibly http://www.iii.co.uk/investment/detail?cod...ssion&it=le brokers review courtesy minesite - dated Nov 2009 http://www.minesite.com/fileadmin/content/...20-%2024.11.pdf Link to comment Share on other sites More sharing options...
ecoface Posted January 5, 2010 Report Share Posted January 5, 2010 Polo Resources on AIM is interesting. Good discount to NAV. Holds stakes in some good companies. I have had my eye on but have not moved. Anyone else following Polo? http://www.poloresources.com/Company_Strategy.htm iii board following same is a little over confident, possibly http://www.iii.co.uk/investment/detail?cod...ssion&it=le brokers review courtesy minesite - dated Nov 2009 http://www.minesite.com/fileadmin/content/...20-%2024.11.pdf I invested in Polo for alot of 09, on the back of their investment in south rossing fields and EME (emerging metals etc.) and the management etc., but it never took off as it was hyped to do so. I got in at 3.8 and out at out 4.6 but it never rocketed up to 10-15 like it should have and with leverage / capital still being tight, then it will take the underlying raw material price that is being mined to have to increase disproportionately. My feeling is that miners that didn't get leverage last year (09) may find it more difficult this year. I think you should investigate how much of the SP is interlinked with uranium as opposed to other raw mats FWIW. Link to comment Share on other sites More sharing options...
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