Uran Forum

https://www.eenews.net/articles/...critical-status-despite-usgs-move/  

mit jede Menge Uranminen ;)

https://redcloudfs.com/prepdac2022/

Heute:

 

How undervalued is the entire uranium sector at the moment (update)?
Investing
Hi everyone,
The Combined Market cap of the ENTIRE uranium sector today (March 1st, 2022 after ASX stock exchange closing and before the opening of the US and CAD stock exchange of March 1st, 2022, and after 2days of important share price increases in uranium company stocks) is only ~36.50 billion USD!! (Thank you Stokdog on twitter for the update of the Combined Market Cap)
How undervalued is the entire uranium sector at the moment (an update)?
Different ways to look at it.
Here are 2 ways:

The combined market cap of the ENTIRE uranium sector today (~36.50 billion USD) =
- 4.0% of the market cap of Tesla (900 billion USD)
- 6.4% of the market cap of Meta Platforms (Facebook) (574 billion USD)
- 2.3% of the market cap of Amazon (1563 billion USD)
- 2.0% of the market cap of Alphabet (Google) (1783 billion USD)
- 1.6% of the market cap of Saudi Arabian Oil Co. (Saudi Aramco) (2217 billion USD)
- 22.5% of the market cap of Petrochina (162 billion USD)
- 47.4% of the market cap of China Petroleum & Chemical Corp (77 billion USD)
- 11.0% of the market cap of Exxon Mobil Corp (332 billion USD)
- 13.0% of the market cap of Chevron Corp (280 billion USD)
- 18.3% of the market cap of Shell (200 billion USD)
- 39.2% of the market cap of Petrobras (93 billion USD)
- 1.1% of the combined market cap of the 7 oil companies mentioned above (3361 billion USD) !!
- 30.4% of the market cap of Boeing (120 billion USD)
- 0.20% of the market cap of all sustainable investing assets in 2020 in the USA (17100 billion USD)!!!


Yet, Nuclear energy now provides about 10% of the world’s electricity. Nuclear energy is the world's second largest source of low-carbon power (28% of the total in 2020). And USA, Canada, France, UK, ... are clearly saying they will continue and build more reactor plants:
- FRANCE: https://www.politico.eu/article/...ing-nuclear-to-boost-independence/
https://www.euractiv.com/section/energy/news/...ar-heavy-energy-plan/
- UK: https://www.thisismoney.co.uk/money/news/...clear-power-stations.html
- USA: https://www.reuters.com/world/us/...-nuclear-power-plants-2021-09-13/
Even Japan: https://www.cnet.com/news/...to-restart-nuclear-power-in-the-country/
- China: https://www.reddit.com/r/UraniumSqueeze/comments/...ce_china_massive/
And India, Pakistan, Russia, United Arab Emirates, Turkey, ... are already building many reactors as well to increase the share of nuclear power in their energy mix.

2) The combined market cap of the ENTIRE uranium sector today (~36.50 billion USD) compared to a combined market cap of ~150 billion USD it had in 2011

A couple years (2022-2024, but it could happen much sooner) from now we will most probably reach a Combined Market Cap of at least 200 billion USD (imo), if you take in consideration :
- Inflation since 2011;
- The structural fast growing uranium deficit starting 2025/2026 ( a LT uranium price of 60+ USD/lb needs to be reached by 2023, to get a shot (not a certainty, and I really doubt they will succeed ON TIME) at getting the global uranium supply and demand back in equilibrium by ~2026) ;
- The matematical fact that a LT uranium price of 60 USD+/lb (other analists talk about 65 USD - 75 USD/lb) is needed to get the global uranium supply and demand in equilibrium in the LT;
- The fact that uranium demand is price inelastic (certainly under 100$/lb (imo));
- The additional supply insecurity: https://www.reddit.com/r/UraniumSqueeze/comments/...y_uncertainy_the/
- There is much more money in the economy today than there was in 2011 and in 2007!

- Some other analyst predict that the Combined Market Cap of the entire uranium sector will reach 300 – 400 Billion USD in LT
Justin, Uranium Insider, sees 200 billion USD Combined market cap as a floor in the future. The future will tell.

CONCLUSION:
The uranium sector is way undervalued at the moment (March 1, 2022) while:
- Demand for uranium is price inelastic!
- A lot of long term supply contracts of western countries need to be renewed now and in the coming years ==> price discovery that started, will continue, because uranium miners will not restart existing mines and surely not take the risk in build a new mine without the cover of signed off take agreements before the start of the mine construction.
- Different sources are confirming now that the new wave of negotiations for new LT supply contracts has started!
https://www.youtube.com/watch?v=BX_c3dnnQcg
look from 25:17: Kazatomprom
and from 56:06: Paladin Energy
In February 2022, Cameco announced that they contracted 30 million pounds of new LT contracts over 12months in 2021 and in the first 5 weeks of 2022 they contracted an additional 40 million pounds of new LT contracts!!
- A lot of new reactors are build in China, India, … More capacity is build globally than capacity being retired globally. New reactor cores need 3 times the normal fuel renewal of existing reactors
Patience and diversification in your Uranium positions is key here
(An investment in URNM etf for those with a too small amount to be able to diversify with individual stocks is a very good alternative (imo))
The question isn't IF it will happen, the question is WHEN it will happen.
From 36.50 billion to 200 billion USD is more than 5x on average (The big producers a bit less potential, while developers and explorers bigger potential)!!
Even with the most "safe" investment in the uranium sector, namely an investment in Sprott Physical Uranium Trust (= investing in uranium without having the mining risks), a ~55% gain from a share price of 15.60 CAD/sh today is almost garanteed, while having a shot at an overshoot of the uranium spotprice much higher than the required 60+ USD/lb (65 - 75 USD/lb).
https://sprott.com/investment-strategies/...-commodity-funds/uranium/

https://www.reddit.com/r/UraniumSqueeze/comments/...ranium_sector_at/  

eine Ahnung,warum Kaza scheinbar nicht mehr auf Tradegate gehandelt wird?  

ist seltsam, eigentlich sollte der Handel heute wieder möglich sein.

London, Frankfurt und Baader stellen aktuelle Kurse

Kann bei meinem Broker allerdings keine Order eingeben, obwohl Frankfurt und London angeboten werden.

Vielleicht morgen.  

Uranium Stocks going Parabolic! Huge News, Uranium Breakout

https://www.youtube.com/watch?v=F4QosoOngQQ  

Anbei ein paar schöne Uran Charts

 

 

 

mit dem aktuellen Moneyinflow heute wieder +3% ist es vielleicht eine Frage von Stunden bis Tagen bis wir den unteren 50-52$ Uranspotpreis überwunden haben, danach geht es in großen Schritten Richtung 70-100$ im Spotpreis... und natürlich begleitet mit einem großen Move bei den Uranis.. ich bin voll geladen bis unters Dach ! Irgendwie sieht es gerade danach aus als wenn sie starten wollen.  

kein Nachkauf möglich.

Was soll das?
Kann das jemand erklären?

 

folgendes auf Twitter:

"This morning's update - sounds like the kinks have not been worked out at the large banks:  "I’m sorry to let you know KAP LI is still on our blocked list...A bunch of names have been stopped from trading due to settlement issues and risk on them in Euroclear."

*AG can trade it
2:16 PM · Mar 2, 2022·TweetDeck"

"Napalm
@Napalm_1_
6h
Replying to
@JekyllCapital
It’s just a matter of time. I was able to add a bit more to my $KAP position on the london stock exchange a few hours ago. "

" Dr. Chris Dark
@Darky999
4h
Replying to
@JekyllCapital
I can trade it, and just bought some "




 

zum ganzen Thread :
https://twitter.com/JekyllCapital/status/1499010809795690496

btw:
" Spot #uranium 5025/5125 USc/Lb #U3O8 (Delivery at ALL , Chg +63c, +1.24%) ALL = CVD 0c/Lb, ALL = CMX 0c/Lb See https://numerco.com/NSet"  

numerco
@numerco
·
15m
Spot #uranium 5025/5125 USc/Lb #U3O8 (Delivery at ALL , Chg +63c, +1.24%) ALL = CVD 0c/Lb, ALL = CMX 0c/Lb See https://numerco.com/NSet  

ob ein Investment in Kaza noch haltbar ist? Ich für meinen Teil hab meine Position die Tage über Frankfurt komplett aufgelöst um das Risiko bei der undurchsichtigen Lage erstmal zu reduzieren.

Muss aber sagen, dass mich Kaza nach wie vor stark interessiert und weiter auf beobachten steht.  

bin zwar selbst nicht Kaza investiert, hab aber zufällig was von Quakes dazu gelesen:

" ... #Kazakhstan is working on alternate transport/shipping to get U to world markets. ..."

https://twitter.com/quakes99/status/1499105959007830017  

Russian Sanctions Pose Risks to U.S. Nuclear Power Industry

https://www.bnnbloomberg.ca/...o-u-s-nuclear-power-industry-1.1731662  

Today @Sprott issued 1.774M Physical #Uranium Trust unit raising $23.1M to stack 500,000 lbs #U3O8 for new ATH NAV of US$2.579B. SPUT holds $86M cash for stacking with units closing at +1.28% Premium to NAV Spot Price: $50.58  

Lightbridge (NASDAQ: LTBR) is an advanced nuclear fuel technology company based in Reston, Virginia, USA. The Company is developing Lightbridge Fuel, a proprietary next generation nuclear fuel technology for current and future reactors, which enhances economics, proliferation resistance, and safety of nuclear power, operating about 1000 °C cooler than standard fuel.

https://www.ltbridge.com

Hat seit dem Tief  schon wieder +80% gemacht , ich bin bei +35%

 

 

Ob Uran auch betroffen ist, kann ich letztendlich nicht beurteilen:

mit google übersetzt :
" ... Der Wirtschaftsminister Alibek Kuantyrov stellte fest, dass zur Sicherstellung zusätzlicher Haushaltseinnahmen vorgeschlagen wird , die Steuersätze für die Gewinnung von Mineralien für alle Arten von festen Mineralien um das durchschnittliche 1,3-fache zu erhöhen , was seiner Meinung nach wird die Haushaltseinnahmen um 300 Milliarden Tenge erhöhen . ..."

https://tengrinews.kz/kazakhstan_news/...ichu-iskopaemyih-463457/amp/

https://tengrinews-kz.translate.goog/...p;_x_tr_tl=de&_x_tr_hl=de

 

https://www.youtube.com/watch?v=6b3Gt1eEvI0  

"Laut neuesten Berichten deuten mehrere russi- sche Offizielle an, dass Putin plant, Kasachstan zu annektieren. Damit würde Putin 43% der weltweiten Uranproduktion kontrollieren. Was an diesen Berichten dran ist, muss abgewartet werden."

Das ist zur Info für euch aus unbestätigter Quelle.

Fakt ist Kazatomprom wird nur mit einem GDR hierzulande gehandelt und das ist keine Aktie !
Es werden alle Aktien im Machtbereich von Russland gemieden und abgestoßen.In diesen Bereich fällt Kasachstan auf jeden Fall. Wenn es hart auf hart kommt ist Kasachstan an der Seite Russlands , sodass jetzt westliche Investitionen in Russland getreue Anrainer runter gefahren werden.

Es gibt hier einige mit Kazatomprom Aktien , manchmal zählt kein KGV , sondern Geopolitik.

 

Mother of All Uranium Bull Markets


Major supply disruptions from Central Asia and Eastern Europe, with more than half the world’s annual production, are sending nuclear power operators on a frenzied hunt to lock in new sources.

Producers with a focus on Russia, Kazakhstan, and Ukraine are in freefall

The colossal Kazakhstan state-owned mining company Kazatomprom, the world’s top uranium producer, has lost a whopping 44% of its total value in a few short months.
In November 2021, political violence inflamed Kazakhstan, the world’s biggest producer and home to 41% of global uranium supplies.4
Investors fled the market, concluding the country was no longer a safe and stable destination for Western capital.

Now the Russian invasion of Ukraine threatens to disrupt supply from the world’s ninth-largest producer.5


https://tomorrowinvestor.com/...her-of-all-uranium-bull-markets/4853/  

Kann ich nicht über Smartbroker handeln, obwohl Frankfurt handelt. Dieser Drecksladen gibt mir die Antwort, dass sie keine russischen Aktien handeln. Die sind zu dämlich zu unterscheiden was Russland und was Kasachstan ist. Welcher Broker kann denn in Frankfurt handeln ?