Forsys - Produktionsbeginn

schlechtem Marktumfeld.

Uranium Market Only in Early Stages of a Bull Run

Quelle:
http://www.resourceinvestor.com/pebble.asp?relid=41222

Laut dem Verfasser des Artikels könnten nur zwei Ereignisse einen fulminanten Anstieg des Uranspotpreises verhindern.

1) Eine Tschernobyl ähnliche Katastrophe.
2) Einen Rückgang des Ölpreises auf sehr tiefen Niveau durch Erschliessung von neuen großen Ölfeldern oder totaler Weltfrieden (Kompletter Abbau der aktuellen Konflikte).

Denke, dass beide Ereignisse nicht eintreten werden und bin deshalb optimistisch bezüglich des Uranspotpreises eingestellt. Was einen Anstieg des Uranspotpreises für Forsys bedeutet kann jeder aus dem aktuellen Chart herauslesen.

No-Cash

http://www.todayonline.com/articles/243381.asp  

Leider ist Forsys NOCH Explorer.  

 

Mach dir doch einmal die Mühe und lege den Kursverlauf des Uranspotpreises über den Kursverlauf von Forsys. Du wirst eine starke Abhängigkeit zwischen dem Kursverlauf von Forsys und dem Kursverlauf vom Uranspotpreis feststellen, obwohl Forsys NOCH Explorer ist.

No-Cash  

New York (aktiencheck.de AG) - Die amerikanische Investmentbank Lehman Brothers Holdings Inc. (ISIN US5249081002 / WKN 891041) meldete am Dienstag, dass ihr Gewinn im ersten Quartal um 57 Prozent gesunken ist, sie die Erwartungen des Marktes jedoch trotzdem übertreffen konnte.

Demnach lag der Nettogewinn bei 489 Mio. Dollar bzw. 81 Cents je Aktie, nach 1,15 Mrd. Dollar bzw. 1,96 Dollar je Aktie im Vorjahreszeitraum. Der Umsatz nahm um 31 Prozent auf 3,51 Mrd. Dollar ab und wurde dabei durch so genannte Mark-to-Market-Anpassungen in Höhe von 1,8 Mrd. Dollar belastet.

Analysten waren im Vorfeld von einem Gewinn von 72 Cents pro Aktie und einem Umsatz von 3,35 Mrd. Dollar ausgegangen. Für das laufende Quartal stellen sie ein EPS-Ergebnis von 1,37 Dollar und Erlöse von 4,34 Mrd. Dollar in Aussicht.

Die Aktie von Lehman Brothers Holdings gewinnt an der NYSE vorbörslich aktuell 13,70 Prozent auf 36,10 Dollar. (18.03.2008/ac/n/a)
 

Ein Effizienz-Zyklus mit einer Ballung von Innovationen hat begonnen, welche die Volkswirtschaften über Jahrzehnte prägen wird. Gleichzeitig erleben wir die Globalisierung der Wirtschaft. In diesem Umfeld  steigt die Produktivität derart stark, daß man keine Inflation mehr fürchten muß. Wir leben quasi in einer Wunderwelt, Kurse werden nur durch Dummheit beeinflusst! Marktlücken werden so schnell erkannt, und nur von den "großen" erfasst! Leider zeigt der sog. Kleinanleger keine Nerven mehr! Hier handelt es sich gerade  einmal um ein paar -- Wochen, aber wenns dann wieder nach oben geht, haben die einen "riesen" Gewinn, und ihr wisst wen ich meine!
 

http://www.news.com.au/adelaidenow/story/...,23391727-5003680,00.html  

http://aktien-blog.com/  

Es geht nur noch in eine Richtung.
 

March 18th, 2008

A number of our readers have informed us that they have recently moved out of uranium stocks and are intent on investing in the more glamorous gold and silver sector. We are long time gold and silver bugs but we question the wisdom of this move.

First of all gold is at an all time high at $1000 plus and its recent progress has been explosive, from $650 in September 2007, truly magnificent gains.

The same pretty much applies to silver which is also basking in the limelight.

Uranium stocks have however been beaten to the ground with falls of 60% in some cases. However, these stocks have shown signs that the worst is over and some have climbed back a little.

So, having suffered a loss in one sector is it a smart move to pull out and reinvest in another sector. Well, if the other sector is gold, then you are investing in a sector that is all ready at record highs. Ask yourself, is now the time to be doing this? Are you going to stay with it until gold reaches say, $2000, $5000? or if it corrects on short term profit taking and you suffer another loss will you be on the move again.

As a strategy we should be buying when there is ‘blood in the streets’ and not when everyone else is clamouring for the stock that you want. The blood is more or less in Uranium Street but that can not be said for the gold sector.

We don’t want to deter you from enjoying the success of the gold and silver sector, where we have a considerable holding, but we do question the timing of such a move. Timing is a vital ingredient to your decision making process.

We are observers at the moment and are concerned that a correction in the precious metals and their associated stocks is imminent. So we are not buyers at this time. As for the long term gold has a long way to go. Uranium stocks could remain shaky for the time being as they have taken a battering and need to stabilise before heading north, which they undoubtedly will.

Try to stay calm and allow your thoughts to thoroughly work through the possibilities that are right for you and read as widely as you can.

Whichever way you play it we wish you every success and if you can find the time, do let us know what your thoughts are and how your investments are working out for you.

If you have just taken an interest in the uranium sector and would like to receive our free newsletter regarding uranium and in particular investing in uranium stocks please click this link.

Have a good one.  

North American uranium producer says spot price at or near bottom

Barcelona (Platts)--19Mar2008
The CEO of North American uranium producer Denison Mines on Wednesday said he believes the spot price of uranium, currently at $74/pound U308, has reached or is close to a bottom.

"We expect the spot price to recover [during 2008] and to trade at or above the long-term price," which currently sits at $95/pound U308, Peter Farmer, CEO of the Toronto-based company said in releasing the company's fourth-quarter and full-year 2007 financial results.

Farmer said uranium supply is not keeping up with demand, adding that there are now 34 nuclear reactors under construction in 12 countries. Uranium supplies from government stockpiles and utility inventories also are failing to keep pace with yearly increases in demand, which Farmer said is increasing at an annual rate of 2%. And increasing production of mine uranium is proving challenging, he said.

Farmer said that in the fourth quarter of 2007, Denison's US-sourced uranium sold for an average of $89.84/pound and its Canadian uranium sold for an average price $74.37/pound. Full-year 2007 average sales prices were $99.11/pound for US production and $74.91/pound for Canadian production, he said.

Farmer said Denison expects to increase production in 2008 by 200% to 2.1 million to 2.4 million pounds U308. The company expects to sell 1.7 million pounds of that 2008 production "at or near market prices," he added.
 

 

 

http://www.canadianinsider.com/coReport/allTransactions.php?ticker=fsy

 

strikes wäre auch mal ganz interessant....  

wieder mal Zeit für Nachkäufe, also check Deine Finanzen und dann wollen wir steigende Kurse sehen! ;-)  

Werd in der nächsten Woche um 25.000 Euro nachkaufen! Vorher hab ichs Geld nicht am Depot!  

ich versuch mein bestes ! ein bissel sonne seh ich schon am horizont ! ;-))))))  

 

Namibia: Forsys Predicts Earnings And Cash Flow Robust

The Namibian (Windhoek)

20 March 2008
Posted to the web 20 March 2008

Windhoek

AT current uranium prices, the earnings and cash flows of Forsys Metals Corporation looks robust, according to its latest analyst report.

Forsys is a junior mining developer, which is close to completing a feasibility study on its 100 per cent-owned Valencia uranium project in Namibia. It is situated 76 km southwest of Usakos, 35 km from the Roessing Uranium Mine and 40 km from Paladin's Langer Heinrich Uranium Mine near Swakopmund, in the Erongo Region.

The deposit is amenable to open-pit mining and processing. Once in full production, Valencia could produce roughly 2,9 million pounds of uranium annually over a minimum 11-year mine life. The report was compiled by Salman Partners on 12 March this year, and published on the company's website. Capital spending would be roughly about N$2,2 billion versus the estimate in Forsys' pre-feasibility study of about N$1,6 billion to bring the project into production by mid-2010. The company expected an average operating cash cost of approximately about N$288,82 per pound over the minimum 11-year mine-life. "Several potential catalysts, including a potential take-over, resource growth through drilling, and a spin-off of non-core assets, could unlock shareholder value.

We believe that Forsys could be taken over by another uranium miner, a power utility or a nuclear power plant manufacturer looking to secure a long-term supply of uranium from a stable country. We initiate coverage on the shares of Forsys with a buy recommendation," the report highlighted. The company cited that there is good potential to find additional uranium resources within the immediate area around the Valencia project. The company is currently carrying out exploration between the east zone, the north zone, and the main zone. The report claimed that has a significant land package, surrounding Valencia, which could yield additional uranium deposits.
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Namibia

Valencia is one of the best uranium takeover targets available and Areva's acquisition of UraMin is the first volley in the impending flurry of takeovers in the uranium space indicated that Forsys is a plum target ripe for the picking, according to the report.

The Valencia project is expected to come on line in 2010. "We expect that the commencement of production could coincide with peak uranium prices, which we estimate could average N$1 442 per pound in 2010, increasing to almost N$1 484 per pound in 2011. We believe that Forsys could reap strong profits in the first couple of years of production," it noted.

Most of the world's supplies of mined uranium come from Canada, Australia, Kazakhstan, Niger, Namibia, Russia, Uzbekistan, South Africa, Ukraine and the United States.

http://allafrica.com/stories/200803200465.html
 

 

Afrika dort ist es jetzt bestimmt schön...

 

By: Liezel Hill
Published: 20 Mar 08 - 15:27

French firms Areva and Technip have signed a partnership agreement to develop uranium mines, the companies said on Wednesday.

The new joint-venture company, TSU Project, will focus on bringing ten new projects, most of which are in Africa, into production and will require capital expenditure of about €3-billion, the firms said in separate statements.

The JV aims to double Areva's uranium output over the next five years, which will include a plan to “quicken” Areva's Imouraren and Trekkopie projects, in Niger and Namibia.

Paris-based Areva, which has mining, nuclear power generation and electricity transmission and distribution units, produced 6 000 t of uranium last year.

Technip is a specialist in engineering and construction for the hydrocarbon and petrochemicals industries, but is diversifying into mining.
 

unter 2,50 CAD