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06.08.2010, 13:47
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| | | Investing in Uranium
Been a while since I looked at uranium but with the focus currently on gold and after the Uranium crash, I'm considering again investment in this.
Anyone made investments in this area before?
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06.08.2010, 13:52
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| | | Re: Uranium
I would go for the more rare stuff, like Plutonium 239 or Lithium 6. I tried it in the 90s, but the delivery never arrived... shouldn't have trusted this Columbian guy.
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06.08.2010, 14:10
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| | | Re: Uranium
I actually used to about 6 years ago or more.
can't find the site I did it on.
but today I would probably trade uranium futures on nymex
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06.08.2010, 14:29
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| | | Re: Uranium | Quote: | |  | | | I actually used to about 6 years ago or more.
can't find the site I did it on.
but today I would probably trade uranium futures on nymex | | | | | Thanks. I'm looking into uranium futures but also uranium miners. Did you ever invest in producers/enrichers? Urenco used to be a client of mine, but they are privately held.
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06.08.2010, 14:33
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| | | Re: Investing in Uranium
If you find up to %90 enriched Uranium, let the Iranian Government know. They are desprately looking for some....
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06.08.2010, 14:39
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| | | Re: Uranium | Quote: | |  | | | Thanks. I'm looking into uranium futures but also uranium miners. Did you ever invest in producers/enrichers? Urenco used to be a client of mine, but they are privately held. | | | | | I don't know why I am telling you this but here we go: Uranium One
I expect a return to the 2006/2007 levels after the financial crisis is done away with as people are looking to invest heavily in Europe and Asia in certain technologies that might empower people.
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06.08.2010, 14:42
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| | | Re: Investing in Uranium | Quote: | |  | | | If you find up to %90 enriched Uranium, let the Iranian Government know. They are desprately looking for some.... | | | | | they already know how to enrich. my former client had a defector and took the technology to pakistan: http://www.stopwapenhandel.org/actue...leartechn.html
another interesting tidbit is that Lehman was sitting on 225 tons of yellowcake when it went bust. http://www.guardian.co.uk/business/2...uclear-weapons | 
06.08.2010, 14:44
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| | | Re: Uranium | Quote: | |  | | | I don't know why I am telling you this but here we go: Uranium One
I expect a return to the 2006/2007 levels after the financial crisis is done away with as people are looking to invest heavily in Europe and Asia in certain technologies that might empower people. | | | | | yes. there was a lot of new supply after the 2007 boom, but i think there will also be new increased demand. even if demand comes online only in a few years time, there probably will be some stockpiling ahead of this.
i know that there are quite a lot of niche players in uranium, but i'm not familiar with them. i'm looking at paladin as i have more familiarity (former client). mainly concerned whether some of the smaller ones will be susceptible to further economic shocks (mainly re: debt servicing).
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06.08.2010, 14:44
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| | | Re: Investing in Uranium
I would also invest in nuka cola. http://www.nuka-cola.com/ | 
06.08.2010, 14:50
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| | | Re: Investing in Uranium | 
06.08.2010, 14:52
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| | | Re: Investing in Uranium | Quote: | |  | | | | | | | | well good luck and have fun.
let us know how things turn out for you
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06.08.2010, 15:00
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| | | Re: Investing in Uranium | Quote: | |  | | | well good luck and have fun.
let us know how things turn out for you | | | | | will do. thanks. although i will also look at options for direct investment into uranium e.g. futures. which would probably be a cleaner way.
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06.08.2010, 16:54
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| | | Re: Investing in Uranium
I wonder whether your use of the words 'buy' and 'uranium' in one sentence has been noticed by the US's search engines and whether you're now on the CIA's hitlist
.....
oh cr@p | 
06.08.2010, 16:56
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| | | Re: Investing in Uranium
i think you're the only one to have used those 2 words in a sentence here | 
06.08.2010, 17:13
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| | | Re: Investing in Uranium
I assume the derivatives you are talking about are for cash settlement only? I dare not imagine the hoops you would have to go through to take delivery!
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08.08.2010, 03:45
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| | | Re: Investing in Uranium | Quote: | |  | | | I assume the derivatives you are talking about are for cash settlement only? I dare not imagine the hoops you would have to go through to take delivery! | | | | | i'm not looking to take delivery for the obvious reason:
avoiding swiss import tax. | 
08.08.2010, 06:36
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| | | Re: Investing in Uranium
I do not invest in any commodities which have dubious origin or materials which have hazardous potential of stirring the conflicts in the world, blood diamonds and rare metals which are acquaired by explotation of masses for low wages. Naomi Cambell can shed more light on the issue at hand | 
08.08.2010, 13:36
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| | | Re: Uranium | Quote: | |  | | | I don't know why I am telling you this but here we go: Uranium One
I expect a return to the 2006/2007 levels after the financial crisis is done away with as people are looking to invest heavily in Europe and Asia in certain technologies that might empower people. | | | | | Overbought in my opinion , used to be a big holder of Uranium one. Furthermore most of its uranium comes from.... Afghanistan and it's under new Russian ownership (the company)
Denison mines has practically no debt and is ridiculously cheap. It also has a ton of promising prospects.
I'm also long strathmore and cameco.
Either way Uranium is goin straight to the moon.
EDIT: Uranium one announces results tomorow I think so maybe you'll see some movement there.
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08.08.2010, 14:06
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| | | Re: Uranium | Quote: | |  | | | Overbought in my opinion , used to be a big holder of Uranium one. Furthermore most of its uranium comes from.... Afghanistan and it's under new Russian ownership (the company)
Denison mines has practically no debt and is ridiculously cheap. It also has a ton of promising prospects.
I'm also long strathmore and cameco.
Either way Uranium is goin straight to the moon.
EDIT: Uranium one announces results tomorow I think so maybe you'll see some movement there. | | | | | thanks. i'll follow up on the tips. strong balance sheet and ability to continue operations in a worsening credit/economic environment is one of my key requirements.
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08.08.2010, 14:39
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| | | Re: Uranium | Quote: | |  | | | thanks. i'll follow up on the tips. strong balance sheet and ability to continue operations in a worsening credit/economic environment is one of my key requirements. | | | | | Well consider this :
Uranium prices have been very depressed for a long time , miners have high mid-term costs keeping projects open , so lean flexible miners are what you're looking for - preferably with tons of capacity for expansion.
Uranium has shot up on the spot market in recent weeks , increasing by $10 per pound - which to a miner is the difference between losses and profit , see Denison: http://www.canadianbusiness.com/mark...ntent=b4137148
Now remember that is only in recent WEEKS and these are half year results.
China , India and now even Argentina have all announced literally enormous reactor projects.
I'd be surprised if you don't see the spikes of summer 2007 exceeded within another 5 years tops.
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