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     rederob
Member
Username: rederob
Post Number: 2343
Registered: 10-2002Rating: N/A
Votes: 0
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| | Sunday, May 10, 2009 - 11:08 pm: |  
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Spot uranium has bounced off the low $40s and has moved higher in $2 increments for a change.
Long term uranium contracts are being negotiated in the $65plus range, but this might ratchet quickly higher if spot keeps moving as it has.
With a broader range of price mechanisms now available, a greater level of transparency for uranium makes it much easier to follow.
Unlike other metals, demand for uranium has only grown stronger through the present recession as more nations grapple with emissions issues and the "right mix" of fuel options.
Will be interesting to see how the WA government treats potential uranium players in the months ahead. Could be some nice share price jumps for some of the juniors over the next year or two.
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dug
Member
Username: dug
Post Number: 3591
Registered: 07-2005Rating: N/A
Votes: 0
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| | Tuesday, May 12, 2009 - 01:54 pm: |
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Truly welcome back,rederob.
Your-
rederob wrote on Sunday, May 10, 2009 - 11:08 pm:Will be interesting to see how the WA government treats potential uranium players in the months ahead. Could be some nice share price jumps for some of the juniors over the next year or two.
in working out watching of this "pack" do you have any particular say half dozen in mind?
I'm thinking that no junior is going to rise up into being a Producer of Australian Uranium even in a Century.
It's much too Capital Expensive and Government Regulated for that,surely?Let alone BHP Olympic Dam is the BIG ONE able to take advantage of your identified Spot Price Moves.
Anyway,I'm thinking that the only Junior Participation with any real legs to a sustained price move will be the Ones that have discovered Significant,High Grade Deposits[Nth degree JORC'd] worthy of being bought out by Huge Majors of at least the RIO ilk.I doubt BHP wants anymore new deposits.It's got Olympic so surely it's got it's Uranium side covered,won't be in d'business of Windfalling Profits to mere juniors.
Anyway,hope you are going to make more than Quarterly posts,rederob.I had a look at WSA,despite d'doctor's advice.Fab small shares on issue hey?
cheers'n'regards r2r.
Even 'til Jaded.
Dig for the sake of it.
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paddy
Member
Username: paddy
Post Number: 1614
Registered: 03-2008Rating: N/A
Votes: 0
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| | Wednesday, May 13, 2009 - 08:43 am: |
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Dug: You might try this site . You will have to sort out what ones are Australian .
http://www.wise-uranium.org/ucompa.html
Example
http://www.adelaideresources.com.au/
: Adelaide Resources
Adelaide Resources Limited is an Australian Securities Exchange listed company (code: ADN) focusing on mineral exploration for gold, copper and uranium deposits.
Adelaide Resources currently holds
21 exploration licenses, covering over 8,000 sq km within both South Australia and the Northern Territory.
The company's goal is to grow shareholder wealth through involvement in a significant mineral discovery, and ultimately through successful mine development.
This is only part of page of info.
Regards,
Paddy
(Message edited by paddy on May 13, 2009)
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rederob
Member
Username: rederob
Post Number: 2344
Registered: 10-2002Rating: N/A
Votes: 0
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| | Wednesday, May 13, 2009 - 11:20 pm: |
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Uranium spot price jumped $5 this week: Now sitting at $51.
Dug, I haven't started looking. Although I do know TOE completed a double bottom in March and has since more than doubled in price.
Stay tuned....
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immune
Member
Username: immune
Post Number: 17
Registered: 10-2005Rating: N/A
Votes: 0
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| | Wednesday, May 13, 2009 - 05:46 am: |
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list of uranium stocks
anyone care to post
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dug
Member
Username: dug
Post Number: 3594
Registered: 07-2005Rating: N/A
Votes: 0
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| | Thursday, May 14, 2009 - 10:56 am: |
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Seeing as you haven't even started looking,r2r,here's the latest "method" I've dug up.I don't do this,it ain't no claim to Fame by me,d'resident rat bag.No,this is the Method gleaned from the BarbQue of Warm Pig.
First you have to be Geology minded and/or a Dedicated FAer with high Google Skill.
Then you find an Announcement of any company that newses some Grade Fab in a Strike.
Then you Google Earth that particular tenement described.Along with tapping into the Mining Dep't so you can find who holds all the adjoining tenements.
Ambition is-
a]Find a Strike that borders another owner's tenement.
b]Hope it's another ASX listed Company
c]BUY that one NOT the one with the News
d]when you got a fair poke of d'other one then hit Warm Pig with ya Findings and try and get a Run Happening and d'Glory of What a Great Trader ya are Happening.
One also is very authorative on What the News Results actually MEAN like that Grade in Comparison to Average and it's ramifications for possible future Production and well,UnAssailable Facts RULE.
Rederob,with say Iron Ore Strikes these Massive but Fuzzy Pictures get posted looking like they cover a 100 more Sq Miles.
On them,are paintboxed all the tenements colour coded of the several Minors identified.
Iron Ore ones are particularly "impressive" when these pictures highlight before ya very eyes that ya can see d'RUST from outer space formed on this Mountain of IRON ORE.
Ohh r2r Pavlov got nothing on d'reaction by d'Pilgrims when they see Rust from Outer Space!!
So when ya come back r2r,your breakthru on Hedging ain't gunner thrill d'masses.
That'll be excellent,hey ready2rob?you never wanted to be seen as some Materials Guru in the first place,right?No,you just had FAME thrust upon you.
really looking forward to your return.
jr
Even 'til Jaded.
Dig for the sake of it.
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rederob
Member
Username: rederob
Post Number: 2345
Registered: 10-2002Rating: N/A
Votes: 0
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| | Thursday, May 14, 2009 - 07:28 pm: |
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Here we list the 60+ publicly listed companies listed on the Australian Stock Exchange (ASX) on our Uranium Mining Stocks Directory.
( http://asx.bookoftrading.com/category/uranium )
Acclaim Exploration NL (ASX: AEX)
Adelaide Resources Limited (ASX: ADN)
Apex Minerals (ASX: AXM)
Arafura Resources NL (ASX: ARU)
Ashburton Minerals Ltd (ASX: ATN)
Australian companies currently mining uranium
Australian companies with significant uranium potential
Australian United Gold Limited (ASX: AUL)
Australian Uranium Stocks with Less Notable Exposure
Avian Mining Pty Ltd
Bannerman Resources NL (ASX: BMN)
Batavia Mining Limited (ASX: BTV)
BHP Billiton Ltd (ASX: BHP)
Bullion Minerals Ltd (ASX: BLN)
Cazaly Resources Limited Ordinary (ASX: CAZ)
Compass Resources NL (ASX: CMR)
Contact Resources Limited (ASX: CTS)
Curnamona Energy Ltd (ASX: CUY)
Deep Yellow Limited (ASX: DYL)
Energy Metals Limited (ASX: EME)
Energy Resources Of Australia Ltd (ASX: ERA)
Equinox Minerals Limited (ASX: EQN)
Extract Resources Ltd Ordinary (ASX: EXT)
Giralia Resources NL (ASX: GIR)
Globe Uranium Ltd (ASX: GBE)
Golden State Resources Ltd (ASX: GDN)
GoldSearch Limited (ASX: GSE)
Green Rock Energy Ltd (ASX: GRK)
Havilah Resources NL (ASX: HAV)
Heathgate Resources Pty Ltd
Hindmarsh Resources Ltd (ASX: HMR)
Image Resources NL (ASX: IMA)
Jindalee Resources Ltd (ASX: JRL)
Kalgoorlie-Boulder Resources Ltd (ASX: KAL)
Korab Resources (ASX: KOR)
Marathon Resources (ASX: MTN)
Marengo Mining (ASX: MGO)
Minotaur Exploration Ltd (ASX: MEP)
Monaro Mining NL (ASX: MRO)
Monax Mining Limited (ASX: MOX)
Mount Burgess Mining NL (ASX: MTB)
Nickel Australia Limited Ordinary (ASX: NKL)
Nova Energy Limited (ASX: NEL)
Omegacorp Ltd (ASX: OMC)
Pacific Magnesium Corporation Ltd (ASX: PMH)
Paladin Resources Ltd (ASX: PDN)
Pepinnini Minerals Limited (ASX: PNN)
Polaris Metals (ASX: POL)
Prairie Downs Metals Limited (ASX: PDZ)
Redport Ltd (ASX: RPT)
Reefton Mining NL (ASX: RTM)
Rio Tinto Ltd (ASX: RIO)
Scimitar Resources Limited (ASX: SIM)
Siberia Mining Corporation Ltd (ASX: SIB)
Southern Gold Limited (ASX: SAU)
Stellar Resources Limited (ASX: SRZ)
Summit Resources Limited (ASX: SMM)
Uranex NL (ASX: UNX)
Uranium Exploration Australia (ASX: UXA)
Valhalla Uranium Ltd (ASX: VUL)
Washington Resources Limited (ASX: WRL)
Yamarna Goldfields Limited (ASX: YAM)
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justice
Member
Username: justice
Post Number: 1101
Registered: 01-2003
Rating: N/A
Votes: 0
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| | Thursday, May 14, 2009 - 10:12 pm: |
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rr:
Welcome back.
Did you type that all out by hand. HELL O!
27 listed under Australian Uranium
37 under Uranium
33 Exploration
How many recent entries may be re-birthing ex-bank/retail outlets I wonder? ?
Setting up a new dartboard will be useful too.
UEQ WWW WTN ... URM TOE and many (more) will pop out later no doubt.
regards,
j
(Message edited by justice on May 14, 2009)
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rederob
Member
Username: rederob
Post Number: 2346
Registered: 10-2002Rating: N/A
Votes: 0
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| | Thursday, May 14, 2009 - 11:41 pm: |
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Justice
It was the state of play back in 2006 - so more to add, and some to subtract. In the "A"s alone there is now African (AFR), Alara (AUQ), (Aragon (AAG), Atomic (ATQ), and Atom (AXY).
As per usual the issue is sorting the wannabes from the gonnabes.
Lots of research and no guarantee of getting it right.
Send that dartboard my way when you are finished, please.
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justice
Member
Username: justice
Post Number: 1102
Registered: 01-2003
Rating: N/A
Votes: 0
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| | Friday, May 15, 2009 - 12:08 am: |
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immune: as are we all!
ADN,ADELAIDE RESOURCES,
AEE,Xstate Resources Limited,
AEX,ACCLAIM EXPLORATION,
AFR,African Energy Resources,
ARU,ARAFURA RESOURCES NL,
ATN,Ashburton Minerals Limited,
AUL,Australian United Gold Limited,
AXM,Apex Minerals NL,
AXY,Atom Energy Limited,
BHP,BHP BILLITON LIMITED,
BLN,Bullion Minerals Ltd,
BMN,Bannerman resources Limited,
BTV,Batavia Mining Limited,
BYR,Burey Gold,
CAZ,CAZALY RESOURCES LIMITED,
CMR,Compass Resources NL,
CTS,Contact Resources Limited,
CUY,Curnamona Energy Limited,
DYL,Deep Yellow Limited,
EME,Energy Metals Limited,
EPS,Epilson Energy,
EQN,EQUINOX MINERALS LIMITED,
ERA,ENERGY RESOURCES,
ERN,Erongo Energy Limited,
ERO,Eromanga Uranium,
EXT,Extract Resources Ltd,
FIS,Fission Energy Limited,
GBE,Globe Uranium Limited,
GDN,Golden State Resources,
GIR,GIRALIA RESOURCES NL,
GRK,Green Rock Energy Limited,
GSE,GOLDSEARCH LIMITED,
HAV,Havilah Resources NL,
HMR,Hindmarsh Resources Ltd,
IMA,Image Resources NL,
JAK,Jackson Minerals Limited,
JRL,JINDALEE RESOURCES LIMITED,
KAL,Kalgoorlie-Boulder Resources Ltd,
KIK,KAIRIKI ENERGY LIMITED,
KOR,Korab Resources Limited,
MEP,Minotaur Exploration,
MEU,Marmota Energy Limited,
MGO,Marengo Mining Limited,
MKY,McKinley Company Limited,
MOX,Monax Mining Limited,
MRO,Monaro Mining NL,
MTB,MOUNT BURGESS MINING,
MTN,Marathon Resources,
NAD,NORTH AUSTRALIAN DIAMONDS LTD - (SKR),
NEL,Nova Energy Limited,
NKL,Nickel Australia Limited Ordinary,
NRU,Newera Uranium Limited,
NTU,Northern Uranium Limited,
NUP,NuPower Resources Limited,
OKU,Oklo Uranium Limited,
OMC,Omegacorp Ltd,
PDN,PALADIN RESOURCES,
PDZ,Prairie Downs Metals Limited,
PEN,PENINSULA MINERALS LIMITED,
PMH,PACIFIC MAGNESIUM CORPORATION LIMITED,
PNN,PepinNini Mineral Limited,
POL,POLARIS METALS NL,
PXR,Palace Resources Limited,
RIO,RIO TINTO LIMITED,
RMR,Ram Resources Limited,
RPT,Redport Ltd,
RTM,Reefton Mining NL,
SAU,Southern Gold,
SIB,Siberia Mining Corporation,
SIM,Scimitar Resources Limited,
SMM,SUMMIT RESOURCES LIMITED,
SNU,Southern Uranium Ltd,
SRZ,Stella Resources,
TEU,Top End Uranium Limited,
THX,THUNDELARRA EXPLORATION LTD,
TOE,Toro Energy,
TUC,Territory Uranium Co., Ltd,
UEQ,BULLION MINERALS,
UKL,Uranium King,
UNO,Northern Uranium Limited,
UNX,Uranex NL,
UOG,Uranium Oil and Gas Limited,
URM,Uramet Minerals Limited,
UTO,U308 Limited,
UUL,United Uranium,
UXA,Uranium Exploration Australia,
VUL,Valhalla Uranium Ltd,
WCU,White Canyon Uranium Limited,
WME,WEST AUSTRALIAN METALS LIMITED,
WRL,Washington Resources Limited,
WTN,Western Uranium Limited,
WWW,Whinnen Resources Ltd.,
YAM,Yamarna Goldfields Limited,
YRR,Yellow Rock Resources Limited,
Alpha Uranium (AHM) does not contain any data I can access and is not included in the above list.
If the total count IS as listed above there are still two missing COS.
94 out of a total of 97 excluding AHM
I can't find any more ATM.
Avian Mining Pty Ltd (???)
Heathgate Resources Pty Ltd (???)
...do not appear to be real cos. -- but might explain the missing?
j
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justice
Member
Username: justice
Post Number: 1103
Registered: 01-2003
Rating: N/A
Votes: 0
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| | Friday, May 15, 2009 - 12:19 am: |
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rr:
AUQ AAG ATQ are not in my above list
It seems my list is larger than the Listed Companies
One of us cannot be wrong. OS I guess it's probably me that's out. If more pop up them my list may be out by miles!?
j
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justice
Member
Username: justice
Post Number: 1104
Registered: 01-2003
Rating: N/A
Votes: 0
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| | Friday, May 15, 2009 - 12:33 am: |
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Alara (AUQ),
Aragon (AAG),
Atomic (ATQ),
weren't in the list.
That's then 97 total exactly.
Alpha Uranium (AHM) does not return any data. That'll make 98 soon I guess.
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paddy
Member
Username: paddy
Post Number: 1619
Registered: 03-2008Rating: N/A
Votes: 0
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| | Friday, May 15, 2009 - 03:31 am: |
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Justice : General Atomics
Heathgate Resources is an affiliate of General Atomics (GA).
Heathgate Logo PMS287 formed in 1990, is the owner and operator of the Beverley Uranium Mine in northern South Australia. Beverley is Australia's third uranium mine and Australia's only operating In Situ Leach mine.
Beverley is the most advanced In Situ Leach mine in the world and plays a significant role in South Australia's resource development industry, providing:
* employment opportunities;
* royalty payments to the State and Aboriginal communities; and
* fuel for greenhouse friendly power generation.
Beverley is a $100 million investment with export income of approximately $70 million per annum and rising. The company directly employs over 100 people with over 350 jobs indirectly created in the South Australian community. Royalties to State and Aboriginal communities are in the order of $3.4 million per annum along with $23 million per annum to regional and state businesses/suppliers.
Regards,
Paddy
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paddy
Member
Username: paddy
Post Number: 1620
Registered: 03-2008Rating: N/A
Votes: 0
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| | Friday, May 15, 2009 - 03:58 am: |
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Justice : This list 2006 may be a repeat
Australian Uranium Stocks
Even though Australia is thousands of miles away for most of us, establishing Australian uranium exposure is easier than you might think. There are many public companies that produce, or are exploring for, Australian uranium that are listed on American and Canadian exchanges.
Below is a list of over 50 public companies that have exposure to uranium mining in Australia.
* Acclaim Exploration
* Adelaide Resources Limited
* Arafura Resources
* Apex Minerals
* Ashburton Minerals
* Australian United Gold
* Avian Mining Pty Ltd
* Batavia Mining
* BHP Billiton
* Bullion Minerals
* Alliance Resources
* Bannerman Resources
* Cazaly Resources
* Compass Resources
* Contact Resources
* Curnamona Energy
* Deep Yellow
* Energy Metal
* Energy Resources of Australia
* Equinox Minerals
* Extract Resources
* Georgetown Mining
* Gold Search
* Golden State Resources
* Goldstream Mining
* Glengarry Resources
* Giralia Resources
* Green Rock Energy
* Havilah Resources
* Hindmarsh resources
* Image Resources
* Jindalee Resources
* Kalgoorlie Boulder Resources
* Korab Resources
* Marathon Resources
* Matrix Metals
* Minotaur Exploration
* Monaro Mining
* Monax Mining
* Nickel Australia
* Nova Energy
* Omegacorp
* Paladin Resources
* Pepinnini Minerals
* Polaris Metals
* Red Metal
* Redport
* Reefton Mining
* Rio Tinto
* Scimitar Resources
* Siberia Mining Corporation
* Southern Gold
* Southern Cross Exploration
* Stellar Resources
* Summit Resources
* Uranex
* Uranium Exploration Australia
Name: Avian Mining Pty Ltd 22042006
ASX Code: N/A - Private Company
Avian Mining Pty Ltd is a Canberra based uranium explorer with uranium exploration ground in the Pacific Island nation of Niue.
Paddy
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cat_lady
Member
Username: cat_lady
Post Number: 596
Registered: 10-2006
Rating: N/A
Votes: 0
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| | Friday, May 15, 2009 - 09:05 am: |
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interesting slip made in yesterday's session of parliament. might give the uranium companies a kick start today?:
QUOTE:
CANBERRA - Australia plans to increase uranium sales to China provided it is not used in Beijing's expanding weapons programme, documents mistakenly made public by Australia's foreign minister have showed.
Foreign Minister Stephen Smith tabled in parliament a confidential list of treaty negotiations with other countries, revealing details of negotiations between Australia and China about lifting exports of uranium from BHP Billiton's Olympic Dam mine in South Australia.
The treaty document said Australian diplomats attended talks in Beijing in January on BHP Billiton's proposal to send uranium-infused copper concentrate to China from Olympic Dam.
BHP is currently undertaking a two-year feasibility study into the expansion of Olympic Dam, which is the world's largest uranium deposit, fourth largest remaining copper deposit and fifth largest gold deposit.
Government approval needed
Expansion, which requires government approval, would transform the underground facility into one of the world's biggest open pit mines, with output rising six-fold.
Russia, China and India are all anxious to buy Australian uranium to develop civilian nuclear energy. Australia has 40 per cent of the world's recoverable uranium.
The Labor government is refusing to sell nuclear fuel to India because it has not signed the Nuclear Non-Proliferation treaty. Australia is one of 35 International Atomic Energy Agency board members and already sells uranium to 36 nations.
"In the case of the information that was put out on the trade negotiations, there was nothing in that document that isn't already in the public domain," Trade Minister Simon Crean said.
A current uranium export agreement between Australia and China focuses on supply of uranium in uranium ore concentrates. An annex allows for extraction of uranium from other ores and concentrates, but only for non-nuclear purposes.
"An amendment or supplementary agreement is required to ensure Australian uranium is satisfactorily accounted for during the extraction process, and that any uranium extracted becomes nuclear material subject to the provisions of the nuclear transfer agreement," said the document tabled by Stephen Smith.
END QUOTE
makes ya wonder how peter garrett sleeps at night these days
cat lady
Without my morning coffee I might as well be a dog
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dug
Member
Username: dug
Post Number: 3597
Registered: 07-2005Rating: N/A
Votes: 0
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| | Friday, May 15, 2009 - 11:01 am: |
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Well spoilt for choice in Uranium Companies,hey?
Any suggestions for doing a winnow?Surely these require setting up some criteria for Reduction to say a dozen Hopefuls or is it expected that one does a Weekly Chart Eyeball of some 100 charts just for your Uranium Play?
Paddy,you're the Geology Commentator around here?Being Dual Listed in Canada give any "superiority"?
Justice,of the admired IQ and chart expertise any ideas beyond Do the HARD Work every weekend?
or should we just be content with giving immune his request and wait for some insight from him/her.Just wondering immune,you're a long time registered member.How come you're on Time Delay yet have all that sea shanty chat down pat[see CNX alternate thread]
cheers.
Even 'til Jaded.
Dig for the sake of it.
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rockon
Member
Username: rockon
Post Number: 302
Registered: 08-2003Rating: N/A
Votes: 0
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| | Friday, May 15, 2009 - 11:03 am: |
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A few with (apparently) reasonable real estate quality in:
USA....pen, blr, mro
AFRICA.....acb
Sth Australia...ags, pen.
Saw these in an article a few months back regarding stocks to watch when the market finally turned.Not an exhaustive list, but more to be found here
http://www.australian-shares.com/
P.S....I dont hold any of these.
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paddy
Member
Username: paddy
Post Number: 1622
Registered: 03-2008Rating: N/A
Votes: 0
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| | Friday, May 15, 2009 - 11:41 am: |
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Dug : I'll see what I can do. No guarantees as I have a situation that may keep me from the quest. I'll keep you informed. If anyone has suggestions for checking post them and I'll include them in the research.
Adios
Paddy
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justice
Member
Username: justice
Post Number: 1105
Registered: 01-2003
Rating: N/A
Votes: 0
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| | Friday, May 15, 2009 - 12:08 pm: |
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dug:
Work: Usually twenty minutes in the morning/afternoon watching the volume activity in the Markets does the trick for me. Whatever went up and has a nice pattern is what I should have bought if I had been watching more closely.
OR
learn to lip read.
BCN - I should have bought
j
PS
I bought GRK a while back but not for its uranium so I don't care if BCN has anything other than some open interest.
(Message edited by justice on May 15, 2009)
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justice
Member
Username: justice
Post Number: 1106
Registered: 01-2003
Rating: N/A
Votes: 0
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| | Friday, May 15, 2009 - 12:53 pm: |
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AXM may kick up if it's forthcoming announcement re proposed capital raising finds a mark. Of course it could go lower instead regardless of any "favourable" result....
Longer term investment risks require real work to which I fundamentally opposed.
j
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dug
Member
Username: dug
Post Number: 3598
Registered: 07-2005Rating: N/A
Votes: 0
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| | Friday, May 15, 2009 - 12:59 pm: |
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Now,now profiled as a "pschonaut",don't come the twister on jr.
The objective is to give some "learning'/method to they who want to enjoy life away from 8hr screen watching.Such pilgrims are not usually followers of 2 cent shares.Oh they wish they could of been there for the impressive price leverage gains of 20% in a Day but...
well,anyway thanks for ya brevity and wit,justice.whatta clever fella UB.
Even 'til Jaded.
Dig for the sake of it.
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justice
Member
Username: justice
Post Number: 1107
Registered: 01-2003
Rating: N/A
Votes: 0
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| | Friday, May 15, 2009 - 01:20 pm: |
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dug
If your new to share trading my recommendation is to run for the hills. There's a real life you could be having instead.
As to Learning methods for the socially deprived (as I sometimes feel) you can find those in the left hand column of the browser when you return to nit-pick... again.
And you still sound just like Futurama's robot bender.
But I read occasionally for amusement's sake.
Not in disparaging way mind you.
I react involuntarily. I didn't say I was a good psychonaut. But I am still.
j
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dug
Member
Username: dug
Post Number: 3599
Registered: 07-2005Rating: N/A
Votes: 0
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| | Saturday, May 16, 2009 - 09:08 am: |
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Won't bother looking up meaning if any of psychonaut.If you're one,justice it must have some connotation of being Languid or perhaps fey.
Anyway on your method described here-
justice wrote on Friday, May 15, 2009 - 12:08 pm:Work: Usually twenty minutes in the morning/afternoon watching the volume activity in the Markets does the trick for me.
Volume activity of the whole market?or a particular share[s]?
If the latter[a share] do you think Volume contributed to by TRANSFERS/Bulk Transfers-one single transaction has caused 60% or more of Volume Figure is lesser or more significant?
Don't think I'll find an answer to that in the left Column?Don't think there's a definite answer either way on the Question.That's how it is in the Market.
Anyway,justice this is a Forum to supplement the left side Column.From what I've read of it's Foundation it was directed to DIY share market participants to use TA for their Investments.It had a bias to defining Short Term as say under 3 months Hold.Not 3 MINUTES or Hours.Why?because the IC programme is not orientated to Minute Ticks.
So I've never watched Futurama.Never been on a bender using Dramamine and Don't have some idealised vision of Pre Raphelite Shielas as an Ambition of desire,neither.
Want some advice,justice?you really should get Out of ya Head [not Off ya face].Might help your socially deprived Reality.
No wonder ya didn't fill in your Age profile,boy.
Even 'til Jaded.
Dig for the sake of it.
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dug
Member
Username: dug
Post Number: 3600
Registered: 07-2005Rating: N/A
Votes: 0
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| | Saturday, May 16, 2009 - 12:52 pm: |
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So where are we at?
We have a List of 100 ish involved in Uranium shares.
We know,or should know,that many explorers simply declare that they're exploring for the latest Hot Mineral and proceed to go out to Lunch.ie there's Scammers in our list.
Now,d'fast crowd are great if you can join 'em.Yeah,can't be beat running with the fast crowd.End of Story.
but I don't think r2r is running such an Act.He's got a Day Job [last I heard] and it has Nothing to Do with Mining Industry.
So I'm here to simply or complicatedly Contribute to the General Store of Knowledge so myself and others can PROGRESS down d'Road to Mammon[that's a metaphor]
So my first contribution is that Uranium is a particular part of the Materials Sector.
It is not to be "followed" by method/learning about any other Material.Why? because Uranium has Specific,to it's Self,Attributes for Production.For a Company to go from Discovery of such a valuable Strike that THEY [d'Company}will become a Producer.
Surely there can be no argument on this?
How about I refer any "Tommys" to the Paladin MD saying a while ago that PDN is NOT in the Mining Industry but the NUCLEAR Industry merely cos it digs/looks for Uranium.He used this Quote to explain DELAYS in Paladin going into Production.
Do ya bleeding Follow???
So that's why I brought up for your consideration that it's not ALL Explorers.All of that HUNDRED to go searching thru but maybe,just like Blessed Maybe,it'd be a Clue to Search for TakeOut/Over Tenement Holders.They with some JORC results indicating that a Junior/a Freelancer may be in the Money by having a Find that d'BigBoys just cain't Refuse.
Truly some Junior has found the equal or Better than Olympic Dam.
Dreaming am I?Piffling about Conspiracy Theories BigNoting meself,ohh reaaaaaly?
It's just a parameter to set up a Watchlist from.Don't wanna Weekly Run thru a 100 shares.Don't wanna even convert the above list into ASX Codes.
I simply want paddy[d'Rock Hound]or Ready2Rob[d'Bottom Buyer]to confirm or deny that the Above is a Track.A tried and true track for some of you others to turn from New Fresh Meat into being in d'KNOW.[a little Green is good compared to fresh and Dewy that is]
Then we get given some Grades of "Interesting" Finds so we can at least discern Puff from Guts.
but I don't want to wait around for StockDoctor to STAR from that 100 Pack.
StockDoctor will ONLY ever tell ya to get BHP if you want Uranium Exposure.
I actually agree.For Some that's the Best Thing you should do.Like maybe that's what Just Ice is doing.
(Message edited by dug on May 16, 2009)
Even 'til Jaded.
Dig for the sake of it.
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justice
Member
Username: justice
Post Number: 1109
Registered: 01-2003
Rating: N/A
Votes: 0
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| | Sunday, May 17, 2009 - 03:25 am: |
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dug:
Do what ever you think. I don't care.
Lookup all the previous IC posts by spider and snifter if better directional guidance is required. I offer you only confusion - and as for whatever dialect it is that you are failing to mimic; it conjures in my mind only the voice of Bender, so it's a self defense mechanism that protects me from venturing further into the the FA lair where all I have is but one head to scratch in wonderment instead of the usual minimum of two.
"My analyst told me... that I was right outa my head."
j
PS. "My age it means less."
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dug
Member
Username: dug
Post Number: 3602
Registered: 07-2005Rating: N/A
Votes: 0
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| | Sunday, May 17, 2009 - 11:15 am: |
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BCN ya shoulda,woulda if ya coulda been bothered.
AXM a good illustration of what happened last time Uranium Shares got Hot after being Toxic.
oh justice have you anything to share?Something about Volume,maybe?
or do ya just wanna ninny on about the way i communicate?
If so take it to Back Pages and while ya there try and get a New Joke Thread happening so there's not the massive download on with the Old One.Justify yaself.
cheerio.
Even 'til Jaded.
Dig for the sake of it.
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justice
Member
Username: justice
Post Number: 1110
Registered: 01-2003
Rating: N/A
Votes: 0
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| | Sunday, May 17, 2009 - 04:14 pm: |
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dug wrote on Saturday, May 16, 2009 - 09:08 am:If the latter[a share] do you think Volume contributed to by TRANSFERS/Bulk Transfers-one single transaction has caused 60% or more of Volume Figure is lesser or more significant?
Don't think I'll find an answer to that in the left Column?Don't think there's a definite answer either way on the Question.That's how it is in the Market.
Yet you want me who cares so little for FA to comment further. But you have already answered your own question adequately. Go figure.
I didn't make a suggestion on what you should have done with BCM but what I should have done. Thanks for the chart.
I might buy in on Monday with any luck for just 3 MINS or so.
dug wrote on Sunday, May 17, 2009 - 11:15 am:oh justice have you anything to share?Something about Volume,maybe?
I need to justify myself for placing a bet? - Give me a break... please!
You exhibit the Imagination Quotient of a dissected frog.
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dug
Member
Username: dug
Post Number: 3603
Registered: 07-2005Rating: N/A
Votes: 0
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| | Monday, May 18, 2009 - 12:24 pm: |
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justice wrote on Friday, May 15, 2009 - 12:08 pm:Work: Usually twenty minutes in the morning/afternoon watching the volume activity
see a reason for my Volume Enlightenment request from you,Great One?
dug wrote on Friday, May 15, 2009 - 12:59 pm:Now,now profiled as a "pschonaut",don't come the twister on jr.
Imagination Quota is it?Is that d'Grade where you draw your Self Evident Opinion High Self Esteem DRIVEL from?
Ha Ha HA.
Aha all I got to handle is a mere Space Cadet.You know d'Term Space Cadet?but if ya want some Knowledge,it'll Cost YA!!
This is a Forum about Shares.It's not FaceBook where the Psycho Derelicts come to waffle about their Superiority running on puns,double/triple innuendos like Just Ice.
I'll take that Frog bit as a harmless jibe.You've forgotten my used2be Logo.Must shove it up again.
cheerio Kosta.Ya got nothing I need.
Even 'til Jaded.
Dig for the sake of it.
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immune
Member
Username: immune
Post Number: 19
Registered: 10-2005Rating: N/A
Votes: 0
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| | Saturday, May 16, 2009 - 08:26 pm: |
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Next task is to narrow the list down to the top ten that have REAL potential to hit the big time
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immune
Member
Username: immune
Post Number: 20
Registered: 10-2005Rating: N/A
Votes: 0
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| | Friday, May 15, 2009 - 06:53 pm: |
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cripes
what a wealth ( being the operative word ) of information you all are.
Cheers for all the effort with the list of U stocks
Future of Lithium has been in the news of late
I noticed with interest this week
Galaxy resources GXY could be one to watch
maybe start a new thread?
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immune
Member
Username: immune
Post Number: 21
Registered: 10-2005Rating: N/A
Votes: 0
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| | Saturday, May 16, 2009 - 08:27 pm: |
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Next task is to narrow the list down to the top ten that have REAL potential to hit the big time
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rdumas
Member
Username: rdumas
Post Number: 2558
Registered: 11-2006
Rating: 
Votes: 1
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| | Friday, May 22, 2009 - 03:32 pm: |
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URANIUM STOCKS IN AUSTRALIA
Hi Guys,
On the 15th May, Paddy posted a list of stocks that had an exposure to uranium (thats not meant to be a pun). Following are the stocks on that list that I could find a code for as well as their Stock Doctor financial health rating.
I have listed the stocks by name, code and SD health rating. The legend for the ratings are as follows:
D - Distressed Health
M - Marginal Health
E - Early Warning Health
I have highlighted those stocks with acceptable financial health in red.
Note that a SD Star Stock is a stock that has a strong financial health rating and also meets other important selection criteria.
Now it's just a matter of checking the charts.
"...if one tortures a dataset long enough, it will confess to anything!"
- Andrew Lo
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justice
Member
Username: justice
Post Number: 1121
Registered: 01-2003
Rating:
Votes: 1
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| | Friday, May 22, 2009 - 03:48 pm: |
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MRX is in receivership: I'll get my money back... maybe... oneday...
That's perhaps satisfactory enough for anyone else but me.
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rederob
Member
Username: rederob
Post Number: 2347
Registered: 10-2002Rating: N/A
Votes: 0
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| | Friday, May 22, 2009 - 07:00 pm: |
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I have cut and pasted recent comments from }Simon Tonkin: Uranium Supply-Demand to Remain Tight
Courtesy of www.theaureport.com
Source: The Gold Report 05/17/2009
May 17th, 2009
email: newsletters@aureport.com
http://www.theaureport.com
A worldwide dearth of uranium mines and highly skilled metallurgical teams to mine it has investors seeing yellow (cake, that is). "The thing with uranium is it's easy to dig up but hard to get out," says Simon Tonkin, who covers base metals, including uranium, at Thomas Weisel Partners. In this exclusive interview with The Gold Report, Simon discusses emerging challenges in the uranium sector and the deficits he foresees in the global race for supply.
The Gold Report: Simon, why have the uranium stocks made such a nice move in the last week or two when oil's been coming down? I thought part of what was driving the uranium stocks in the previous cycle was the ever-spiraling upward price of oil, making more and more people want to look to alternatives (one being uranium). Could you comment on that?
Simon Tonkin: First of all, I think the supply-demand picture looks tight. We're forecasting deficits to about 2013 and, potentially, if Cigar Lake—the biggest undeveloped uranium deposit in the world—doesn't come online, then we could see deficits further out than that. Secondly, there's a scarcity of uranium mines throughout the world. Most of them are owned by big companies like BHP Billiton Ltd. (NYSE:BHP) (ASX:BHP) (PK SHEETS:BHPLF), Kazatomprom, Cameco Corp. (TSX:CCO), and Rio Tinto (NYSE:RTP).
Most recently what we have seen in the uranium space is the power utilities coming in to buy stakes in uranium producers to potentially guarantee supply. We've seen the Japanese and Koreans come and buy stakes in uranium mines, and last week the Chinese said they are interested in buying stakes in mines and, a while back, the Indians also indicated that they were looking at that. So it's these emerging economies with big reactor plants that are buying up stakes in uranium mines and projects. That's actually sparked the market to realize supply is potentially scarce.
The thing with uranium is it's easy to dig up, but it's hard to get it out. It's the processing that's the key to getting the actual uranium out. Each deposit is fairly unique in terms of its processing, and getting a good metallurgical team together to actually recover the uranium is most important.
TGR: I would assume there'd be a shortage of those types of people with this pullback. Are there people available?
ST: There is a shortage of people with good metallurgical skills, but, obviously, once a really good guy irons out some of the issues, then he may be needed somewhere else and Mega Uranium has one of those guys.
TGR: What about some other names in the Australian uranium space that you like?
ST: In the Australian uranium space, we have Toro Energy Ltd. (ASX:TOE) (not covered), which is fairly close to Mega Uranium—about 60 kilometers away. We have Energy Metals (not covered), which has the Bigrlyi Project in the Northern Territory. Uranium Equities Ltd. (ASX:UEQ) (not covered), out of South Australia, is quite interesting. They have developed a process to get uranium out of phosphates for fertilizers and they're working closely with a large U.S. firm; that has potential. They want to start off around 5 million pounds per annum of uranium, and then move up towards 20 million pounds. Twenty million pounds represents around 15% of global production, so it could be significant. But, again, it's further down the track.
Basically, there are three uranium mines in Australia. The first one is Ranger, which is owned by ERA, and it's in production. Ranger produces around 13.1 million pounds per annum and is 68%-owned by Rio Tinto.
Then we have the Beverly Mine, a U.S. company, which is an ISL (in situ leaching) operation. It is owned by Quasar and General Dynamics. Beverly's almost mined out, and that's where the Four Mile Project, owned by Alliance and Quasar, comes into play. Basically, Beverly's nearly done, so they need to go onto the next deposit, which is right next door. Four Mile is permitted and they're working to go into production by either the end of the year or early next year.
Olympic Dam, the largest copper-uranium deposit in the world, is owned by BHP. It has very unique iron ore copper, gold and uranium and produces around 4,000 tons per quarter.
So those three mines are the producers in Australia. Moving on to the next-nearest producers that I mentioned before are the Four Mile Project owned by Alliance and Quasar, which is near Beverly, and the Honeymoon Project owned by Uranium One. Both of these are slated for early 2010.
After those we move on to companies like Mega and several Western Australia companies that are the uranium hopefuls, looking to be the next producers. Western Australia certainly has a large resource base.
The largest project there is Yeelirrie. Yeelirrie is a calcrete deposit. It's located a little ways from Mega. Also, we have Toro Energy about 60 kilometers to the north of Mega and they also have a calcrete deposit there. These calcretes are very close to surface and fairly easy to mine. As I said before, the processing is the key to get this stuff out, the metallurgical properties; and each deposit is potentially different, so they have to adjust the processing facility to handle the different types of ore.
TGR: Could you go over your stocks that you have over-weighted ratings on, ones you'd like to point out to our readers?
ST: Yes. I've got a number of overweight stocks. One of the companies I have been following since last August, when I initiated coverage of the uranium space, is Extract Resources Ltd. (TSX:EXT) (ASX:EXT) based in Western Australia. They're in the Rossing South deposit in Namibia. The Rossing South deposit is located roughly 7 kilometers south of the Rossing mine, which is Rio Tinto's mine in Namibia. That mine produces around 9 million pounds per annum, and Extract made a very exciting discovery in early 2008—drilling 108 million pounds of uranium in the first zone. The grades are 430 parts per million. This makes it the highest-grade uranium deposit in Namibia. Rio Tinto took some interest in the deposit; they actually own around a 20% stake in the combined Extract because Kalahari owns 39% of Extract and Rio owns a bit of both. There's good potential there for 100 million pounds and that will take this resource over 200 million pounds, which potentially makes it the biggest uranium discovery in the world in the last 20 years.
TGR: Another name you want to bring up?
ST: We've recently increased our price targets in the last week on Paladin Energy Ltd. (TSX:PDN) (ASX:PDN). They've got some good projects and they're doing all the right things. John Borshoff's got over 30 years of experience in uranium and has Langer Heinrich in Namibia, and they're just starting out Kayelekera in Malawi. The diversification of the projects is a positive thing. They're looking at producing 3.7 million pounds from Langer Heinrich Stage II and then 3.3 million pounds from Kayelekera, but they're only earning 85% of Kayelekera because of the government. So Paladin's got a good jurisdiction in Namibia, they've got a quality management team, and they have quality assets in Queensland as well. .
I also like Uranium One (TSX:UUU). They are in Kazakhstan, which is a little more risky, but the positive for them is that they have the in-situ leach deposits. Akdala and South Inkai are both in production now and they are low cost. They're between $16 and $22 a pound compared to Paladin, which is more like $25 to $30 a pound. So you can see there are big advantages there. The other thing that's been a real positive for Uranium One is that the Japanese have come in to take 20% (subject to finalization) of the company, and they have a large cash balance of around $400 million. With that money, they are also looking around to potentially acquire further production assets. The other thing that Uranium One has going for it is that the Honeymoon Project should be in production in 2010. That should provide a million pounds per annum.
TGR: What about Bannerman Resources Ltd. (TSX:BAN) (ASX:BMN)?
ST: Yes. Bannerman's really interesting in that it's right next door to Extract. The positive thing about Bannerman is it doesn't have a cornerstone shareholder per se. No one has their finger on it, but Clive Jones and Nathan McMahon do own a fair whack of Bannerman, and they also own 20% of the project that Bannerman doesn't own. Bannerman's got around 126 million pounds of uranium in the Etango deposit. The grade on their resource is around 200 parts per million below that of Extract but, if they increase the cutoff then we get grade at around 275 parts per million; but the resource comes down to around 54 million pounds. So I think there's potential there for a starter pit and the new CEO, Len Jubber, is quite a good operator. He's got a plan to get this thing developed and his first big milestone will be the pre-feasibility study in the middle of the year. Then we should see a definitive feasibility study by the end of the year. Early
TGR: Thank you, Simon, this has been great.
Source: The Gold Report 05/17/2009
May 17th, 2009
email: newsletters@aureport.com
http://www.theaureport.com
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rederob
Member
Username: rederob
Post Number: 2349
Registered: 10-2002Rating: N/A
Votes: 0
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| | Saturday, May 23, 2009 - 07:18 pm: |
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Justice, I was starting a spreadsheet and began it with Uran Ltd (URA), which is not on the above lists!!!
For the record, I think URA is highly speculative; would not give it much chance given some of its competitors are streets ahead.
Those I would favour ahead of all others would be companies with leases in Africa which have viable JORC resources and are in pre-feasibility or advanced stages. My preference for Africa is its amenability towards rapid production, which will not be the case for Australian based hopefuls.
I am not too sure about former Soviet states although some well established companies have a good track record there in recent years: More research needed to have a better view.
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justice
Member
Username: justice
Post Number: 1126
Registered: 01-2003
Rating: N/A
Votes: 0
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| | Sunday, May 24, 2009 - 06:18 am: |
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List changes: Whatever list.
Delete SIB HMR VUL JAK OMC RPT
RENAME
KAL = MAT MATSA RESOURCES LIMITED
NKL = AZS AZURE MINERALS LIMITED
RTM = MAN MAGNA MINING NL
CTS = RMR RAM RESOURCES LIMITED
YAM = MPJ MINING PROJECTS GROUP LIMITED
BLN = UEQ URANIUM EQUITIES LIMITED
AUL = MLS METALS AUSTRALIA LTD
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justice
Member
Username: justice
Post Number: 1127
Registered: 01-2003
Rating: N/A
Votes: 0
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| | Sunday, May 24, 2009 - 06:57 am: |
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Delete: INX => AHG Advance Healthcare Group Limited (Sector 3510 Health Care)
UNX = Uranex Already listed. (not INX)
Delete: CMR (receivership) & AGX (suspended)
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justice
Member
Username: justice
Post Number: 1128
Registered: 01-2003
Rating: N/A
Votes: 0
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| | Sunday, May 24, 2009 - 07:09 am: |
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Delete UKL
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justice
Member
Username: justice
Post Number: 1132
Registered: 01-2003
Rating: N/A
Votes: 0
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| | Monday, May 25, 2009 - 03:03 am: |
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This list is not complete but is close.
I've sorted my list by the last traded volume
Ticker VOL CLOSE
GDN 28060403 0.115
BHP 9547556 33.46
PDN 5727344 4.96
AXM 3560801 0.205
IGR 3117584 0.33
NUP 2245391 0.027
PEN 2152209 0.036
AEX 1887551 0.007
TOE 1830832 0.21
RIO 1741128 64.44
DYL 1538050 0.325
MLS 1485066 0.028
EQN 1331079 2.54
MPJ 1210000 0.004
BMN 1025133 1.085
ERA 962905 26.88
GGY 957336 0.049
MKY 821475 0.013
THX 740449 0.165
ADN 660400 0.08
NAD 607996 0.013
KIK 593372 0.165
UNO 578000 0.17
ARU 516176 0.535
UTO 454100 0.15
UNX 352754 0.43
WME 322739 0.135
MTB 300000 0.013
GRK 273700 0.05
MRO 273700 0.099
WCU 273064 0.32
MTN 249666 0.97
ATQ 230000 0.135
KOR 205000 0.051
PDZ 200000 0.14
AZS 198213 0.058
AXY 193972 0.037
EPS 180000 0.045
YRR 180000 0.063
SRZ 173728 0.04
UEQ 154000 0.125
MEP 153800 0.28
POL 152874 0.175
NTU 152709 0.37
EXT 151147 5.01
URM 143000 0.043
ATN 140000 0.009
BTU 130416 0.085
BYR 120000 0.041
SAU 110000 0.12
PNN 106150 0.425
WWW 100000 0.037
TEU 97917 0.08
BTV 94850 0.1
UOG 87000 0.05
GIR 72780 0.66
UXA 70000 0.092
IMA 66375 0.61
AEE 62300 0.11
NRU 57416 0.03
RDM 57000 0.14
AFR 50000 0.065
MAN 50000 0.007
OKU 50000 0.05
MEU 41740 0.07
URA 41500 0.073
ERO 40745 0.05
CAZ 37000 0.18
SIM 35000 0.345
PMH 32105 0.089
GBE 31000 0.14
EME 30485 0.54
CUY 20500 0.4
AUQ 20251 0.073
AAG 17195 0.15
MAT 14252 0.11
WTN 13500 0.08
MGO 12720 0.12
FIS 12243 0.072
ERN 10500 0.055
GSE 10000 0.024
PXR 10000 0.013
RMR 10000 0.012
HAV 9000 0.495
SMM 8718 1.76
UUL 7100 0.095
TUC 6036 0.1
MOX 6000 0.09
SNU 6000 0.08
WRL 6000 0.037
SXX 5200 0.03
JRL 3300 0.43
and here the sort is by last traded price:
Ticker VOL CLOSE
RIO 1741128 64.44
BHP 9547556 33.46
ERA 962905 26.88
EXT 151147 5.01
PDN 5727344 4.96
EQN 1331079 2.54
SMM 8718 1.76
BMN 1025133 1.085
MTN 249666 0.97
GIR 72780 0.66
IMA 66375 0.61
EME 30485 0.54
ARU 516176 0.535
HAV 9000 0.495
UNX 352754 0.43
JRL 3300 0.43
PNN 106150 0.425
CUY 20500 0.4
NTU 152709 0.37
SIM 35000 0.345
IGR 3117584 0.33
DYL 1538050 0.325
WCU 273064 0.32
MEP 153800 0.28
TOE 1830832 0.21
AXM 3560801 0.205
CAZ 37000 0.18
POL 152874 0.175
UNO 578000 0.17
THX 740449 0.165
KIK 593372 0.165
UTO 454100 0.15
AAG 17195 0.15
PDZ 200000 0.14
RDM 57000 0.14
GBE 31000 0.14
WME 322739 0.135
ATQ 230000 0.135
UEQ 154000 0.125
SAU 110000 0.12
MGO 12720 0.12
GDN 28060403 0.115
AEE 62300 0.11
MAT 14252 0.11
BTV 94850 0.1
TUC 6036 0.1
MRO 273700 0.099
UUL 7100 0.095
UXA 70000 0.092
MOX 6000 0.09
PMH 32105 0.089
BTU 130416 0.085
ADN 660400 0.08
TEU 97917 0.08
WTN 13500 0.08
SNU 6000 0.08
URA 41500 0.073
AUQ 20251 0.073
FIS 12243 0.072
MEU 41740 0.07
AFR 50000 0.065
YRR 180000 0.063
AZS 198213 0.058
ERN 10500 0.055
KOR 205000 0.051
GRK 273700 0.05
UOG 87000 0.05
OKU 50000 0.05
ERO 40745 0.05
GGY 957336 0.049
EPS 180000 0.045
URM 143000 0.043
BYR 120000 0.041
SRZ 173728 0.04
AXY 193972 0.037
WWW 100000 0.037
WRL 6000 0.037
PEN 2152209 0.036
NRU 57416 0.03
SXX 5200 0.03
MLS 1485066 0.028
NUP 2245391 0.027
GSE 10000 0.024
MKY 821475 0.013
NAD 607996 0.013
MTB 300000 0.013
PXR 10000 0.013
RMR 10000 0.012
ATN 140000 0.009
AEX 1887551 0.007
MAN 50000 0.007
MPJ 1210000 0.004
I've omitted one company from the above lists that really deserves to be there too.
Homework.
j
PS. Formatting table translation failure.
It's a little clearer in columns. Space separated here above.
Had to repost... wrong data first time around.
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justice
Member
Username: justice
Post Number: 1161
Registered: 01-2003
Rating: N/A
Votes: 0
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| | Monday, June 01, 2009 - 12:30 am: |
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MAU:
Apparently one I missed in the list.
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rederob
Member
Username: rederob
Post Number: 2351
Registered: 10-2002Rating: N/A
Votes: 0
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| | Monday, August 17, 2009 - 11:19 am: |
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Four years ago Paladin took off and became a ten bagger (and bigger, for some), before falling back to earth.
At the beginning of this year EXT was trading around a dollar - and it's now almost $8.50 despite the uranium price not going anywhere in particular. EXT's price is driven by a massive, high grade deposit that remains open, and a relatively small number of shares on offer..
I missed the ride, but might get on if it slides the way PDN did.
Perhaps the "safer" trade is BMN, which has a good uranium deposit to back its price, but clearly isn't flavour of the month... yet.
(Message edited by rederob on August 17, 2009)
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rockon
Member
Username: rockon
Post Number: 303
Registered: 08-2003Rating: N/A
Votes: 0
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| | Saturday, August 22, 2009 - 07:30 am: |
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Interesting bullish interview on commodities in general here:
http://www.uranium-stocks.net/carmel-daniele-this-fantastic-crisis/#more-1032
with references to EXT & BMN
"TER: Are there any other companies that you can share with us at this time?
CD: Yes, there’s Bannerman Resources Ltd. (TSX:BAN) (ASX:BMN), with uranium properties in Namibia. The reason I like it is because it’s really close to Extract Resources Ltd. (TSX:EXT) (ASX:EXT), and when you compare the valuations of those two, you realize how undervalued Bannerman is. And the reason that Extract is valued a lot more than Bannerman is because Rio Tinto is interested in it.
TER: Yes. Is there a possibility that Rio Tinto would also be interested in Bannerman?
CD: I wouldn’t be surprised. Yes, if they want to consolidate the region, but to date nothing’s been announced.
TER: And is Bannerman currently producing or exploring?
CD: Not producing yet but it’s the next significant large-scale uranium project due on line. It is targeting annual production of around 5 to 7 million pounds of uranium by 2011. And it’s in a country where they’re used to uranium mining; it’s got low-cost production."
There is also a smaller one mentioned that may not be in the lists up above.Not primarily a "U" stock, but GGG is worth adding to any watchlist & checking out it's story.
...Sources... Uranium-stocks.net.......The Energy Report.....
P.S Similar post on HC but no relation to me.Should have known to look at HC before typing here....Second time thats happened, I think.
(Message edited by rockon on August 22, 2009)
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