Best of the Week
Most Popular
1. Investing in a Bubble Mania Stock Market Trending Towards Financial Crisis 2.0 CRASH! - 9th Sep 21
2.Tech Stocks Bubble Valuations 2000 vs 2021 - 25th Sep 21
3.Stock Market FOMO Going into Crash Season - 8th Oct 21
4.Stock Market FOMO Hits September Brick Wall - Evergrande China's Lehman's Moment - 22nd Sep 21
5.Crypto Bubble BURSTS! BTC, ETH, XRP CRASH! NiceHash Seizes Funds on Account Halting ALL Withdrawals! - 19th May 21
6.How to Protect Your Self From a Stock Market CRASH / Bear Market? - 14th Oct 21
7.AI Stocks Portfolio Buying and Selling Levels Going Into Market Correction - 11th Oct 21
8.Why Silver Price Could Crash by 20%! - 5th Oct 21
9.Powell: Inflation Might Not Be Transitory, After All - 3rd Oct 21
10.Global Stock Markets Topped 60 Days Before the US Stocks Peaked - 23rd Sep 21
Last 7 days
Investing in Crypto Currencies With Both Eyes WIDE OPEN! - 25th Oct 21
Is Bitcoin a Better Inflation Hedge Than Gold? - 25th Oct 21
S&P 500 Stirs the Gold Pot - 25th Oct 21
Stock Market Against Bond Market Odds - 25th Oct 21
Inflation Consequences for the Stock Market, FED Balance Sheet - 24th Oct 21
To Be or Not to Be: How the Evergrande Crisis Can Affect Gold Price - 24th Oct 21
During a Market Mania, "no prudent professional is perceived to add value" - 24th Oct 21
Stock Market S&P500 Rallies Above $4400 – May Attempt To Advance To $4750~$4800 - 24th Oct 21
Inflation and the Crazy Crypto Markets - 23rd Oct 21
Easy PC Upgrades with Motherboard Combos - Overclockers UK Unboxing - MB, Memory and Ryzen 5600x CPU - 23rd Oct 21
Gold Mining Stocks Q3 2021 - 23rd Oct 21
Gold calmly continues cobbling its Handle, Miners lay in wait - 23rd Oct 21
US Economy Has Been in an Economic Depression Since 2008 - 22nd Oct 21
Extreme Ratios Point to Gold and Silver Price Readjustments - 22nd Oct 21
Bitcoin $100K or Ethereum $10K—which happens first? - 22nd Oct 21
This Isn’t Sci-Fi: How AI Is About To Disrupt This $11 Trillion Industry - 22nd Oct 21
Ravencoin RVN About to EXPLODE to NEW HIGHS! Last Chance to Buy Before it goes to the MOON! - 21st Oct 21
Stock Market Animal Spirits Returning - 21st Oct 21
Inflation Advances, and So Does Gold — Except That It Doesn’t - 21st Oct 21
Why A.I. Is About To Trigger The Next Great Medical Breakthrough - 21st Oct 21
Gold Price Slowly Going Nowhere - 20th Oct 21
Shocking Numbers Show Government Crowding Out Real Economy - 20th Oct 21
Crude Oil Is in the Fast Lane, But Where Is It Going? - 20th Oct 21
3 Tech Stocks That Could Change The World - 20th Oct 21
Best AI Tech Stocks ETF and Investment Trusts - 19th Oct 21
Gold Mining Stocks: Will Investors Dump the Laggards? - 19th Oct 21
The Most Exciting Medical Breakthrough Of The Decade? - 19th Oct 21
Prices Rising as New Dangers Point to Hard Assets - 19th Oct 21
It’s not just Copper; GYX indicated cyclical the whole time - 19th Oct 21
Chinese Tech Stocks CCP Paranoia, VIES - Variable Interest Entities - 19th Oct 21
Inflation Peaked Again, Right? - 19th Oct 21
Gold Stocks Bouncing Hard - 19th Oct 21
Stock Market New Intermediate Bottom Forming? - 19th Oct 21
Beware, Gold Bulls — That’s the Beginning of the End - 18th Oct 21
Gold Price Flag Suggests A Big Rally May Start Soon - 18th Oct 21
Inflation Or Deflation – End Result Is Still Depression - 18th Oct 21
A.I. Breakthrough Could Disrupt the $11 Trillion Medical Sector - 18th Oct 21
US Economy and Stock Market Addicted to Deficit Spending - 17th Oct 21
The Gold Price And Inflation - 17th Oct 21
Went Long the Crude Oil? Beware of the Headwinds Ahead… - 17th Oct 21
Watch These Next-gen Cloud Computing Stocks - 17th Oct 21
Overclockers UK Custom Built PC 1 YEAR Use Review Verdict - Does it Still Work? - 16th Oct 21
Altonville Mine Tours Maze at Alton Towers Scarefest 2021 - 16th Oct 21
How to Protect Your Self From a Stock Market CRASH / Bear Market? - 14th Oct 21
The Only way to Crush Inflation (not stocks) - 14th Oct 21
Why "Losses Are the Norm" in the Stock Market - 14th Oct 21
Sub Species Castle Maze at Alton Towers Scarefest 2021 - 14th Oct 21
Which Wallet is Best for Storing NFTs? - 14th Oct 21
Ailing UK Pound Has Global Effects - 14th Oct 21
How to Get 6 Years Life Out of Your Overclocked PC System, Optimum GPU, CPU and MB Performance - 13th Oct 21
The Demand Shock of 2022 - 12th Oct 21
4 Reasons Why NFTs Could Be The Future - 12th Oct 21
Crimex Silver: Murder Most Foul - 12th Oct 21
Bitcoin Rockets In Preparation For Liftoff To $100,000 - 12th Oct 21
INTEL Tech Stock to the MOON! INTC 2000 vs 2021 Market Bubble WARNING - 11th Oct 21
AI Stocks Portfolio Buying and Selling Levels Going Into Market Correction - 11th Oct 21
Stock Market Wall of Worry Meets NFPs - 11th Oct 21
Stock Market Intermediate Correction Continues - 11th Oct 21

Market Oracle FREE Newsletter

How to Protect your Wealth by Investing in AI Tech Stocks

Uranium Miners: A Once In A Lifetime Contrarian Investment Opportunity

Companies / Uranium Dec 13, 2011 - 08:52 AM GMT

By: Jeb_Handwerger

Companies

Best Financial Markets Analysis Article           It has long been a guiding principle of Gold Stock Trades that requires constant reiteration.  “To know how to wait is the great secret of success.”  At one time in the history of the United States there were great Americans who had little education, but they were endowed with a native intelligence.  Will Rogers was one of them.  One side of his family was pure Cherokee, the other side was plain hard scrabble Cowboy.  When asked from where he got his material, he would look you in the eye and say, “Shucks, I just read the newspapers.” Speaking about investing he would say, “Invest in inflation its the only thing that’s going up.”  These words were written in a time very similar to that of today.  Political dishonesty, crony capitalism and downright immorality were features of the everyday landscape of his time.   


           Taking a leaf from Roger’s modus operandi we come across two significant developments involving nuclear energy.  Russia and The United States have reached an agreement of safe, compact, economically viable development of the nuclear (NLR) industry globally.  Thus two former adversaries are joining in the peaceful growth and development of nuclear power.  This serves to vindicate the watchful, waiting policy of Gold Stock Trades in refusing to be panicked by the scare stories of the media.  Our ongoing faith in nuclear energy’s future continues to be upheld by history. 

           Part of the Russo-American entente is the assistance that they will be giving in the building of reactors in such countries including Vietnam, Bangladesh, Turkey among others.  These are tough economic times.  Emerging nations can benefit immensely from such an economical, clean carbon source of energy.  Note that the media hysteria leveled at nuclear energy is virtually absent in the developing world.  After all its difficult to sell refrigerators unless they are wrapped in the shrill repetition of doomsday scenarios. 

           Don’t be so quick to nuke nuclear (URA).  If you want power for growing major industrial nations, nuclear is the only viable option.  The media was wrong in circulating horror stories of nuclear’s demise. 

           Germany (EWG) has been reduced to being a client nation ironically receiving nuclear energy from France and Russia.  Look at the German economy whose economy has been affected adversely from closing down reactors.  Poor Merkel has lost six consecutive regional elections to the Green Party.  She is running scared, not smart.  In doing so she is depriving the Eurozone with the assistance that a once productive, nuclear Germany was providing to the rest of the continent. 

           On the other hand, Japan (EWJ) has elected a new Prime Minister who states that Japan can’t survive as a major industrial nation without nuclear power.  He is saying like it is and is not swayed by the strident voices of the environmentalists.  Angela might well note this instead of caving in to an anti-capitalist opposition bent on reducing Germany to impotence. 

           What about those voices who claim that Germany will now become a demonstration model to the world extolling the benefits of solar (TAN), wind, coal (KOL) and gas(UNG) in lieu of nuclear energy?  Noda states that the costs of the switch over would be ruinous to Japan.  Merkel seems oblivious as to the source of capital for such huge projects.  She would be well advised to have lunch with Noda of Japan, Wen of China and replicate the all important agreement entered into by the United States and Russia to furnish safe, economical, clean and compact nuclear power to the world.

           Despite the underlying fundamentals, some of the prices of uranium mining equities are astonishingly cheap.  For commodity investors looking for value there is no sector that has been so pummeled into oversold and ridiculously undervalued situations.  Our focus is on U.S. near term producers and believe the bargain basement values now presented comes rarely once in a generation.        This is partial vindication of what Gold Stock Trades has been printing for the past months.  Cameco, the largest publicly owned uranium company, warns that there will be a shortfall in the availability of uranium as the world increasingly reveals the supply shortage for nuclear ore.  Companies have been frustrated raising capital for new projects.  Increasingly, this has limited potential supply.  Add to this the ending of the Russian HEU Agreement in 2013, which will further limit uranium supplies to the United States, which happens to be the largest consumer of uranium for its nuclear reactors. 



           Remember that Cameco (CCJ) has just backed away from the Hathor deal after Rio Tinto (RIO) trumped their bid.  Hathor has made fantastic gains since the takeover battle began.  We expect other near term uranium producers to make similar mover.  Cameco has stated publicly that this will not deter them in their ongoing quest for producing nuclear ore right here in the United States. Stay tuned as I will be publishing an update on uranium miners which appear to be making key reversals in 2012.

By Jeb Handwerger

http://goldstocktrades.com

© 2011 Copyright Jeb Handwerger- All Rights Reserved

Disclaimer: The above is a matter of opinion provided for general information purposes only and is not intended as investment advice. Information and analysis above are derived from sources and utilising methods believed to be reliable, but we cannot accept responsibility for any losses you may incur as a result of this analysis. Individuals should consult with their personal financial advisors.


© 2005-2019 http://www.MarketOracle.co.uk - The Market Oracle is a FREE Daily Financial Markets Analysis & Forecasting online publication.


Post Comment

Only logged in users are allowed to post comments. Register/ Log in