Uranium (Nuclear Energy)

Re: Uranium (Nuclear Energy)

Postby winston » Fri Feb 03, 2017 8:11 pm

This Is 2017's Richest Contrarian Play

By PETER KRAUTH

Consider a stake in the Global X Uranium ETF (NYSE Arca: URA).

The fund has $126 million in assets and holds the largest and most traded players in the space, including uranium miners, refiners, and equipment.

URA's management expense ratio is reasonable at 0.7%, and its yield is a very attractive 7.35%, handily beating inflation – official or otherwise.


Source: Money Morning

https://moneymorning.com/2017/02/03/thi ... rian-play/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Uranium (Nuclear Energy)

Postby winston » Fri Feb 10, 2017 7:55 am

Up 47% in two months with plenty of upside left

Source: Daily Crux

http://thecrux.com/up-47-in-two-months- ... side-left/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Uranium (Nuclear Energy)

Postby winston » Sun Feb 12, 2017 11:08 am

China’s nuclear weapons policy could be about to radically change

By James Samuel Johnson

Source: University of Leicester

http://www.washingtonpost.com/sf/world/ ... ?tid=sm_tw
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Uranium (Nuclear Energy)

Postby winston » Wed Feb 15, 2017 7:26 am

2017: The year of the yellow metals

Source: Daily Crux

http://thecrux.com/2017-the-year-of-the-yellow-metals/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Uranium (Nuclear Energy)

Postby winston » Wed Feb 15, 2017 1:37 pm

The Force Is Strong With This Commodity

By Crystal Kim

Nuclear power accounts for about 20% of the electricity generated in the U.S


Global X Uranium ETF‘s (URA) performance in recent years has been scary bad. URA is up 2.8% today, and a whopping 45% year-to-date, according to Morningstar. The concentrated market-weighted ETF is composed of just 23 stocks and got most of its juice from Australian and Canadian uranium mining companies so far this year.


VanEck Vectors Uranium+Nuclear Energy ETF (NLR) is also concentrated with 25 holdings and invests heavily in uranium mining stocks, but is a bit more diversified. NLR also holds nuclear generation, uranium infrastructure and storage stocks and offers more diverse geographic exposure.

Source: Barron's

http://blogs.barrons.com/focusonfunds/2 ... yptr=yahoo
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Uranium (Nuclear Energy)

Postby winston » Fri Feb 17, 2017 1:42 pm

Secret to triple digit gains

Source: Daily Crux

http://thecrux.com/meb-fabers-secret-to ... git-gains/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Uranium (Nuclear Energy)

Postby winston » Sun Feb 26, 2017 9:43 am

[b]The Other Shoe Just Dropped, Dooming the U.S. Nuclear Revival[/b]

By David Fessler

Nuclear power plants continue to get more expensive over time. Saddled with massive cost overruns and huge delays, nuclear has a “negative learning curve.”


The Vogtle power plant is a classic example. Construction began on Vogtle units 1 and 2 in 1971. The project took 18 years to complete and was a decade behind schedule. The final price was $9 billion for the two plants. That was 10 times the estimated price.


Cheap shale gas, abundant here in the U.S., is slowly spelling the end for nuclear power. Nuclear power plants can take a decade to permit and another decade or two to build.

There’s not a utility in business that can plan with numbers like that… Especially when huge cost overruns are the norm rather than the exception.

In contrast, the permitting and construction time for a natural gas-fired power plant is as little as 18 months. And you can build five to 10 natural gas-fired plants for the cost of one nuclear plant.


With 66 reactors under construction, 158 more planned and as many as 330 more proposed, the demand for uranium could grow by 48% between now and 2030.

Of course, I don’t believe utilities will build even 25% of those reactors. Solar and wind, along with cheap battery storage and natural gas, trump the cost of nuclear by orders of magnitude.


Source: The Oxford Club

http://energyandresourcesdigest.com/inv ... ?src=email
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Uranium (Nuclear Energy)

Postby winston » Tue Mar 14, 2017 10:23 am

This sector is set to deliver 20-to-1 returns

Source: Daily Crux

http://thecrux.com/this-sector-is-set-t ... companies/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Uranium (Nuclear Energy)

Postby winston » Sun Apr 02, 2017 9:18 am

vested

What Does the Westinghouse Bankruptcy Mean for Cameco Corp.?

by Andrew Walker

Westinghouse has four nuclear plants under construction in the United States. The bankruptcy filing could delay the completion of these facilities as legal battles begin to determine if the parent company is responsible for financing the projects.

The company is constructing reactors in China and was in negotiations to sell its new AP1000 reactor model to India.

Roughly half of the planet’s nuclear power reactors already use Westinghouse technology, and the company’s AP1000 design has been touted as a possible game changer for the industry.


If a number of the Westinghouse projects are delayed or get scrapped, uranium suppliers might not see new long-term contracts signed as quickly as expected.


Source: Motley Fool

http://www.fool.ca/2017/03/29/what-does ... meco-corp/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Uranium (Nuclear Energy)

Postby winston » Mon Apr 10, 2017 7:23 am

Hollande makes good on promise to shut France’s oldest nuclear plant

Fessenheim will cease operations when a new reactor, currently being built at Flamanville on the Normandy coast, “enters service,” the decree said.


Hollande, who leaves office next month, vowed during campaigning in the 2012 election to close the facility as part of a promise to reduce the share of nuclear in the energy mix from 75 per cent to 50 per cent and boost the share of renewables.


Construction of the new reactor began in December 2007, with an operational start initially scheduled for the end of 2012. Costs have tripled to €10.5 billion (US$11.1 billion).


The reactor will be hooked up to the national grid in the second quarter of 2019, it said.

Two EPR reactors are scheduled to be built at Hinkley Point in southwestern Britain under a Chinese-backed deal announced last year.


Source: SCMP

http://www.scmp.com/news/world/europe/a ... lear-plant
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

PreviousNext

Return to Commodities

Who is online

Users browsing this forum: No registered users and 7 guests

cron