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              Uranium Price Slips on Micro Analysis            

 January 29th, 2008

The day to day imbalance of uranium supply and demand continues to spook investors as near term supply increases and near term demand remains static. Any movement in the the spot price of uranium can trigger a mini stampede as investors rush to buy or sell uranium stocks depending on whether the news is positive or negative.

On the negative side of this see saw we have news reported by Bloomberg that Uranium oxide concentrate for immediate delivery was offered at $78 a pound today, checking other sources we have Tradetech with uranium at $82/lb and the UX Consulting Company have uranium at $86/lb. Some of these anomalies can accounted for with each organisation having different cut-off and reporting dates which generate slightly different results.

On the positive side of the see saw we could argue that the Futures market has uranium prices ranging from $85- $88/lb, but this is a fledgling market and it will take some time to build credibility as serious market indicator. The major factor in favour of uranium is the constant stream of announcements by various utilities and government departments to push ahead with a programme of nuclear power to meet the escalating demand of both industry and the domestic user. We struggle to find anywhere an announcement regarding a reduction in the requirement for nuclear power. However it does take time to navigate the planning process, raise the finance, design, procure, construct and commission such power plants.

This brings us to the near term imbalance between supply and demand whereby any increase in supply compared to what appears to be a static demand manifests itself in negative headlines for uranium stocks. Given the range of numbers laid out above it is interesting that the most negative figure hits the headlines. Newspaper people tell us that bad news sells newspapers, but fail to explain why their circulation has been dwindling for years. We also need to keep the spot price in perspective as it accounts for only a tiny portion of the trade in uranium where utilities and suppliers enter into long term contracts by mutual agreement, the detail of which is not always available to the public.

The decision to place your hard earned cash into various market sectors is entirely yours to make as its your money. Our decision is to stick with our holding in uranium stocks despite the short term battering we have been through. Why? Well this is a thinly traded market and as witnessed a few days ago some of these stocks jumped by as much as 30% in one day. The fundamentals, when we look a little further ahead, are still in place for future demand to sky rocket. Our financial system is still awash with cash with more being printed every day. Investors are waking up to the fact that paper assets are not as solid as first thought as evidenced by the gradual recognition of the precious metals sector as a place to actually make money. Both gold and silver are transparent in terms of what they are worth on a daily basis, a characteristic let to be bestowed on uranium. As the quality uranium stocks continue to make good progress and start to mature as companies, their value will be recognised and stock prices will move up rapidly. The question is one of patience!

dann rechne mal nach, welche performance diese picks der experten erbracht haben,  

mehr als -40%  

Da ist ja meine oma besser!  

Siehe die Cameco empfehlung, diese hat sich ja toll entwickelt ;-)

zieht nach zinszenkung nach norden, unser forsys ist leider noch im minus :-(

mosi halt die schnautze.