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Notes:Uranium
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-03-20 | WATCH | Brian Huen |
Gives you a 5%-6% annualized return. Given the risks involved, he doesn’t own. If the arbitrage spread gets a little wider, he thinks it would be an interesting situation. Thinks they will get all the regulatory approval for the Russian takeover but it is hard to get a sense of the perfect timing for this transaction. Tweet finance |
Price: $2.760 Subject: MATERIALS, CONSUMERS & RISK-ARBITRAGE Bias: CAUTIOUS Owned: No |
| 2013-03-04 | COMMENT | John Stephenson |
A Russian firm has made a bid for the remaining shares. It is unlikely there will be another one better that comes out so if you own, he would just tender to the offer. Doesn’t see any reason to own uranium stocks right now. Tweet finance |
Price: $2.740 Subject: RESOURCE Bias: CAUTIOUS Owned: Unknown |
| 2013-01-25 | PAST TOP PICK | Alice Tsang |
(A Top Pick March 30/12. Down 0.36%.) Being taken over by ARMZ. Likes the uranium space so has replaced this with Cameco (CCO-T). Very optimistic on uranium prices for the future and this is a great time to pick Cameco up. Tweet finance |
Price: $2.750 Subject: CANADIAN RESOURCE Bias: BULLISH Owned: No |
| 2013-01-18 | DON'T BUY | Ross Healy |
By and large, uranium stocks are cheap but so is the pricing of yellowcake. Stocks had been slipping before the Russians stepped in to acquire this company. He would find the area at this point more speculative but can’t help but think that for the long-term outlook for uranium has got to be good. Tweet finance |
Price: $2.760 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Unknown |
| 2012-12-31 | BUY | Don Vialoux |
It is finally starting to show some very interesting technicals. A nice little reversal pattern after a double bottom and a break out. Uranium went up 10% a couple of weeks ago. Seasonality is from mid-December through until May. A lot of uranium contracts are signed during this time. Tweet finance |
Price: $2.350 Subject: TECHNICAL ANALYSIS Bias: OPTIMISTIC Owned: Unknown |
| 2012-12-28 | BUY | Michael Giordano |
Likes this company. Outlook for uranium is pretty good and these guys are the top producers out of Kazakhstan, probably the 3rd largest producer globally. Demand for uranium is slowly starting to come back. Supply is tight. Tweet finance |
Price: $2.340 Subject: RESOURCE Bias: BULLISH on RESOURCES Owned: Unknown |
| 2012-12-14 | DON'T BUY | Fabrice Taylor |
He does not invest in resource stocks. Uranium has a problem in that there is a lot of skepticisms about reactors and the growth of them. They also have a financing risk which is dangerous. Tweet finance |
Price: $2.010 Subject: NORTH AMERICAN Bias: UNKNOWN Owned: No |
| 2012-12-12 | TOP PICK | John Zechner |
Looks at where China stands in their development of projects and looking within the pipeline for the next number of years, he sees demand going higher. There is a tightness of supply. Great growth profile. Going to 12 million pounds over the next year. Thinks there is a large player liquidating the position, which has held the lid on the stock. If you start to get through the supply as it disappears, at some point this thing could really pop. Tweet finance |
Price: $1.840 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |
| 2012-12-11 | DON'T BUY | Gavin Graham |
As with other uranium stocks this has been a legacy of the Japanese earthquake. Demand for uranium stocks is going to be constrained going forward. Thinks it is dead money in the meantime. Tweet finance |
Price: $1.830 Subject: NORTH AMERICAN - LARGE & GLOBAL EQUITIES Bias: OPTIMISTIC Owned: No |
| 2012-11-28 | TOP PICK | Joey Mack |
5% bond maturing March 13/15. This is a convertible debenture. There is a bit of an equity kicker to this one as stock price could go back up. Tweet finance |
Price: $1.920 Subject: FIXED INCOME Bias: UNKNOWN Owned: No |
| 2012-11-23 | COMMENT | Alice Tsang |
One of the best operators in the uranium space. Majority of their production comes from Kazakhstan so costs are very low, about $20 per pound so at current spot price they are able to generate a fairly good cash flow, so this is one of her favourites along with Cameco (CCO-T). Very bullish on uranium but you have to be patient and wait for 2013-2014. Thinks the sector is going to surprise a lot of people. Tweet finance |
Price: $1.910 Subject: CANADIAN RESOURCE Bias: OPTIMISTIC Owned: Unknown |
| 2012-11-16 | SELL ON STRENGTH | Bill Carrigan |
As long as Cameco is in trouble then the sector is in trouble. Reduce into the rallies. He doesn’t see a bottom yet. Tweet finance |
Price: $1.820 Subject: TECHNICAL ANALYSIS Bias: BULL on FINANCIALS Owned: Unknown |
| 2012-10-19 | DON'T BUY | David Cockfield |
Junior stocks are going nowhere. In other words, the risk aspect has gone right out of this market. The price of uranium isn’t helping at all. Tweet finance |
Price: $2.170 Subject: CANADIAN Bias: CAUTIOUS Owned: No |
| 2012-10-17 | COMMENT | Michael Smedley |
This is one of the best uranium producers with good, solid Russians behind it. Kazakhstan is overtaking Canada as a producer. If you own, you can hold it but you’ll have to be patient. Tweet finance |
Price: $2.170 Subject: CANADIAN Bias: OPTIMISTIC Owned: Unknown |
| 2012-10-09 | BUY | John Stephenson |
Cameco (CCO-T) is your most defensive play in the uranium space. If you are looking at something that has probably more optionality and upside, presuming uranium prices, then this is the one to go for. All the operations in Kazakhstan are going really well and they have a fair bit of growth ahead of them. Tweet finance |
Price: $2.160 Subject: RESOURCE Bias: CAUTIOUS Owned: Yes |