Category Archives: Energy

Five Ways To Profit In Coming Clean Energy Boom

Please note I just returned from Medellin, Colombia and toured what I believe will be the first modern gold mining operation approved for mining by the Colombian government. They have an immense amount of local support and the project appears to have the best chance of being the first to get into production due to the high grade and underground mining. It could be beginning production in possibly the next 18 months. Currently the company has a market cap of around $20 million, but in 18 months time could produce $60 million a year of profit if gold remains at $1300 per ounce. The management team is top notch with the COO building more than ten mines all over the world. The stock is currently trading at a discount to its last financing and less than their major shareholders who have invested $55 million in this project. Its important to note there are no warrants and the IPO was more than 6 times than what it is now. I intend to publish a full report of my findings of the mine site visit to my premium subscribers.
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The Lower The Uranium Price, The Higher The Rebound

These are the best times for contrarians some of who are doubling down at these levels. They realize that big money continues to wait on the sidelines to enter the spot market. Uranium Participation Corp (URPTF) raised $58 million to buy spot uranium. There has not seemed to be much buying since this raise which may mean they are looking for a time to enter. When the buying begins look for the uranium spot price to gap higher. This recent capitulation in the uranium spot price to below $30 may signal the shorts are exhausted. After arguably seven years of basing, uranium has all the characteristics for a sector about to bounce off a major bottom.
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China Must Look Abroad For Metals and Energy To Support Growth

Headlines about a Chinese economic slowdown may get good web traffic, but the real story is that China is buying up uranium and other resources around the world, says Gold Stock Trades writer Jeb Handwerger. Meanwhile, tensions in Russia highlight the massive country's resource dominance in natural gas, oil, uranium, platinum group metals, rare earths and nickel. Handwerger tells The Mining Report that North America is already acting to develop resources that can meet both domestic and international demand—and this global geopolitical uncertainty is an investment opportunity.
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Uranium Miners Spiking Higher in 2014 As Utilities Face Supply Shortfall

We are almost at the third anniversary of the once in a millennium Fukushima Disaster. Lessons have been learned from the accident. The nuclear sector is once again rebounding, getting up off the mat and making a late round comeback. The uranium miners are just beginning to breakout forecasting that the uranium price may be on the verge of a reversal off of 8 year lows. Cameco (CCJ) and Uranium Participation Corp. (U.TO), the two major bellwethers for the sector may be just beginning to make a move. Cameco just hit a new two year high.
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Western Canada’s Alberta May Be The Strongest Economy in the World

Currently, there is an explosion of economic growth in Western Canada most notably Alberta. Due to the increased demand for energy coming from Asia, Western Canada may be one of the best economies in the world right now. Unemployed Americans and Europeans with technical skills are already finding high paying jobs. Alberta's economy based on oil and gas is one of the strongest with a low unemployment rate and over 3% real GDP growth. Over the next decade, hundreds of billions of dollars will be invested to build LNG facilities and major pipelines in Western Canada in order to transport petroleum to the emerging economies in Asia. There are already five major pipeline proposals. In addition, see all of the proposed LNG facilities and pipelines that should be built over the next decade.
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Will The Uranium Price Make a Fourth Quarter Comeback?

For many months I reminded my readers to ignore the low uranium spot price and the hysteria in the media over nuclear power. Instead I encourage all investors to focus on the increased M&A in the uranium mining sector where junior miners who are extremely early stage and do not even have a NI43-101 resource are being bought out for $185 million. Despite the uranium spot price hitting generational lows, we are witnessing ongoing consolidation and increased M&A in the uranium mining sector. This may mean the smart money is anticipating a major rebound in demand and prices. If we are seeing this much M&A activity in the uranium mining sector when the spot price is hitting eight year lows, imagine what could happen in this small sector when uranium starts moving higher.
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Look For Rebound In Undervalued Producing Coal Miners

For many months, I have alerted you that capital will flow from bonds/equities/fiat currencies into precious metals, commodities and junior mining stocks as we begin to enter the inflationary cycle which historically follows deflations.  Central Banks are fighting economic contractions with quantitative easing which they are reluctant to end.  Our metal and mining sectors have been leading the markets over the past three months. Currencies are declining rapidly most notably in India, Turkey and Brazil.  Hyper-inflation may start rearing its ugly head like I predicted many months ago.  The U.S. dollar is also looking like it is on the brink of a major decline to break 2012 lows as it breaks down from a bearish rising wedge.
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Once In A Lifetime Opportunity In The Uranium Mining Sector

If the long term demand picture looks price positive, why is that not reflected in the spot price? Uranium Investing News asked uranium bull and stock guru Jeb Handwerger, editor of GoldStockTrades.com to give us his insight into what the spot price really tells investors and why he’s still excited enough about this sector to stay invested in uranium mining stocks.
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Major Short Squeeze Coming In The Uranium Mining Stocks

Nuclear power (NYSEARCA:NLR) is the best option for clean base-load power generation, according to Gold Stock Trades editor Jeb Handwerger. As proof, he points to signs that even environmentalists are beginning to favor it. Meanwhile, uranium stocks (NYSEARCA:URA) are rising and large nuclear construction programs overseas should keep upward pressure on them. But as Handwerger explains in thisinterview with The Energy Report, the future of nuclear power generation may lie with small modular reactors, and the U.S. is leading their development.
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Prepare For The Coming Clean Energy Boom In Uranium and Rare Earth Miners

A recently released documentary, "Pandora's Promise" explores the transformation of staunch anti nuke environmentalists into believers of the benefits of nuclear power. This is a must watch film as these activists believe that nuclear energy could really transform the world.Governments around the world including most recently President Obama have been discussing strategies to address the climate crisis. Nuclear is the only source that can provide additional supply of base load power without hurting the atmosphere. These environmentalists are seeing a major gap between fossil fuels and renewables like wind and solar. Renewables are unable to make up the gap alone. Coal, natural gas and oil demand is still growing. Being anti-nuke is a dangerous policy in light of the rising demand for fossil fuels. Do not be surprised to see more mainstream environmental organizations support the development of next generation nuclear technologies that are safer, more efficient and cleaner.
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