Search for: "uranerz"

Resource Sector Starts 2014 With A Boom Higher: TSX Venture Up 11 Consecutive Days

Resource Sector Starts 2014 With A Boom Higher: TSX Venture Up 11 Consecutive Days
Eventually, these downturns end in the resource sector and when they do massive rebounds begin. When you see record shorts like we are seeing now in gold it usually signals a major bullish turning point imminently ahead. The taper is not a signal to sell gold but to possibly buy. Inflation should start to pick up. Notice gold and silver are still holding the summer 2013 lows and the TSX Venture is breaking above the 200 day moving average. The TSX Venture is up 11 straight days. The small miners are a leading indicator and may be signaling the smart money is expecting gold to hold the $1200 bottom. This technical reversal may forecast increased interest of smart capital into the sector. This improving technical landscape in our featured companies and the TSX Venture closing above the 200 day moving average while gold and silver is basing may signify that the recent taper and improving economy may actually be the beginning of a coming boom to the entire resource complex.
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Will The Uranium Price Make a Fourth Quarter Comeback?

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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Uranium Miners Are The Hottest Spot In The Resource Sector

Uranium Miners Are The Hottest Spot In The Resource Sector
For over two years now the uranium price and the uranium miners have been in a correction as the market factored in an oversupply of uranium from Japan and Germany moving away from nuclear power following the Fukushima Disaster. Long term investors realize this may provide a discounted buying opportunity as Japan and Germany now face the consequences of those knee-jerk political moves, slowing economies and rising electricity costs. The anti-nuclear Party in Japan has been relegated to a powerless minority. Could Germany make a similar move to oust Merkel this September as electricity costs and air pollution skyrocket from burning oil and dirty coal? Japan is about to turn on twelve nuclear reactors that have been idling since Fukushima. Don’t be surprised to see Germany do something similar this fall. Uranium is trading at seven year lows. Recall what Joseph told Pharoah thousands of years ago, that there would be seven fat years followed by seven lean years.
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Major Short Squeeze Coming In The Uranium Mining Stocks

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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Is The Uranium Price Forming A Potential Double Bottom Breakout?

Is The Uranium Price Forming A Potential Double Bottom Breakout?
While most of the resource market has been in red, I am witnessing one of our sectors, the uranium miners (URA), solidly in the green. They are being led by one of our long term uranium recommendations. Recently one of our long term recommendations announced good news that they were granted $20 million from the State of Wyoming to fund completion of construction at Nichols Ranch. In today’s market environment where resource capital is hard to come by, to see this form of support through non-dilutive and low interest rate loans is truly remarkable. This is a testament to the quality of the companies assets and the management team.
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Look For Bullish Reversal In Uranium Miners As Electricity and Air Pollution Rates Soar

Look For Bullish Reversal In Uranium Miners As Electricity and Air Pollution Rates Soar
The uranium price is down 40% percent since the Fukushima disaster in March of 2011 as Japan and Germany made a political, knee-jerk reaction to shut down reactors and rely heavily on natural gas. Many investors continue to look backwards, contrarians like us take a look forward. Natural gas is above $4.25 and rising. It has doubled over the past year. The Fukushima reaction may have been a boom to natural gas in the short term, but utilities are passing on the high costs to consumers. Japan and Germany who have relied on importing natural gas now have some of the highest electricity costs in the world and this is causing a major backlash from domestic industries. Consumers are being crippled by these high rates. Voters have elected in a pro-nuclear government in Japan and may oust Germany's Merkel as the economy is on the brink of recession.
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Uranium Miners: The Brightest Spot Right Now In The Resource Sector

Uranium Miners: The Brightest Spot Right Now In The Resource Sector
For many months, I highlighted the CB&I deal with the Shaw Group, the Chinese-Cameco connection, The Russians and Uranium One and the coming acquisition of junior explorers in the Athabasca Basin. Witness the acquisition of Fission Energy, which borders the famous Hathor Deposit which was taken over by Rio Tinto in 2011. Finally, after two years the sentiment has changed and is turning positive. This sector is extremely active with investment interest and confirms my belief that the death of nuclear that was called by so many analysts over the past two years was premature. Large companies such as Cameco, BHP and Rio Tinto are delaying large capital expansions and may be looking for undervalued juniors in mining friendly jurisdictions with easier capital requirements. The uranium sector was extremely active at PDAC as investors expect more deals at these bargain valuations. Already the two year downtrend in the uranium prices is being broken to the upside after bouncing off three year lows.
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Will 2013 Be The Year For Uranium Miners?

Will 2013 Be The Year For Uranium Miners?
This week we hear that Uranium One will be bought by ARMZ its controlling shareholder for $1.3 billion in a friendly deal. This means the Russians will have an increasing presence in the Powder River Basin. Putin is pushing nuclear power not only for Russia but to export technologies to emerging atomic nations. A few months ago we predicted a growing Chinese and Russian role in developing domestic U.S. assets.
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Consulting/Speaking

Consulting/Speaking
Motivational Speaking, Lectures, Educational Seminars, Public Relations, Marketing, Advertising, Radio, TV, Film Jeb Handwerger has been published on the top financial websites such as CBS Marketwatch, Thestreet.com, Barron's, The Globe and Mail amongst many others.  He speaks at the top financial resource conferences such as PDAC, Cambridge House and San Francisco Hard Assets and is active…
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Supply Demand Fundamentals Point To Powerful Rebound In Uranium Mining Stocks

Supply Demand Fundamentals Point To Powerful Rebound In Uranium Mining Stocks
Over the next 12–18 months, the uranium sector is going to have a very powerful rebound based on supply-demand fundamentals. So it's very important to watch what the smart money is doing when prices are down and the uranium miners are trading at 52-week lows. Consider the recent deals that have been occurring, including a utility signing an offtake agreement with Paladin Energy Ltd. (PDN:TSX; PDN:ASX) and Chicago Bridge & Iron Co. (CBI:NYSE) buying The Shaw Group Inc. (SHAW:NYSE) for its nuclear building capabilities.
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