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Ich habe den UBS Uranium Basket Valor 2527471 (exp. 29.4.2010) gekauft. Mangels genügend Sachkenntnis über Uranbergbau traute ich mich nicht, einen einzelnen Titel zu kaufen.

Entwickelt sich erfreulich!

AKW weltweit - im Bau - in Planung. Eine Übersicht:

http://www.uic.com.au/nip19.htm

Nachdem die Uranaktien in den letzten Wochen schwer durchgeschüttelt wurden (Hedgfunds brauchten Liquidität), könnten diese vor einem Rebound stehen. Das Marktumfeld ist unverändert günstig: CO2 freundlich, steigender Bedarf an AKW, vor allem in Asien, Südamerika und Afrika.

Der Uranmarkt is recht eng und Preisbewegungen können relativ rasch eintreten.

In Anbetracht besserer Einfälle habe ich meinen Einstandspreis nochmals reduziert.

http://www.uranium-stocks.net/ur-energy-incorporated-buy/

Wer zu jenen gehört, die in einer ständig wachsenden Industriegesellschaft Rohstoffe boomen sieht, findet bei den gebeutelten Uranaktien eine interessante Investitionsgelegenheit:

Hier ein Zitat aus einem Interview mit dem indischen Premier (31. August):The Prime Minister of India, Manmohan Singh, is being very smart regarding his country’s nuclear power program.

The Prime Minister of India, Manmohan Singh, is being very smart regarding his country’s nuclear power program.

Today he said:

‘There is today talk … of a nuclear renaissance. We cannot afford to miss the bus or lag behind these global developments. India is now too important a country to remain outside the mainstream in nuclear power growth,’

The Prime Minister also added that India would be capable of doubling its nuclear power generation target with co-operation from other nations. He did not say that India could double its nuclear power generation, but double the target which is already an ambitious one, which aims to increase generation to 40,000MW by 2030. So if the target is 40,000MW, then the PM is saying that nuclear generation could reach 80,000MW. Currently, nuclear power plants in India can produce 3779 Mwe, this is a massive increase in nuclear power, and therefore demand for uranium.

Prime Minister Manmohan Singh has hit the nail on the head when he talks of “missing the bus”. The world is moving towards nuclear power, and India wants to be ahead of the game. If they fall behind and miss the bus, they might not be able to find the uranium to fuel new nuclear power plants or may see the construction of nuclear power plants severely delayed if large nuclear contractors such as Areva are busy building plants for other countries. By signing deals with Westinghouse Electric and getting the ball rolling in the Indian nuclear industry, India will reap huge benefits in years to come. Whilst everyone else is scrambling over the last drop of oil, or frantically rushing to build nuclear power plants, India will already be well on the way with their nuclear program, reducing reliance on foreign fossil fuels and allowing the economy to grow unhampered. Manmohan Singh knows that power is essential to keep the Indian economy growing and he knows nuclear power is the way to secure the economic future of India.

There are currently 439 nuclear reactors operating in the world, using up 66,529 tonnes of uranium a year. Add to that the 34 nuclear reactors that are under construction and the 81 reactors that are on order or planned, plus the many hundreds of nuclear plants that are needed and not yet announced, and the fundamentals for uranium are superb. Do not be deterred by this recent correction in the uranium price and stocks. The uranium bull market is far from over and this correction is a great time to buy some more uranium stocks. Stay updated on which uranium stocks could be good buys and what is happening in the uranium market by subscribing to the FREE Uranium Stocks Newsletter.

Uranium Stocks Newsletter:

Uranaktien befinden sich nach einem Tiefpunkt (Cashbedarf der durch die Immokrise gebeutelten Hedgefunds) wieder auf raschem Upmove. Wer nicht weiss, was mit seinem Cash tun , kann noch aufspringen.

Der Markt ist relativ eng. Somit scheinen die Titel für kurzfristig orientierte "Geldschnüffler" geeignet.

Erneuerbare Energien sind doch relativ stattlich bewertet.

Ich setze nur noch ganz selten auf Einzeltitel! Natürlich ist es mir klar, dass ich damit auch auf grössere Gewinnchancen verzichte. Einzelne Minentitel sind mir einfach zu riskant (Bin vor vielen Jahren damit in Australien auf die Schn.... gefallen.

Trotzdem bin ich überzeugt, auch mit dem Uranbasket der UBS genug Geld zu verdienen:

Man lasse sich durch die links-grüne Anti-AKW Diskussion in der Schweiz nicht verunsichern. Die Welt braucht in den nächsten vierzig Jahre noch viele weitere Kernkraftwerke.

Kernkraftwerke, weltweit

Rund um den Globus steigt der Bedarf an Energie von Jahr zu Jahr weiter an: Bis 2030 wird sich der Strombedarf weltweit ungefähr verdoppeln. Nach heutigen Erkenntnissen ist es nicht möglich, diesen wachsenden Energiebedarf ohn den Einsatz von Kernkraft zu decken.

Kernkraft wird also auch in Zukunft eine wichtige Rolle spielen: Viele Länder wie z. B. USA, Frankreich, Großbritannien, Japan, Finnland, Russland und China setzen verstärkt auf Kernenergie.

Rund 440 sind weltweit in Betrieb. 25 sind gegenwärtig im Bau, 76 geplant und 162 weitere werden vorgeschlagen.

Ein wichtiger Beitrag zur Klimaproblematik!

Da ich schon in der ersten Februarhälfte nach nur vier Wochen einen schönen Gewinn einfahren konnte, kaufte ich diesmal (viele) UBS Cert (exp.29.4.10) Basket Valor 2527471.

Vielleicht wäre dein Vorschlag besser ?

Never mind!

Greets

marabu

@Dr. Zock

Zur Ergänzung:

Habe soeben im UBS Quote nachgeguckt und durfte erfreut feststellen, dass die Papiere heute über 4% zugelegt haben.

Also not to bad¨!

Nebenbei: Bist du ein langjähriger Börseler oder ein Banker?

Heute machte der UBS Basket weitere 3%. Damit scheint der Turnaround klar geschafft. Eine weitere positive Seite liegt darin, dass diese Zertifikate in Euros gehandelt werden!

Ich rechne damit, dass im Hinblick mit der Klimadiskussion Kernkraftwerke eine Renaissance erleben werden. Nur sie gewährleisten vorläufig eine kostengünstige Energieversorgung.

@daytrader

Die Tradings sind Realtime und ich bezahle bei UBS etwa 1%.

Valor 2527471 läuft bis 29.4.10

gruss

marabu

Versuch's hier:

http://www.blogtoplist.com/business/blogdetails-12873.html

Uranium Stocks, c/o FeedBurner, 20 W Kinzie, 9th Floor, Chicago IL USA 60610

Gruss marabu

Uranbasket UBS 2527471

Jetzt scheint's wirklich anzuziehen. Auf Grund des relativ engen Marktes und dem Umdenken bezüglich Nuklearenergie glaube ich, dass man noch viel Freude an diesen Papierchen haben kann.

Rohstoffe sind im Trend auch der nächsten Jahre. Schliesslich haben sich riesige neue Märkte geöffnet.

Besitzt jemand hier noch Uranaktien oder einen Basket? Wie zufrieden seid Ihr mit der Entwicklung während der letzten Wochen?

Ich denke, dass die Hedgefunds in einem echten Anlagenotstand sind. Viele Rohstoffe sind zu Zeit begehrt und eine Ende ist nicht abzusehen. Je mehr der Dollar gefährdet scheint, desto mehr steigen Oel, Gold, Silber und andere Metalle wie zB Blei. Gold hätte korrigieren müssen - aber mir scheint, dass der Kurs eher ein Bäuerchen statt einen Rülpser machte. Also wenn das die ganze Korrektur war!?

@ Dr. Zock

Entschuldige bitte die verspätete Antwort!

Ich bin im UBS Uranbasket 2527471 mit hohen Kursen um Euro 170 im April und Mai dieses Jahres eingestiegen. Der Kurs ist über die Sommermonate deutlich zurückgefallen. Im August habe ich dann zwei Mal kräftig zu Kursen von Euro 128 und 121 nachgekauft. Der Einstandspreis betrug dann Euro 142.60 netto.

Heute resultiert dank der kräftigen Erholung ein Kurs von 149.45. Die schwierige Frage wie üblich lautet: "Kann der Höchstkurs von Ende Mai mit Euro 181 wieder erreicht werden?" Oder ist garangesichts der Klimadiskussion ein Boom der Kernkraftwerke zu erwarten?

Man spricht bereits von einer 4. Generation von Kraftwerken (heute sind 2. Generations-Meiler Standard), welche bedeutend effizienter und noch sicherer betrieben werden können.

Ein Report der Oxford Research Group vom Juli d. J. meint: "...Worldwide electricity demand is expected to increase by 50% in the next 25 years, only 25 new reactors are being built at the moment, with 76 planned and 162 proposed."

und weiter steht "...China continues to grow at a high rate today, building a new coal power station every weak (Schwächephase bezgl. Energieversorgung [Anm. marabu] in a desperate atempt to keep pace with industrial demand. However China will have to add nuclear to its list of plants to build, in light of the fact that nearly a million people die every year in China from air pollution.

Da sollten sich gewisse Leute bezüglich ihrer dogmatischen Einstellung zur Kernenergie wirklich Gedanken machen...

Ich hoffe, in den nächsten drei bis vier Wochen Kurse um Euro 170 sehen zu können.

Bis heute Mittag € 154.18 plus 3.19 % ??? Wo sollten Gewinne mitgenommen werden??

Liegt dies auch am schwachen Dollar? Geht der mit den übrigen Metallen nordwärts? Verstehe leider nichts von Charts.

Uranbasket UBD

16:27 Uhr bezahlter Kurs € 158.02 // + 5.76%Das sagt alles!

Gewinn Basket + Devisenkurs

Aus Uranium-stocks.net vom 29.10.07

Spot price up another 4$ to $84/lb.

That Monday morning feeling should be lightened a little by the news that the spot price for uranium is up again by $4/lb for increase of 5%. According to TradeTech LLC “Renewed buying interest on the part of speculators and hedge funds is contributing to the upward price pressure,”

The price of uranium has now ticked up over the last three weeks which is an encouraging sign and should bode well for those invested in uranium stocks. As always though keep an eye on the long-term uranium price and don’t go too mad on the weekly oscillations of the spot price. To repeat this is a very thin market, which can be pushed up or down by the immediate needs of an end user or the cash requirements of an investment fund.

Over in the futures corner the price for December delivery is $92/lb however for most of the remainder of 2008 the price is $81/lb.

Those of you who held on through the summer battering should be sleeping a little easier now.

Have a good one.

Die Klimadiskussion hat mich vollends von den Vorteilen der Kernkraftwerke überzeugt. Ursprünglich dachte ich an ein kürzeres Engagement. Bei der hohen Volatilität auch der Baskets braucht es gute Nerven.

Heute komme ich zum Schluss, dass ich eine heavy load of Uranium certificates für längere Zeit in der "Schublade" liegen lasse.

Hier noch ein Beitrag eines Kenners der Branche:

Schober Gives His View On Uranium

— November 17th, 2007

One of our readers, Peter Schober, has offered his opinion on the uranium market at the moment and the current situation in the global energy market.

The following article, “Connecting the Dots -Basic Reasons for Uranium Investment” was written by Peter Schober who is working as a business consultant in germany and has been researching energy matters for several years.

1.

Over the next 15 years China alone plans on building 30 new reactors. Without those reactors, the country’s environment and economy will face brownouts that will start political unrest and upheavals, the one thing the ruling elite will avoide at all costs. Shortage and price buildup of lead (needed for insulation) gives an indicator of building activity.

2.

“We are at the beginning stages of a massive bidding war in Uranium. China is locking in massive deals in Africa and is now working on ever bigger deals in Kazakhstan which holds the worlds second largest reserves of Uranium after Australia. Note to that China signed a multi billion dollar uranium deal with Australia. China is basically locking up Uranium supplies, which means its taking this uranium out of the market place; this effectively means that there will be even less uranium for the rest of the global world players to go after”. Sol Paha “Uranium Wars 1/14/2007

3.

China can run for two days on oil, or it can run for an entire year on uranium – all for the same fuel costs, according to top nuclear analysts. And .. They have all the cash needed to buy what they can get.

Some analysts say Uranium is headed fast to $576 per pound – and even that’s a fair price for the energy, and still much cheaper than coal or oil…Do the math yourself, it doesn´t take more than an spreadsheet.

4.

Today, most of the Soviet weapons-grade uranium is gone. Currently a bare 30 % of secondary supply (around 8.000 tonnes pa) comes from Russian sources.

5.

Russia has decided to start stock piling on uranium after declaring that Uranium is now regarded a strategic resource. It´s a only a matter of time when they will stop exporting. Now (Nov 07) they are demanding higher prices for their material.

6.

Supplies aren’t always growing, but are actually declining 2006, partly due to flooding at two of the world’s largest mines. Last October workers at Canada’s Cigar Lake mine, half owned by Cameco, mistakenly hit water, flooding the mine. CAMECO said, production at the unfinished mine will now be delayed another 3 years and won’t come online until 2011, and even this ain`t sure!

7.

2008 will also show, if the gambling of the utilities (not buying at spot market prices in summer the of 2007 to supress prices) has depleted their uranium reserves enough to generate a massive buying impetus.

8.

The U.S., besides France and Japan the largest producer and user of nuclear energy, is nowhere near meeting its own uranium needs. Uranium production should become a national priority of the US but isn`t.

9.

The uranium mining industry is still struggling with the repercussions of 1989. Soon after that Russia decided to sell its 435-million-pound from military sources. Other stockpiles also came into the market, too. Uranium was quickly hammered down to $10 per pound, exploration was curtailed, people set off and know how lost.

10.

2007: However: This year’s global uranium-mine production is forecast to rise 9% to 51,000 t U3O8, driven largely by expected higher production in Kazakhstan (!?), Namibia and South Africa. In 2008, world uranium production is forecast to increase by a further 18% to 60,300 t U3O8 due to increased production in Kazakhstan as a number of uranium mines continue to lift output towards full capacity and new projects commence production.

11.

Worldwide there are 284 research reactors operating as well. Add to that another 220 nuclear power ship and submarine reactors in operation. Most analysts never consider the fuel necessities of these “other users.”

12.

A typical one-gigawatt nuclear reactor requires around 200 tons of natural uranium per year. As of June, there were 442 nuclear plants in operation worldwide. There are 28 others being built, 38 on order, and 115 proposed. And the U.S. and Britain haven’t even started building new nuke plants yet. Assuming there will be 5 new reactors going online per annum and a growth of 7 % in yearly uranium production, production capabilities and use will not meet in the next 10 years.

13. [Graphic]

14.

Not one single ounce of uranium comes from the Middle East. Therefore direct geopolitical risk is not comparable with oil.

15.

The renowned Energy Watch Group estimates that of 300 uranium mines examined, roughly 90% of global uranium resources have ore grades below 1%. With global ore grades at very low levels, the overall supply issue becomes even more of a problem.

One production hurdle is the current shortage of sulphuric acid, used in uranium extraction, which will for example have an effect on Uranium One’s 2008 production. The rising costs of the acid will be a specific problem for low grade producers, eventually reducing their earnings or postponing production, waiting for prices that will check these growing costs.

16.

The nuclear reprocessing sites have an annual production capacity of 5500 tonnes. It will take years to enhance the output capacity of these plants. Therefore there will be no short time relief from this side.

17.

It takes seven to 10 years to find and bring an economic uranium discovery into production. Very little supply relief is scheduled to come on line until 2011 or later. Nations who are not building a strategical reserve of Uranium and who are not systematically developing their resources (like the U.S.) will possibly not be able to build enough producing power capacity because they don’ t have the fuel for that.

18.

Nuclear energy is one of very few alternatives that has a chance of alleviating the global energy supply crunch. It is safe, clean, and relatively cheap. The injuries and deaths associated with producing and utilizing nuclear power are minuscule in comparison to any other fuel source.

19.

Global warming: Nuclear power is the most obvious solution to this potential catastrophe. Other forms of alternative energy are interesting but are years or decades away from having a significant impact.

20.

As other energy sources are becoming scarce, their prices growing, the role of uranium as a still cheap, affordable and reliant source of energy will be greatly enhanced.

21.

The term “peak oil” means global oil reserves and production are in decline. The planet remains dependent upon oil because we didn’t have the foresight to develop a better energy strategy over the past three decades.

22.

The peak oil theory is going to be put to the test in 2008. Since global oil production has remained flat for the last few years, oil prices could really get out of hand next year as demand continues to rise.

In 2008, we’re going to find out which OPEC countries are telling the truth about production capacities and reserves.

23.

Comparing Data of EIA and IEA the best thing to say is that we have a plateau on all liquids and a sinking production of crude oil. But looking only at output amounts is grossly misleading. The reasons of current price spikes is only marginally the popular “speculation activity” but you have to dig deeper finding the real reasons.

24.

Essentially we could say that the energy content of ‘a barrel of oil’ is less then it was yesterday and it has been going down for decades now. This can easily be seen, when looking at the quality of US imports with a growing part of low quality API crude (Casey: Energy Speculator 11/15/2007 has the graph)

25.

Also, the growing amount of oil consumed directly in the extraction of oil should be stripped out to get actual “net” oil production figure. It appears that this oil production-consumption accounts for an increasing %age of the decline in exports.

The reasons for this are many. As extraction gets more difficult, we use more oil to get less oil from the ground. The oil we get from the ground today is more energy intensive to process.

Overall efficiency of crude oil production should be measured by the “net energy” produced, not the volumes of ‘liquids’ coming up the well.

26.

The net effect of using Liquids to produce ethanol etc is not accounted for. Regarding the low EROEI of ethanol , the net surplus of these produced liquid is only of marginal significance.

27.

Last but not least. Looking at production numbers only, is misleading, because a growing part of production either stays in producing countries to fulfil their growing demand, or is not made available to the spot market because of bipartisan treaties (eg Angola and PR China).

28.

Regarding disinformation/misinformation on energy reporting: One should skip any article wherein EROEI is not at least mentioned or discussed!

Comments welcome: info@peter-schober-condulting.de

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