Uranio
Las mineras de Uranio estan de capa caida, como buenos contrarians tenemos que investigar un poco!
Antonio Pedra Niño tiene un par de articulos en Inbestia:
http://inbestia.com/blogs/post/uranio-p … -peor-fama
http://inbestia.com/blogs/post/uranio-i … -inversion
Aqui tenemos algo muy importante, que son Insiders comprando:
http://seekingalpha.com/article/1754922 … ergy-fuels
Y :
http://seekingalpha.com/article/1790352 … compelling
We now see meaningful oversupply through 2016, a relatively balanced market from 2017 through 2019, but then in 2020 we see a deficit emerge that escalates very quickly to crisis levels. There is enough material to go around for now, but demand continues to grow. Existing mines are depleting and the uranium price is far too low to incentivize the mines that the market will badly need by the end of this decade. We believe uranium prices have to be a lot higher by 2015 or 2016 to provide enough lead time to bring on new supply in advance of this very large shortfall looming
Uranium slides to eight-year lows, banks cut outlook amid Japan delays
Uranium prices have dropped to eight-year lows, with delays in restarting Japan’s nuclear reactors prolonging a uranium supply glut, Bloomberg reports.Uranium dropped to $29/lb. on May 2, the lowest since June 2005 and extending this year’s drop to 16%; UBS has reduced its 2014 price forecast by 9% to $39/lb., and Credit Suisse cut its projection by 7% to $38.80.Japanese restarts are the key catalyst to get utilities to resume long-term contracting, which should support prices, Raymond James analyst David Sadowski says, cutting his 2014 price forecast by 14% to $36."The next 18 months we see as being a very difficult period for the market," Cameco CEO Tim Gitzel says in the report.ETFs: URA, NLR, NUCL.Companies: CCJ, DNN, USU, URRE, UEC, URG.
Hace poco tuvimos un sentimiento bastante alcista… Y ello nos llevó a mínimos:
Uranium is very powerful. In fact, one pellet of uranium the size of your fingertip has as much energy as one ton of coal… 149 gallons of oil… or 17,000 cubic feet of natural gas.
Consequently, uranium – the fuel itself – makes up a very small percentage of the total cost to run a nuclear plant… less than 5%.
In other words, the cost of uranium is incidental to the overall cost of running a plant. The big cost, over 95%, is in the plant itself.
Consequently, the price of uranium is not that important to nuclear plants…
Even if prices tripled from where they are today, it would not impact the bottom line for utilities because fuel is just a small part of their operating cost
Unos gráficos sobre el número de reactores:
Entre en URA a 14.1 con un 1.25% de mi capital.
Llevaran razon y subira el Uranio?