Geiger Counter Share Discussion Threads

[russman] 20/7/2015 09:19

They produce a nice newsletter. Shame about the investments so far.

[p1nkfish] 20/7/2015 00:08

I can't see what these people are actually doing to justify their fee. Any ideas?

[energiser01] 26/6/2015 13:34

Any chance the Chinese will pounce on cameco, it can ramp up production, and China has stated its keen to secure additional supply ?
Dyor etc. etc.

[russman] 21/6/2015 16:34

Maybe Greece would take a punt on it.

[gokelstone] 21/6/2015 10:02

Japan has a big pile of plutonium in France (Normandy) and it hasn't yet decided on what to do with it - they're paying to store it in France but are looking to sell it in to the market which kind of also means that they're not looking to buy much U308.

Maybe the Russians would buy it if they had the money

[strollingmolby] 19/6/2015 12:46

Has anyone noted any adverse news in the uranium sector that explains the decline the last two sessions?

Separately, spotted this brief piece from TMF hxxp://www.fool.ca/2015/06/18/are-uranium-stocks-about-to-break-out/

[strollingmolby] 13/6/2015 10:17

Further impact on uranium supply, with ERA & Rio deciding not to go ahead with the Ranger Deeps project now the open cut mine is exhausted. The Ranger mine was producing 10% of global uranium supply.

Shares in Rio Tinto’s Australian uranium unit halve

Rio Tinto has withdrawn its support for the expansion of one of the world’s biggest uranium mines, causing shares in its separately listed subsidiary Energy Resources of Australia to almost halve in value.

Shares in ERA were down 46 per cent at A$0.70 in mid-afternoon trading in Sydney on Friday.



At y/e 2014, ERA represented 5.2% of the GCL portfolio...

[my retirement fund] 12/6/2015 14:23

Ouch look at the SWU spot price. Historic low, surprised this fund has not cratered to new lows yet

[kenmitch] 10/5/2015 19:28

I'm waiting for the first bullish monthly fact sheet, as that has proved an excellent guide as when to buy ahead of the last two big up spells. Have a hunch it might be very soon, but no point investing until then, or the uranium price rises further and/or the top shares in their portfolio.

Very high chance of GCL at least doubling and quite likely more in time. The big question is when is the next bull run going to start. The excellent link from StrollingMolby suggests it just might be soon.

[russman] 10/5/2015 15:45

Still holding my breath, starting to turn blue.

[briggs1209] 09/5/2015 15:08

Sold all mine, happy to trade as it moves up and down. Cannot see a complete rerating here. Would be happy for holders if proved wrong

[rogerbridge] 29/4/2015 17:16

Tucked away some for the long term

[nw99] 29/4/2015 13:31

Market waking up to the discount and the uranium price

[strollingmolby] 29/4/2015 12:14

Latest factsheet uploaded:

[russman] 28/4/2015 22:52

I am holding my breath.

[my retirement fund] 28/4/2015 08:56

An interesting perspective nw99

[nw99] 28/4/2015 06:40

Uranium is a smart investment because lack of supply and strong demand should send prices higher, analyst Rob Chang said Friday. "It's been moving up because frankly there isn't enough production to meet demand," said Chang, senior analyst and head of metals and mining for Cantor Fitzgerald. "We're actually forecasting by 2020 that there is going to be an unavoidable supply deficit."In an interview with "Closing Bell," Chang said nuclear energy is preferred because it is clean relative to other sources.

[nw99] 27/4/2015 11:17

Uranium is firm

[my retirement fund] 27/4/2015 09:44

free stock charts from uk.advfn.com


A break out in this long term trend channel shown may confirm a significant longer term trend change.

Chartists could say then that once confirmed very little stands in the way until the first FIB is tested (45p).

[strollingmolby] 27/4/2015 08:47

I'm sure it won't be long! 30% discount and improving fundamentals in uranium market... :-)

[nw99] 27/4/2015 07:33

Nav 27 someone will wake up and see this soon

[russman] 26/4/2015 20:11

A Cute Kurtosis.

[envirovision] 24/4/2015 22:37

NAV 27p.

Will try to grab a few more first up before the market cottons on.

[russman] 22/4/2015 16:52

But it has a fat tail and a black swan.