Geiger Counter Share Discussion Threads

[1solon] 13/9/2021 10:12

Like him or loathe him he sums up the current state of play really well.https://www.youtube.com/watch?v=XTCr62DURV8

[7kiwi] 13/9/2021 09:11

It must be difficult for GCL to keep up with the NAV calculations.

I don't think today's price has fully reflected the big pop in the Toronto holdings on Friday, let alone the rises in Ozzie holdings overnight.

[dogberry202000] 13/9/2021 07:42

Uranium miners have made humungous gains on huge volume in Sydney!

[goodgrief] 10/9/2021 17:55

Uranium prices soar as investors scoop up nuclear power fuel. hTTps://www.ft.com/content/624e3ac6-ffb0-49ee-959f-e59c27e96c80Rising demand / falling supply:-Demand for uranium- 162m pounds this year- 206m pounds in 2030- 292m pounds in 2040Due to lack of investment in new mines, supply of uranium set to fall by - 15 per cent by 2025 - 50 per cent by 2030 If the like of Sprott or Yellow Cake keep buying uranium, analysts expect utility companies will come under pressure to replace long-term supply agreements before they expire. At the moment, long-term contracts cover 98 per cent of the uranium needed by US utility companies. But that figure drops to 84 per cent next year, and 55 per cent by 2025.

[7kiwi] 10/9/2021 16:36

SPUT has issued a revised prospectus on SEDAR taking the ATM facility to $1.3bn dollars, thereby adding $1bn of capacity.

Game on.

[dogberry202000] 10/9/2021 10:22

Emund Shing gives a very knowledgeable overview on Geiger and the uranium investment thesis.

[tomps2] 10/9/2021 09:43

Edmund Shing ‘slams’ Geiger Counter (GCL) in the latest PIWORLD/Stockopedia StockSlam at 55m46s

Watch the video here:

Or listen to the podcast here:

[7kiwi] 09/9/2021 16:34

The commercial director of Kazatomprom weighs into the Uranium inventory debate.

There might not be enough guaranteed supply for everybody



In another slide he confirmed KAP is active in the spot market to "ensure its delivery schedule and inventory levels".

[goodgrief] 09/9/2021 10:16

Interesting background stuff; the analyst reckons a price of $70/lb needed to bring new production on stream.

Adam Rozencwajg: Neglected Uranium Market Setting Up for Higher Prices

[7kiwi] 08/9/2021 17:34

Press report of the new WNA report. Near time supplies are tight and the market needs to incentivise new mines to be built. The report doesn't include a quantitative analysis of SMRs.

So, overall, not including the demand from inventory funds or SMRs.

[7kiwi] 08/9/2021 14:48

This is a slide from the World Nuclear Association symposium taking place today.

That "Commercial Inventory" Line looks suspiciously like a "plug". According to twitter a question was asked about the "secondary demand" from the likes of SPUT and YCA. Their demand is not included in the calculations.

#uraniumsqueeze

[7kiwi] 07/9/2021 16:34

Another share issue at a premium to NAV.

[7kiwi] 05/9/2021 20:31

Barclays now promoting nuclear power.

[dogberry202000] 03/9/2021 23:07

Spot uranium closed up 8.02% ($3.13) at $39.

[dogberry202000] 03/9/2021 18:44

Spot now $38.14 - up $2.50. It's on!

[goodgrief] 03/9/2021 17:21

Sprott’s buying spree a ‘can of kerosene’ on uranium market set to explode




“Supply and demand fundamentals are the big logs that will burn into the longer term: demand growth, mine depletion and underinvestment in new supply,” he told Stockhead.

“The uranium sector needs to rebase at prices that make current production sustainable and, in time, at the marginal incentive price required to meet demand growth and depletion of existing supply.

“At the very least, SPUT will accelerate this rebasing.”

[steve73] 03/9/2021 16:17

Thanks jonwig..

I can't find a way to easily "extract" the price plots, but I've added the link to the relevant section of the header for those interested..

[jonwig] 03/9/2021 15:22

Chart, etc. for KAP:

[goodgrief] 03/9/2021 13:29

bmcb... you got yourself a troll! lol

[bmcb5] 03/9/2021 13:20

Good luck finding a chart for KAP though. I gave up long ago

[7kiwi] 03/9/2021 13:03

They've issued 700K new shares at a premium to NAV. I guess some institution wanted in.

[7kiwi] 03/9/2021 13:02

UPC is now SPUT which you already have.

Kazatomprom is listed in London: LSE:KAP

[steve73] 03/9/2021 12:07

Thanks - and done..

Any idea about the other 2 from the latest top-5.. Uranium Participation & NAC Kazatomprom JSC..?

[bmcb5] 03/9/2021 11:44

ah, it should be CDNX_ISO on that website. I was using ADVFN ref