Kalahari Minerals Share Discussion Threads

[nielsc] 24/11/2011 12:23

BeefEater,

What is HCpr. Did a google, but didn't find anything.

Cheers,
Niels

[beefeater25] 24/11/2011 11:06

Rumours of the bid being raised to 260p on HCpr...

[beefeater25] 23/11/2011 13:35

Cracker that one kin...

[kimball808] 23/11/2011 13:11

sorry my comment was a bit random in the scheme of things... but great to imagine the possibilities of it becoming reality...especially for generations to come...ok back to waiting for news...

[nielsc] 23/11/2011 09:25

Kimball,

Interesting, but perhaps a bit irrelevant as first commercial energy 2040 at the earliest. Conventional nuclear power is here for a long while yet.
I wouldn't factor in nuclear fusion when investing in uranium stocks at this moment time.



"ITER is not an end in itself: it is the bridge toward a first plant that will demonstrate the large-scale production of electrical power and Tritium fuel self-sufficiency. This is the next step after ITER: the Demonstration Power Plant, or DEMO for short. A conceptual design for such a machine could be complete by 2017. If all goes well, DEMO will lead fusion into its industrial era, beginning operations in the early 2030s, and putting fusion power into the grid as early as 2040."

Cheers,
Niels

[kimball808] 23/11/2011 06:32

probably a long way off yet but surely inevitable the harnessing of nuclear fusion. the ability to generate truly clean energy. Without the need of Uranium. Unfortunately not ideal for investors in uranium stocks..or any other form of energy providers...but looking very impressive...

[contrarian2investor] 22/11/2011 22:54

nielsc, thanks for reply and suggestions. Neither of which I currently hold. I will add them to my watchlist.

Krakow, thanks for your reply, agreed about Fukushima'd, sentiment towards U308 appears to be improving now and will only get better in 2012. So good/fair value will be attained in the end. As an early investor your patience will be enhanced even further. I will attempt to jump on for the last leg of the journey very soon.

[krakow] 22/11/2011 18:49

c2i, this is a tough one to call now. It's been Fukushima'd. A few months ago I'd have said it was a dead cert T/O for 400p-700p.
The chart gives a rough idea that support should be around where we are now. The best outcome for shareholders now is a hostile T/O but it's disappointing that no one has so far come out of the woodwork. One sure thing is that it's most definitely undervalued. On a very simplified basis there could be over 500Mlbs u3o8 here which could reasonably be worth $9/lb. KAH has 40%. This resource is going to be easy to mine from an open pit.

[energiser01] 22/11/2011 09:33

U price from bloomberg, closer to real time..



dyor etc...

[zangdook] 22/11/2011 08:58

Having moved my KAH holding to spreadbet a while back in misguided anticipation of large profits, I hope we have a gentler ride from here on.

[nielsc] 22/11/2011 08:50

Kimball,

A rising Uranium price and an increasing resource should hopefully push any successful bid for KAH up by a good bit. CGNPC need the Uranium. They better make sure they get it or end up paying a far higher price.

Cheers,
Niels

[kimball808] 22/11/2011 06:52

the yellow cake is rising nicely...

[contrarian2investor] 21/11/2011 18:08

Krakow & nielsc, I have been tracking the progress of KAH and the recent news of Hathor. In your humble opinions if KAH does not get a bid prior to year end, where do you see share price support? The purpose of question, is that I am very tempted to take out a long-term long sb on KAH near these levels. On a 3-9 months view that they will be taken over @>£2.60p.

[beefeater25] 21/11/2011 16:10

No matter what they do I still think 243p will get rejected.
If it is manipulation at the moment then we all know nothing will be done about it...

[zangdook] 21/11/2011 15:31

I don't see how this can be anything but market manipulation. Why else would CGNPC's bank be buying and selling odd thousands of shares?

[beefeater25] 21/11/2011 15:13

zzzzzz... any news yet?

[nielsc] 18/11/2011 10:19

Brad:

Yes you are right I don't think it will be PIs that have the deciding vote with such a large chunk of shares held by institutions.
All a bit of a complicated game.
Here is the link I posted a while back.


BeefEater:
Hopefully a lowball bid by CGNPC is just the worm on the hook to catch a bigger fish.

Cheers,
Niels

[brad44] 18/11/2011 08:28

posted by HOOTSTER on the FTE thread

Bidding War for Uranium Junior Hots Up as Rio and Cameco Bet Global Demand for Uranium will Grow.

Read More:

[beefeater25] 17/11/2011 22:28

..im starting to think the directors at KAH are playing a clever game here with the first bid being irrelevant...

[brad44] 17/11/2011 20:45

nielsc, but whos expectations are they going to favour, it wont be the likes of you and me with pi investement, so who is going to be impressed with that amongst the larger shareholders? dont get me wrong, i think the philosophy or psycology behind what you are saying is correct, but surely the large shareholders are either on some sort of "envelope" deal or would reject it outright?