Monday, December 07, 2009

Fundamentally Uranium

Bias: Company-negative, Sector-Positive

Geopolitical/Environmental/Exploration Risk

Uranium may be a relatively plentiful compound, but its extraction can be fraught with objections. Countries who do not rely on uranium projects to provide a substantial source of income (ie First World countries) often suffer from objections by their own constituents when a uranium mine--real or potential--is deemed to be too close for comfort.


Case in point an interesting battle in mining-friendly Quebec that pits the doctors of a small northern town of Sept-Îles versus Terra Ventures Inc. (CVE:TAS, TAS.V) . Terra is best known perhaps for having a piece of the Roughrider uber-deposit in Saskatchewan owned by Hathor Exploration Limited (CVE:HAT, HAT.V), but whose Lac Kachiwass project, dubbed as its "most advanced property at this time due to its historic exploration and historic resource estimate" is a potential ~5.6 million lb Rossing-type (large tonnage, low-grade) deposit.

This property was acquired by Terra in March 2007, with additional contiguous properties bought the next year. So far the company is still in the midst of waiting for assay results from their 2009 summer drilling program. Recently the company was allowed to build an access road to the Lac Kachiwass deposit that is 13 kilometres from the town, near Lake Kachiwiss which flows into the municipal water supply.
This has the town's doctors up in arms and threatening mass resignation. Twenty doctors of all disciplines in total, not an insignificant number anywhere and certainly potentially devastating for a small town, have been fighting Terra on grounds of potential uranium contamination.
Terra Ventures will soon divest itself off assets including Lac Kachiwass into its own company while keeping the its core asset--the stake in Hathor's property--within Terra. Surprising? Not so much given the potentially protracted and already-bitter battle in Quebec. Ostensibly, this move is happening as Terra felt the market was only pricing them based on their core asset (Terra has a market cap of ~$22million Cdn).
I am really interested to see how much the market prices in the new company..






 

44 Comments:

Blogger DarenPRakowski said...

淫美論壇視訊聊天交友9426成人視訊咆哮成人繁體成人交友qq視訊聊天線上免費視訊聊天視訊聊天花漾亞洲瘋情網視訊ggo視訊美女avshow成人情色網影音視訊聊天室視訊美女巨乳34cav999免費影片sex888影片分享區免費聊天66k免費聊天firework視訊美女mybanksexdiy影城

2:59 PM  
Blogger 玉龍玉龍 said...

很用心的blog,推推哦 ........................................

11:39 PM  
Blogger 童紫勳 said...

只用微笑說話的人,才能擔當重任. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

12:57 AM  
Blogger Rosalind治男Garney火吟 said...

能猜得出女人真實年齡的男人也許耳聰目明,但肯定毫無大腦。哈哈!......................................................

10:50 AM  
Blogger NeldaDotson0788 said...

一個人的際遇在第一次總是最深刻的,有時候甚至會讓人的心變成永遠的絕緣。......................................................

1:34 AM  
Blogger 維青 said...

人生有如洶湧的波濤,如果沒有岩石的阻擋,怎能激起美麗的浪花? ..................................................

7:54 AM  
Blogger 雅伯 said...

生存乃是不斷地在內心與靈魂交戰;寫作是坐著審判自己。 ..................................................

3:33 AM  
Blogger 彭NealWireman欣幸0912 said...

I love readding, and thanks for your artical..............................................

8:35 PM  
Blogger YuriS_New家愛 said...

請繼續發表好文!加油加油加油!.............................................

4:36 PM  
Blogger 嘉穎 said...

破解色情守門人成人色情電影院線上免費色情短片色情動畫影成人色情動畫成人電影秀亞洲線上免費成人電影性片免費狂看性交線上免費影片性免費小說網性美女做愛性美女遊戲性教影片性教學影片性感乳房影片性感做愛電影性感援交妹性感電影性感劍士性愛a片免費試看性小遊戲幸愛影片姓愛圖貼亞洲線上免費電影亞洲線上免費影片其色制聊天室咆哮入口咆哮老鼠網咆哮鼠85cc聊天室情色視訊情色視訊

1:34 AM  
Blogger 柏懿綺辰 said...

A stitch in time saves nine...................................................

7:12 PM  
Blogger 靜怡 said...

人並不是生來要吃敗仗的。人可被毀滅,但不可被擊倒。..................................................

1:30 AM  
Blogger batesda said...

朝著既定的目標走,就不會迷失。..............................

5:25 PM  
Blogger 慧君 said...

Hard day......................................................................

5:20 AM  
Blogger 葉佳靜 said...

加油-不論如何都支持你.................................................................

1:41 AM  
Blogger 潘凱花潘凱花 said...

很棒的分享~留言支持!..................................................................

9:33 PM  
Blogger 林彥以林彥以 said...

河水永遠是相同的,可是每一剎那又都是新的。..................................................

5:12 AM  
Blogger 陳璇竹陳璇竹 said...

此處是值得一探究竟的好部落格!!..................................................................

11:58 PM  
Blogger 柯綠來 said...

死亡是悲哀的,但活得不快樂更悲哀。. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

9:04 PM  
Blogger 孫邦柔 said...

Unable to give you a heart. so have a reply to push up your post.
............................................................

9:54 PM  
Blogger 承王蓁 said...

心中醒,口中說,紙上作,不從身上習過,皆無用也。..................................................

1:23 AM  
Blogger 宛淑芳真 said...

臨淵羨魚,不如退而結網。.......................................................

7:09 AM  
Blogger 黃以陳美苓富 said...

No garden without its weeds.............................................................

6:39 PM  
Blogger 偉曹琬 said...

看著你的BLOG 好多朋友都回應 真厲害..................................................

5:05 AM  
Blogger 俊陳凱俊陳凱俊陳凱 said...

你不能改變容貌~~但你可以展現笑容.................................................................

8:02 PM  
Blogger 思韓韓韓穎 said...

活是一種鍛鍊靈魂的東西..................................................................

8:02 PM  
Blogger 陳欣陳玟珮陳玟珮琦 said...

真正的朋友不會把友誼掛在嘴巴上......................................................................

9:00 PM  
Blogger 王志陳雅竹豪 said...

愛情不是慈善事業,不能隨便施捨。.................................................................

9:01 PM  
Blogger 孟謝謝謝凱謝謝謝謝 said...

每次看完你的文章,總是回味許久,要經常發表喔。..................................................

12:50 AM  
Blogger 瑰潼 said...

雖天地之大,萬物之多,而惟吾蜩翼之知。..................................................

7:04 AM  
Blogger Nifty direct said...

I appreciate you time and effort which you have spent to create this blog.

3:13 AM  
Blogger tturaniuminvest said...

spelunca, here's some follow up sites that maybe of interest to you & your followers.

http://uraniumstocksaustralia.blogspot.com/

http://australianuraniuminvesting.blogspot.com/

http://australianuraniumquicksearch.blogspot.com/

5:35 PM  
Blogger smith said...

You really did a great job on that! pretty nice site and unique content for people. Initial Public Offerings

10:17 PM  
Blogger Investment Advice said...

To be sucessful in the market the key is to be in the right sector at the right time. It may sound easy but it's not. As a mentor of mine told me years ago "buy straw hats in the winter." Today I think the place that is most out of favor and ripe for profit is in Uranium stocks.
Let's remember this accident was a "perfect storm." Let's also remember the Fukushima reactor was forty years old. I've done the homework. The new reactors are unbelievably safe. Imagine how safe they will be in 10 - 20 -30 years from now. Most of all, let's remember that, come what may, China, Russia, India and the Middle East countries are moving full speed ahead building nuclear reactors. They need uranium - lots and lots of uranium. As I right this I am long CCJ, DNN, URG and URZ. you can read my blog @ http://investingadvicebygeorge.blogspot.com/
I'd love to get some feedback from you regarding my blog. Thank You.
George Maniere

9:01 AM  
Blogger Kalpeshmaniar said...

I continue to believe that the Euro will fall much further in the months ahead and this should be a drag on stock prices. This should enhance the appeal of the US Dollar as safe haven. As a result, gold and other commodities are likely to come under more selling pressure in the weeks to come. Please visit http://www.kalpeshmaniar.com for accurate forecasting of markets

7:28 AM  
Blogger james said...

I would prefer to invest in an exchange traded fund simply because these stocks are just to risky to invest in junior uranium stocks that is' funds that invest in them are a better way to go. I have a website where I give advise on stocks under five dollars and ten dollars. But I would be unwilling to get into most mining companies stocks on a single basis.

10:05 PM  
Blogger stock said...

This blog Is very informative. You explain each and every point very well.

9:49 PM  
Blogger Dedikerte servere said...

Great blog, keep up the good work on this niche field of the stock market.

10:09 PM  
Blogger Free Intraday Stock Tips said...

I read your post. That was amazing. Your thought processing is wonderful.
The way you tell the thing is awesome. They are inspiring and helpful.

Thank you.

Regards: NCDEXandMCX

6:02 AM  
Blogger jeni jewel said...

OTCMAGIC is an awesome newsletter that reports on anything that is hot and happening in the world of Stock picks

6:20 AM  
Blogger michale wong said...

The visit was very useful for me. because i had got very important and attractive information about Forex Signals and your content is really very good.

11:43 PM  
Blogger Hamna Sayyad said...

That is very impressive article about Forex, I have been suggested to the my facebook friends please check this out.
learn free forex

10:05 AM  
Blogger Hamna Sayyad said...

That is very impressive article about Forex, I have been suggested to the my facebook friends please check this out.
learn free forex

10:06 AM  
Blogger Hamna Sayyad said...




That is very impressive article about Forex, I have been suggested to the my facebook friends please check this out.
learn free forex

8:12 AM  

Post a Comment

Links to this post:

Create a Link

<< Home