URÁN – horúca komodita v 2008?
V súčasnom období sa nachádzame vo fáze korekcie akcií uránových spoločností, ktorá by už onedlho mala začať končiť.
Risk aversion has led uranium equities downwards with some companies' stocks either at or approaching multi-year lows and our uranium index once again near this year's lows. Until the market as a whole has a good feeling for what to expect with the mortgage related write-downs, volatility will most certainly surround such high risk, high reward situations such as our junior uranium mining stocks.
In markets such as the one we are currently in, investors do not like surprises and are less willing to allow a pass for poor performance as they may during a powerful bull market plowing forward.
We are in a type of correction here, but it seems that it should be short lived. This may be a type of consolidation period which lasts for 12-18 months or so as investors lick their wounds and begin to test the waters once again (but let us all remember that this really started in March, so we are just a few months from reaching the 12 month milestone). With China and other developing countries' desire to build nuclear plants to fuel their spectacular growth growing, uranium equities could once again come into favor with investors. Keep in mind that the engineering firms who build these plants are holding up much better and continue to announce new deals. AREVA's deal with China this week is further evidence of the desire to add large, cheap, emission clean energy to their grids.
With all of that said, the argument can be made that now is a perfect time to SMARTLY add to positions in your portfolio or begin buying new positions altogether.
Zdroj: www.commodityonline.com
16.01.2008
