Akcie uránových spoločností vzrastú

Aj napriek poklesu ceny uránu kvôli Fukushime, z dlhodobého horizontu cena minerálu vzrastie. Dôvodom bude obmedzená ponuka na trhoch. S rastom jeho ceny vzrastú (a to podstatne) aj akcie uránových spoločností.

While uranium prices fell after the Japanese earthquake and tsunami, Versant Partners Analyst Rob Chang says in the long term, prices must rise due to a supply shortfall and the economic necessity of using nuclear power. In this exclusive interview with The Energy Report, Chang suggests ways to take advantage of the eventual rebound.

Overall, I don't think Fukushima has made a significant impact. One analysis predicts only a 4% reduction over the next 10years in uranium demand because of Fukushima. That is not very significant, especially when we have massive shortfall of supply relative to demand right now.

There will be some impact over the decade, but I think the actual impact on the markets will be short lived. It's tough to say how long it will take; it depends on the actual impact of Fukushima, which is not yet fully known. There are still ongoing efforts to fix everything there.

The uranium stocks were all on an upward trend, as you noted. The uranium price itself needs to go higher, and these stocks will go with it. So yes, there is significant value in these stocks; we just need a catalyst, more interest or at least recent events to blow over for these stocks to reignite.

Článok: http://www.uraniumseek.com/news/UraniumSeek/1308767603.php

23.06.2011