THE NUCLEAR RENAISSANCE FORUM - Uranium Stocks

Re: THE NUCLEAR RENAISSANCE FORUM - Uranium Stocks

Considering that juniors move  ahead and CCJ moves ahead; Cameco could easily use 100 million shares  for acquisition. At 400 million ,they are too low,for   those I mentioned plus a host of  other resource companies coming out of China.India,Europe and Brazil.Big powerful rich companies that could swallow CCJ. The Canadian Gov't can only protect their companies so far.If the Nuclear industry  starts to become a bigger part of World Energy ,CCJ will ,imo  be a target,if it's not already .They have to become bigger ,fast. I still believe BHP and RTP are the most likely unless CCJ acts  over the next year.

Re: THE NUCLEAR RENAISSANCE FORUM - Uranium Stocks

Anybody that is associated with CCJ  is a potential  acquisition,imo I agree with  your UEX  candidate (because of 20% ownership already). I agree with FIS ,because they do not want too much dominance developing from RTP ,unless of course they are their partner.(a likely event with RTP after the Hathor buy out)   URRE and CCJ are already partners,as you know.

CCJ  could itself be a candidate for a  buy out ,probably hostile,from BHP,RTP or even AREVA. They don't want that so early in this renaissaince. they likely could have more shares outstanding to  prevent  hostile takeovers. This is the best way to buy ALL these companies and they have the share structure to support  it.  I told you before scottie .I wouldn't get involved with EFR . I'm waiting for Inwentash to screw up Dejour. They are a very likely candidate for a big JV  or a buy out all or in part and he is a major shareholder.

Bottom line CCJ can take out URRE ,FIS and UEX with all share deals ,imo and they likely will over the next year or two.

Re: THE NUCLEAR RENAISSANCE FORUM - Uranium Stocks

I was very  much a fan of URG-URE a couple years ago. I sold ,actually got stopped out around the 3 dollar mark. I haven't paid any attention to them since. Somehow their Lost Creek M&I resources have been lowered and  I don't know why they have never been given that elusive last permit ,which was  just weeks away,a couple years ago.  I use to think they were the best value ISR company  in their peer group of Uranerz,Uranium Energy,Stathmore,Bayswater and Powertech. .Those last 2 are at 10 cents,STM not much better. They kept the share price up better than  some,even URRE but I still hesitate , IF this management team  really has the  balls to get Lost Creek done. Maybe this aquisition is primarily because they can't get LC going and it's a sign to move on? Mixed feeling about URG. I think Boberg ,the elder has retired and that's not good,to me anyway.Good to hear you back here scottie.

Re: THE NUCLEAR RENAISSANCE FORUM - Uranium Stocks

Some intersting  Uranium companies on the cheap;

Tigris at ,.,32 million indicated lbs. @ avg.0.11% grade  with 80 million shares

Deep Yellow.; 39 million lbs. @ avg. .03% grade with 1.4 billion shares

Black Range.; 40 million lbs. @ avg. .06% grade with 700 million shares

Virginia Energy ,; 28 million lbs. @ avg. .08% grade with 100 million shares

Tigris and Virginia   are easily  the best bets,imo, but  for those that have little cash right now and want in to the uranium  sector, buying into a bloated share structure might not be seen as crazy .The prices are  so low. I  don't want to put prices up because of how quickly they change.Study the companies and their assets before being moved by price. Assume a 1 for 10 split on  those big share structures ,if your thinking long term.   

Just my opinions .I've won big and lost lots in the  uranium game .I just happen to like the game ,despite the risk.