IE000M7V94E1

 

Verwaltungsgebühr 0,55% - obwohl der Spread nicht so schlimm wie beim HanETF ist mit 0,85% - zu teuer. Größte Position Cameco - hat noch viel Abwärtspotential. Kazatomprom ist gar nicht drin obwohl das der stabilste Uranwert ist. Wenn Kanada den Amis kein Öl mehr verkaufen sollte - würden sie ihnen dann noch Uran verscherbeln? Die Kanadier sind wirklich stinksauer und werden ihren US-Boykott durchziehen wenn Trump keinen Rückzieher macht.

Und Leute, kein Versorger wird jemals wieder bereit dazu sein, deutsche Reaktoren ans Netz zu nehmen. Der Verrat Merkels hat das Vetrauen der Energiewirtschaft in die Politik für immer zerstört. Deutschland wird auf ewig französischen Atomstrom importieren.  

https://www.youtube.com/watch?v=xJCV8TH-Byw  

Die meisten meiner Werte sind 2-stellig ( oder 9,xx%) im plus...
Spot heute abend 64,50$  

Cameco (TSE:CCO) (NYSE:CCJ) had its price target lowered by analysts at Scotiabank from C$85.00 to C$81.00. They now have an "outperform" rating on the stock. This represents a 27.9% upside from the current price of C$63.34. ( Marketbeat Daily Canada )  

die Bullionbanken inzwischen ein shortproblem haben

Noch am 21.3.25 hat er das negiert:
“Yes, the CME is a futures exchange, however, it is backed up by physical. For all those that are saying CME is just paper and claiming all other absurd theories like banks are short the world's supply of gold and silver and need to cover, please stop talking your position and spreading disinformation. Banks are short the CME against being long London otc and otc forwards. They are NOT outrite short metals.”

Robert Gottlieb, precious metals analyst and industry veteran (LinkedIn), March 21, 2025

David Jensen hat ihn überzeugt, dass dies falsch ist:

Now after a weekend, Gottlieb says “I know I have repeatedly discussed the silver distortion; however, swap dealers’ positions per the CFTC are extremely alarming and someone maybe taking a huge position and be very exposed (see Bloomberg chart of swap dealers’ positions)… … Swap dealers are the shortest they have been in a long time”

Swap Dealers are bullion banks.

So this week, some bullion banks may be very exposed by their shorts (however they are not outright short as they are hedged in London?).

The sands are shifting somewhat.

Best regards,

David Jensen

 

https://www.youtube.com/watch?v=2IovjzLz4EY    DE

In-Depth Insights Into the Uranium Market with Expert Bram Vanderelst      Ziemlich gut, was der da erklärt  

Scotiabank (TSX: BNS) projects the uranium market will remain in a structural deficit until 2030, according to a research note published on March 25. The brokerage estimates the shortfall will equal approximately 4.9% of annual demand over the coming years.

This timeline extends their previous forecast by one year, highlighting continued challenges in ramping up new production. The bank’s revised outlook reflects permitting delays for several new mining projects that were expected to come online sooner.  

liegen oberhalb der Erwartungen und katapultieren die Aktie in USA um gut 25% nach oben.
Der Ausblick, dass kurzfristig keine Zwischenfinanzierung für das DASA-Project benötigt wird, hat dazu auch beigetragen.

https://www.globalatomiccorp.com/investors/news/...sults/default.aspx  

https://www.youtube.com/watch?v=47cY84uU_BE  

...die Zölle sind für Rohstoffe insgesamt besch... aber 1) gibt's keine zusätzlichen Aufschläge für Energie aus Kanada (bleibt bei 10%). Der Absacker bei Cameco könnte daher eine Gelegenheit sein. 2) hat Kazatomprom fast die gesamte Produktion bis 2029 nach China zum Festpreis verkauft. Allerdings werden die USA nun in eine Rezession fallen, ob sich Uran dem Absturz von Öl entziehen kann ist fraglich.  

ab Min. 14

https://www.youtube.com/watch?v=x3mfaZjIIaQ  

aus dem wöchentlichen Newsletter von Lobo Tiggre.
Sein Fahrplan für dieses Jahr hat ziemlich gut gepasst.
Hätt ich mich nur dran gehalten...

Hier seine Gedanken zum weiteren Vorgehen:

Uranium bucked the trend: spot was actually up this week. I’ve written before that uranium prices traded sideways to upward in three of the last four recessions. I think the odds are that we’ll see it rise during the next one as well—though perhaps not initially, and with considerable volatility. As usual, uranium stocks were not spared the broader equities massacre. This has me keener than ever to buy more uranium stocks. But I sure am glad I’ve been warning recently that we were likely to see better buying opportunities ahead. I don’t know when the bottom will be in. But as above, I do think Trump Shock will get worse before it gets better, so I’m still holding off.

Trump Shock is just getting going.

Don’t listen to touts on social media spreading FOMO. Caution is warranted.

People accused me of lacking conviction (it’s true—I’ve never been convicted of anything other than speeding tickets  ; - ) for making copper my top pick for 2025 but holding off on buying.

Well, I’m sure glad now that I did.

Same for uranium. Holding off there was very hard, even for me… but I’m sure glad I did.

Same for oil, and on the list goes…

Again, I don’t know when the bottom will be in, but it seems to me that the knives are still falling.  

https://www.youtube.com/watch?v=JHwc75FJNDI     Wird Uranpreis wieder steigen? Trendwende voraus!  

https://wcsecure.weblink.com.au/pdf/PEN/02938622.pdf

So langsam scheint es wieder, auf Wochenbasis gesehen, gen Norden im Uran-Minen-Markt zu gehen.  

Also Lobo tiggre kauft wieder uranaktien.
Aus dem wöchentlichen kostenlosen newsletter:


It’s possible that uranium will also pull a Lucy-football gag on investors. But I remain a very bullish fundamentalist on uranium. As I wrote last week, I’ve decided to start buying uranium stocks again. (The Independent Speculator clients have access to my Shopping List.)

I also remain very bullish on gold—and unsurprised to see the correction from the $3,500 peak. Frankly, the vertical climb was getting alarming. A period of consolidation above $3,000 followed by a steadier climb higher would be better for the business and investors. But if we get a big scare, I’m willing to take great stocks off of weaker hands.

Silver tracked copper more than gold this week, ending up in the red. This is again not encouraging if we’re headed for Trumpcession. I remain overall bullish, but not in a rush to buy, given the erratic price action.

I’m still bullish on copper, but not planning to buy until the trade war settles down.

I’m still not looking to buy any oil or industrial minerals plays until we see them on a clear upward trend. Given the latest from OPEC+, I’m quite bearish on oil in the near term.  

diese Woche u.a. Thema bei
Einfach nur Rohstoffe auf youtube:

https://www.youtube.com/watch?v=2BnvLzDoV3Y  

zur beschleunigten Genehmigung gelistet:

https://ceo.ca/@newswire/...s-la-jara-mesa-uranium-project-designated
 

https://wcsecure.weblink.com.au/pdf/PEN/02946077.pdf

https://ceo.ca/@GlobeNewswire/...-of-the-interior-announces-expedited

vielleicht geht s da auch mal wieder up.  

https://www.youtube.com/watch?v=KKdWygOelLk  

https://www.youtube.com/watch?v=9n36gKb3NUQ