Die neue Uranium One Präsentation

Ist da was dran an diesem Gerücht???

Habt Ihr auch was gehört?  

bei 10,5 C$ (umgerechnet 6,6 €) laut UBS Analysten

Siehe http://seekingalpha.com/article/...y-affected-by-lower-uranium-prices  

falls der Kandische Dollar wieder anfängt zu schwächeln, ist eher Pi*Daumen mit 5€ zu rechnen  

Damit kann ich dann auch leben :)  

Devalued Kazakh currency ups Uranium One margins
Uranium One Inc. is expected to get a nice margin boost from the recent devaluation of the Tenge, Kazakhstan's national currency.

On Wednesday, the Kazakh government changed its policy and now supports its currency at around 150 Tenge to the U.S. dollar, which represents a valuer reduction of about 20% from the governments previous FX support at 120 Tenge.

RBC Capital analyst Adam Schatzker increased his Uranium One price target from $3 to $3.50, on his estimate that the devalued Tenge will reduce operating costs by 12.5%. The analyst maintained his "buy" rating on the stock.


This change directly affects Uranium One's Kazakh operations given that 80% of its operating costs are Tenge-based," he said in a note to clients.

"We have modified our model to account for the currency devaluation and, as expected, the company's profit margin increases since its revenues are U.S. Dollar-based."

Shares in Uranium One have climbed 13% so far this week, with the bulk of the increase coming yesterday, following the Kazazh currency change.

David Pett




Read the complete post at http://network.nationalpost.com/np/blogs/...-uranium-one-margins.aspx

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Feb 05 2009, 02:05 PM by FP Trading Desk
Filed under: Mining, Uranium, Uranium One  

 

Was einerseits eine Rettung für die angeschlagende Firma ist, bedeutet andererseits für deren Aktionäre eine Verwässerung. Die Aktie ist daher auch nach der heutigen Ankündigung nur ganz leicht gestiegen.  

Eine Verwässerung ist das aus meiner Sicht nicht!
Schließlich hat sich das Cashvermögen von UUU erhöht!
Bedeutet der Innere Wert von UUU ist im selben Zuge gestiegen.

Nochdazu haben die pro Aktie 2,3 CAD angerechnet bei einem
gestrigen Kurstand von 2 CAD!

Oder hab ich da einen Denkfehler?  

und sollte daher längst im Kurs eingepreist sein. Die Meldung kam damals im Okt. 2008 an die Oberfläche...  

Wirtschaftsnews - von heute 15:45

Kasachstan plant Ausbau von Uranproduktion

Astana 23.02.09 (www.rohstoffe-go.de) Wie der kasachische Minister für Energie und Naturresources heute mitteilte, plane das Land die Uranproduktion in diesem Jahr um 40 Prozent auf 11.900 Tonnen zu steigern. Bereits im vergangenen Jahr konnte die Produktion der gelben Substanz um 29 Prozent auf gut 8500 Tonnen gesteigert werden.

Kasachstan ist der weltweit zweigrößte Produzent von Uran  

http://www.emfis.de/global/global/nachrichten/...tskrise_ID78122.html  

Uranium One Announces Results for 2008

Vancouver, British Columbia – Uranium One Inc. (“Uranium One”) today reported operational
and financial results for the year ending December 31, 2008.    

The financial statements, as well as the accompanying management’s discussion and analysis, are
available for review at www.uranium1.com and should be read in conjunction with this news
release.

All figures are in US dollars unless otherwise indicated.  

Highlights:

•  Attributable production during 2008 of 2,864,700 pounds of U3O8, an increase of 41%
from 2,038,700 pounds of U3O8 in 2007
•  Attributable sales volumes of 2,210,900 pounds of U3O8 during 2008, a 37% increase
compared to sales of 1,608,700 pounds of U3O8 in 2007
•  Average realized sales price during 2008 of $68 per pound of U3O8, generating revenue
of $149.8 million, compared to an average realized price of $83 per pound, generating
revenue of $134.0 million in 2007
•  Earnings from mine operations were $96.7 million during 2008, a 5% decrease over
earnings from mine operations of $101.8 million during 2007, primarily due to a lower
realized U3O8 sales price
•  Concluded a $100 million senior secured revolving credit facility with Bank of Montreal
and The Bank of Nova Scotia
•  Received an inaugural dividend of $40 million from the Betpak Dala joint venture
•  Completed joint venture transactions with Mitsui & Co., Ltd., whereby Mitsui has
acquired a 49% stake in the Australian assets of Uranium One for a minimum cash
commitment of A$104 million
•  South Inkai Mine received industrial  production approvals,  allowing commercial
production to commence on January 1, 2009
•  Wrote down mineral interests, plant and equipment by $2.4 billion (net of future income
tax recoveries): $1.3 billion on Dominion; $1.0 billion on properties in the United States;
and $0.1 billion on Honeymoon and Australian exploration
•  Subsequent to year end, announced a C$270 million private placement and formation of a
strategic relationship with a Japanese consortium  

Jean Nortier, President and CEO of Uranium One commented: 2

“Following on from strong production results and  sales volumes in 2008, Uranium One is well
positioned to continue to execute on our growth plans during 2009.  Akdala continues to perform
in line with expectations and the ramp-up at  South Inkai remains on target.  Uranium One’s
balance sheet is one of the strongest in the uranium industry and we expect that we will be able to
take advantage of opportunities today that will  enhance our position in what we continue to
believe will be a bright future for the nuclear industry tomorrow.”  

Outlook

Uranium One’s attributable production estimate for 2009 is estimated at 3.5 million pounds,
comprising 1.8 million pounds from Akdala, 1.5 million pounds from South Inkai and 0.2 million
pounds from Kharasan.  Total attributable production for 2010 is estimated at 5.6 million pounds.

Uranium One expects the average cash cost per pound of U3O8 sold(1)
at Akdala during 2009 to be
approximately $15 per pound.  The average cash cost per pound of U3O8 sold at South Inkai
during 2009 is expected to be $28 per pound, with a cost per pound sold of approximately $20 by
the end of the year.

Uranium One’s total contracts for sales of U3O8 amount to 26 million attributable pounds, of
which 16 million pounds have weighted average  floor prices of approximately $47 per pound.  
For 2009, Uranium One expects to sell an aggregate of 2.8 million attributable pounds of U3O8.  
The Corporation has already contracted for the sale of 2.2 million attributable pounds of U3O8 in
2009, of which 700,000 pounds have weighted average floor prices of $43 per pound.  

In line with increasing levels of production from Betpak Dala’s operations, attributable inventory
levels are expected to increase from approximately 1.2 million pounds of U3O8 at December 31,
2008 to approximately 1.8 million pounds of U3O8 by the end of 2009.

During 2009, Uranium One expects to incur capital expenditures of $21 million for the
development of assets in Wyoming and $6 million toward the costs of constructing a sulphuric
acid plant in Kazakhstan.  

General and administrative costs, excluding non-cash items, are expected to be approximately
$28 million for 2009.  Exploration expenditure for 2009 is expected to be $12 million.  Care and
maintenance costs at Dominion are expected to be $12 million for 2009.  

In 2009 to the end of February, Betpak Dala has  received more than its expected allocation of
sulphuric acid.  Both the Betpak Dala and Kyzylkum joint ventures are expected to have
sufficient sulphuric acid supplies to meet 2009  production targets at Akdala, South Inkai and
Kharasan.  

2008 Financial Review

The average cash cost per pound of U3O8 sold in 2008 was inline with expectations at $14 per
pound, $3 per pound higher than the $11 average cash cost per pound sold recorded in 2007.    

The net loss from continuing operations in 2008 was $2.3 billion, or $4.98 per basic and diluted
share, compared to a net loss from continuing operations in 2007 of $16.2 million, or $0.05 per
basic and diluted share.  
3
Adjusted net earnings
(1)
for 2008 were $22.3 million, or  $0.05 per basic and diluted share
compared to adjusted net earnings during 2007 of $3.4 million, or $0.01 per basic and diluted
share.  

The Company wrote down mineral interests, plant and equipment by $3.3 billion in 2008,
consisting of $1.8 billion on Dominion, $0.9 billion on United States exploration properties, $0.2
billion on United States development projects, $0.2 billion on Honeymoon and Australian
exploration, $0.1 billion on United States conventional mining properties and $0.1 billion on
Hobson and La Palangana.  The future income tax recovery on the write down was $1.0 billion,
resulting in a net total impairment of $2.4 billion.

Consolidated cash and cash equivalents were $176.2 million as at December 31, 2008 compared
to $159.6 million at December 31, 2007.  Working capital was $204.7 million as at December 31,
2008.

Conference Call Details

Uranium One will be hosting a conference call and webcast to discuss the 2008 results on March
16, 2009 starting at 10:00 a.m. (Eastern Time).  Participants may join the call by dialling toll free
1-800-594-3790 or 1-416-915-5761 for local calls or calls from outside Canada and the United
States.  A live webcast of the call will be available through CNW Group’s website at:
www.newswire.ca/webcast  

A recording of the conference call will be available for replay for a two week period beginning at
approximately 12:00 p.m. (Eastern Time) on March 16, 2009 by dialling toll free 1-877-289-8525
or 1-416-640-1917 for local calls or calls from outside Canada and the United States.  The pass
code for the replay is 21300364.  A replay of the webcast will be available through a link on our
website at www.uranium1.com

About Uranium One

Uranium One is one of the world’s largest publicly traded uranium producers with a globally
diversified portfolio of assets located in Kazakhstan, the United States, South Africa and
Australia.    

(1)  The Corporation has included non-GAAP performance measures: sales price per pound of U3O8, cost per pound
of U3O8 sold, adjusted net earnings / loss and adjusted net earnings / loss per share. The Corporation reports
total cash costs on a sales basis. In the uranium mining industry, these are common performance measures but
do not have any standardized meaning, and are non-GAAP measures. The Corporation believes that, in addition
to conventional measures prepared  in accordance with GAAP, the Corporation and certain investors use this
information to evaluate the Corporation’s performance and ability to generate cash flow. The additional
information provided herein should not be considered in isolation or as a substitute for measures of performance
prepared in accordance with GAAP.  

doch Vorsicht spätestens bei 2 € gibt es einen Widerstand! Wenn der gebrochen ist, wird es erst wieder kontinuierlich nach oben gehen!  

Der Kurs wird WO gemacht? Wenn schon CT, dann bitte an der Heimatbörse...  

Quelle: Handelsblatt

"Australien kontrolliert mindestens ein Drittel aller weltweit nachgewiesenen Uranvorräte, hat aber nur drei produzierende Uranminen. Lange stand die sogenannte "Drei-Minen-Politik" einer Expansion im Uran-Bergbau entgegen; erst die starke Nachfrage im Nachbarland China führte zu einem Umdenken. Und auch andernorts wird die Produktion ausgebaut."

Der ganze Artikel unter:

http://www.handelsblatt.com/unternehmen/industrie/...en-markt;2229248  

Die LEHMAN Brothers Holdings Inc. (Akro: LBHI; Symbol: LEHMQ; ISIN: US5249081002; WKN: 891041), die ihre URAN-License im August letzten Jahres erhielt, hält auch im siebten Monat nach dem Chapter-11-Filing ihre 500.000 Pfund YellowCake noch immer zurück. - Der Grund für dieses sehr vernünftige Verhalten: "Wir verkaufen nicht um jeden Preis"...

http://www.bloomberg.com/apps/...mp;sid=aVgwamEW_98I&refer=energy

Wenigstens von Seiten der LBHI droht denen Uran-Preisen also KEIN Druck, obwohl die inzwischen zugegebene Menge deutlich unter dem liegen dürfte, was LEHMAN an Material tatsächlich BESITZT (anders war der plötzliche  Curs-Sturz so vieler Uran-Producenten direct nach dem LBHI-Filing for Chapter-11 ja auch kaum zu erklären)...

Zur Abwechslung jetzt also ein Blick auf einen einschlägigen CHART (WKN: A0MU9G; ISIN: CA91701P1053):

http://www.wallstreet-online.de/nachrichten/nachricht/2728100.html  

Deutliche Umsatzsteigerung: Uranium One verkauft 211 Prozent mehr Uran
14:46 12.05.09

Deutliche Umsatzsteigerung: Uranium One verkauft 211 Prozent mehr Uran Uranium One (WKN A0MU9G) hat in den ersten drei Monaten 2009 seine Produktion rasant beschleunigt und 62 Prozent mehr des gelben Metalls produziert als im Vorjahresquartal. Die Steigerung im Verkaufsvolumen war sogar noch dramatischer – dieses legte um 211 Prozent zu.

Uranium Ones Produktion belief sich im ersten Quartal 2009 damit auf insgesamt 700.900 Pfund, während es in den ersten drei Monaten 2008 noch lediglich 431.500 Pfund waren. Gleichzeitig setzte man 880.600 Pfund ab, jene 211 Prozent mehr als die 283.300 Pfund Uran im Vergleichsquartal des Vorjahres.

Nach unten ging allerdings der durchschnittliche Verkaufspreis – 49 statt 79 Dollar pro Pfund -, was aber durch das höhere Volumen ausgeglichen wurde. So erzielte Uranium One nun einen Umsatz 43 Millionen Dollar gegenüber 22,5 Millionen Dollar im Vorjahr. Die Cashkosten pro verkauftem Pfund Uran lagen bei 17 Dollar und der Gewinn aus dem Minenbetrieb lag mit 15,9 Millionen Dollar knapp (2 Prozent) unter dem Vorjahreswert von 16,3 Millionen Dollar.

Während des ersten Quartals 2009 konnte Uranium One zudem mit South Inkai ein zweites Projekt in Betrieb nehmen, das auch schon einen Cashflow-Beitrag lieferte. Wenn Uranium One seine operativen Ziele weiterhin erreichen sollte, könne sich 2009 als ausgezeichnetes Jahr für sein Unternehmen erweisen, erklärte CEO Jean Nortier denn auch.

GOLDINVEST.de bietet Hintergrundberichte und aktuelle Kommentare zum Geschehen an den Rohstoffmärkten und verfolgt die Entwicklung ausgewählter Minengesellschaften aus dem Bereich der Edelmetalle, Basismetalle und sonstiger Rohstoffe. Weitere Informationen unter: www.goldinvest.de


Hinweis: ARIVA.DE veröffentlicht in dieser Rubrik Analysen, Kolumnen und Nachrichten aus verschiedenen Quellen. Verantwortlich für den Inhalt ist allein der jeweilige Autor.  

 

siehe http://www.wallstreet-online.de/diskussion/...nium-one-das-chamaeleon  

27.05.2009 16:15
A9Y: AUSSETZUNG/SUSPENSION
DIE FOLGENDE AKTIE IST AB SOFORT AUSGESETZT:
THE FOLLOWING SHARE IS SUSPENDED WITH IMMEDIATE EFFECT:

INSTRUMENT NAME KUERZEL/SHORTCODE ISIN BIS/UNTIL

Uranium One Inc. A9Y CA91701P1053 (News/Aktienkurs) BAW/UFN

vestment Industry Regulatory Organization of Canada (IIROC) Investment Industry Regulatory Organization of Canada (IIROC)  Attention Business Editors Investment Industry Regulatory Organization of Canada - Trading Halt - Uranium One Inc. - UUU, UUU.DB      TORONTO, May 27 /CNW/ - The following issues have been halted by Investment Industry Regulatory Organization of Canada (IIROC):      Issuer Name: Uranium One Inc.    TSX Ticker Symbol: UUU, UUU.DB    Time of Halt: 9:45    Reason for Halt: Pending Company Contact  

http://www.mineweb.com/mineweb/view/mineweb/en/...83898&sn=Detail  

http://www.reuters.com/article/mergersNews/idUSLR17093120090527  

Das ist etwas seltsam, findet ihr nicht. Für eine Meldung, die schon länger als 5 Std. im Netz bekannt ist, wäre das ein eigenartiges Verhalten. Da ist etwas faul an der Meldung meiner Meinung nach...