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Resources analyst Charlie Long sees good times ahead for uranium Watch here

Resources analyst Charlie Long sees good times ahead for uranium


Amur Minerals Share Chat (AMC)



Share Price: 6.05Bid: 6.01Ask: 6.15Change: 0.00 (0.00%)No Movement on Amur Minerals
Spread: 0.14Spread as %: 2.33%Open: 6.10High: 6.15Low: 6.05Yesterday’s Close: 6.05


Share Discussion for Amur Minerals


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littlebricks
Posts: 273
Off Topic
Opinion:No Opinion
Price:6.05
RE: What's going on guys
Sat 13:04
I think it will be like last year news heavy towards the end of the year. Hopefully with the DFS.
 
beeshoney
Posts: 1,577
Off Topic
Opinion:Buy
Price:6.05
View Thread (2)
RE: What's going on guys
Sat 10:18
i will be amazed, if we dont start to bounce soon, news as we have been told regular updates from june on drilling results, not discounting the fact [i would guess and like to think RY has a fair idea whats there and can only see good updates , ] along with road updates, feel its going to be a time that will catch a few out,
Yunus1969
Posts: 5
Off Topic
Opinion:Strong Buy
Price:6.06
What's going on guys
Fri 13:12
Very quiet here.
JulianM
Posts: 179
Off Topic
Opinion:No Opinion
Price:6.10
RE Not long before
Fri 08:32
Last years first drill report was on the 1st June
MadMat
Posts: 93
Off Topic
Opinion:Strong Buy
Price:6.075
RE: Not long before
Fri 08:14
Indeed... drilling updates, cost updates, road updates and therefore dfs updates - all imminent...
What if the two deposits join up... ?
How much will our resource increase...
We know road costs are likely to be less than previously stated... but how positively will this impact our reserves ... when they are stated...
On the edge of my seat here...
M
beeshoney
Posts: 1,577
Off Topic
Opinion:Buy
Price:6.075
Not long before
Fri 07:57
News starts to get through contiueing updates from june up to dfs.
In last podcast Ry said results would filther through.. so maybe final chance to top up in 6's.
TrickyDickyTwo
Posts: 1,528
Off Topic
Opinion:No Opinion
Price:6.11
RE: Nickel comparison 10 year sprea..
Wed 16:56
MadMat

"....the boom in the sector in the 2000s prompted investment in commodity supply. New commodity supply takes a while to reach the market – it takes a lot longer to build a mine than implement QE, for instance. The market will likely be oversupplied in coming years, putting downward pressure on prices."

https://ftalphaville.ft.com/2013/12/19/1729412/investors-should-abandon-long-term-commodity-bets/

When a spike happens the market reacts. The reason why you have a spike is demand can ramp up faster than supply can react to meet that demand. Fairly basic really. The market always returns to its long term average. After the recent commodities spike I'd expect the reaction to be equally pronounced, in other words excess supply developed during the spike now doing everything it can (reducing costs) to stay afloat thus forcing commodity prices down further.

That report on China from 2009 tells you what the 'futurologists' were predicting then. This is what they are seeing now.

http://www.moneyam.com/action/news/showArticle?id=5554971

TDT
MadMat
Posts: 93
Off Topic
Opinion:No Opinion
Price:6.20
RE: Nickel comparison 10 year sprea..
Wed 14:39
Hi Tricky, Thanks for the suggestion to look at McKinsey... Great source of information. I've found this 500 page report commissioned in 2009, (a year after the peek you mentioned)... explaining that by 2030 China will have an additional 350 Million people to accommodate in cities...
Are you sure the peak is past or are they just getting started... ?
I've not read all off it, just the Exec summary really... but they're talking about the need to build an extra 5 million buildings. - 50,000 skyscrapers... apparently that's equivalent to 10 New York Cities...
221 Chinese cities will have more than 1 M people... currently Europe has 35 cities of that size...

https://www.google.co.uk/search?q=McKinsey+chinese+migration+to+cities&oq=mck&aqs=chrome.0.69i59j69i60j69i57j0l2j69i60.7120j0j7&sourceid=chrome&ie=UTF-8

seems the nickel price may be taking a rest at present... but demand is only going to increase...

best
M
MadMat
Posts: 93
Off Topic
Opinion:No Opinion
Price:6.30
RE: Batteries - place your money
Wed 11:59
the links I posted certain refer to nickel in large quantities... and if you look at the links from redlee you'll see even the lithium batteries use nickel..
although I agree, its a bit like the VHS vs Betamax ... we don't yet know which is best and there's no guarantee the best will be chosen... on the other hand of course there is no reason why car manufactures will all end up using the same type of battery... so long as they can all be charged from the same type of supply... that's the important thing
S0lis
Posts: 5
Off Topic
Opinion:No Opinion
Price:6.30
Batteries - place your money
Wed 11:13
Which type of battery is going to win the race ?? And why is nickel not mentioned ?

http://www.pocket-lint.com/news/130380-future-batteries-coming-soon-charge-in-seconds-last-months-and-power-over-the-air

Aluminium-air makes sense for cars if it works. 1100 miles for a small car ? I presume it will be too troublesome to keep replacing the batteries or it will become too expensive to do so.




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