Australian (ASX) Stock Market Forum

When can uranium hopefuls produce?

kennas said:
What stage is this at, mmmmming? JORC, close to infrastructure, workforce??....NT is good.

2010 seems to be the first anyone can mine in Australia to me. Going to be interesting to see what happens to the sport price when all these extra mines are on the go by 2012 ish.

What I'd like to know is what will happen in the short term... If investors have to wait from April 2007 until the year 2010 and eventually 2012, what will investors do during that time? There is a lot of speculation surrounding the turning of the three mines policy but what else is there to look forward to? I'm just speculating right now... I have two scenarios in mind:

1) Overseas investors will flood our markets and we will see crazy rises in share prices

OR

2) Investors pull out driving the price down because there isn't as much speculation and not much going on for the next 2 - 4 years

OR

3) 1 followed by 2

What do yas think guys (and girls)?

I'm probably going to slogged by everyone but it's always been in my nature to ask questions for and against anything...
 
robandcoll said:
Is the question - ASX listed when they can mine in Australia or ASX listed that can mine global?
ASX listed, for either domestic or oversea project, or both.
 
kennas said:
What stage is this at, mmmmming? JORC, close to infrastructure, workforce??....NT is good.

2010 seems to be the first anyone can mine in Australia to me. Going to be interesting to see what happens to the sport price when all these extra mines are on the go by 2012 ish.

TOE's management claimed that they having uranium mining experiences. With close-space drilling in one of the resources area can have a quick start if they are serious. You know, it is in NT, and a secondary road rn through the deposit.
 
According to URA they could be a producer by 2008...........



They have quite a unique 'business plan'. Dispense with all the hoohah of the normal explorer and rather go straight to an existing producer/or a M&C one.

Then URA ask to mine the deposit as opposed to the existing Company. Of course URA would have to hand over some money to secure the deposit. But in the end URA would value add and return econimies of scale by efficient mining and make a 'large' bucketload at current U prices.........and hope the current owner wants to make a 'smaller' bucketload.

URA's MC fluctuates a bit through speculation........basically it can half on a knockback from a hopeful client, who choses to make a bucketload themselves.........I mean really:) how naughty!.

Anyway, Kudos to URA and management and most U companies in the market,who cares if they mine or not, I'd say thats not the reason they floated anyway:2twocents . They're in it for the same reason as us, the speculation factor..........and passing the parcel.
 
If you believe what Kate said, URA should produce yellowcake in 2008. But so far she does not show her hands yet, and still suck the blood of average Joe, and try to get most out it for her little baby, Discovery Minerals or something.

Here is another one, CTS in 2009, aimed by the end of 2007, can you believe it. Anyway, Just remember CTS can only have 64% of what ever there (80%x80%). The rest belong to RRS, and another local party. For example, if the resource is JORC 2694t, CTS will have about 1800t.

CTS has a small deposit hosted with volcanic rocks in Peru, possibly with heap leaching with 85% recovery. Further drilling to upgrade the resources is underway, So CTS in 2009
 
mmmmining said:
If you believe what Kate said, URA should produce yellowcake in 2008. But so far she does not show her hands yet, and still suck the blood of average Joe, and try to get most out it for her little baby, Discovery Minerals or something.

Here is another one, CTS in 2009, aimed by the end of 2007, can you believe it. Anyway, Just remember CTS can only have 64% of what ever there (80%x80%). The rest belong to RRS, and another local party. For example, if the resource is JORC 2694t, CTS will have about 1800t.

CTS has a small deposit hosted with volcanic rocks in Peru, possibly with heap leaching with 85% recovery. Further drilling to upgrade the resources is underway, So CTS in 2009

CTS are in a good position with the Peruvian government by their side... CTS have upto 80% owner ship on that site the rest is owned by the government of Peru
 
insider said:
CTS are in a good position with the Peruvian government by their side... CTS have upto 80% owner ship on that site the rest is owned by the government of Peru
Sorry, insider, Range will retain a 15% interest. So CTS can only get 65%. (Ann on 2 May 06. Do you have updated info?
 
insider said:
CTS are in a good position with the Peruvian government by their side... CTS have upto 80% owner ship on that site the rest is owned by the government of Peru
CTS sounding good. Someone please remind me on Monday. (I'm out for 4 days)

(not holding)
 
mmmmining said:
Sorry, insider, Range will retain a 15% interest. So CTS can only get 65%. (Ann on 2 May 06. Do you have updated info?

THANKS FOR THE CORRECTION... NAH I HAVEN'T UPDATED MY INFO I'VE BEEN DISTRACTED BY SCHOOL AND BY A GAY MIDDLE AGED MAN THAT LIKES TO STALK ME IN A PINSTRIPE SUIT... NO FOOLING :confused: WHAT A FREAK!!! I HOPE HE ISN'T GOING TO BOTHER ME ANY MORE OTHERWISE I'LL KICK HIS A$$
 
insider said:
THANKS FOR THE CORRECTION... NAH I HAVEN'T UPDATED MY INFO I'VE BEEN DISTRACTED BY SCHOOL AND BY A GAY MIDDLE AGED MAN THAT LIKES TO STALK ME IN A PINSTRIPE SUIT... NO FOOLING :confused: WHAT A FREAK!!! I HOPE HE ISN'T GOING TO BOTHER ME ANY MORE OTHERWISE I'LL KICK HIS A$$

NOW THAT I THINK ABOUT IT HE MAY HAVE CONFUSED ME FOR A MALE PROSTITUTE... THE AREA I WAS IN IS NOTORIOUS FOR THAT STUFF... HE STILL STALKED ME FOR 40 MINUTES THOUGH...


ANYWAY BACK ONTO TOPIC!!!!
 
insider said:
THANKS FOR THE CORRECTION... NAH I HAVEN'T UPDATED MY INFO I'VE BEEN DISTRACTED BY SCHOOL AND BY A GAY MIDDLE AGED MAN THAT LIKES TO STALK ME IN A PINSTRIPE SUIT... NO FOOLING :confused: WHAT A FREAK!!! I HOPE HE ISN'T GOING TO BOTHER ME ANY MORE OTHERWISE I'LL KICK HIS A$$

:eek:
 
insider said:
NOW THAT I THINK ABOUT IT HE MAY HAVE CONFUSED ME FOR A MALE PROSTITUTE... THE AREA I WAS IN IS NOTORIOUS FOR THAT STUFF... HE STILL STALKED ME FOR 40 MINUTES THOUGH...


ANYWAY BACK ONTO TOPIC!!!!
Sorry, insider, we don't want to know what you have done in that long 40 min... :D. Eat yellowcake?
 
insider said:
What I'd like to know is what will happen in the short term... If investors have to wait from April 2007 until the year 2010 and eventually 2012, what will investors do during that time?

2) Investors pull out driving the price down because there isn't as much speculation and not much going on for the next 2 - 4 years

.

Insider, I would use FMG as an example here. Their work has been in the pipeline for the past few years and they are still not producing, yet we see a $22+ sp.

I believe that explorers who begin to realise their goal of achieving production through consistent announcements over the coming years will continue to appreciate in value just as Fortescue has.

The long term trend is there for U explorers over the next 3-4 years.

I don't think we will see investors going away as too many countries plan to build nuclear power stations, and the production deficit already exists.

I hold a number of advanced U explorers for the long term and although I have taken a haircut of recent times (with my profit) I have not sold any, yet continue to buy.
 
He freaked me out... he just kept following me all over Footscray gardens, trailing behind me 30 meters... In hindsight he must have thought I was a male prostitute because I parked near some toilets that are notorious for that stuff... Did he ever think why would a Male prostitute be doing site surveying for a conservation management plan?... Weird... He looked like a real estate agent... explains a lot... lol... I think he realized what I wasn't a prostitute when I got in my car and drove off to which he ran to his car and that was the last I saw of him...

I knew I was hot but not that hot :p:

These events confused the living daylights out of me... :confused: I wonder if he is watching me now? nup... It cracks me up just thinking about it... I wonder what would happen if word got out to his work colleagues of his lunchtime activities... Blackmail comes to mind...
 
Jimminy said:
Insider, I would use FMG as an example here. Their work has been in the pipeline for the past few years and they are still not producing, yet we see a $22+ sp.

I believe that explorers who begin to realise their goal of achieving production through consistent announcements over the coming years will continue to appreciate in value just as Fortescue has.

The long term trend is there for U explorers over the next 3-4 years.

I don't think we will see investors going away as too many countries plan to build nuclear power stations, and the production deficit already exists.

I hold a number of advanced U explorers for the long term and although I have taken a haircut of recent times (with my profit) I have not sold any, yet continue to buy.

I was thinking the same thing... I expect that new short term issues and what not will appear as time goes on, things that are too early to spot now... but all of these little things will create speculation...

What's on the calender for the uranium as a sector? Today there is the pay dirt conference... You got April and the three mines policy review... the election in october i think... what else?
 
Too much gay male talk. Since gay male does not produce yellowcake, or a baby, we should forget about it. Sorry, Insider.

Here is a summary:
URA: 2008
UKL, CTS: 2009
CMR, EQN, TOE, WHE: 2010
AGS, PNN: 2011
SMM: 2010-2012
MTN: 2012

All of them are guesstimated under 10 years. Of course, with a lot of optimistic.
 
mmmmining said:
Too much gay male talk. Since gay male does not produce yellowcake, or a baby, we should forget about it. Sorry, Insider.

Here is a summary:
URA: 2008
UKL, CTS: 2009
CMR, EQN, TOE, WHE: 2010
AGS, PNN: 2011
SMM: 2010-2012
MTN: 2012

All of them are guesstimated under 10 years. Of course, with a lot of optimistic.

Agreed... I'm over it... but I'm homo phobic now...

I'm just curious as to why you put URA as 2008...
I noticed PDN isn't there... They have massive investors from the States
MTN probably is right after all, environmental issues will always come up to halt work however on the contrary the large deposit may inspire mining progress...
 
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