Uranium One Inc.

UUU-T

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Analysis and Opinions about UUU-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 22, 2013

(A Top Pick Nov 28/12. Up 8.9%.) 5% bond maturing March 13/15. This company was taken over by its parent, so the takeout price didn’t actually give much of an upside kicker to the convert but at the time he was looking at the company which had a decent balance sheet, very easily able to cover its interest costs and looked relatively cheap.

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Uranium One Inc. (UUU-T)
November 22, 2013

(A Top Pick Nov 28/12. Up 8.9%.) 5% bond maturing March 13/15. This company was taken over by its parent, so the takeout price didn’t actually give much of an upside kicker to the convert but at the time he was looking at the company which had a decent balance sheet, very easily able to cover its interest costs and looked relatively cheap.

PARTIAL BUY
PARTIAL BUY
November 18, 2013

Looks like it was acquired. Looks at URA-N for Uranium. Cheapest most efficient way to get energy. Hundreds of reactors in the pipeline to be built over the next number of years. Maybe, there is a bottom forming. With a 10 year window this sector is extremely attractive but a lot of volatility until then. Half position at most.

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Uranium One Inc. (UUU-T)
November 18, 2013

Looks like it was acquired. Looks at URA-N for Uranium. Cheapest most efficient way to get energy. Hundreds of reactors in the pipeline to be built over the next number of years. Maybe, there is a bottom forming. With a 10 year window this sector is extremely attractive but a lot of volatility until then. Half position at most.

DON'T BUY
DON'T BUY
July 25, 2013

It is being taken over by its parent company. You have $0.08 upside. This isn’t the way to play the uranium space.

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It is being taken over by its parent company. You have $0.08 upside. This isn’t the way to play the uranium space.

BUY
BUY
July 3, 2013

(Market Call Minute.) Exposure to uranium out of Kazakhstan. Likes it.

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(Market Call Minute.) Exposure to uranium out of Kazakhstan. Likes it.

WATCH
WATCH
March 20, 2013

Gives you a 5%-6% annualized return. Given the risks involved, he doesn’t own. If the arbitrage spread gets a little wider, he thinks it would be an interesting situation. Thinks they will get all the regulatory approval for the Russian takeover but it is hard to get a sense of the perfect timing for this transaction.

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Gives you a 5%-6% annualized return. Given the risks involved, he doesn’t own. If the arbitrage spread gets a little wider, he thinks it would be an interesting situation. Thinks they will get all the regulatory approval for the Russian takeover but it is hard to get a sense of the perfect timing for this transaction.

COMMENT
COMMENT
March 4, 2013

A Russian firm has made a bid for the remaining shares. It is unlikely there will be another one better that comes out so if you own, he would just tender to the offer. Doesn’t see any reason to own uranium stocks right now.

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A Russian firm has made a bid for the remaining shares. It is unlikely there will be another one better that comes out so if you own, he would just tender to the offer. Doesn’t see any reason to own uranium stocks right now.

PAST TOP PICK
PAST TOP PICK
January 25, 2013

(A Top Pick March 30/12. Down 0.36%.) Being taken over by ARMZ. Likes the uranium space so has replaced this with Cameco (CCO-T). Very optimistic on uranium prices for the future and this is a great time to pick Cameco up.

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Uranium One Inc. (UUU-T)
January 25, 2013

(A Top Pick March 30/12. Down 0.36%.) Being taken over by ARMZ. Likes the uranium space so has replaced this with Cameco (CCO-T). Very optimistic on uranium prices for the future and this is a great time to pick Cameco up.

DON'T BUY
DON'T BUY
January 18, 2013

By and large, uranium stocks are cheap but so is the pricing of yellowcake. Stocks had been slipping before the Russians stepped in to acquire this company. He would find the area at this point more speculative but can’t help but think that for the long-term outlook for uranium has got to be good.

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Uranium One Inc. (UUU-T)
January 18, 2013

By and large, uranium stocks are cheap but so is the pricing of yellowcake. Stocks had been slipping before the Russians stepped in to acquire this company. He would find the area at this point more speculative but can’t help but think that for the long-term outlook for uranium has got to be good.

BUY
BUY
December 31, 2012

It is finally starting to show some very interesting technicals. A nice little reversal pattern after a double bottom and a break out. Uranium went up 10% a couple of weeks ago. Seasonality is from mid-December through until May. A lot of uranium contracts are signed during this time.

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Uranium One Inc. (UUU-T)
December 31, 2012

It is finally starting to show some very interesting technicals. A nice little reversal pattern after a double bottom and a break out. Uranium went up 10% a couple of weeks ago. Seasonality is from mid-December through until May. A lot of uranium contracts are signed during this time.

BUY
BUY
December 28, 2012

Likes this company. Outlook for uranium is pretty good and these guys are the top producers out of Kazakhstan, probably the 3rd largest producer globally. Demand for uranium is slowly starting to come back. Supply is tight.

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Uranium One Inc. (UUU-T)
December 28, 2012

Likes this company. Outlook for uranium is pretty good and these guys are the top producers out of Kazakhstan, probably the 3rd largest producer globally. Demand for uranium is slowly starting to come back. Supply is tight.

DON'T BUY
DON'T BUY
December 14, 2012

He does not invest in resource stocks. Uranium has a problem in that there is a lot of skepticisms about reactors and the growth of them. They also have a financing risk which is dangerous.

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Uranium One Inc. (UUU-T)
December 14, 2012

He does not invest in resource stocks. Uranium has a problem in that there is a lot of skepticisms about reactors and the growth of them. They also have a financing risk which is dangerous.

TOP PICK
TOP PICK
December 12, 2012

Looks at where China stands in their development of projects and looking within the pipeline for the next number of years, he sees demand going higher. There is a tightness of supply. Great growth profile. Going to 12 million pounds over the next year. Thinks there is a large player liquidating the position, which has held the lid on the stock. If you start to get through the supply as it disappears, at some point this thing could really pop.

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Uranium One Inc. (UUU-T)
December 12, 2012

Looks at where China stands in their development of projects and looking within the pipeline for the next number of years, he sees demand going higher. There is a tightness of supply. Great growth profile. Going to 12 million pounds over the next year. Thinks there is a large player liquidating the position, which has held the lid on the stock. If you start to get through the supply as it disappears, at some point this thing could really pop.

DON'T BUY
DON'T BUY
December 11, 2012

As with other uranium stocks this has been a legacy of the Japanese earthquake. Demand for uranium stocks is going to be constrained going forward. Thinks it is dead money in the meantime.

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Uranium One Inc. (UUU-T)
December 11, 2012

As with other uranium stocks this has been a legacy of the Japanese earthquake. Demand for uranium stocks is going to be constrained going forward. Thinks it is dead money in the meantime.

TOP PICK
TOP PICK
November 28, 2012

5% bond maturing March 13/15. This is a convertible debenture. There is a bit of an equity kicker to this one as stock price could go back up.

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Uranium One Inc. (UUU-T)
November 28, 2012

5% bond maturing March 13/15. This is a convertible debenture. There is a bit of an equity kicker to this one as stock price could go back up.

COMMENT
COMMENT
November 23, 2012

One of the best operators in the uranium space. Majority of their production comes from Kazakhstan so costs are very low, about $20 per pound so at current spot price they are able to generate a fairly good cash flow, so this is one of her favourites along with Cameco (CCO-T). Very bullish on uranium but you have to be patient and wait for 2013-2014. Thinks the sector is going to surprise a lot of people.

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Uranium One Inc. (UUU-T)
November 23, 2012

One of the best operators in the uranium space. Majority of their production comes from Kazakhstan so costs are very low, about $20 per pound so at current spot price they are able to generate a fairly good cash flow, so this is one of her favourites along with Cameco (CCO-T). Very bullish on uranium but you have to be patient and wait for 2013-2014. Thinks the sector is going to surprise a lot of people.

SELL STRENGTH
SELL STRENGTH
November 16, 2012

As long as Cameco is in trouble then the sector is in trouble. Reduce into the rallies. He doesn’t see a bottom yet.

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Uranium One Inc. (UUU-T)
November 16, 2012

As long as Cameco is in trouble then the sector is in trouble. Reduce into the rallies. He doesn’t see a bottom yet.

DON'T BUY
DON'T BUY
October 19, 2012

Junior stocks are going nowhere. In other words, the risk aspect has gone right out of this market. The price of uranium isn’t helping at all.

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Uranium One Inc. (UUU-T)
October 19, 2012

Junior stocks are going nowhere. In other words, the risk aspect has gone right out of this market. The price of uranium isn’t helping at all.

COMMENT
COMMENT
October 17, 2012

This is one of the best uranium producers with good, solid Russians behind it. Kazakhstan is overtaking Canada as a producer. If you own, you can hold it but you’ll have to be patient.

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Uranium One Inc. (UUU-T)
October 17, 2012

This is one of the best uranium producers with good, solid Russians behind it. Kazakhstan is overtaking Canada as a producer. If you own, you can hold it but you’ll have to be patient.

BUY
BUY
October 9, 2012

Cameco (CCO-T) is your most defensive play in the uranium space. If you are looking at something that has probably more optionality and upside, presuming uranium prices, then this is the one to go for. All the operations in Kazakhstan are going really well and they have a fair bit of growth ahead of them.

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Uranium One Inc. (UUU-T)
October 9, 2012

Cameco (CCO-T) is your most defensive play in the uranium space. If you are looking at something that has probably more optionality and upside, presuming uranium prices, then this is the one to go for. All the operations in Kazakhstan are going really well and they have a fair bit of growth ahead of them.

BUY
BUY
August 16, 2012

(Market Call Minute) Nice deal they did for United Arab Emeritus to supply them.

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Uranium One Inc. (UUU-T)
August 16, 2012

(Market Call Minute) Nice deal they did for United Arab Emeritus to supply them.

DON'T BUY
DON'T BUY
August 7, 2012

(Market Call Minute.) Has become quite sour on the whole nuclear industry.

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(Market Call Minute.) Has become quite sour on the whole nuclear industry.

SPECULATIVE BUY
SPECULATIVE BUY
August 3, 2012

Bit producer of Uranium. Good way to play the uranium space and he is positive long term on uranium as China grows its nuclear ambitions. He would prefer Cameco for lower risk play.

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Bit producer of Uranium. Good way to play the uranium space and he is positive long term on uranium as China grows its nuclear ambitions. He would prefer Cameco for lower risk play.

BUY
BUY
July 19, 2012
Very constructive on the uranium sector and this is one of the “go to” names. A lot of their production and production growth is coming out of Kazakhstan. Will double production over the next couple of years to 20 million pounds. One of the lowest cost producers. Consistently delivered on guidance and met market expectations.
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Very constructive on the uranium sector and this is one of the “go to” names. A lot of their production and production growth is coming out of Kazakhstan. Will double production over the next couple of years to 20 million pounds. One of the lowest cost producers. Consistently delivered on guidance and met market expectations.
COMMENT
COMMENT
July 13, 2012
Likes uranium. We are facing some massive energy issues. Uranium has to be part of your holdings within the energy components but he would rather have the light sweet crude.
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Likes uranium. We are facing some massive energy issues. Uranium has to be part of your holdings within the energy components but he would rather have the light sweet crude.
DON'T BUY
DON'T BUY
July 12, 2012
There is a lot of interesting speculation about what is going to happen with uranium. On the one hand, Japan is cranking up its nuclear reactors again. On the other hand, natural gas is in so much abundance in major markets and is such a cost effective solution for power generation that nuclear plants that were planned may never get built now.
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There is a lot of interesting speculation about what is going to happen with uranium. On the one hand, Japan is cranking up its nuclear reactors again. On the other hand, natural gas is in so much abundance in major markets and is such a cost effective solution for power generation that nuclear plants that were planned may never get built now.
WATCH
WATCH
June 28, 2012
Thinks there is some interest in this sector in the last few days. Looks interesting longer term. Buy producers that have $20-30 cost with $50 spot. Hasn’t bought yet but is thinking about it.
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Thinks there is some interest in this sector in the last few days. Looks interesting longer term. Buy producers that have $20-30 cost with $50 spot. Hasn’t bought yet but is thinking about it.
BUY
BUY
June 14, 2012
One of the few producing publicly traded uranium companies. Their production happens to be in Kazakhstan, which has its ups and downs but is very low cost. He is bullish on nuclear industry and uranium. This is one of the better ways to play it. 51% controlled by the Russians but he thinks it is a good company to own.
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One of the few producing publicly traded uranium companies. Their production happens to be in Kazakhstan, which has its ups and downs but is very low cost. He is bullish on nuclear industry and uranium. This is one of the better ways to play it. 51% controlled by the Russians but he thinks it is a good company to own.
DON'T BUY
DON'T BUY
June 13, 2012
(Market Call Minute.) Not cheap enough.
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(Market Call Minute.) Not cheap enough.
COMMENT
COMMENT
May 18, 2012
The chart shows a consolidating pattern. The only way you can trade these things is to see if they bounce off the bottom and sell them off of the top.
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The chart shows a consolidating pattern. The only way you can trade these things is to see if they bounce off the bottom and sell them off of the top.
COMMENT
COMMENT
April 17, 2012
He would love to buy a uranium company. Most of the uranium companies have debt loads that are too high for him. Those that have uranium in countries such as Russia always concern him about corruption. Also, the government could change the rules and say they want a bigger piece of the action.
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He would love to buy a uranium company. Most of the uranium companies have debt loads that are too high for him. Those that have uranium in countries such as Russia always concern him about corruption. Also, the government could change the rules and say they want a bigger piece of the action.
PARTIAL BUY
PARTIAL BUY
April 10, 2012
(Market Call Minute.) This is the uranium name to go to. The uranium space will be in a bit of a penalty box and prices will be range bound for the next few years.
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(Market Call Minute.) This is the uranium name to go to. The uranium space will be in a bit of a penalty box and prices will be range bound for the next few years.
TOP PICK
TOP PICK
March 30, 2012
Feels that uranium prices have bottomed. Supply/demand situation in 2013 looks pretty tight. This is one of the lowest cost producers at about $18 per pound. See a double in the stock price.
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Feels that uranium prices have bottomed. Supply/demand situation in 2013 looks pretty tight. This is one of the lowest cost producers at about $18 per pound. See a double in the stock price.
COMMENT
COMMENT
March 6, 2012
Attracted to the entire uranium space. Uranium companies, including this one, are beginning to work their way through operational difficulties that have challenged them over the last 2-3 years. Doesn't own this but is positively inclined to it.
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Attracted to the entire uranium space. Uranium companies, including this one, are beginning to work their way through operational difficulties that have challenged them over the last 2-3 years. Doesn't own this but is positively inclined to it.
BUY WEAKNESS
BUY WEAKNESS
February 23, 2012
Chart shows a nice little rounded bottom in late 2011, which portends well that it is going to continue on up. There will be a little bit of resistance just above the $4 level. Let it pull back to about $3.
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Uranium One Inc. (UUU-T)
February 23, 2012
Chart shows a nice little rounded bottom in late 2011, which portends well that it is going to continue on up. There will be a little bit of resistance just above the $4 level. Let it pull back to about $3.
HOLD
HOLD
December 23, 2011
Probably your “go to” name in the sector. While uranium has crept up in terms of price per pound over the last couple of months, it is hard to see visibility going forward. The fast-growing story for uranium is China but a lot of that issue has been purchased already.
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Uranium One Inc. (UUU-T)
December 23, 2011
Probably your “go to” name in the sector. While uranium has crept up in terms of price per pound over the last couple of months, it is hard to see visibility going forward. The fast-growing story for uranium is China but a lot of that issue has been purchased already.
COMMENT
COMMENT
December 19, 2011
After the disastrous earthquake and tsunami in Japan last year, the world basically said that no one is ever going to put another piece of uranium in a nuclear reactor and the entire nuclear industry is going to shut down. Probably an oversimplification. There is need to fuel the existing nuclear reactors. Nuclear power still presents the best trade-off between environmental costs and reasonably priced energy so he is a believer in nuclear energy. However, he would prefer Cameco (CCO-T) which has the contracts, the uranium, the production and a more horizontally diffuse industry than the small ones.
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Uranium One Inc. (UUU-T)
December 19, 2011
After the disastrous earthquake and tsunami in Japan last year, the world basically said that no one is ever going to put another piece of uranium in a nuclear reactor and the entire nuclear industry is going to shut down. Probably an oversimplification. There is need to fuel the existing nuclear reactors. Nuclear power still presents the best trade-off between environmental costs and reasonably priced energy so he is a believer in nuclear energy. However, he would prefer Cameco (CCO-T) which has the contracts, the uranium, the production and a more horizontally diffuse industry than the small ones.
DON'T BUY
DON'T BUY
December 9, 2011
He has basically decided to steer clear of uranium stocks for the near-term. The disaster in Japan and governments indicating they're not going to go to declare is giving enough headwinds.
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Uranium One Inc. (UUU-T)
December 9, 2011
He has basically decided to steer clear of uranium stocks for the near-term. The disaster in Japan and governments indicating they're not going to go to declare is giving enough headwinds.
COMMENT
COMMENT
November 28, 2011
Debentures maturing Dec 31/11. Doesn't see any problem with this as it is a very short period of time. A pretty small company so he would be hesitant to recommend anything beyond a month or 2.
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Uranium One Inc. (UUU-T)
November 28, 2011
Debentures maturing Dec 31/11. Doesn't see any problem with this as it is a very short period of time. A pretty small company so he would be hesitant to recommend anything beyond a month or 2.
DON'T BUY
DON'T BUY
November 18, 2011
Not bullish on uranium. Doesn't really see the spot price escalating to $100 in the next year or so. Governments are looking to reduce their exposure. Not sure if the demand from China and India will offset the lack of demand from other nations. Doesn't think they are focused on growth for shareholders.
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Uranium One Inc. (UUU-T)
November 18, 2011
Not bullish on uranium. Doesn't really see the spot price escalating to $100 in the next year or so. Governments are looking to reduce their exposure. Not sure if the demand from China and India will offset the lack of demand from other nations. Doesn't think they are focused on growth for shareholders.
SELL
SELL
November 15, 2011
There is some risk. There will be support around $2.40 and then around $2 and then $1.90. It is weaker shorter and longer term. Nothing technically is driving it up right now. Below $2 sell it.
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Uranium One Inc. (UUU-T)
November 15, 2011
There is some risk. There will be support around $2.40 and then around $2 and then $1.90. It is weaker shorter and longer term. Nothing technically is driving it up right now. Below $2 sell it.
BUY
BUY
November 4, 2011
Bonds maturing December 31? 4.25% coupon and are trading at a discount. Will likely need financing to redeem this position which is why they are trading at a discount which is why they are trading at a discount. Thinks they will be able to tap the market at a reasonable rate.
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Uranium One Inc. (UUU-T)
November 4, 2011
Bonds maturing December 31? 4.25% coupon and are trading at a discount. Will likely need financing to redeem this position which is why they are trading at a discount which is why they are trading at a discount. Thinks they will be able to tap the market at a reasonable rate.