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Gold/Mining/Energy : Uranium Stocks
URNM 75.30+1.2%Jan 22 4:00 PM EST
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To: TheSlowLane who wrote (9297)3/19/2007 3:06:18 PM
From: russet  Read Replies (1) of 30356
 
One should think about how uranium prices are set and what implications it may have for future prices.

Just because uranium stocks are directly correlated to the price of Uranium doesn't mean the correlation is one to one. There is a lot more going on with individual stocks than there is with the price of Uranium and how it is set in the marketprice. The stock market is a voting machine and sentiment decides how the vote goes day to day, minute to minute. Smoothed out the stock prices will be correlated directly to the price of Uranium and how much Uranium you got and what it will cost for you to pull it out of the ground.

Consider this about the Uranium market. There are suppliers and buyers and the buyers seek to tie up uranium production for terms of at least 5 years out. If there is no uranium to tie up for your reactor startup in 5 years are you going to bother to spend the billions and the time to build the thing until you can secure a supply? This is a big flaw in all those graphs predicting demand in the future based on all these reactors coming on line,...who would bother building the things today if they can't start up when they are finished? Producers and suppliers will be watching new reactor construction updates very closely as they haggle over contract prices.
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