This situation won't last much longer. We expect new reactor capacity to drive the strongest uranium demand growth in decades. A quadrupling of China's reactor fleet headlines this growth. New reactors in India, South Korea, and Russia, as well as restarts in Japan, lend additional support. We expect global uranium demand to rise by 40% by 2025. Annual growth of 2.8% might not sound like a lot, but it is massive for a commodity that has seen precious little demand growth since the 1980s.The mined supply of uranium will struggle to keep pace amid rising demand and falling secondary supplies. Low uranium prices since Fukushima have left the project cupboard bare, and we expect a cumulative supply deficit to emerge by 2021. These shortfalls should begin to affect price negotiations in 2017, since utilities tend to secure supplies three to four years before actual use. We estimate contract market prices must rise from the mid-$40s/pound to $65/pound to encourage enough new supply. (谈股论金) 571次阅读
作者: 伍点墨 
, 发表于: 2017-01-13 (2661天前) @ 伍点墨
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- 说说CCO.TO 或者CCJ。这只股票在过去的的一年里，一直有分析师给的评级是 strong buy。我自己大概是半年前买的，中间加了一次，现在有比较不错的仓位共1250股，已经赚40%。目前价位是个非常敏感价位，看昨天的K线，应该卖掉，但今天的K线彻底改了走势，但是仍然没有超过阻力位，今天反复犹豫了几次，最后决定不卖，及时中间有回调也不卖。分析师给出的股价在加元28左右。想买这只股票的同学可以等等，股价应该在加元17左右徘徊。但从周线图上看，向上的动能很强，突破目前的阻力位很容易。如果我目前没有仓位，我会不会现在买入？我想我不会买，原因不是FA或者TA，是我个人的习惯，不喜欢追高。但是追高的风险一般比抄底的风险低，我正在努力改这些不好的习惯。这只股票，与加拿大其它矿业股相比，算是优质股，P/E>0，有分红。
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- 伍点墨, 2017-01-13 ![[*]](themes/web_2.0/images/complete_thread.png "打开整个主题")
- 说个惨痛的教训，TCK.B这只股，我曾经最多持有一万股，如果捂到现在绝对发财了，但我却是赔钱卖出的。心理因素100%决定赔与赚。 - 伍点墨, 2017-01-13
- 墨墨，你是说teck.b吗 - 秋凉, 2017-01-13
- 对，以前的符合是TCK.B，不知道什么时候改成TECK.B - 伍点墨, 2017-01-14
- 谢谢回复 - 秋凉, 2017-01-15
- 谢谢回复
- 对，以前的符合是TCK.B，不知道什么时候改成TECK.B
- 墨墨，你是说teck.b吗
- CCJ 周线从11月28日， 日线从1月10日 都在超买区。应该会有回调。 可能回调时时买入时机。 现在是最高价， 小心买入被套 - lantian99, 2017-01-13
- CCO.TO，回调到14.5CAD$ 是可能的，但从其它指标看，这只股太强了，尤其是本周的交易量，放大两倍多，这个交易量，一定有大庄家入场。 - 伍点墨, 2017-01-13
- CCJ的交易量更大，是均值的3倍，因此我倾向认为，股价不会回调，下周二可能直接跳起来。 - 伍点墨, 2017-01-13
- 请教墨墨， 为什么 CCJ 去年从年头跌到11月尼？ 有什莫 FA 让 CCJ 爆涨？去年四月28日最高13.45， 11月1日7.46 最低。 CCJ 涨是因为TRUMP policy 吗？ US STEEL （X） 涨是因为 INFRASTRUCTURE， 也涨了2-3月， 现在看着逐渐降下来啦。 - lantian99, 2017-01-13
- 我自己感觉，中国解决雾霾的唯一出路就是核电。 - 伍点墨, 2017-01-13
- 哦， 用铀做核能。 谢谢 墨墨解惑。 - lantian99, 2017-01-13
- 哦， 用铀做核能。 谢谢 墨墨解惑。
- Uranium miner Cameco is a rare growth story in a mining industry that is likely to see profit expansion harder to come by amid China's structural slowdown. We expect Cameco's annual uranium production, 27.2 million pounds in 2015, to rise more than 30% by 2019. The new volume will be low-cost, with the majority coming from one of the highest-grade deposits in the world. Fulfillment of Cameco's growth plans will hinge foremost on the successful delivery of Cigar Lake (50% ownership stake), a greenfield project near Cameco's McArthur River mine in Saskatchewan. Cigar Lake shares McArthur's attributes: a stellar ore grade, large scale, long life, and an attractive operating cost profile. Production began in 2014, with annual output ramping up to target capacity by 2018. Uranium prices remained weak in 2015, owing to the current supply glut caused by delayed Japanese reactor restarts. This situation won't last much longer. We expect new reactor capacity to drive the strongest uranium deman - 伍点墨, 2017-01-13
- This situation won't last much longer. We expect new reactor capacity to drive the strongest uranium demand growth in decades. A quadrupling of China's reactor fleet headlines this growth. New reactors in India, South Korea, and Russia, as well as restarts in Japan, lend additional support. We expect global uranium demand to rise by 40% by 2025. Annual growth of 2.8% might not sound like a lot, but it is massive for a commodity that has seen precious little demand growth since the 1980s.The mined supply of uranium will struggle to keep pace amid rising demand and falling secondary supplies. Low uranium prices since Fukushima have left the project cupboard bare, and we expect a cumulative supply deficit to emerge by 2021. These shortfalls should begin to affect price negotiations in 2017, since utilities tend to secure supplies three to four years before actual use. We estimate contract market prices must rise from the mid-$40s/pound to $65/pound to encourage enough new supply. - 伍点墨, 2017-01-13
- This situation won't last much longer. We expect new reactor capacity to drive the strongest uranium demand growth in decades. A quadrupling of China's reactor fleet headlines this growth. New reactors in India, South Korea, and Russia, as well as restarts in Japan, lend additional support. We expect global uranium demand to rise by 40% by 2025. Annual growth of 2.8% might not sound like a lot, but it is massive for a commodity that has seen precious little demand growth since the 1980s.The mined supply of uranium will struggle to keep pace amid rising demand and falling secondary supplies. Low uranium prices since Fukushima have left the project cupboard bare, and we expect a cumulative supply deficit to emerge by 2021. These shortfalls should begin to affect price negotiations in 2017, since utilities tend to secure supplies three to four years before actual use. We estimate contract market prices must rise from the mid-$40s/pound to $65/pound to encourage enough new supply.
- 铀矿不景气主要是日本地震 核电站泄漏 滨州 俄罗斯也出过事 ，加之2015 诺贝尔文学奖颁给了俄罗斯的女作家 她写过 切尔诺贝利的回忆，很好看，很真实。又把人们的恐惧带回来了 。发电成本都不高，高的是运输成本。核电站要靠近水源 输电成本就会高。核电空气污染不高 但是。。。如果没有trump的tweet 铀矿还是S猫。你自己决定。我是超级菜鸟 不负责任的。 - 玘坧, 2017-01-15
- 我自己感觉，中国解决雾霾的唯一出路就是核电。
- 请教墨墨， 为什么 CCJ 去年从年头跌到11月尼？ 有什莫 FA 让 CCJ 爆涨？去年四月28日最高13.45， 11月1日7.46 最低。 CCJ 涨是因为TRUMP policy 吗？ US STEEL （X） 涨是因为 INFRASTRUCTURE， 也涨了2-3月， 现在看着逐渐降下来啦。
- CCJ的交易量更大，是均值的3倍，因此我倾向认为，股价不会回调，下周二可能直接跳起来。
- CCO.TO，回调到14.5CAD$ 是可能的，但从其它指标看，这只股太强了，尤其是本周的交易量，放大两倍多，这个交易量，一定有大庄家入场。
- 谢谢墨师给大家分享！您去年提到的VZ就上升得很好。您很谨慎，但您的讨论对大家真的太有帮助了。 - Stella, 2017-01-13
- 墨墨再一次证明了长线是金啊，所以我们这些炒短线的只是在玩沙啦。 - 花非花, 2017-01-14
- 花，你给讲讲这个高抛低吸吧！你是如何判断进出点的？谢谢你 - oneoneone, 2017-01-14
- 花，你给讲讲这个高抛低吸吧！你是如何判断进出点的？谢谢你
- 墨墨，谢谢你的分享！结果发现我孩子前几天也买了这个股。年轻人说干就干没有太多的顾虑，而我自己却是左思右想错失很多机会。您的例子再一次告诉我们长持的好处。 - xiaohulu, 2017-01-15
- 谢谢默默推荐，铀矿上升可能也有一部分原因是俄国和美国都先后说过要提高核武器数量 - 山南水北, 2017-01-15
- 墨墨，有空帮我看看EFR这只股票，多伦多的，已经装死好几年了，这几天突然醒了。看看能不能追高。小铀矿股。 - 绿叶, 2017-01-16
- 墨墨学长，我买了cco 均价15元，准备长持，你认为有补仓拉低均价的必要吗？！谢谢！ - 流云2006, 2017-01-19
- 说个惨痛的教训，TCK.B这只股，我曾经最多持有一万股，如果捂到现在绝对发财了，但我却是赔钱卖出的。心理因素100%决定赔与赚。
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