Cobas AM: Nueva Gestora de Francisco García Paramés

113K respuestas
Cobas AM: Nueva Gestora de Francisco García Paramés
170
suscriptores
Cobas AM: Nueva Gestora de Francisco García Paramés
Página
13.827 / 14.464
#110609

Re: Cobas AM: Nueva Gestora de Francisco García Paramés

Alucino con estos comentarios. De verdad no habéis estado tiempo en el paro, cobrado mucho tiempo 1000 euros, o haber tenido un gasto extraordinario como llevar a un familiar a curar un cáncer a una hora de un hospital? A veces me parece esto más burbuja que Tesla.
#110610

Re: Cobas AM: Nueva Gestora de Francisco García Paramés

Bueno hombre..ni resiliencia ni nada

Muchísimo peor que el mercado.
#110611

Re: Cobas AM: Nueva Gestora de Francisco García Paramés

Bueno, marcho para el pueblo a darle fuerte a la fesoria  y al palote, así no veo la presunta debacle. Defended las posiciones, por favor, en la medida de lo posible. ¡Vamos!.
#110612

Re: Cobas AM: Nueva Gestora de Francisco García Paramés

ahí es donde vienen las soluciones....
#110613

Re: Cobas AM: Nueva Gestora de Francisco García Paramés

hay hambre de uranio, al final han captado  $140 Millones en lugar de los 110 iniciales ante la fuerte demanda. Alguna libra más cae.
"Due to strong investor demand, the Company agreed with the Joint Bookrunners to increase the size of the Fundraise to approximately US$140 million from the approximately US$110 million originally proposed. "
Y la acción baja, como me temía al precio del NAV/oferta. A ver si sigue tirando al alza después del evento.
#110614

Re: Cobas AM: Nueva Gestora de Francisco García Paramés

El ibex esta muy fuerte, tal y como fue el mercado ayer en USA nuestros queridos valores también. En mi caso en el día de ayer Bonos subiendo, hasta RIG :). Y el grupo TK apenas se resintió, en otras ocasiones se hubiera desplomado,. a nada que amaine el temporal subirán con fuerza, calma y a no hacer nada. La situación mejorará, ya que cada uno haga lo que crea mas conveniente, pero a mi modo de ver, los próximos dos años nos serán favorables. 

Es mas, dudo, de aportar a AZ o hasta cobas y cerrar ya la posición. Ya lo tengo hecho en B&H, Bestinver, TK y RIG. Mi idea es LP pero de verdad, de no mirar nadas en meses y listo. Se sufre menos y se gana, pienso, mas. Al menos  con sueño natural, descanso 8-9 horas al día, para mi impensable hace unos años :). Tengo pendiente escribir el libro, ya que no me prodigo en ningún tipo de red digital salvo en este foro (de momento).


#110615

Re: Cobas AM: Nueva Gestora de Francisco García Paramés

Veremos si se acaban cerrando. En USA se especula con que se pospongan los cierres. A nivel global de aquí a 2040 se prevee un incremento del 30% en el número de reactores en funcionamiento.

De la última carta de los Gorozen (las negritas son mías)

Uranium Markets in Q4

Both spot and term uranium prices were flat during Q4. For all of 2020, spot prices advanced 21% and term prices were up 8%. Uranium related stocks did much better, advancing over 40% during Q4 after having been flat for the first nine months of the year. Investors responded favorably to President Biden’s election after his campaign prominently featured nuclear power in its plans to decarbonize the US.

On November 23rd, 2020, then President-elect Biden appointed John Kerry to the newly
created cabinet-level position of Envoy for Climate. While Mr. Kerry was critical of nuclear power in the 1990s, more recently he has spoken out supporting its role in curbing carbon emissions (a view we agree with emphatically).
In the near-term, a pro-nuclear Administration could result in the postponed retirement of several US reactors due to come offline over the next few years. While such a policy shift would only result in a 1–2% direct increase in global demand, it would serve as strong endorsement for the role of nuclear in delivering carbon-free energy. The increased demand might encourage US utilities to cover future uncontracted fuel requirements leading to increased tightness as well.

Even without delayed US reactor retirements, uranium demand is scheduled to grow dramatically as new reactors (mainly in non-OECD countries) come online in the coming years. Over the past two decades new reactor retirements have exactly offset new startups, resulting in mostly flat demand. From now to 2040, we expect 290 new reactors will be commissioned.
Even if none of the US retirements are postponed, total reactor shutdowns will only total 154, resulting in 135 new net reactors, or 30% of the current total, by 2040. At current prices, it does not make sense to sanction any new mine supply, leaving a massive deficit in the coming years.
Despite the bullish outlook (and the Q4 rally), 2020 in many ways, was a frustrating year
for uranium investors. Spot prices were strong between January and May, rallying from $24 to $34 per pound before retracing half the advance to end the year at $30.20 per pound on much lower volumes. Term prices rallied from $32 to $36 per pound between December and January and have been stable since on extremely depressed contracted volumes. Concerns over COVID related demand forced many term fuel buyers to the sidelines. US utilities are only 2% uncovered in 2021, but this level jumps to 35% by 2025, suggesting fuel buyers are vulnerable to any rise in price. With the recent speculation of delayed US reactor retirements, we believe we may see fuel buyers finally reenter the term contract market sometime in 2021.
Turning to supply and demand, trends exhibited in 2020 continue to be very bullish. Since nuclear reactors represent baseload capacity—much more so than natural gas plants—and rely on multi-year fueling programs, global demand was less impacted by COVID-19 than other areas in global energy markets. We estimate that global demand was only off 1%—or 1.2-mm pounds. Mine supply on the other hand was greatly impacted by curtailed production at Kazatomprom and the suspension of operations at Cameco’s flagship Cigar Lake due to COVID cases among employees. In total, global mine supply was down 20 mm pounds or 14%. After restarting in September, production at Cigar Lake was yet again suspended in December and remains shut as of today, implying continued tightness into the first months of 2021. Global uranium inventories likely drew in excess of 30 mm pounds in 2020 and we anticipate further draws this year as well.
All of this lines up for a bullish year in global uranium markets. The total market capitalization of the industry is extremely small and any shift in investor sentiment would likely result in material stock price rallies. Perhaps the new Administration will help provide the necessary sentiment boost to incentivize fuel buyers to finally cover uncommitted obligations.

Uranium remains the only way towards a less carbon intensive baseload energy supply and we are encouraged that policy makers and investors are finally beginning to acknowledge this fact. We believe uranium stocks will be some of the best performing in the coming commodity bull market.
#110616

Re: Cobas AM: Nueva Gestora de Francisco García Paramés

Básicamente porque hay un déficit de oferta-demanda y es algo que va a tardar AÑOS en solucionarse.  El precio lleva tiempo por debajo del coste de producción medio. Asi que es una situación insostenible.
Se habla de...

Cookies en rankia.com

Utilizamos cookies propias y de terceros con finalidades analíticas y para mostrarte publicidad relacionada con tus preferencias a partir de tus hábitos de navegación y tu perfil. Puedes configurar o rechazar las cookies haciendo click en “Configuración de cookies”. También puedes aceptar todas las cookies pulsando el botón “Aceptar”. Para más información puedes visitar nuestra política de cookies.

Aceptar