Seeking Alpha: Ur-Energy Finally Seeing That Turn?

I wasn't all that bullish on Ur-Energy (NYSEMKT:URG) six months ago, as I thought the company's positive qualities as a top-quartile U.S. uranium producer were offset by the ongoing risks in the uranium market at that time (and excessive optimism for a near-term price recovery). I didn't necessarily expect another 25% drop in Ur-Energy's share price over the following six months, though, and today's price is a lot more interesting as a play on an eventual recovery in the market. Though I'm still concerned that Japanese reactor restarts will underwhelm and that Kazatomprom is ready and waiting to increase supply on a price recovery, the combination of low-cost reserves, expansion potential, and disciplined management at Ur-Energy is getting more and more compelling.

Continue here:
Ur-Energy Finally Seeing That Turn?

Seeking Alpha: Paladin Energy Increasingly Leveraged To A Uranium Price Recovery

I haven't been very bullish at all about the prospects for uranium miners, as I believe investors have overestimated the near-term impact of Japan's plans to restart its nuclear reactors and China's intentions to add nuclear power. I'm not surprised, then, that uranium spot prices have broken through $30/lb, nor that Paladin Energy (OTCPK:PALAY)(PDN.TO) shares have fallen another 15% or so since my last article.

Like Ur-Energy (NYSEMKT:URG), I believe Paladin remains a very highly leveraged play on virtually any good news in the uranium sector. Paladin is going to have to get creative about its financing/liquidity options if spot prices don't increase into the $50's/lb, but the company does at least have a quality operating asset and good exploration assets if prices do recover. I do think uranium prices should find a bottom fairly soon and that the risk is to the upside, but investors considering Paladin Energy need to appreciate that outsized exposure to uranium price appreciation comes with outsized operating risk should prices stay below $50/lb indefinitely.

Follow this link to the full article:
Paladin Energy Increasingly Leveraged To A Uranium Price Recovery

Seeking Alpha: Ur-Energy Is A Fine House, But The Neighborhood Is Scary

Ur-Energy (URG) has a lot of things to its credit - the company has a quality asset in its Lost Creek mine, expansion/growth potential with assets like Shirley Basin and Lost Soldier, and an attractive cost structure. It also doesn't hurt that Ur-Energy represents a meaningful chunk of the U.S.'s low-cost domestic supply of uranium for its nuclear power fleet.

On the other side of the ledger is a uranium market that is still in pretty rough shape. Weak prices have curtailed production and exploration across the world, but spot prices are still hovering around multiyear lows. Likewise, while there is legitimately bullish talk about the construction of new nuclear plants in China, India, and the Mideast, not as much attention is being paid to whether aging plants in Europe, North America, and Japan will be replaced. All in all Ur-Energy shares don't seem overpriced today, but the risk-reward isn't quite enough to get me pounding the table to buy.

Continue here:
Ur-Energy Is A Fine House, But The Neighborhood Is Scary

Investopedia: Nuclear Energy - The Emotion Trade Is In Full Swing

There are plenty of old sayings that advise investors to swim against the tide and invest into troubled sectors when pessimism is at its worst. That is all well and good, but precious few investors have the self-confidence and long-term focus to just ignore a 20% or 30% near-term loss on a new position. With that in mind, then, investors should certainly do their due diligence on now-troubled nuclear power stocks but let the dust settle a bit before taking on new positions.

Shoot First, Ask Questions Later
In the wake of the combined earthquake and tsunami disaster in northeastern Japan, and the resulting emergencies at multiple nuclear facilities in Japan, public fear about nuclear power is once again running high. With activists already jumping on their airwaves to exaggerate and misinform, it seems inevitable that the nuclear industry has lost whatever momentum and credibility it had rebuilt in the 25 years since the Chernobyl disaster.

Investors need go no further than the stocks of those companies exposed to the nuclear power industry. Go-to names like uranium miners Cameco (NYSE:CCJ) and Denison (AMEX: DNN) and engineering and construction firm Shaw (Nasdaq:SHAW) were among those that took a significant drop in the early trading after the disaster struck. Since then, even well-diversified names like General Electric (NYSE:GE) (which has some, but not a lot, of nuclear energy exposure) have come under selling pressure.

Please continue:
http://stocks.investopedia.com/stock-analysis/2011/Nuclear-Energy---The-Emotion-Trade-Is-In-Full-Swing-CCJ-DNN-SHAW-EXC-GE-JASO-ES0317.aspx