Uranium stocks for the next bull market

Uranium stocks for the next bull market By John Cornford How to invest for what most observers think is an inevitable uranium price recovery in the next few years is not an easy question to answer. Given the long decline in the uranium price after Fukushima, its not surprising that practically all companies exposed to it – miners as well as producer/refiners – have seen similar declines in their shares. Some countries have banned uranium mining altogether as well as nuclear generation, causing some smaller explorers to go bust. An important point to note about the 'published' price for uranium is that it is a 'spot' price referring only to intermittent deals in the market, usually on behalf of users looking to fill in gaps in their requirement. Nuclear generators have to ensure their supplies many years ahead, so make deals that are hardly ever disclosed, at prices probably well above any 'spot' price, which can't therefore be much of a guide to underlying movements in the market. In other words, industry insiders might see an improving market before it is reflected in the spot price, making timing an entry into specific companies that much more difficult for an individual outside investor… Click Here To Read The Full Story The Master Investor Market Report The FTSE 100 closed the day at 6,894.60, an increase of 148.63 points. The FTSE 250 rose 253.49 points to finish at 18,103.12. The FTSE All Share climbed 87.74 points to finish at 3,773.37. The FTSE AIM All Share finished at 794.76, up by 3.53 points. Property developer SEGRO (SGRO) said that trading since the end of June has been good, with vacancy rates remaining low. Newly signed rental agreements across Europe will generate roughly £6 million a year in headline rents, and new rents in London and the UK continue to increase, somewhat assuaging fears of a Brexit-related property crash. Shares in the company dropped by 8.70p to 446.50p. Get our August issue while it's hot! Click HERE to read. Shares in online fashion retailer ASOS (ASC) rose by 162p to 4,724p after the company revealed it had agreed to pay £20.2 million to settle trademark disputes with two other clothing companies. Management said that the agreement would allow them to put the matter to rest and was the correct commercial decision at this time. Troubled consumer transport outfit Go-Ahead Group (GOG) said that results for the year ended 2nd July were slightly ahead of expectations with pre-tax profits climbing 21.3% to £99.8 million on revenues that were 4.5% higher than during the prior 12 months. The company said it had carried record numbers of rail passengers and was expanding into new international markets, but that it faces political pressure due to complaints regarding its Southern rail franchise. The shares shot upwards by 10.4% to 2,206p. Monday's news today Dechra Pharmaceuticals (DPH) and Ashmore (ASHM) will release final results. Quote of the day "I believe in rules. Sure I do. If there weren't any rules, how could you break them?" - Leo Durocher Latest Stories Something for the Weekend – Le Crunch for Apple By Adrian Kempton-Cumber I know what you must be wondering. What sort of things do I ponder when I'm not thinking about the markets? Well, I'm glad you asked. Three things are playing on my mind… Click Here To Read The Full Story Chart of the Day: Cloudtag By Zak Mir One of the notable issues with bear bloggers, and indeed those who make negative calls on shares, is that unlike those who are on the buy side one rarely hears anything in terms of a mea culpa if the call turns out to be wrong… Click Here To Read The Full Story The Evil Diaries: Pantheon By Evil Knievil Apparently, Pantheon (PANR) has experienced sustained equipment misuse and thus failure. Anyway, Haliburton has taken over and therefore we ought to get really good news soon... Click Here To Read The Full Story Chart of the Day: Berkeley Group By Zak Mir The occasion for looking at the charting position of Berkeley Group is the demotion of the housebuilder from the FTSE 100. Normally, this is portrayed in the financial media as being a negative for a stock, but this may not be the case here… Click Here To Read The Full Story Can factor investing deliver alpha? By Filipe R Costa One recent addiction to the already huge portfolio of investment possibilities is factor investing, which aims at revolutionising the way we invest. Until today, investors have been allocating the money in their portfolios into several asset classes… Click Here To Read The Full Story Join the movement on social media: Copyright 2016 Master Investor Ltd, All rights reserved. You are receiving this email because you opted in at our website. If a Daily Bulletin is too frequent, why not opt in to our once weekly mailing list for a round up of the week's news straight to your inbox. 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