CAMECO WKN: 882017 ISIN: CA13321L1085 Kürzel: CCO Forum: Aktien Thema: Hauptdiskussion

Morgen wieder rauf

6% Korrektur ist in diesem Sektor normal

Wie meinst du das alles im Rahmen?

Bislang alles noch im Rahmen

📉 denke nach unten

Wird erstmal seitwärts gehen mmn

Falsche Richtung momentan

14 Uhr earning calls. Könnte hoffentlich etwas hochgehen heute was meint ihr ? Sollte cameco hochgehen denke ich ziehen andere Uran aktien vielleicht auch etwas an

The resignation of Kazakhstan's President Tokayev's government and the situation around Kazatomprom, a major player in the uranium market, could be interconnected given the importance of political stability to the economic and financial sectors, especially in countries with significant natural resources. Political events often have a direct impact on investor confidence and market stability, leading to fluctuations in stock prices and the valuation of commodities, including uranium. The dissolution of the government and the ensuing political uncertainty can lead to short-term market volatility, as investors react to the potential for policy changes, regulatory shifts, or disruptions in the operations of major companies, including those involved in uranium mining like Kazatomprom. The fact that the market crushed and uranium mine equities devalued following the political developments in Astana indicates that investors may be concerned about the stability of the regulatory and business environment in Kazakhstan, which is a significant player in the global uranium market. Kazatomprom is a national operator for the import and export of uranium, rare metals, nuclear fuel for nuclear power plants, special equipment, technologies, and dual-use materials. The political stability in Kazakhstan is crucial for its operations, as any government changes could lead to policy shifts affecting the mining sector, including licensing, taxation, environmental regulations, and foreign investment policies. These factors directly influence the company's performance, operational costs, and global uranium supply, which in turn impacts market prices and stock valuations. Therefore, while the immediate correlation between the government's resignation and the market reaction might not be directly attributed to specific policies regarding Kazatomprom, the broader implications of political instability on the business environment, regulatory framework, and investor confidence can indeed affect the company and the sector it operates in. Market participants often react to uncertainty with caution, leading to sell-offs in related stocks and commodities until clearer information is available regarding the future political and regulatory landscape.

Marktbereinigung!!

Der ganze Markt ist rot

Warum der Absturz bei allen Uran aktien zur selben Zeit ?

https://twitter.com/quakes99/status/1752957998316843377

Auf jeden Fall.

Sehe ich anders: Die Altverträge sichern das Unternehmen als solches ab. Gewinn wird dann aus steigenden Preisen generiert. Wenn es dann zu einem Preiseinbruch kommen sollte, sind die Neuen am Markt schnell insolvent und Cameco kann günstig zukaufen....

Problem sind eher die älteren Verträge, die ja über Jahre gehen. Cameco muss diese Verträge einhalten und leider bei hohen Uran Preisen tief in die eigene Tasche greifen