ENERGY FUELS WKN: A1W757 ISIN: CA2926717083 Kürzel: EFR Forum: Aktien Thema: Hauptdiskussion

https://x.com/quakes99/status/1860056927423857136?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Wow!😲 Traditionally ultra-conservative RBC have turned uber-bullish on #Uranium & #Nuclear #energy in a new 38-page report "Nuclear revival is going to need a lot more uranium -Deep dive into our uranium S&D outlook through to 2040"📗⚛️⛏️ projecting a 50% increase in Uranium demand by 2040: Summary: "As the world re-embraces nuclear energy to meet rising demand for clean electricity, we forecast global uranium requirements grow +50% by 2040. Uranium is currently in short-supply through the late-2020s as a supply response takes time, while increased supply into the early-2030s will only be just enough to cover uranium forecasted needs and comes with significant execution risk. Into the mid-2030s, we see a significant uranium deficit forming due to resource depletion, with projected supply covering just 80% of demand. Given significant tailwinds in nuclear energy, we see a realistic upside demand scenario that would require nearly every advanced uranium project in development to come online."

Palantir stand vor genau 2 Jahren auch bei 5,9€ 🤔

Ist mir auch schleierthaft. Und das bei einem aktuellen Umsatz von 70 Mill. $ Wenn die sich verdoppeln wäre schon toll.

60$ halte ich auch für übertrieben - frag mich wie sie drauf kommen??? Wenn man sich aber die Projektion für 2025 und 2026 ansieht https://www.marketscreener.com/quote/stock/ENERGY-FUELS-INC-1409846/finances/ Verdoppelt sich net sales - net income wird positiv. Capex wird aber deutlich höher - müssen ja mehr fördern etc. Neto Marge wird aber bei ca. 18% sein Wenn das alles zutreffen würde müsste hier was nach vorne gehen aber auf 60$????

Der Aktionär gibt ein Kursziel von 60$ rauß in zwei Jahren. Das ist doch utopisch. Wo soll das herkommen. Was meint Ihr? Bei denen läuft das unter Palantir 2.0

bist du noch dabei ?

Big Tech is the nuclear industry’s new best friend: Amazon, Microsoft and Google rush to sign deals https://fortune.com/2024/11/21/tech-nuclear-energy-google-microsoft-amazon-ai/

https://x.com/briandegan2/status/1859428617861714261?s=46&t=CND_DF6ErYtM-d_GnIoKqA

https://www.miningscout.de/blog/2024/11/14/sprott-ceo-rechnet-mit-steigendem-uranpreis/

Has nuclear power entered a new era of acceptance amid global warming? https://www.latimes.com/environment/story/2024-11-18/a-new-generation-finds-promise-in-nuclear-energy Und was von der nuklearen Haselnuss

Ja Johnny Quakes kann man nur empfehlen

John ist aber auf Zack. 💪🏻 Gute Infos.

https://x.com/quakes99/status/1858584054733697520?s=46&t=CND_DF6ErYtM-d_GnIoKqA Folks! 'Prohibiting Russian #Uranium Imports Act' is Public Law 118–62 that was put forward by 7 House Republicans, UNANIMOUSLY passed by both House & Senate, signed into law by President Biden. It's a LAW that CANNOT be undone by a Trump Executive Order! Repealing the US ban on Russian Uranium imports would require new legislation to be drawn up and passed by Republicans & Democrats in both the House & Senate, to be signed into law by the President. There is NO interest at this time by any members of Congress to legislate an end to a ban that took years of effort by Republicans to become law. Republicans want to go further and add China to the list of nations banned from selling Uranium to the US, as both Russia and China have been undermining the US Uranium mining industry and creating a dependence on foreign non-allied suppliers to fuel the US Nuclear reactor fleet! There is no path to US Nuclear energy independence if imports from Russia and China are allowed!

Energie Aktien sind z.Z angesagt.....Vistra, Bloom, Uranium Energy,

Sehr gut 👍