What are your dividend favorites?
I would like to divest myself of a few shares and add to existing dividend stocks.
Which positions would you add to ?
I will sell: $ANET (+2.74%)
$YCA (-1.23%)
$KLAC (+4.58%)
$CDNS (+3.48%)
$SNPS (+1.89%)
$QCOM (+2.24%)
$MRAM (+5.84%)
$SYNA (+2.61%)
I have approx. 1365€ available afterwards.
Small position in Spekulation's portfolio sold.
Lithium is interesting but there is still too much "dirt" in the market.
$SLI (+0.18%) remains on the watch, as I still find the company interesting, especially because of the cooperation with $LXS (+1.86%)
The money may flow into a new position in $YCA (-1.23%)
A few shares of $YCA (-1.23%) Yellow Cake snapped up on the first April shopping spree 😎🤞🏼
Very exciting title. Maybe someone would like to do an analysis on it....
I also added to these stocks at the end of March:
$MUX (+3.41%) (my little german favorite 🇩🇪 💞)
Today I'm going to take a look at uranium stocks from my perspective as a radiation protection engineer:
From today's perspective, the demand for uranium will increase, not decrease, by 2027. Production is currently not keeping pace and demand is very high. I therefore see uranium share prices continuing to rise until 2027.
Which ones are currently popular?
In addition to the strong Cameco $CCO (+1.1%) and Nexgen Energy $NXG there is also Kazatomprom $KZAP . All three have had a very good rally to date and are expected to constantly exceed their all-time high until 2027.
From today's perspective, I think one share is still undervalued alongside Kazatomprom: $YCA (-1.23%) Yellow Cake, these do not produce uranium directly but rather act as holders of uranium and uranium trading.
Cameco: P/E 102, growth 96%, 0.2% div
Nexgen: P/E 45, growth 65%, 0% div
Kazatomprom: P/E 15, 1Y: 46%,4%Div
Yellow Cake: P/E 4, 1Y growth 85%, 0% div
I personally have Cameco in my savings plan, but I think this company and Nexgen are overvalued. I also have shares in Kazatomprom and Yellow Cake.
What does the future look like? Even after 2027, things will not get less for producers. From today's perspective, over 120 new pressurized water reactors of the EPR type will be built by 2035. However, the price will increasingly fall again. Anyone who thinks that Germany is going to stop, I'm afraid I have to put a spanner in the works. Although no conventional reactors are being built and we are in the process of dismantling them, dual-fluid reactors or small SMR-type reactors are. These have the possibility of reusing the nuclear waste. Companies and cooperation with the following companies are required for the construction:
Mitsubishi Heavy $7011 (+3.33%) ( power plant construction)
Hitachi $HIA (power plant construction)
RWE $RWE (-3.24%) (invested in Poland and the Netherlands via Urenco)
Brookfield $BN (+1.52%) (main shareholder Westinghouse)
Engie Electrabel $ENGI (-2.73%) (ECS)
Mutares SE $MUX (+3.41%) (dismantling of nuclear power plants)
General Electric $GEC (reactor construction (among others)
Others are unfortunately only limited liability companies.
Conventional nuclear waste is also disposed of with other reactor types. However, the process will continue to develop until around 2050.
If you have any further questions, please write to me.
To take up the topic again briefly: Here is an example of a really good and cleanly presented annual report from $YCA (-1.23%)
I particularly like the luxury of being able to calculate the NAV directly for the shareholder. So you can see directly whether the share is currently too expensive or cheap, similar to BDC's.
A brief explanation of the NAV:
Price < NAV = Discount, also günstig
Kurs > NAV = Premium, Expensive.
In the example here, this results in a discount of ~11% at the current price of £5.80 to a NAV of £6.58
And here is the short note: this is not a free-money glitch, just a valuation metric.
Share analysis
A question for all of you old-timers here.
In addition to my $500 (+0.98%) ETF in the future to deal more with individual stocks.
My question is this:
How would you guys best inform yourselves in the topic of stock analysis/stock valuation.
For example, are there any programs or YouTube channels or other sources that you can recommend for getting started? Maybe even a book :)
I've already searched a bit on Google, but I'd like to hear a few more recommendations from people like you who have been doing this for a while.
Thanks in advance :)
The price target is $10.75 and the stock is covered by 5 analysts.
Buy
4
Hold
1
Sell
0
Yellow Cake plc is a Jersey-based specialist company operating in the uranium sector holding physical uranium for the long term. It offers exposure to the uranium spot price. The Company is engaged in providing investors with direct exposure to the uranium market through its physical holding of uranium oxide concentrate (U3O8) and uranium-related commercial activities. This creates an opportunity to profit from an anticipated rise in the uranium price arising from the short- and medium-term supply and demand asymmetry. Its operating segment is the holding of U3O8 for long-term capital appreciation. It holds 20.16 million pounds of U3O8, all of which is held in storage in Canada and France. It also has an agreement for the supply of U3O8 with JSC National Atomic Company Kazatomprom (Kazatomprom).
