$KZAP luckily collected a few more a few days ago 🍾
KZA
NAC Kazatomprom
Azione
Azione
ISIN: KZ1C00001619
Ticker: KZAP
KZ1C00001619
KZAP
Price
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3
1Anno·
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 (-2,02%) 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 (+0%) 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 (+2,91%) ( power plant construction)
Hitachi $HIA (power plant construction)
RWE $RWE (-0,39%) (invested in Poland and the Netherlands via Urenco)
Brookfield $BN (+0,38%) (main shareholder Westinghouse)
Engie Electrabel $ENGI (-0,04%) (ECS)
Mutares SE $MUX (+1,94%) (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.
2121
44 Commenti
1Anno
The growth does not make sense to me. If you look at uranium primarily as an energy source, the price framework is limited.
The higher the price of the raw material, the higher the follow-up costs of processing. In this case, nuclear power becomes more expensive. Companies are generally interested in maximizing profits, which is why rising costs lead to falling margins for operators, because the price of electricity must remain low in order to ensure the competitiveness of the country as a whole.
In this respect, there will be significant corrections to many commodities on the world market in the foreseeable future, at the latest with the reintegration of Russia. Uranium, potash and also crude oil will correct significantly following the trend of the last year, taking into account the competition from RE investment offensives and subsidy programs.
The higher the price of the raw material, the higher the follow-up costs of processing. In this case, nuclear power becomes more expensive. Companies are generally interested in maximizing profits, which is why rising costs lead to falling margins for operators, because the price of electricity must remain low in order to ensure the competitiveness of the country as a whole.
In this respect, there will be significant corrections to many commodities on the world market in the foreseeable future, at the latest with the reintegration of Russia. Uranium, potash and also crude oil will correct significantly following the trend of the last year, taking into account the competition from RE investment offensives and subsidy programs.
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55
•1Anno·
$KZAP also a great dividend share, by the way 💯
🚀
33
11 Commenti
What dividend do they pay if you praise them as dividend shares? 0% or is there a dividend in kind in the form of a packet of freshly mined uranium every year?
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