It’s a different time now and with new management - those are two reasons to think Cameco might, for what might be the first time, do a hostile or friendly takeover of another uranium company.
This resource update is positive, although at this time we don’t see any reason to revise our model for the project.
Brazil offers an ideal environment for potash developers.
We could definately be developing or producing a lot more iron ore and so this plan on ArcelorMittal’s part helps to advance Canada’s profile as an iron ore producer.
It’s one of the larger hurdles that they needed to surpass.[br]In my estimation this makes the company a more attractive takeover candidate for a major company that can afford the large CAPEX (mine building) costs involved in a project of this size and complexity.
It’s great to know, but we almost know too much now.
We’ll find out that range is low.
They actually came through in the first quarter better than expected.
This company has massive leverage to potash price changes and fertilizer markets overall.[br]Small changes in realized prices and volumes make a very large difference to their earnings.
My expectation is that you’re going to see them, as well as some of the other gold companies, go more and more towards copper production as the next best thing to gold.
The wooden homes held up a lot better (than structures built with other materials) during the earthquake, so I think Chinese officials took a look at this and gained a more favourable view of lumber.
We’ve taken the assumption that because of supply management, potash prices stay where they are right now forever, in inflation adjusted terms, and that nitrogen and phosphate are on a bit of a high right now and they decline over the long term.[br]And yet if you plug those assumptions into an evaluation of Agrium, you find the thing’s worth over $120 a share.
When you’re that gas weighted, it takes a while to turn the ship around.[br]Unfortunately it’s going to be a quarter-by-quarter thing. The valuations should improve as people start to see some progress, we think they’re on the right track.
The news from Fukushima over the weekend was not encouraging.[br]I think it’s a sentiment thing, that people are looking at weakened demand for uranium in the future.
I don’t know what the LNG (liquified natural gas) situation is in Panama, but I suspect there is not LNG capacity for the project.
We continue to believe that the nuclear renaissance is real and that it continues, but we suspect that the equity market’s belief in this renaissance is likely to be suspended for the next year or two.
I was thinking what better place than something that reaches the whole spectrum of people, young, old, immigrants, non-immigrants, well-educated, some just starting out their life, that kind of thing.[br][br]http://www.vancouversun.com/news/Vancouver+library+board+names+Hillcrest+branch+after+philanthropist/4443956/story.html[br][br]
I was thinking what better place than something that reaches the whole spectrum of people, young, old, immigrants, non-immigrants, well-educated, some just starting out their life, that kind of thing.[br]Studies have shown over and over again that the higher literacy that a child has or a person has in their lifetime, the better able they are to succeed in so many fronts.
While it is too early to try to quantify any sort of level for the damage caused by the impact of this calamity, it is clear that the large amount of real property that was destroyed will eventually need to be replaced.[br]The devastating effects of the earthquake in Japan and the ensuing tsunami can be expected to exert upward pressure on an already improving market for lumber.