Emerging Markets Report: Piece of Cake
Emerging Markets Report: Piece of Cake
An Emerging Markets Sponsored Commentary
一家新興市場贊助的評論
ORLANDO, Fla., Aug. 22, 2024 (GLOBE NEWSWIRE) -- Today's featured company is a simple story. It's a uranium play.
佛羅里達州奧蘭多,2024年8月22日,環球新聞社——今天特色公司是一個簡單的故事。它是一個鈾公司。
For those of you who have dabbled in the markets for any length of time you may recall that when uranium gets hot interest in companies pegged to yellow cake soars. This is hardly breaking news, just a simple and reflexive approach to market activity and the spot price.
對於那些在市場上涉足的人來說,你可能會想起當鈾熱起來時,對黃餅定位的公司的興趣也會飆升。這並不是什麼新聞,只是市場活動和現貨價格的簡單而自動的處理方式。
For many, uranium companies like Generation Uranium Inc. (TSXV: GEN) (OTCQB: GENRF) (FRA: W85) present an opportunity to play uranium. Unlike gold or other metals, you can't stick Krugerrands or shiny bars of uranium in that secret spot behind the family portrait.
對於許多人來說,像 Generation Uranium Inc. (TSXV: GEN) (OTCQB: GENRF) (FRA: W85) 這樣的鈾公司爲玩鈾提供了機會。不像黃金或其他金屬,你不能把南非克魯格爾蘭特金幣或閃亮的鈾棒藏在家庭畫像的背後的祕密地方。
Uranium affords no such proximity.
鈾並不提供這樣的親近感。
So, when headlines like those below adorn the newsfeeds of 2024, publicly traded companies present some exposure to the phenomenon at hand. But first a few headlines and links:
因此,當像下面這樣的頭條新聞出現在2024年的新聞動態中時,上市公司將受到所涉現象的一定影響。首先看一下幾個頭條新聞和鏈接:
Bloomberg: Deadly and Wildly Profitable, Uranium Fever Breaks Out
The radioactive metal's price is up 233%, revealing the speed at which the world is embracing nuclear power once again. Source.
彭博社:致命且極其有利可圖,鈾熱潮爆發
這種放射性金屬的價格上漲了233%,顯示出世界再次接納核電的速度。 來源。
Forbes: U.S. Ban Could Spark Another 60% Hike In The Price Of Uranium
------- Source.
福布斯:美國禁令可能引發鈾價格再漲60%
-------
Hopefully, venerable Forbes and Bloomberg meet your journalistic standards.
希望,令人尊敬的福布斯和彭博社能滿足您的新聞報道標準。
Back to Generation Uranium, because, well, the Company is paramount in the success algorithm. It is easy to jump into a white hot industry and stake your claim literally or figuratively. That certainly doesn't mean you're going to succeed.
回到鈾世代,因爲,嗯,公司是成功算法的至關重要的因素。跳進一個白熱的行業並宣稱你的權益,無論是字面意義上還是象徵意義上,都很容易。但這並不意味着你一定會成功。
The Company has an exceptional Investor Presentation here and we strongly encourage you to check it out because A) it speaks quite well to the overall opportunity and momentum for uranium and B) how the Company is looking to execute in this opportunity.
公司擁有一個 傑出的投資者演示文稿 我們強烈建議您查看,因爲它對鈾的整體機遇和動力表現得非常好,並且公司在如何執行這一機遇方面表現出色。
Here are a couple points worth noting, paramount among them is that there appears to be significant interest in the power and efficiency of nuclear energy, energy that is reliant on yellow cake/uranium.
以下是一些值得注意的要點,尤其其中有關核能和依賴黃餅/鈾能源的強大興趣。
From the deck:
從演示文稿中:
"The world needs more nuclear to achieve a low cost, reliable and greener future of energy and Canada is the second largest producer of Uranium in the world at 15%, behind Russia friendly Kazakhstan which produces 43% of the world's supply.
「世界需要更多的核能來實現低成本、可靠和綠色的未來能源,而加拿大是世界第二大鈾生產國,佔到全球產量的15%,僅次於友好的哈薩克斯坦,其佔全球供應的43%。」
"Canada is home to the Athabasca Basin and the Thelon Basin, two of the highest-grade uranium districts in the world. Global Yellowcake supply is set to reach 145M lbs in 2024, but demand is already at 180M lbs, representing a roughly 35M lbs deficit.
加拿大擁有阿薩巴斯卡盆地和塞隆盆地,這兩個全球最高品位的鈾區。全球鈾礦供應預計將在2024年達到14500萬磅,但需求已經達到18000萬磅,相當於缺口約3500萬磅。
"The World Nuclear Association expects demand to nearly double to 300M lbs by 2040. Nuclear Power needs to triple by 2050 to meet the Paris Accord goal of global temperature reduction.
世界核能協會預計到2040年需求將近翻倍,達到30000萬磅。爲了實現《巴黎協定》全球溫度降低目標,核能發電需要在2050年之前增加兩倍。
"As of January 2024 there are around 60 nuclear plants under construction with another 110 planned (2) In 2022, global energy consumption was 31.6% from oil and 26.7% from coal while nuclear was only at 4%. A push for more reliable and greener energy at a low cost paves the way for significant nuclear energy growth."
截至2024年1月,全球正在施工的核電站約有60座,另有110座計劃中。(2)2022年,全球能源消費中31.6%來自石油,26.7%來自煤炭,而核能僅佔4%。對可靠、更環保、低成本的能源的推動爲核能的大幅增長鋪平了道路。
Ok, that's the opportunity in the sector with a nod to Mother Canada which is both well-positioned with uranium and geo-politically stable. Times of war such as the Ukraine/Russia conflict remind us how important this component is.
好的,這是核能板塊的機會,並對母祖國加拿大擁有核能和地緣政治穩定性表示認可。戰爭時期,如烏克蘭/俄羅斯衝突,提醒我們這個元素的重要性。
But the deck goes on to eloquently lay out the opportunity that Generation Uranium is putting forth. The pitch is pretty concise and clear.
但展示文稿清楚地闡述了鈾帶來的機遇。推銷詞很簡明扼要。
The Company is well-positioned with positions in multiple locations to capitalize on the enthusiasm for nuclear energy, a greener future, and affordable power.
該公司在多個地點擁有地位,使其能夠充分利用核能、綠色未來和經濟實惠的能源的熱情。
Again, from the deck:
再次引用展示文稿:
"In an era where the quest for sustainable and reliable energy sources intensifies, Generation Uranium emerges as a beacon of potential.
「在可持續和可靠能源來源的探索日益加劇的時代,鈾帶着巨大潛力出現了。」
"At the heart of our mission lies the untapped riches of the Thelon Basin, poised to redefine the uranium market. Our strategic position, underscored by robust historical data and promising geological forecasts, sets the stage for unprecedented exploration opportunities.
我們使命的核心是Thelon盆地尚未開發的豐富資源,有望重新定義鈾市場。我們的戰略地位,得到堅實的歷史數據和有前途的地質預測的支撐,爲前所未有的勘探機會奠定了基礎。
"Join us as we embark on a journey to harness the power of uranium, fueling a greener future and offering a unique investment horizon. With Generation Uranium, you're not just investing in a company; you're investing in the future of energy."
加入我們,踏上發掘鈾能力量的征程,爲更加環保的未來注入動力,並提供獨特的投資視野。選擇鈾能源,你不僅僅是在投資一家公司;你在投資能源的未來。
It's more than just those catchy tag lines. The company has to perform, bring goods to market and tell their story to an investing public that is clearly enthusiastic about yellow cake. If it can perform into this white-hot market the rest can and should take care of itself.
不僅僅是那些吸引眼球的標語。公司必須履行承諾,將產品推向市場,並嚮明顯對黃餅充滿熱情的投資大衆講述他們的故事。如果能在這個熾熱的市場表現出色,其他一切都會並且應該自行解決。
Public companies like Generation Uranium can certainly provide investors with a chance to hold their own 'piece of (yellow) cake' if you will, as the company earns their trust and interest with the execution of a well-thought out business plan in one of the hottest industries on the planet.
像Generation Uranium這樣的上市公司當然可以爲投資者提供持有他們自己「一塊(黃)蛋糕」的機會,只要公司通過精心思考的業務計劃在這個地球上最炙手可熱的行業中贏得他們的信任和興趣。
About The Emerging Markets Report:
The Emerging Markets Report is owned and operated by Emerging Markets Consulting (EMC), a syndicate of investor relations consultants representing years of experience. Our network consists of stockbrokers, investment bankers, fund managers, and institutions that actively seek opportunities in the micro and small-cap equity markets.
關於新興市場報告:
新興市場報告是由新興市場諮詢(EMC)擁有和運營的,他們是一群投資者關係顧問組成的公司,具有多年的經驗。 我們的網絡包括股票經紀人,投資銀行家,基金經理和積極尋求微型和小型市值股權市場機會的機構。
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We may purchase Securities of the Profiled Company prior to their securities becoming publicly traded, which we may later sell publicly before, during or after our dissemination of the Information, and make profits therefrom. EMC does not verify or endorse any medical claims for any of its client companies.
在我們推送信息之前,我們可能在被推薦公司的證券公開交易之前購買證券,然後在信息推送之前、期間或之後公開出售,並由此獲利。 EMC不驗證或支持其客戶公司的任何醫療聲明。
EMC has not been paid by GENRF for various marketing services including this report. EMC does not independently verify any of the content linked-to from this report. | Please read our full disclaimer.
EMC沒有收到GENRF公司爲本報告和其他營銷服務付款。 EMC不獨立驗證本報告中鏈接的任何內容。 | 請閱讀我們完整的免責聲明。
For media inquiries, please contact: Maggie Caraway maggie@emergingmarketsconsulting.com
媒體垂詢,請聯繫:Maggie Caraway maggie@emergingmarketsconsulting.com
譯文內容由第三人軟體翻譯。