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Emerging Markets Report: Piece of Cake

Emerging Markets Report: Piece of Cake

新興市場報告:小菜一碟
GlobeNewswire ·  08/23 02:14

An Emerging Markets Sponsored Commentary

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(GLOBE NEWSWIRE)——今天的特色公司是一個簡單的故事。這是一部鈾遊戲。

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.

對於那些長期涉足市場的人來說,你可能還記得,當鈾引起人們對與黃餅掛鉤的公司的濃厚興趣時,就會飆升。這並不是突發新聞,只是一種對市場活動和現貨價格的簡單而反身的方法。

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.(多倫多證券交易所股票代碼:GEN)(OTCQB:GENRF)(FRA:W85)這樣的鈾公司提供了玩鈾的機會。與黃金或其他金屬不同,你不能將克魯傑蘭德或閃亮的鈾條粘在全家福背後的那個祕密地方。

Uranium affords no such proximity.

鈾沒有這樣的距離。

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充斥着2024年的新聞源時,上市公司就會對眼前的這種現象有所了解。但首先是一些頭條新聞和鏈接:

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:致命且利潤豐厚,鈾熱爆發
這種放射性金屬的價格上漲了233%,這表明了世界再次採用核電的速度。 來源。

Forbes: U.S. Ban Could Spark Another 60% Hike In The Price Of Uranium
------- Source.

福布斯:美國的禁令可能引發鈾價格再上漲60%
------- 來源。

Hopefully, venerable Forbes and Bloomberg meet your journalistic standards.

希望尊敬的《福布斯》和彭博社能達到你的新聞標準。

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 Generation Uranium,因爲,好吧,該公司在成功算法中至關重要。很容易跳入白熱行業,從字面上或比喻上提出自己的主張。這當然不意味着你會成功。

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.

該公司有一個 卓越的投資者演講 在這裏,我們強烈建議你去看看,因爲 A) 它很好地說明了鈾的總體機遇和勢頭,B) 該公司希望如何利用這個機會。

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.

這裏有幾點值得注意,其中最重要的是,人們似乎對核能的能量和效率產生了濃厚的興趣,核能依賴黃餅/鈾。

From the deck:

從甲板上看:

"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、可靠和更綠色的能源未來,加拿大是世界第二大鈾生產國,佔15%,僅次於對俄羅斯友好的哈薩克斯坦,後者的產量佔世界供應量的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.

“加拿大是阿薩巴斯卡盆地和塞隆盆地的所在地,這兩個地區是世界上品位最高的鈾區。全球黃餅供應量將在2024年達到14500萬磅,但需求已經達到18000萬磅,相當於大約3500萬磅的赤字。

"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.

“世界核協會預計,到2040年,需求將增加近一倍,達到3萬磅。到2050年,核電需要增加三倍才能實現《巴黎協定》的全球降溫目標。

"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,大約有60座核電站在建中,計劃再建造110座(2)2022年,石油的全球能耗爲31.6%,煤炭的能耗爲26.7%,而核能僅爲4%。推動以更低成本獲得更可靠、更綠色的能源,爲核能的顯著增長鋪平了道路。」

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.

好吧,這是該行業的機會,向加拿大母親致敬,加拿大在鈾礦方面處於有利地位,地緣政治穩定。諸如烏克蘭/俄羅斯衝突之類的戰爭時期提醒我們這個組成部分是多麼重要。

But the deck goes on to eloquently lay out the opportunity that Generation Uranium is putting forth. The pitch is pretty concise and clear.

但是該套牌接着雄辯地闡述了鈾世代所帶來的機遇。音調非常簡潔明瞭。

The Company is well-positioned with positions in multiple locations to capitalize on the enthusiasm for nuclear energy, a greener future, and affordable power.

該公司處於有利地位,在多個地點設有職位,可以利用對核能、更綠色未來和負擔得起的電力的熱情。

Again, from the deck:

再說一遍,從套牌上看:

"In an era where the quest for sustainable and reliable energy sources intensifies, Generation Uranium emerges as a beacon of potential.

“在對可持續和可靠能源的追求日益加劇的時代,Generation Uranium已成爲潛在的燈塔。

"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.

“我們使命的核心是塞隆盆地尚未開發的財富,有望重新定義鈾市場。穩健的歷史數據和令人鼓舞的地質預測突顯了我們的戰略地位,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,踏上利用鈾力量的旅程,爲更綠色的未來提供燃料,並提供獨特的投資前景。有了Generation Uranium,你不僅僅是在投資一家公司;你是在投資能源的未來。」

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.

這不僅僅是那些引人入勝的標語。該公司必須表現出色,將商品推向市場,並向顯然對黃餅充滿熱情的投資公衆講述自己的故事。如果它能在這個白熱的市場中表現出色,那麼其他人可以而且應該自力更生。

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.

如果你願意,像Generation Uranium這樣的上市公司肯定可以爲投資者提供一個持有自己的 「(黃色)蛋糕」 的機會,因爲該公司通過在地球上最熱門的行業之一執行一項經過深思熟慮的商業計劃來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》由新興市場諮詢 (EMC) 擁有和運營,後者是一個由具有多年經驗的投資者關係顧問組成的集團。我們的網絡由股票經紀人、投資銀行家、基金經理和積極尋求微型和小盤股市場機會的機構組成。

For more informative reports such as this, please sign up at:

如需獲取諸如此類的更多信息報告,請在以下地址註冊:

Section 17(b) of the Securities Act of 1933 requires that any person that uses the mails to publish, give publicity to, or circulate any publication or communication that describes a security in return for consideration received or to be received directly or indirectly from an issuer, underwriter, or dealer, must fully disclose the type of consideration (i.e. cash, free trading stock, restricted stock, stock options, stock warrants) and the specific amount of the consideration. In connection therewith, EMC has received the following compensation and/or has an agreement to receive in the future certain compensation, as described below.

1933年《證券法》第17(b)條規定,任何人使用郵件出版、宣傳或分發任何描述證券以換取發行人、承銷商或交易商直接或間接收到的對價的出版物或通信,都必須全面披露對價的類型(即現金、自由交易股票、限制性股票、股票期權、股票認股權證)和對價的具體金額。與此相關的是,EMC 已收到以下補償和/或已同意在將來獲得一定的補償,如下所述。

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.

我們可能會在知名公司的證券公開交易之前購買其證券,隨後我們可能會在信息傳播之前、期間或之後公開出售這些證券,並從中獲利。EMC 不核實或認可其任何客戶公司的任何醫療索賠。

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.

GENRF 沒有爲包括本報告在內的各種營銷服務向 EMC 付款。EMC 不會獨立驗證本報告中鏈接到的任何內容。| 請閱讀我們的完整免責聲明。

For media inquiries, please contact: Maggie Caraway maggie@emergingmarketsconsulting.com

媒體垂詢,請聯繫:Maggie Caraway maggie@emergingmarketsconsulting.com


声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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