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Uranium: Ripe for a Recovery!

By: Peter Zihlmann

-- Posted Wednesday, October 9 2013 | Digg This ArticleDigg It! |



Your independent Swiss asset manager                   



THE TIMELESS ENERGY FUND  (expected to be changed to TIMELESS URANIUM FUND in Oktober 2013)





Nuclear energy to expand strongly in emerging countries, led by China


  • While France receives 75% of its electricity from nuclear energy, Belgium 51% Sweden 38%, South Korea 30%, the United States 19% and the UK 18%, China receives only 1.9% of its electricity from nuclear, India 2.2%, Brazil 3% and Russia 8%. These countries, focusing on non- greenhouse clean electricity sources, offer a strong growth potential. 



  • Amount of electricity generated by an economically competitive 100-MWe reactor at 90% capacity factor in one year is 7.9 kWh, which is enough to supply electricity for 40,000 households.
  • Wind and solar energy are heavily subsidized and have a negative impact on net end-user prices.
  • At this time China is for more than 70% dependent on coal, it plans to quadruple its nuclear output by 2020 and triple or quadruple output again by 2030.
  • China currently produces almost 14 GWe through its 17 reactors, which supply about 2% of the country’s electricity. It expects to produce 58-60 GWe of capacity by 2020 (28 reactors under construction), possibly 200 GWe by 2030 (171 reactors planned or projected) and 400GWe by 2050.
  • China will need more than 27,000 tonnes (60 million pounds) U3O8 per year by 2030 compared to the US using almost 20,000 tonnes (44 million pounds) U3O8 per year to produce 99 GWe from its 100 reactors. 

Why invest in uranium?


Uranium is facing a growing shortage of structural supply after 2013. The current gap in primary supply has been mainly met by secondary supply from down blending of Russian weapons “highly enriched uranium (HEU)” into commercial grade fueling being consumed in the United States at up to 24 million pounds per year in the period 2009-2013. It is expected that Russia will not renew the HEU contract after 2013.


Uranium, as the feedstock for the generation of nuclear energy, is fairly insensitive to pricing, as the cost of uranium oxide (U3O8) accounts for less than 10% of the cost of generating



Based on the unchanged positive outlook for longer-term demand, the Timeless Uranium Fund (approval by the MFSA pending) expects the uranium spot price to recover fully to the pre-Fukushima February-2011 economical viable level of $ 70, thereby offering the highest speculative leverage potential in the commodity equity markets. It should be noted that the spot price is only about 10% of uranium trading volume.


Given the need to feed the ongoing number of nuclear reactors worldwide the long-term price is the most reliable indicator when following market sentiment. After having maintained a resistance level at US$ 56.50/lb since December 2012, the long-term price decreased in August 2013 to US $54.50. 



Please note that the Timeless Energy Fund is in the process of being changed into the Timeless Uranium Fund, pending approval by the Malta Financial Services Authority. The License issued on the 31st October 2007 by Malta Financial Services Authority (MFSA)

was issued to the Timeless Energy Fund. 




Peter Zihlmann


manager and founder of P. ZIHLMANN INVESTMENT MANAGEMENT AG, Switzerland, founded in 1994, and Timeless Asset Management Limited, Malta, founded in 2013, has more than thirty years’ experience in investment management with various Swiss banks and as an independent asset manager.


He has closely followed the precious metals and uranium markets for many years. He is well connected in this field and is a highly respected expert. His recommendations of precious metals companies and on the precious metals and currencies markets appear regularly on various internet sites and reach a global readership.



Marino G. Pieterse


strategic commodity analyst, editor of Goldletter International, Uraniumletter International and

Rear Earth Elements Letter International, has a professional back ground in the Dutch financial sector, including seven years as a Senior Investment Officer of a Dutch Investment House, of which two years as a Vice President.


Since 1975, he is active as an independent financial and commodity analyst. Having initially focused on gold, Marino Pieterse has become an internationally renowned uranium investment expert since he commenced the publication of Uraniumletter International in 2005. He is a speaker at worldwide mining events. 


For any questions you may have about the Timeless Uranium Fund, please address them to the Investment Manager:


Timeless Asset Management Ltd, 168, St. Christopher Street,

Valletta VLT 1467, Malta


Phone: +41 44 268 5110 • Fax: +41 44 268 5151


Email: pzihlmann@timeless-funds.com






The author has not been paid to write this article, nor has he received any other inducement to do so.





The author’s objective in writing this article is to invoke an interest on the part of potential investors to the point where they are encouraged to conduct their own further diligent research. Neither the information nor the opinions expressed should be construed as a solicitation to buy or sell stocks.


Investors are recommended to obtain the advice of a qualified investment advisor before entering into any related transactions  - or to use their own brains.

In our opinion, the best approach is to buy a diversified portfolio of stocks as represented in THE TIMELESS PRECIOUS METAL FUND or THE SIERRA MADRE GOLD & SILVER VENTURE CAPITAL FUND instead of shares of only a small number of companies.


-- Posted Wednesday, October 9 2013 | Digg This ArticleDigg It! |

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