[] Russian soldiers attacked the largest nuclear power plant in Europe on Thursday night, reigniting fears about the potential for another fallout like we witnessed at Chernobyl.
[View in browser]( . Russian soldiers attacked the largest nuclear power plant in Europe on Thursday night, reigniting fears about the potential for another fallout like we witnessed at Chernobyl.
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[] An Insane Decision by the Russian Army [Garrett Pic]Dear Investor, I didn't sleep much last night. Reports flowed in from Ukraine that Russian forces had assaulted Europe's largest nuclear power plant. Word spread across social media that a fire had broken out at the facility. The futures markets plunged. And thoughts of Chernobyl accelerated across the minds of geopolitical analysts from Argentina to northern Scandinavia. The U.S. embassy was quick to call the assault on the Zaporizhzhia nuclear plant a "war crime.â You don't need to be a nuclear engineer to know about the threat of fire to a nuclear facility. And if you know the size of this plant, the situation would have been infinitely worse than the 1980s if we faced a meltdown situation. These facilities are fortified in case of military attacks, but it doesn't take long for markets to panic in these situations. We learned that the fire occurred at an adjacent training building. The news has sent shares of uranium producers lower on Friday. Shares of Denison Mines (DNN) dropped more than 10% on Friday, while Cameco Corporation (CCJ) slumped as well. This story warrants a deeper discussion about the future of nuclear power. Sentiment Shift Images of the 1986 explosion at Chernobyl quickly made rounds on media sites and Twitter last night. We also heard a lot of chatter about the meltdown at Fukushima and near-calamady at Three Mile Island. These events stand top-of-mind for anti-nuclear power advocates around the globe. The timing of this event on Thursday comes just as Europe had begun to come back around on nuclear power as a “greenâ fuel of the future. Since the 2011 Fukushima incident, uranium prices had slumped dramatically. Nuclear power - despite its zero carbon output - raised concerns about incidents that could leave large swaths of the world uninhabitable in the event of a low-probability but extremely high risk radiation event. Europe had turned to solar and wind power in recent years and pushed to retire nuclear plants and focus on zero-carbon efforts. German shut down three of its remaining six nuclear plants in December 2021 and planned to retire the other there by the end of this year. Belgium plans to shut down seven reactors by 2025. Switzerland and the United Kingdom are engaged in similar situations. It's not exactly the best timing. The last year has seen a dramatic spike in energy costs across the region. Europe has relied on Russian natural gas over the years, and this reliance has created a very difficult and pricey outcome. The International Energy Agency writes: “In 2021, the European Union imported an average of over 380 million cubic metres (mcm) per day of gas by pipeline from Russia, or around 140 billion cubic metres (bcm) for the year as a whole. As well as that, around 15 bcm was delivered in the form of liquefied natural gas (LNG). The total 155 bcm imported from Russia accounted for around 45% of the EU's gas imports in 2021 and almost 40% of its total gas consumption.â There's quite an issue there. Changing Views In early February, the European Union surprised many environmental activists by shifting its views on natural gas and nuclear power. According to the E.U., both forms of energy are now considered “Green.â The news didn't do much for natural gas. Prices were already elevated. But uranium prices rose, and traders began speculating on nuclear power generation. Just a month later, we're watching a selloff on Friday. I'm not sure about the ramifications of last night's attack just yet, but with Russia now controlling the plant and concerns about the next phase of this war, I wouldn't be ready to speculate on uranium much more. The challenge in this environment is to focus on where capital is flowing and what trend will emerge or remain dominant for investors. It's clear that Europe is in a difficult position and that the trend was negative for nuclear power before this crisis started. Meanwhile, U.S. energy producers continue to ramp up export potential and focus on the liquified natural gas (LNG) shipping giants that will be replacing Russia natural gas in the future. I think that anyone who was speculating on uranium because of European interest should turn over toward the LNG infrastructure and shipping players for the coming months. I've been recommending the purchase of Tellurian (TELL) on pullbacks as the company prepares to build a new export facility in Louisiana in April. The upside on TELL is at least $5, but it will be volatile in this environment as speculators jump in and out of shipping stocks. Anyone looking for more stable players in the space should look to Chienere (LNG), given its dominance and longer track record of success. I'll circle back with more on the expected growth of LNG shipping next week. Enjoy your day, [Garrett Sig] Garrett {NAME}
Chief Analyst, American Markets []
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[] An Insane Decision by the Russian Army [Garrett Pic]Dear Investor, I didn't sleep much last night. Reports flowed in from Ukraine that Russian forces had assaulted Europe's largest nuclear power plant. Word spread across social media that a fire had broken out at the facility. The futures markets plunged. And thoughts of Chernobyl accelerated across the minds of geopolitical analysts from Argentina to northern Scandinavia. The U.S. embassy was quick to call the assault on the Zaporizhzhia nuclear plant a "war crime.â You don't need to be a nuclear engineer to know about the threat of fire to a nuclear facility. And if you know the size of this plant, the situation would have been infinitely worse than the 1980s if we faced a meltdown situation. These facilities are fortified in case of military attacks, but it doesn't take long for markets to panic in these situations. We learned that the fire occurred at an adjacent training building. The news has sent shares of uranium producers lower on Friday. Shares of Denison Mines (DNN) dropped more than 10% on Friday, while Cameco Corporation (CCJ) slumped as well. This story warrants a deeper discussion about the future of nuclear power. Sentiment Shift Images of the 1986 explosion at Chernobyl quickly made rounds on media sites and Twitter last night. We also heard a lot of chatter about the meltdown at Fukushima and near-calamady at Three Mile Island. These events stand top-of-mind for anti-nuclear power advocates around the globe. The timing of this event on Thursday comes just as Europe had begun to come back around on nuclear power as a “greenâ fuel of the future. Since the 2011 Fukushima incident, uranium prices had slumped dramatically. Nuclear power - despite its zero carbon output - raised concerns about incidents that could leave large swaths of the world uninhabitable in the event of a low-probability but extremely high risk radiation event. Europe had turned to solar and wind power in recent years and pushed to retire nuclear plants and focus on zero-carbon efforts. German shut down three of its remaining six nuclear plants in December 2021 and planned to retire the other there by the end of this year. Belgium plans to shut down seven reactors by 2025. Switzerland and the United Kingdom are engaged in similar situations. It's not exactly the best timing. The last year has seen a dramatic spike in energy costs across the region. Europe has relied on Russian natural gas over the years, and this reliance has created a very difficult and pricey outcome. The International Energy Agency writes: “In 2021, the European Union imported an average of over 380 million cubic metres (mcm) per day of gas by pipeline from Russia, or around 140 billion cubic metres (bcm) for the year as a whole. As well as that, around 15 bcm was delivered in the form of liquefied natural gas (LNG). The total 155 bcm imported from Russia accounted for around 45% of the EU's gas imports in 2021 and almost 40% of its total gas consumption.â There's quite an issue there. Changing Views In early February, the European Union surprised many environmental activists by shifting its views on natural gas and nuclear power. According to the E.U., both forms of energy are now considered “Green.â The news didn't do much for natural gas. Prices were already elevated. But uranium prices rose, and traders began speculating on nuclear power generation. Just a month later, we're watching a selloff on Friday. I'm not sure about the ramifications of last night's attack just yet, but with Russia now controlling the plant and concerns about the next phase of this war, I wouldn't be ready to speculate on uranium much more. The challenge in this environment is to focus on where capital is flowing and what trend will emerge or remain dominant for investors. It's clear that Europe is in a difficult position and that the trend was negative for nuclear power before this crisis started. Meanwhile, U.S. energy producers continue to ramp up export potential and focus on the liquified natural gas (LNG) shipping giants that will be replacing Russia natural gas in the future. I think that anyone who was speculating on uranium because of European interest should turn over toward the LNG infrastructure and shipping players for the coming months. I've been recommending the purchase of Tellurian (TELL) on pullbacks as the company prepares to build a new export facility in Louisiana in April. The upside on TELL is at least $5, but it will be volatile in this environment as speculators jump in and out of shipping stocks. Anyone looking for more stable players in the space should look to Chienere (LNG), given its dominance and longer track record of success. I'll circle back with more on the expected growth of LNG shipping next week. Enjoy your day, [Garrett Sig] Garrett {NAME}
Chief Analyst, American Markets --------------------------------------------------------------- [] California's Greatest AAPL Creation Isn't in Silicon Valley... [California coastline]( [Meet the Tech Wiz Behind the Perfect Apple Trade]( --------------------------------------------------------------- [] [] California's Greatest AAPL Creation Isn't in Silicon Valley... [California coastline]( [Meet the Tech Wiz Behind the Perfect Apple Trade]( --------------------------------------------------------------- [] []
[] Is PayPal a Great Opportunity For Your Portfolio? [Bauer Pic]Dear Investor, Readers often ask about PayPal (PYPL). Shares of the fintech company have fallen significantly recently. Can you get a cheap entry into the future of the money economy here? PayPal: Get in Now? The company revealed a few weeks ago that it will not reach its own medium-term goals. It wanted to have 750 million accounts in its portfolio by 2025. According to its own statements, this is no longer feasible. Markets reacted with shock, sending the stock down more than 40% in four weeks. The price-to-earnings ratio (P/E) is currently back at around 32, which is a fair, if not favorable valuation in the fintech sector. In the past few days, the share has gained a good 5%. That is why many analysts are now paying attention to the stock again. PayPal could actually be interesting in the long term. It’s currently looking to expand its “buy now, pay later” business, which promises immense growth. The Key Question: How Much Patience Do You Have? Analysts are already projecting that the stock will reach old highs again - or at least approach them. My current assessment: to invest in PayPal, you need patience. Despite the probably exaggerated losses, it does not look as if the financial markets will immediately lift the share back to its old highs. There is also still some question as to how users will react to higher interest rates, which will set in in a few weeks. The “buy now, pay later” business in particular could be weaker than expected. The P/E is also not so low that the stock would necessarily be a bargain, and there will be no dividend for 2021. Therefore, I would be cautious despite the gains in recent days. In the financial sector, I currently clearly prefer the insurance companies, which have lost value in the past few days. Allianz (ALIZY) offers a dividend yield of close to 5%. [ALIZY] Best regards, [Bauer Sig] Dr. Gregor Bauer
Chief Analyst, European Markets []
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[] Is PayPal a Great Opportunity For Your Portfolio? [Bauer Pic]Dear Investor, Readers often ask about PayPal (PYPL). Shares of the fintech company have fallen significantly recently. Can you get a cheap entry into the future of the money economy here? PayPal: Get in Now? The company revealed a few weeks ago that it will not reach its own medium-term goals. It wanted to have 750 million accounts in its portfolio by 2025. According to its own statements, this is no longer feasible. Markets reacted with shock, sending the stock down more than 40% in four weeks. The price-to-earnings ratio (P/E) is currently back at around 32, which is a fair, if not favorable valuation in the fintech sector. In the past few days, the share has gained a good 5%. That is why many analysts are now paying attention to the stock again. PayPal could actually be interesting in the long term. It’s currently looking to expand its “buy now, pay later” business, which promises immense growth. The Key Question: How Much Patience Do You Have? Analysts are already projecting that the stock will reach old highs again - or at least approach them. My current assessment: to invest in PayPal, you need patience. Despite the probably exaggerated losses, it does not look as if the financial markets will immediately lift the share back to its old highs. There is also still some question as to how users will react to higher interest rates, which will set in in a few weeks. The “buy now, pay later” business in particular could be weaker than expected. The P/E is also not so low that the stock would necessarily be a bargain, and there will be no dividend for 2021. Therefore, I would be cautious despite the gains in recent days. In the financial sector, I currently clearly prefer the insurance companies, which have lost value in the past few days. Allianz (ALIZY) offers a dividend yield of close to 5%. [ALIZY] Best regards, [Bauer Sig] Dr. Gregor Bauer
Chief Analyst, European Markets --------------------------------------------------------------- [] [] >> Your Ticket << Exclusive Access to the Perfect Apple Trade Presentation If you ever thought that it’s way too late to see significant movement in major stocks like AAPL... You need to think again… The Perfect Apple Trade Has Been Discovered Thanks to the help of a maverick group of former Wall Street traders… and a state-of-the-art artificial intelligence platform… California tech wiz and renowned trader Micah Lamar has uncovered obscure “trade cycles” in AAPL shares capable of signaling major movement… All in a matter of days... These Aren’t Common Results Nearly all market analysts are clueless about these moves… But Micah’s proprietary system has been able to predict significant moves in AAPL stock… over and over again. Now, You Can See the System for Yourself! He’ll walk you through his AAPL system step-by-step… and answer the most common questions he sees... You’ll even be able to gain access to Micah’s proprietary Apple trading tool… Plus, you’ll see the remarkable results Micah’s system has returned, just by placing one trade on iconic Apple Inc., the crown jewel of tech stocks… [Click here to gain immediate access to this presentation]( You’ll be one of the lucky few to see the Perfect Apple Trade system yourself… And meet the brilliant inventor behind this system… [Catch it all here]( --------------------------------------------------------------- [] [] [] >> Your Ticket << Exclusive Access to the Perfect Apple Trade Presentation If you ever thought that it’s way too late to see significant movement in major stocks like AAPL... You need to think again… The Perfect Apple Trade Has Been Discovered Thanks to the help of a maverick group of former Wall Street traders… and a state-of-the-art artificial intelligence platform… California tech wiz and renowned trader Micah Lamar has uncovered obscure “trade cycles” in AAPL shares capable of signaling major movement… All in a matter of days... These Aren’t Common Results Nearly all market analysts are clueless about these moves… But Micah’s proprietary system has been able to predict significant moves in AAPL stock… over and over again. Now, You Can See the System for Yourself! He’ll walk you through his AAPL system step-by-step… and answer the most common questions he sees... You’ll even be able to gain access to Micah’s proprietary Apple trading tool… Plus, you’ll see the remarkable results Micah’s system has returned, just by placing one trade on iconic Apple Inc., the crown jewel of tech stocks… [Click here to gain immediate access to this presentation]( You’ll be one of the lucky few to see the Perfect Apple Trade system yourself… And meet the brilliant inventor behind this system… [Catch it all here]( --------------------------------------------------------------- [] [] Article Recap - [An Insane Decision by the Russian Army](#i572731)
- [Is PayPal a Great Opportunity For Your Portfolio?](#i572028)
- [Exclusive Access to the Perfect Apple Trade Presentation](#156379) --------------------------------------------------------------- [] Article Recap - [An Insane Decision by the Russian Army](#i572731)
- [Is PayPal a Great Opportunity For Your Portfolio?](#i572028)
- [Exclusive Access to the Perfect Apple Trade Presentation](#156379) --------------------------------------------------------------- [] © 2022 Godesburg Financial Publishing, Inc. DISCLAIMER:
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