Oroco Resource Corp: Large Copper Optionality with Near-Term Development Drivers
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
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HoldCo Markets
- Sep 14
Taseko Mines: Milestone Final Permit Received from the US EPA
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
HoldCo Markets
- Sep 13
Valuing Uranium Lbs in the Ground: What-if Analysis for Added Context
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
HoldCo Markets
- Sep 6
enCore Energy: Projects Advancing, De-Risking Continues
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
HoldCo Markets
- Sep 4
Peninsula Energy: Accelerated Lance Development Plan
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
HoldCo Markets
- Aug 30
Copper Fox Metals: Arizona ISR with Large Scale BC Porphyry Optionality
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
HoldCo Markets
- Aug 16
Ur-Energy: Production Continues to Ramp with Additional Header Houses Coming On-Stream
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
HoldCo Markets
- Aug 14
Portfolio Update: Uranium Derivatives Outperform Post-Q2/2023 Results
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
HoldCo Markets
- Aug 3
Taseko Mines: Gibraltar Dynamics Improving; Florence UIC Permit Any Day Now
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
HoldCo Markets
- Aug 1
The Month in U Inventory: Yellowcake P/NAV Discount too Narrow in Relation to SPUT
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- Jul 31
Global Atomic: Several Misconceptions, Financing/ Production Likely to be Delayed
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- Jul 19
Peninsula Energy: Production to be Fully Insourced Following Processing Contract Termination
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- Jul 14
Cameco Still Re-Rating Higher From Uranium Peers
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- Jul 3
The Month in U Inventory: Quarterly Purchasing Slows to a Trickle Given U Prices at 10+ Year Highs
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- Jun 29
Laramide Resources: US Focused Assets with Australian Optionality
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
HoldCo Markets
- Jun 26
Denison Mines: De-Risking Continues with FS now In-Hand; ISR Coming to the Basin
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- Jun 5
Spot Uranium at a Ten Year High; Revisiting Performance and U Price Leverage
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- Jun 1
The Month in U Inventory: YCA to SPUT Discount Spread Overdone to the Downside
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- May 23
Taseko Mines: Current Cash Flow with ISR Copper Production Growth and Discounted Optionality
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
HoldCo Markets
- May 18
enCore Energy: The De-Risking of Alta Mesa Continues, Production in Early 2024; Increasing Target
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
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