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Investing in Physical Uranium: Spot Upside Without the Associated Mining Risks
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Oct 8, 2022
Why Baseload Matters: Understanding Electricity Generating Capacity
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Oct 5, 2022
Assessing the Current State of the US Uranium Production Re-Starts
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Oct 2, 2022
Cypress Development Achieves Battery Grade Lithium Carbonate Production
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Sep 19, 2022
Still Hard to be Positive on Gold
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Sep 14, 2022
NextEra Energy: Post-IRA, PTCs/ITCs Provide Two Decades of Visibility on Infrastructure Investment
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Sep 9, 2022
Peninsula Energy: Best Current Value for Actual Near Term ISR Uranium Production; Re-Rate Coming
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Aug 30, 2022
Palo Alto Networks: Yet Another Beat & Raise Quarter as Billings Reach a Multiyear High
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Aug 23, 2022
Rupert Resources: High Expectations for Europe’s Most Meaningful Gold Discovery in Decades; PEA Soon
Not that we are currently positive on gold, gold miners or gold exploration/development companies, but following our highlight of...
Aug 21, 2022
Constellation Energy Group: Post-IRA, Possible M&A and Price Stability Much Better Going Forward
With recent tailwinds such as a beat and raise quarter along with the passage of the Inflation Reduction Act (IRA), we’re taking the time...
Aug 10, 2022
MasTec: Record Backlog, Margins Under Pressure but the LT Transition & Outlook Remains Intact
Late last week Mastec (MTZ) released Q2/2022 financial results which were highlighted by revenues of $2.30B (consensus $2.23B, $1.96 in...
Aug 8, 2022
Strong Underlying Lithium Fundamentals Lead to Massive Guidance Increases: LTHM, ALB
Amid a stubbornly high lithium carbonate price which seems to have stabilized this summer at 475,500 (CNY/T) representing a YTD gain of...
Aug 4, 2022
Setting the Record Straight on the Effectiveness of the Russian Sanctions
As the Russian invasion of Ukraine reached the five month mark this past weekend, the global economy has since been put on the fast track...
Jul 28, 2022
Positive Outlook for Well Health; M&A in the Sector Heating Up Given Amazon, TPG and Telus
Late last week Well Health (WELL.CN) provided a business update for the Q2/2022 period, ahead of the quarterly earnings release expected...
Jul 25, 2022
Will Yara's Impressive Margins be Replicated in North America with CF, MOS and NTR ?
Yara International ASA (YARIY) reported improved y/y financial figures as it disclosed its Q2/2022 financial results on July 19th....
Jul 20, 2022
Dental Clinics, Suppliers and Medical Devices: Turn that Frown, Upside Down
Hardly anyone looks forward to their next dental visit but as we paid a routine visit to our nearby dental clinic last week, we managed...
Jul 18, 2022
Lithium Pricing Remains Resilient as M&A Deal Flow Keeps Coming
M&A activity in the lithium space continues to be hot with the latest takeover (announced on July 11) coming by way of China’s Ganfeng...
Jul 13, 2022
NuScale Power: Finally a Quality Way to Invest in the SMR Revolution
Fundamental events in the economic and/or political realm which have (or will have) massive world-wide ramifications usually provide the...
Jul 10, 2022
Alexco Resources: A Problematic Asset (Purchased at a Discount) is Still a Problematic Asset
This morning’s announcement of Hecla Mining's (HL) all-stock deal for Alexco Resources (AXU) should be taken with a sigh of relief from...
Jul 5, 2022
Given Multiple Compression, Is More Mining M&A on the Horizon ? Thoughts on UEX & KGC
Following this past week’s market rebound (reversing three consecutive weekly declines) we note that the market has seemingly (and...
Jun 26, 2022
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