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....
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Jun 5, 2023
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....
Jun 1, 2023
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....
May 5, 2023
Gold Nearing an All-Time High; Are the Miners Benefiting ? (...No)
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
May 1, 2023
The Month in U Inventory: SPUT Discount to NAV Reaches the Highest YTD Level
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Apr 13, 2023
Ahead of the Q1/2023 Earnings, the Physical Gold to GDX Spread is Nearing its Highest Level Ever
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Apr 11, 2023
Cameco Permanently 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....
Apr 3, 2023
The Month in U Inventory: SPUT & Yellow Cake NAV Updates -Large Discounts Amid the March Volatility
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Mar 16, 2023
Energy Fuels: The Waiting Game Continues as the Business Model Comes Into Question
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis, observation & opinion and not in any way as...
Mar 3, 2023
Sensitivity Analysis: Which Uranium Company has the Highest Project Torque to Uranium Prices ?
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis, observation & opinion and not in any way as...
Jan 9, 2023
enCore Energy: Finally an Enviable Portfolio, Next up LT Production or Energy Metals 2.0 ?
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
Dec 29, 2022
The DOE Spreads the Contracting Love; Who Can Execute Long Term ?
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Nov 9, 2022
Fission Uranium: Ahead of the Triple R Feasibility Study, is the Discount Justified ?
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Sep 14, 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....
Aug 15, 2022
Fundamentals & Near Term Drivers Suggest a Switch out of PLL and into LAC
Prompted by recent economic data providing evidence of the peak inflation narrative, a market rebound has been consistent since July 1st...
Jul 28, 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 5, 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...
Jun 26, 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 16, 2022
A Look at Gold, Rates, Equities and Currencies:
In light of the heightened market volatility brought on ever since last week’s hotter than expected May y/y CPI report, it was widely...
May 18, 2022
Energy Fuels: Is It Still A Uranium Miner, Or Is It Now A REE Refiner ?
Following Energy Fuels' (TSX:EFR, NYSE:UUUU) Q1/2022 financial results release (revenues of $2.9M and an EPS loss of $0.09) which were...
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