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The Month in U Inventory: Inventory Purchases Accelerate in October
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Nov 1, 2023
Raising Our LT U Price Target to $80/lb: Revisitng our Coverage Universe
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Oct 5, 2023
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...
Sep 13, 2023
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....
Aug 1, 2023
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....
Jul 31, 2023
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....
Jul 14, 2023
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....
Jul 3, 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 5, 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....
Jun 1, 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 5, 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....
May 1, 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 13, 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 11, 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....
Apr 3, 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 16, 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...
Mar 3, 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...
Jan 9, 2023
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....
Dec 29, 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....
Nov 9, 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
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