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Energy Fuels: Be Wary of Numerous Corporate Commodity Pivots
As the West looks to diversify away from Russian oil and natural gas imports, a renewed focus has been placed in alternative energy...
Mar 10, 2022


Franco-Nevada: Gold Exposure, Inflation Protection and Energy Upside
Just nine weeks into the year 2022, the newsflow thus far has been dominated by massive market headwinds such as the increasing...
Mar 5, 2022


Cameco: Capitalizing on Current Opportunity in the Uranium Space
Less availability of physical uranium from the spot market coupled with growing uncertainty of supply (most notably from Kazakhstan) has...
Feb 10, 2022


Sabina Gold & Silver: Financing Overhang Lifted, Time to Revisit the Story ?
Sabina Gold & Silver Corp. (SBB) announced a long awaited financing package earlier today which will cover the Nunavut-based Goose Mine...
Feb 8, 2022


Crude at Highest Level Since 2014: Solid FCF for E&Ps
Given that fact that WTI crude oil futures last week surpassed the $90/bbl level for the first time since 2014, we remain constructive...
Feb 5, 2022


Ranking the Large Cap. Miners
From the commodity space we believe that the unprecedented levels of fiscal and monetary policies across the globe will lead to sustained...
Feb 1, 2022


The Time is Right (Once Again) For Lithium Americas
The lithium space remains hot with strong pricing underpinning solid EV fundamentals. Time to revisit our LAC trade ?
Jan 31, 2022
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