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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


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


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...
Aug 15, 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


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


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


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


Momentum in Uranium Continues Given a Proposed $4.3B in DOE Purchasing
Bloomberg announced yesterday afternoon that the Biden administration was actively petitioning Congressional lawmakers to support a $4.3B...
Jun 8, 2022


In-Situ Copper from Arizona: Taseko Mines & Arizona Sonoran Copper
Arizona is the largest copper producing state in the US, responsible for 68% of total national output in 2019. Many of the global base...
May 30, 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...
May 18, 2022


We Said Spasibo, Nyet - Now We Say No Mas! For Kinross Gold
Kinross Gold (KGC) used to be an elite Canadian gold miner, active on the world stage and in the same ranks as other global gold mining...
May 12, 2022


With Profitability and Recent M&A Back in Focus, Time to Revisit Lithium Americas
Momentum continues to be seen in the lithium space as Livent Corporation (LTHM) and Albemarle (ALB) reported earnings last week, both...
May 8, 2022


EOG Resources: Finally Joining the Party With Enhanced Capital Returns
On May 5th EOG Resources (EOG) reported Q1/2022 financial results which were ahead of estimates and highlighted by adjusted EPS of $4.00...
May 8, 2022


WTI Weakness on China Lockdowns; E&P Corporate Fundamentals Remain Solid
With crude oil futures advancing by +11.5% since Russia’s February 24 invasion of Ukraine (or +36.5% YTD), we thought to take an updated...
Apr 19, 2022


Gold and the Dollar Moving in Unison
Only sixteen months ago so many of the pundits in the financial community and were predicting that the U.S. Dollar would collapse, with...
Apr 12, 2022


Long North American Uranium, Steer Clear of Kazatomprom
As we enter the first week of April 2022, we note that uranium spot price recently closed at $58.50/lb (UxC quote), representing a YTD...
Apr 4, 2022


Lithium Carbonate Pricing is +80% YTD
Given the continued trends of grid electrification and EV adoption, we have seen clear signs for the importance of battery technology,...
Mar 27, 2022


Looking for Nuggets in the Junior Gold Space
As spot gold advances to near the $2,000/ounce level, we note that m&a activity will likely increase in the gold sector. This on back of...
Mar 19, 2022


Ag Growth Intl': Positive Fundamentals with Negative Overhangs Waning
Ever since Russia’s invasion of Ukraine on February 24, much has been said about the threat to the upcoming planting/farming season in...
Mar 14, 2022
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