top of page
Search


Apr 29, 2024
Highlight Performance Since the March 2020 Pandemic Lows...
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....

Apr 24, 2024
Premier American Uranium: Quality Exploration Assets in all the Key US Uranium Hot Spots
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....

Apr 5, 2024
Despite a Pullback in Spot Uranium, Positive Signs Remain for a Continued Uptrend
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....

Mar 22, 2024
Near-Term Uranium Production: Where are the Re-Starts Coming From?
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....

Mar 10, 2024
Ur-Energy: Additional LT Sales Contracts Announced as Production Ramps Over FY/2024
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....

Mar 2, 2024
The Month in U Inventory: Uranium Spot Takes a Breather; Back Below $100/lb.
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....

Feb 26, 2024
Arizona Sonoran Copper: Cactus PFS De-Risks the Project but Cost Inflation Causes the Economics to Underwhelm
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....

Feb 21, 2024
Gold Demand Remains Resilient Despite the Macro Headwinds
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....

Feb 16, 2024
Fission Uranium Corp: Post-Financing; Now a Clear Pathway to Final PLS Investment Decision
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....

Feb 2, 2024
The Month in U Inventory: Uranium Spot Continues Higher; Now Tops $100/lb.
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....

Jan 26, 2024
Raising Our LT U Price Target to $120/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....

Jan 15, 2024
Laramide Resources: Churchrock PEA Illustrates Strong ISR Economics
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....

Jan 2, 2024
The Month in U Inventory: Uranium Spot Continues Higher; Now Tops $90/lb.
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....

Dec 11, 2023
IsoEnergy: Post-Merger, Now a Diversified Uranium Developer With a Global Footprint
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....

Dec 6, 2023
enCore Energy: Focus Now on Alta Mesa as a 30% Stake is Sold to Boss Energy
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....

Dec 1, 2023
The Month in U Inventory: Uranium Spot Continues Higher; Now Tops $80/lb.
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....

Nov 20, 2023
Peninsula Energy: A$60M Capital Raise Set to Finally Bring Lance Into Self-Sufficient Production
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...

Nov 13, 2023
Spot Uranium at a Fifteen 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....

Nov 7, 2023
Energy Fuels: Production Guidance Remains Underwhelming on All Fronts
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis, observation & opinion and not in any way as...

Nov 1, 2023
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....
bottom of page