Peninsula Energy: Production to be Fully Insourced Following Processing Contract Termination
Cameco Still Re-Rating Higher From Uranium Peers
Mastec: Margin Expansion Back in Focus as 2022 Acquisitions Provide 2023+ Opportunity
The Month in U Inventory: Quarterly Purchasing Slows to a Trickle Given U Prices at 10+ Year Highs
Laramide Resources: US Focused Assets with Australian Optionality
Denison Mines: De-Risking Continues with FS now In-Hand; ISR Coming to the Basin
The Importance of Understanding the Underlying Geopolitics in EM Investing
Constellation Energy; The Nuclear Sector's Consolidator
Spot Uranium at a Ten Year High; Revisiting Performance and U Price Leverage
The Month in U Inventory: YCA to SPUT Discount Spread Overdone to the Downside
Taseko Mines: Current Cash Flow with ISR Copper Production Growth and Discounted Optionality
enCore Energy: The De-Risking of Alta Mesa Continues, Production in Early 2024; Increasing Target
Peninsula Energy: Mid-2023 Production, Still the Best Risk/ Reward Dynamics Among US ISR Peers
Gold Nearing an All-Time High; Are the Miners Benefiting ? (...No)
The Month in U Inventory: SPUT Discount to NAV Reaches the Highest YTD Level
Expecting Meaningful Uranium Mining Re-Starts in 2H/2023
Ahead of the Q1/2023 Earnings, the Physical Gold to GDX Spread is Nearing its Highest Level Ever
Cameco Permanently Re-Rating Higher From Uranium Peers
The Month in U Inventory: SPUT & Yellow Cake NAV Updates -Large Discounts Amid the March Volatility
IsoEnergy: Hosting the World’s Highest Grade Uranium Deposit