top of page
Search
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 26, 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 15, 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....
Jan 2, 2024
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 11, 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 6, 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....
Dec 1, 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 20, 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 13, 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 7, 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....
Nov 1, 2023
Uranium Primary Supply Finally Becomes the Driver as Inventory Overhang Dissipates
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
Oct 31, 2023
Oroco Resource Corp: Santo Tomas PEA Illustrates a World-Class Copper Project
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
Oct 18, 2023
Arizona Sonoran Copper: Conversion Drilling Adds +221% to the M&I Resource; PFS by Q1/2024
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
Oct 17, 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
The Month in U Inventory: Capital Raising as the Spot Reaches New Fifteen Year Highs
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Oct 2, 2023
IsoEnergy: Creating a Globally Diversified Uranium Company
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
Sep 27, 2023
Oroco Resource Corp: Large Copper Optionality with Near-Term Development Drivers
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
Sep 22, 2023
Taseko Mines: Milestone Final Permit Received from the US EPA
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
Sep 14, 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
enCore Energy: Projects Advancing, De-Risking Continues
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
Sep 6, 2023
bottom of page