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Ahead of the Q3 Earnings, Our Utility Preference Remains on Unregulated Assets with Nuclear Exposure
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Oct 24, 2022
Denison Mines: ISR Field Test Success; Time to Re-Examine Wheeler River
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Oct 19, 2022
Understanding Cameco/ Westinghouse in Context of Conversion, Enrichment & SWU
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Oct 14, 2022
Time to Call a Bottom With Tesla - Elon Finished Selling ? Twitter Deal Risk on the Upside
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Oct 11, 2022
Investing in Physical Uranium: Spot Upside Without the Associated Mining Risks
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Oct 8, 2022
Why Baseload Matters: Understanding Electricity Generating Capacity
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Oct 5, 2022
Assessing the Current State of the US Uranium Production Re-Starts
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Oct 2, 2022
Cypress Development Achieves Battery Grade Lithium Carbonate Production
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Sep 19, 2022
Still Hard to be Positive on Gold
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Sep 14, 2022
NextEra Energy: Post-IRA, PTCs/ITCs Provide Two Decades of Visibility on Infrastructure Investment
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Sep 9, 2022
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
Palo Alto Networks: Yet Another Beat & Raise Quarter as Billings Reach a Multiyear High
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Aug 23, 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
Constellation Energy Group: Post-IRA, Possible M&A and Price Stability Much Better Going Forward
With recent tailwinds such as a beat and raise quarter along with the passage of the Inflation Reduction Act (IRA), we’re taking the time...
Aug 10, 2022
MasTec: Record Backlog, Margins Under Pressure but the LT Transition & Outlook Remains Intact
Late last week Mastec (MTZ) released Q2/2022 financial results which were highlighted by revenues of $2.30B (consensus $2.23B, $1.96 in...
Aug 8, 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
Setting the Record Straight on the Effectiveness of the Russian Sanctions
As the Russian invasion of Ukraine reached the five month mark this past weekend, the global economy has since been put on the fast track...
Jul 28, 2022
Positive Outlook for Well Health; M&A in the Sector Heating Up Given Amazon, TPG and Telus
Late last week Well Health (WELL.CN) provided a business update for the Q2/2022 period, ahead of the quarterly earnings release expected...
Jul 25, 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
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