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Well Health Technologies: Another Beat & Raise Quarter as M&A in the Sector Remains Hot
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Nov 14, 2022
Fission Uranium: Ahead of the Triple R Feasibility Study, is the Discount Justified ?
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Nov 9, 2022
MasTec: Our Preferred Infrastructure Pick for a Carbon Neutral Economy
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Nov 5, 2022
The Month in U Inventory: SPUT & Yellow Cake NAV Updates
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Nov 1, 2022
NexGen Energy: Advancing the Generational Arrow Deposit into Production
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Oct 28, 2022
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
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