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....
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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....
Oct 31, 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 18, 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 17, 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 5, 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 2, 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....
Sep 27, 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 22, 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 14, 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 13, 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 6, 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 4, 2023
Peninsula Energy: Accelerated Lance Development Plan
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
Aug 30, 2023
Copper Fox Metals: Arizona ISR with Large Scale BC Porphyry Optionality
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
Aug 16, 2023
Ur-Energy: Production Continues to Ramp with Additional Header Houses Coming On-Stream
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
Aug 14, 2023
Portfolio Update: Uranium Derivatives Outperform Post-Q2/2023 Results
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
Aug 3, 2023
Taseko Mines: Gibraltar Dynamics Improving; Florence UIC Permit Any Day Now
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
Aug 1, 2023
The Month in U Inventory: Yellowcake P/NAV Discount too Narrow in Relation to SPUT
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Jul 31, 2023
Global Atomic: Several Misconceptions, Financing/ Production Likely to be Delayed
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
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