Laramide Resources: Risk Profile & Project Timelines Increase Given Optionality in Kazakhstan
- Sep 3
The Month in U Inventory: U Spot Looks to Rebound Ahead of the WNA Symposium
- Jul 2
The Month in U Inventory: Discount to NAV Reaches a Near YTD High
- May 8
Energy Fuels: Near Term Uranium but Pivoting to Rare Earths for Future Growth
- Mar 2
The Month in U Inventory: Uranium Spot Takes a Breather; Back Below $100/lb.
- Feb 26
Arizona Sonoran Copper: Cactus PFS De-Risks the Project but Cost Inflation Causes the Economics to Underwhelm
- Feb 21
Gold Demand Remains Resilient Despite the Macro Headwinds
- Feb 2
The Month in U Inventory: Uranium Spot Continues Higher; Now Tops $100/lb.
- Jan 2
The Month in U Inventory: Uranium Spot Continues Higher; Now Tops $90/lb.
- Dec 1, 2023
The Month in U Inventory: Uranium Spot Continues Higher; Now Tops $80/lb.
- Nov 13, 2023
Spot Uranium at a Fifteen Year High; Revisiting Performance and U Price Leverage
- Nov 7, 2023
Energy Fuels: Production Guidance Remains Underwhelming on All Fronts
- Nov 1, 2023
The Month in U Inventory: Inventory Purchases Accelerate in October
- Oct 5, 2023
Raising Our LT U Price Target to $80/lb: Revisitng our Coverage Universe
- Sep 13, 2023
Valuing Uranium Lbs in the Ground: What-if Analysis for Added Context
- Aug 1, 2023
The Month in U Inventory: Yellowcake P/NAV Discount too Narrow in Relation to SPUT
- Jul 31, 2023
Global Atomic: Several Misconceptions, Financing/ Production Likely to be Delayed
- Jul 14, 2023
Cameco Still Re-Rating Higher From Uranium Peers
- Jul 3, 2023
The Month in U Inventory: Quarterly Purchasing Slows to a Trickle Given U Prices at 10+ Year Highs
- Jun 5, 2023
Spot Uranium at a Ten Year High; Revisiting Performance and U Price Leverage