Western Uranium & Vanadium Corp: Plenty of Potential However Plenty Prematurely Priced-in As Well
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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Sep 9
Laramide Resources: Risk Profile & Project Timelines Increase Given Optionality in Kazakhstan
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Sep 3
The Month in U Inventory: U Spot Looks to Rebound Ahead of the WNA Symposium
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Jul 2
The Month in U Inventory: Discount to NAV Reaches a Near YTD High
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
May 8
Energy Fuels: Near Term Uranium but Pivoting to Rare Earths for Future Growth
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Mar 2
The Month in U Inventory: Uranium Spot Takes a Breather; Back Below $100/lb.
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Feb 26
Arizona Sonoran Copper: Cactus PFS De-Risks the Project but Cost Inflation Causes the Economics to Underwhelm
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Feb 21
Gold Demand Remains Resilient Despite the Macro Headwinds
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Feb 2
The Month in U Inventory: Uranium Spot Continues Higher; Now Tops $100/lb.
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Jan 2
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....
Dec 1, 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....
Nov 13, 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 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 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....
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...
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....
Jul 14, 2023
Cameco Still Re-Rating Higher From Uranium Peers
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
Jul 3, 2023
The Month in U Inventory: Quarterly Purchasing Slows to a Trickle Given U Prices at 10+ Year Highs
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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