The Month in U Inventory: YCA to SPUT Discount Spread Overdone to the Downside
- May 5, 2023
Gold Nearing an All-Time High; Are the Miners Benefiting ? (...No)
- May 1, 2023
The Month in U Inventory: SPUT Discount to NAV Reaches the Highest YTD Level
- Apr 13, 2023
Ahead of the Q1/2023 Earnings, the Physical Gold to GDX Spread is Nearing its Highest Level Ever
- Apr 11, 2023
Cameco Permanently Re-Rating Higher From Uranium Peers
- Apr 3, 2023
The Month in U Inventory: SPUT & Yellow Cake NAV Updates -Large Discounts Amid the March Volatility
- Mar 16, 2023
Energy Fuels: The Waiting Game Continues as the Business Model Comes Into Question
- Mar 3, 2023
Sensitivity Analysis: Which Uranium Company has the Highest Project Torque to Uranium Prices ?
- Jan 9, 2023
enCore Energy: Finally an Enviable Portfolio, Next up LT Production or Energy Metals 2.0 ?
- Dec 29, 2022
The DOE Spreads the Contracting Love; Who Can Execute Long Term ?
- Nov 9, 2022
Fission Uranium: Ahead of the Triple R Feasibility Study, is the Discount Justified ?
- Sep 14, 2022
Still Hard to be Positive on Gold
- Aug 15, 2022
Fundamentals & Near Term Drivers Suggest a Switch out of PLL and into LAC
- Jul 28, 2022
Setting the Record Straight on the Effectiveness of the Russian Sanctions
- Jul 5, 2022
Alexco Resources: A Problematic Asset (Purchased at a Discount) is Still a Problematic Asset
- Jun 26, 2022
Given Multiple Compression, Is More Mining M&A on the Horizon ? Thoughts on UEX & KGC
- Jun 16, 2022
A Look at Gold, Rates, Equities and Currencies:
- May 18, 2022
Energy Fuels: Is It Still A Uranium Miner, Or Is It Now A REE Refiner ?
- May 12, 2022
We Said Spasibo, Nyet - Now We Say No Mas! For Kinross Gold
- Apr 24, 2022
CD Projekt Red: A Turnaround in Financial Results Doesn’t Negate Weak Execution