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....
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Oct 8, 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 2, 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....
Sep 19, 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 14, 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....
Aug 30, 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 21, 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 15, 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 4, 2022
Strong Underlying Lithium Fundamentals Lead to Massive Guidance Increases: LTHM, ALB
Amid a stubbornly high lithium carbonate price which seems to have stabilized this summer at 475,500 (CNY/T) representing a YTD gain of...
Jul 20, 2022
Will Yara's Impressive Margins be Replicated in North America with CF, MOS and NTR ?
Yara International ASA (YARIY) reported improved y/y financial figures as it disclosed its Q2/2022 financial results on July 19th....
Jul 13, 2022
Lithium Pricing Remains Resilient as M&A Deal Flow Keeps Coming
M&A activity in the lithium space continues to be hot with the latest takeover (announced on July 11) coming by way of China’s Ganfeng...
Jul 5, 2022
Alexco Resources: A Problematic Asset (Purchased at a Discount) is Still a Problematic Asset
This morning’s announcement of Hecla Mining's (HL) all-stock deal for Alexco Resources (AXU) should be taken with a sigh of relief from...
Jun 26, 2022
Given Multiple Compression, Is More Mining M&A on the Horizon ? Thoughts on UEX & KGC
Following this past week’s market rebound (reversing three consecutive weekly declines) we note that the market has seemingly (and...
Jun 8, 2022
Momentum in Uranium Continues Given a Proposed $4.3B in DOE Purchasing
Bloomberg announced yesterday afternoon that the Biden administration was actively petitioning Congressional lawmakers to support a $4.3B...
May 30, 2022
In-Situ Copper from Arizona: Taseko Mines & Arizona Sonoran Copper
Arizona is the largest copper producing state in the US, responsible for 68% of total national output in 2019. Many of the global base...
May 18, 2022
Energy Fuels: Is It Still A Uranium Miner, Or Is It Now A REE Refiner ?
Following Energy Fuels' (TSX:EFR, NYSE:UUUU) Q1/2022 financial results release (revenues of $2.9M and an EPS loss of $0.09) which were...
May 12, 2022
We Said Spasibo, Nyet - Now We Say No Mas! For Kinross Gold
Kinross Gold (KGC) used to be an elite Canadian gold miner, active on the world stage and in the same ranks as other global gold mining...
May 8, 2022
With Profitability and Recent M&A Back in Focus, Time to Revisit Lithium Americas
Momentum continues to be seen in the lithium space as Livent Corporation (LTHM) and Albemarle (ALB) reported earnings last week, both...
May 8, 2022
EOG Resources: Finally Joining the Party With Enhanced Capital Returns
On May 5th EOG Resources (EOG) reported Q1/2022 financial results which were ahead of estimates and highlighted by adjusted EPS of $4.00...
Apr 19, 2022
WTI Weakness on China Lockdowns; E&P Corporate Fundamentals Remain Solid
With crude oil futures advancing by +11.5% since Russia’s February 24 invasion of Ukraine (or +36.5% YTD), we thought to take an updated...
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