Streetwise Uranium Articles
NexGen Drill Results Continue Expansion
Source: The Energy Report (4/20/17)
Drill results from NexGen Energy's A3 Zone of the Arrow project have significantly expanded the zone to the northeast and have discovered massive pitchblende.
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Fission Uranium Drilling Confirms High-Grade Zone at Patterson Lake South
Source: The Energy Report (4/13/17)
Drilling at Fission Uranium's Patterson Lake South has confirmed the R1515W zone, and several analysts are expecting the resource to continue to expand.
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Fission Uranium's Exploratory Drilling Hits Success Right Out of the Gate
Source: Ross McElroy for The Energy Report (3/23/17)
With uranium up 40% off last year's lows, a glimmer of optimism is returning to the uranium market, says Fission Uranium's President, COO and Chief Geologist Ross McElroy. In this interview with The Energy Report, McElroy discusses the company's latest drill results, its winter drilling plans and why he believes Fission could be on the cusp of a major discovery.
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As Uranium Price Turns, Insiders Stock Up on Energy Fuels
Source: The Energy Report (3/23/17)
Analysts watching the uranium market agree that as prices for U3O8 turn around, Energy Fuels' U.S.-based assets, including its conventional and in-situ recovery operations at the Canyon Mine and Nichols Ranch, respectively, make it a good bet for investors. The company's management team and directors must agree because they have upped their share ownership.
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NexGen's Mineral Resource for Arrow Highlights 'Once-in-a-Career Type of Asset'
Source: The Energy Report (3/23/17)
NexGen's latest mineral resource estimate for the Rook I property has caught the attention of industry analysts.
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Energy Fuels Provides 'Strong Leverage to Potentially Increasing Uranium Prices'
Source: The Energy Report (2/23/17)
Uranium has risen 30% from the very low prices of late last year and a trio of analysts agrees that Energy Fuels is in position to take advantage of a rising price environment.
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Uranium Stocks Gain Big as Kazakhstan Cuts Production
Source: The Energy Report (1/19/17)
In the wake of announced production cutbacks by Kazakhstan's state-owned uranium mining powerhouse, Kazatomprom, the beleaguered uranium market has seen an upswing.
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NexGen's High-Grade Drill Results Signal a Bright 2017
Source: The Energy Report (1/5/17)
The continuing stream of high-grade drill results from NexGen Energy's Arrow deposit has one analyst predicting 50% resource growth.
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These Resource Sectors Will Soar in 2017
Source: Lior Gantz for The Gold Report (12/28/16)
A perfectly timed opportunity and a deep-value contrarian speculation are setting up in the resource sector, says Lior Gantz, editor of Wealth Research Group.
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Copper Discovery Improves Economics of High-Grade Canyon Uranium Mine
Source: The Energy Report (11/10/16)
Uranium companies are struggling with the weakness in the uranium market; priced below $20/lb, U3O8 is at levels not seen in well over a decade. But Energy Fuels recently announced two diversification plays that could help insulate it from low uranium prices, and analysts are applauding the news.
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Four Companies for the Metals Market Turnaround
Source: Gwen Preston for The Gold Report (10/13/16)
The bear market was tough. Lots of companies went into complete hibernation; lots of people left the sector. It takes time for companies to get going again, but they have begun to get back on their feet, says Gwen Preston, founder of Resource Maven. She discusses some of the major trends she sees in the mining industry, and profiles several companies that survived the lean years and could lead the pack going forward.
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Fission Uranium Builds Momentum on High-Grade PLS Assays
Source: The Energy Report (9/29/16)
Two new zones on Fission Uranium's Patterson Lake South property reported high-grade assays, catching the notice of Dundee Capital Markets.
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Plans to Recover U3O8 from Tailings Ponds Help Boost Price Target for Energy Fuels
Source: The Energy Report (9/22/16)
Dundee Capital Markets increased its target price for Energy Fuels after the company unveiled updated plans to position itself as the premier uranium producer in the U.S., including a scheme to recover U3O8 from tailings ponds at its White Mesa Mill facility.
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Six Mining Companies to Watch as M&A Heats Up
Source: Thibaut Lepouttre for The Gold Report (7/22/16)
Precious metals prices have gained momentum since the start of this year, and corporate M&A activity is heating up again. Caesars Report's Thibaut Lepouttre highlights a handful of mining companies with market capitalizations attractive to larger companies looking to boost their project pipelines.
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NexGen Drilling Reveals Massive Pitchblende
Source: The Gold Report (6/17/16)
Drilling has revealed massive pitchblende near NexGen Energy's Arrow zone on the Rook 1 property in the Athabasca Basin. Here's what the analysts have to say.
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When Will Uranium Emerge from the Shadow of Fukushima?
Source: The Energy Report (5/9/16)
Joe Reagor of ROTH Capital Partners explains the factors that have kept uranium spot prices down, how much longer they will be in effect, and why uranium should be on investors' radar screens today. He also discusses four uranium companies that are in position to benefit from the looming uranium shortage.
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Some of Brien Lundin's Precious Metals Picks Are Up More Than 400%. What Is Next?
Source: Patrice Fusillo of The Gold Report (5/3/16)
A battle royale is brewing between gold bulls and commercial traders who are short gold, says Brien Lundin, publisher of Gold Newsletter. That tug of war, which should play out in the coming weeks, could result in either a severe correction or a spectacular rise in the price of gold and silver. No matter which way it goes, in this interview with The Gold Report, Lundin recommends that investors continue to look at companies with world-class resources that are still being priced at a fraction of what their values should be. Lundin should know; some of his recommendations are up more than 400% from December and January.
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Hedge Fund Chief Warren Irwin's Blockbuster Uranium Call and His Best Metal and Oil Plays
Source: Gordon Holmes of The Gold Report (3/10/16)
The event-driven hedge fund Rosseau LP has beat its benchmark by over 50% since inception in 1998, and its founder and CIO Warren Irwin says it does so by going deep, looking at very specific events or situations that are special within industry sectors. Irwin made his name by shorting Bre-X some 20 years ago and hasn't looked back. In this interview with The Gold Report, Irwin gives us a peek into Rosseau's portfolio, discussing opportunities that he is excited about in metals, uranium and oil.
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VSA Capital's Paul Renken: Gold and Lithium Companies that Are Sizzling Hot
Source: Brian Sylvester of The Gold Report (3/7/16)
There wasn't much sizzle in the gold equities space in recent years, but that has recently changed. Paul Renken, chief geologist and analyst with London-based VSA Capital, says the recent uptick in the gold price—which he says should stay near current levels for a while—will boost the margins of already profitable gold producers. Renken is even more bullish on lithium, while remaining optimistic about uranium. In this interview with The Gold Report, Renken provides the gold, lithium and uranium names with sizzle.
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Eric Coffin Can See the End of the Gold Bear Market and This Is What He Is Doing About It
Source: JT Long of The Gold Report (2/23/16)
When the New York markets run out of steam, the gold market gets hot. HRA Editor Eric Coffin has been watching the companies with the best assets, waiting for just this moment. In this interview with The Gold Report, he shares the names of the best in the gold, silver, copper and uranium spaces and tells you where you can go to talk to the CEOs.
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Rick Mills: How to Profit from the Demands of a Growing World Population
Source: JT Long of The Gold Report (1/21/16)
As the world prepares to house, feed and care for 9.7 billion people, Ahead of the Herd founder Rick Mills is looking for the companies that will profit from the silent tsunami of demand creeping up on resource and healthcare providers. In this interview with The Gold Report, Mills reveals the six companies he thinks are well positioned in their respective sectors to ride this population wave to profits.
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Dundee's David Talbot Says Green Energy Trend Is Your Friend
Source: Brian Sylvester of The Energy Report (1/5/16)
David Talbot of Dundee Capital Markets forecasts uranium demand growth of about 6% compounded annually through 2020, which ought to be more than enough to kickstart depressed U3O8 prices. Nuclear energy is part of a growing trend away from fossil fuels toward green energy and things like lithium-ion batteries for cars and energy storage. Talbot explains that lithium demand is expected to grow even faster than uranium demand, and the market is already undergoing a supply deficit. In this interview with The Energy Report, he offers his top picks in the uranium and lithium spaces, as well as a graphite name, all poised to ride the green energy trend higher.
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Veteran Investor Rick Rule Reveals a Unique Arbitrage Opportunity
Source: Karen Roche of The Gold Report (1/4/16)
One of the hardest things for a mining executive to do may be nothing. But in a market that is not rewarding companies for pulling resources out of the ground, Sprott US Holdings Inc. CEO Rick Rule would prefer to see what he calls "optionality" rather than dilution from companies looking to justify salaries. In this interview with The Gold Report, he praises innovative precious metals streams on base metal projects and one Canadian company that is adding value and being rewarded for it.
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A Year of Tips for Winning the Natural Resource Investment War
Source: The Energy Report Staff (12/29/15)
Energy investors are no strangers to boom-and-bust cycles. In fact, a number of the experts interviewed by The Energy Report in 2015 took a certain amount of glee in the opportunities they knew would open up in low-price markets for oil and gas, uranium and lithium. Let's take a trip around the world as we recall the words of wisdom these experts shared, and see if they can spark a better understanding of what we can expect during the next turn around the sun.
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Gear Up for a Violent Uranium Price Spike: Cantor Fitzgerald's Rob Chang
Source: Kevin Michael Grace of The Energy Report (12/22/15)
The price of uranium is still in the doldrums, but that will change soon—and violently, says Rob Chang of Cantor Fitzgerald Canada. In this interview with The Energy Report, he explains that electric utilities will begin to run short of fuel even before 2020, when 33 additional reactors are expected to come on line. With that in mind, Chang predicts that prices could triple in the next few years, and highlights a half-dozen equities that will likely supply the increased demand and thereby deliver multiples to investors.
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