January Was A Good Month For Uranium and Rare Earth Miners
By: Jeb Handwerger | Tuesday, January 31 2012
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| As we predicted, our uranium (URA) and rare earth (REMX) selections are amongst the leaders during this market rebound. Their underlying fundamentals are strong enough on their own to propel this move. In addition, the shorts may be running for cover here. Lastly, the supply demand equation may be taking hold here. Full Story |
Nuclear Power, It’s No Contest
By: Richard (Rick) Mills | Saturday, January 28 2012
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| The electricity needed for any country to successfully replace fossil fuels, both for transportation and everyday use, will have to come from nuclear generation. As the world’s population and standard of living continues to climb, demand for more - and cleaner energy - grows alongside the pressures we continue to put on our environment. Full Story |
Nuclear Energy Markets Tighten
By: The Energy Report and Edward Sterck | Friday, January 20 2012
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| Demand for uranium is expected to continue growing as China spearheads the conversion of new energy production from coal to nuclear. In this exclusive interview with The Energy Report, BMO Capital Markets Analyst Edward Sterck brings us up to date on how investors can best play this market. Full Story |
Year in Review: Long-Term Uranium Stock Prospects Trend Higher
By: The Energy Report | Thursday, December 22 2011
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| At the beginning of 2011, analysts everywhere championed a "renaissance" of nuclear power. The Japanese tsunami and subsequent Fukishima nuclear accident in March challenged market sentiment; spot prices and stocks alike suffered setbacks. The Energy Report has been there for the entire wild ride, interviewing industry experts, sharing sector news and scouting out the best companies for any market. Read on for a retrospective of expert commentary on this still-promising sector. Full Story |
Uranium Miners: A Once In A Lifetime Contrarian Opportunity
By: Jeb Handwerger | Tuesday, December 13 2011
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| Taking a leaf from Roger’s modus operandi we come across two significant developments involving nuclear energy. Russia and The United States have reached an agreement of safe, compact, economically viable development of the nuclear (NLR) industry globally. Thus two former adversaries are joining in the peaceful growth and development of nuclear power. This serves to vindicate the watchful, waiting policy of Gold Stock Trades in refusing to be panicked by the scare stories of the media. Our ongoing faith in nuclear energy’s future continues to be upheld by history. Full Story |
The Uranium Industry Is Alive and Well
By: The Energy Report and David Talbot | Tuesday, December 13 2011
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| The Fukushima disaster cast a shadow on the uranium mining industry, but Dundee Capital Markets Vice President and Senior Mining Analyst David A. Talbot sees very strong fundamentals, especially in the absence of substitutes for nuclear generation. Such a premise suggests that uranium use will rise with growing populations and needs. In this exclusive interview with The Energy Report, Talbot lays out the demand picture in detail. Full Story |
Swords to Plowshares Program Ends
By: Richard (Rick) Mills, Ahead of the herd | Thursday, November 17 2011
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| The price of commercially mined uranium will no longer be depressed by a steady stream of HEU down-blends into the marketplace - the legacy feedstock kitty is going to come to an end. There is already an imbalance between mined supply and demand - the demand for uranium is higher than the supply. This difference is currently being met from the decommissioning of nuclear warheads but the Megatons to Megawatts Program is ending in 2013. Full Story |
Coal and Uranium Generate Heat
By: The Energy Report and Geordie Mark | Wednesday, November 16 2011
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| From fossil fuels to fission, growing global demand for power generation offers investment opportunities. Thermal coal is heating up and the uranium junior mining sector is set for development and a wave of consolidation. Geordie Mark, mining analyst with Haywood Securities in Vancouver, shares his thoughts in this exclusive Energy Report interview. Full Story |
Uranium Stocks Powering Up
By: The Energy Report and Rob Chang | Wednesday, November 2 2011
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| While Germany and Switzerland have made headlines with sudden phase-out plans, world leaders from North America to Africa to Asia have reaffirmed their commitment to nuclear power as a low-carbon, low-cost energy solution. Development plans continue for the industry, and the long-term growth picture shows continued uranium demand. In this exclusive interview with The Energy Report, Rob Chang discusses prospects for both junior and major uranium developers and producers, and which companies could be the next belle of the bidding war ball. Full Story |
Can Germany Support The Eurozone Without Nuclear Energy?
By: Jeb Handwerger | Monday, October 24 2011
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| Germany (EWG) has taken the path away from nuclear following Fukushima by shutting down their reactors and importing natural gas from Russia (RSX) and nuclear energy from France(EWQ). This move away from nuclear is no way to run a modern industrial nation which has heretofore been the strongest economy in the Eurozone area continuously bailing out their debt ridden neighbors. After this move we hear news that the once burgeoning German economy is grinding to a halt due to a “sharp drop in energy production after the government shut down eight nuclear plants after the Fukushima reactor disaster in Japan.” Full Story |
Believe in Oil and Uranium
By: The Energy Report and Steve Palmer | Wednesday, October 19 2011
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| Steve Palmer, chief executive of Toronto investment firm AlphaNorth Asset Management, scans the market for inefficiencies. And it pays off in the long term. While comparable market benchmarks are down as much as 46%, his small-cap fund has returned nearly 200% since its launch in 2007. In this exclusive interview with The Energy Report, Palmer explains why his long-term vision makes him a continued believer in oil and uranium. Full Story |
Japan's Tsunami Crisis Creates Uranium Opportunities
By: The Energy Report and Philip Williams | Tuesday, October 11 2011
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| The uranium market is still shell-shocked from the tsunami in Japan and the resulting anti-nuclear backlash. But Philip Williams, vice president of business development for investment firm Pinetree Capital in Toronto, is urging investors to dust themselves off and start shopping. In this exclusive interview with The Energy Report, Williams discusses strong fundamentals that are still in play and upcoming catalysts could boost suffering uranium equities this year. Full Story |
Glowing Prospects for Uranium
By: The Energy Report and Doug Casey | Friday, September 23 2011
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| The Western world's skittishness, skepticism and staunch opposition when in comes to nuclear energy won't stand in the way of its production elsewhere in the world. It will be full steam ahead in China, India and other developing nations, says Casey Research Chairman Doug Casey, and the Western world is tiny in comparison. In fact, "I'd say uranium is a great place to be for at least the next generation," he tells us in this Energy Report exclusive. With ever-advancing technology enabling economic recovery in places where it previously wasn't possible, he's also optimistic about natural gas and oil. Full Story |
Looking Past the Summer Uranium Doldrums
By: The Energy Report and Mickey Fulp | Friday, September 16 2011
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| There have been few catalysts driving uranium stocks this summer. But Mickey Fulp, the "Mercenary Geologist," believes that this market funk resembles the period that preceded one of the best junior resource bull markets ever seen. In this exclusive interview with The Energy Report, Fulp tells us why he's "hopefully optimistic" about the coming months. Full Story |
Uranium Companies Poised for a Comeback
By: The Energy Report and Edward Sterck | Thursday, September 8 2011
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| This year has brought uncertainty for the uranium sector. Since the tsunami and subsequent radiation leaks in Japan, developers and investors are questioning the best steps moving forward. In this exclusive interview with The Energy Report, Edward Sterck, an analyst with BMO Capital Markets in London, updates us on the sector's status. Full Story |
Uranium and Potash Stocks on the "Frontier"
By: The Energy Report and Carlos Andres | Thursday, August 25 2011
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| Operating out of Uruguay, Carlos Andres' Frontier Research Report provides a vastly different perspective. In this exclusive interview with The Energy Report, he gives us some insights on global mineral exploration and production in areas that are more "out of the way" than what we usually consider. Full Story |
Are Our Sleeping Giants In Uranium And Rare Earths Awakening?
By: Jeb Handwerger | Friday, August 12 2011
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| As our loyal subscribers are well aware, Gold Stock Trades has long been beating the drums for attention to be paid to the ongoing developments in nuclear (URA) and rare earth stocks (REMX). An important feature of our service is to focus our investment spotlight on what must be considered a vital factor in our modus operandi. Gold Stock Trades may be early in our sectors under review, but as we say in our masthead...we anticipate opportunities. Full Story |
Glow at the End of the Tunnel
By: Elizabeth Manning | Wednesday, August 3 2011
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| Nuclear energy has taken a beating since the Fukushima crisis began in March, but we believe the arguments are strong that it’s not down for the count. There are a couple of factors that the Casey Energy Team considers bullish for the nuclear industry and market. Let’s take a closer look and back them up. Full Story |
Catalysts, Not Uranium Prices, Grow Stocks
By: The Energy Report and Geordie Mark | Tuesday, August 2 2011
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| Because of ongoing nuclear power development in China, Africa and the Middle East, uranium prices could bounce back to pre-Fukushima levels of $70/lb. in 2012, says Geordie Mark, a research analyst at Haywood Securities. In this exclusive interview with The Energy Report, Mark says that instead of waiting for prices to rebound, some mining companies are moving ahead with regulatory and construction projects to drive value. Full Story |
Uranium and Lithium Demand Powers Stocks
By: The Energy Report and David Talbot | Thursday, July 21 2011
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| Mining Analyst David A. Talbot remains bullish on uranium and sees growing demand for lithium. In this exclusive interview with The Energy Report, he tells us why he believes the nuclear plant building boom will continue worldwide despite the recent setback in Japan. Full Story |
A Tale Of Two Countries: Two Divergent Nuclear Paths
By: Jeb Handwerger | Wednesday, July 20 2011
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| Gold Stock Trades has been observing with great interest the divergent paths in nuclear policy (NLR) being taken right now by two major sovereign nations, France (EWQ) under Sarkozy and Germany (EWG) led by Merkel. These neighboring countries share little more than a common border. They are embarking upon two polar opposite philosophies regarding nuclear development. Full Story |
Germany Unplugged
By: Richard Mills | Friday, July 8 2011
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| The IEA believes the future for nuclear power, and a subsequent reduction in carbon emissions, will be show cased in China, India and Russia. Out of the 62 reactors currently under construction, 48 – or 77% of the total – are being built in China, India, South Korea and Russia, another 82 reactors are planned and 210 are proposed for these four markets. Full Story |
Race to Feed a Power-Hungry World
By: The Energy Report and Rick Mills | Tuesday, June 28 2011
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| Uranium and potash prices seem to be inversely correlated lately: As potash prices reach their highest levels, uranium prices have suffered. But Richard (Rick) Mills, host of Ahead of the Herd online and editor of the Ahead of the Herd newsletter, believes the prospects for both industries are bright. In this exclusive interview with The Energy Report, Rick explains why the U.S.' commitment to nuclear power and even biofuels is helping to propel both markets. Full Story |
The Future of Thorium as Nuclear Fuel
By: Mickey Fulp, Mercenary Geologist | Monday, June 27 2011
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| Thorium is one of the five abundant, long-lived, naturally-occurring radioactive elements in the Earth’s crust. The others are potassium, radon, radium, and uranium. There are several other naturally-occurring radioactive elements but they are rare and/or have short half-lifes. Full Story |
Best Uranium Stocks to Rebound in 2011
By: The Energy Report and Rob Chang | Wednesday, June 22 2011
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| While uranium prices fell after the Japanese earthquake and tsunami, Versant Partners Analyst Rob Chang says in the long term, prices must rise due to a supply shortfall and the economic necessity of using nuclear power. In this exclusive interview with The Energy Report, Chang suggests ways to take advantage of the eventual rebound. Full Story |
Uranium Stocks Basing As Fukushima Proves Nuclear Is Here To Stay
By: Jeb Handwerger | Tuesday, June 21 2011
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| A significant base may be forming in uranium stocks -- seen in the Global X Uranium ETF (URA) -- as Japan’s troubled nuclear energy industry passed its first major vote since the Fukushima tragedy. Many of the stocks that make up this etf are down more than 40% such as Uranium Resources (URRE) and Uranium Energy Corporation (UEC). But positive news is beginning to reemerge after three months of naysaying. Fukushima is proving nuclear is here to stay. Full Story |
What Germany’s Political Decision To Exit Nuclear Means For Uranium Mining Stocks?
By: Jeb Handwerger | Sunday, June 19 2011
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| Deutschland (EWG) is taking the wrong road again. It is a decision that is political and irrational motivated in response to the Green Party. It makes one wonder what some politicians do to try to get elected. Full Story |
Clean Energy Smart Investments
By: The Energy Report, Brent Cook and Rick Rule | Thursday, June 16 2011
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| Are there viable options to nuclear power for clean energy? Is another uranium boom on the horizon? Or should we invest our resource dollars in thorium? If you've been pondering these questions, join The Energy Report in this exclusive interview with a pair of the resource sector's most highly regarded experts, Global Resource Investors founder Rick Rule and Exploration Insights author Brent Cook. The Energy Report caught up with them during Cambridge House's recent World Resource Investment Conference in Vancouver. Full Story |
The Future of Atomkraft
By: Marin Katusa, Casey Energy Opportunities | Wednesday, June 15 2011
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| We have said it before and will say it again – the long-term fundamentals for uranium are very strong. Demand growth with outstrip increases in supply in the medium term, as the developing world works frantically to provide its billions of citizens with electricity. The Fukushima disaster, and Germany’s reaction to it, will do little to derail this trajectory. Full Story |
The Civil Nuclear Energy Renaissance
By: Richard (Rick) Mills, Ahead of the herd | Thursday, May 26 2011
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| Concerns about climate change, carbon footprints, energy security and the rising cost of fossil fuels spurred a revival of interest in nuclear power generation. In early 2010 we saw the start of a of a global civil nuclear renaissance. It was derailed when the unfortunate Fukushima-Daiichi nuclear power plant accident paused the renaissance for reactor safety inspections. Full Story |
No Substitute for Nuclear Power
By: The Energy Report and Alka Singh | Thursday, May 19 2011
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| Emotional sell offs of uranium stocks in the wake of the Japanese nuclear disaster created a buying opportunity, says Alka Singh, a mining analyst at Jennings Capital. In this exclusive interview with The Energy Report, she runs down the supply/demand problem that could drive prices to $75/lb. Full Story |
Big Nuclear Future on Horizon
By: The Energy Report and Geordie Mark | Tuesday, May 3 2011
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| Japan's nuclear catastrophe sent shock waves through the uranium market, but in this exclusive interview with The Energy Report, Haywood Securities Analyst Geordie Mark explains why the disaster in Japan isn't the end for uranium miners. Full Story |
Hathor Exploration Limited to Acquire Terra Ventures Inc.
By: Terra Ventures Inc. | Monday, April 18 2011
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| Vancouver, British Columbia - Hathor Exploration Limited (TSX: HAT) (“Hathor”) and Terra Ventures Inc. (TSX-V: TAS) (“Terra”) today jointly announce that they have executed a binding letter agreement (the “Agreement”) pursuant to which Hathor will acquire, in an all-share transaction, all of the issued and outstanding shares of Terra by way of a plan of arrangement (the “Arrangement”). Full Story |
LANL Researchers Improve Path to Producing Uranium Compounds, Candidates for Advanced Nuclear Fuels
By: Los Alamos National Laboratory | Tuesday, April 12 2011
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| Advances made by researchers at Los Alamos National Laboratory could enhance the ability of scientists to develop advanced nuclear fuels in a safer, simpler manner. Uranium chemistry research relies heavily on a variety of uranium "starting materials"—solids and solutions—that are precursors to uranium compounds of oxygen, nitrogen, halogen, carbon, fluorine, and other elements, all of which are candidates for advanced nuclear fuels. Full Story |
The Symptoms of Nuclear Hysteria
By: John Downs, Investment Advisor Representative at Euro Pacific Capital | Monday, April 11 2011
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| Imagine you invented a machine that revolutionized travel. You know your invention could cut local and long distance travel time substantially and vastly improve the ability for business to deliver freight efficiently. The invention would add trillions to global GDP. If released, your invention would no doubt be universally used and admired. However, based on the initial safety assessments, analysts predict that if used widely your invention would cause the deaths of 300,000 Americans per year and countless more around the globe. Would you still release it? If not, imagine a world without cars. Full Story |
Hathor Continues to Grow Roughrider as Far East Discovery is Expanded Upon Completion of 2011 Winter Drill Program
By: Terra Ventures Inc. | Monday, April 11 2011
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| Terra Ventures is a junior exploration company focused on acquiring and developing quality uranium projects which have world class potential. The Company is dedicated to building shareholder value by acquiring strategic uranium properties in this period of strengthening global demand for uranium supply. The Company's combination of strategic land positions, prospective exploration projects and no risk carried interest projects - combined with technical expertise and management's fundraising ability – are the foundation for growth in the uranium business. Full Story |
Hathor Receives Mineral Lease for Roughrider
By: Terra Ventures Inc. | Tuesday, April 5 2011
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| Terra Ventures is a junior exploration company focused on acquiring and developing quality uranium projects which have world class potential. The Company is dedicated to building shareholder value by acquiring strategic uranium properties in this period of strengthening global demand for uranium supply. The Company's combination of strategic land positions, prospective exploration projects and no risk carried interest projects - combined with technical expertise and management's fundraising ability – are the foundation for growth in the uranium business. Full Story |
Long-Term Uranium Demand Will Continue
By: The Energy Report and Mickey Fulp | Thursday, March 31 2011
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| The peripatetic Mercenary Geologist Mickey Fulp explains that even if all under-construction and planned nuclear facilities are suspended, not enough uranium is being mined currently to supply ongoing demand. In this exclusive interview with The Energy Report, Mickey reveals a number of companies poised to benefit from this long-term fundamental upside. Full Story |
Silver Linings
By: The Energy Report and Rick Rule | Tuesday, March 29 2011
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| If the clouds of crisis enveloping Japan, the Middle East and North Africa hold any silver linings, they may be in the form of opportunity for resource investors, particularly in the uranium, oil, natural gas and alternative energy sectors—at least that's how Rick Rule sees it. Full Story |
Japan Crisis Is Not the End of Nuclear Power
By: The Energy Report and John Pugsley | Thursday, March 24 2011
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| John Pugsley has been publishing The Stealth Investor newsletter for the past five years, producing a recommendation record that is enviable by any standard. In this exclusive interview with The Energy Report, John reveals his current thinking on energy-related investments in light of the global economic situation and the effects of the catastrophe in Japan. Full Story |
Why I Remain a Uranium Bull
By: Mickey Fulp, Mercenary Geologist | Tuesday, March 22 2011
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| I’ve been calling Uranium “The Next Big Thing” for the past several months. True to my contrarian nature, I first went bullish on uranium in January 2009 at market lows. Little did I know that it would take 18 months for the spot price of uranium to start an exponential move up. From July 2010 to early February 2011, the trade increased from $40.75 to $73.00 a pound for a gain of nearly 80%. Full Story |
Uranium Future Intact
By: The Energy Report and Alka Singh | Thursday, March 17 2011
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| Even in the face of problems at Japan's Fukushima Dai-Ichi nuclear reactor following a massive earthquake and tsunami, Jennings Capital Mining Analyst Alka Singh takes a positive long-term view on uranium prices. In this exclusive interview with The Energy Report, Alka explains why uranium demand will increase globally in the next two years. Full Story |
If it bleeds it Leads
By: Richard (Rick) Mills, Ahead of the herd | Thursday, March 17 2011
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| What is happening in Japan is a humanitarian disaster, but not because of what primetime pundits and talking heads would have you believe. “Nuclear Nightmare: A radioactive death cloud from one or more of the Japanese reactors experience core meltdown and catastrophic release of radiation could ...” Japan Does Not Face Another Chernobyl: The containment structures appear to be working, and the latest reactor designs aren't vulnerable to the coolant problem at issue here. Full Story |
Tsunami May Sink the Uranium Sector & US Dollar
By: Jeff Berwick, The Dollar Vigilante | Tuesday, March 15 2011
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| What a few days it has been. It was and continues to be a humanitarian disaster of grand proportions - and one that happened on an island where there is more high end video and cellphone cameras than almost anywhere in the world - bringing us photos and videos that are both shocking and incredible. Full Story |
Gold & The Big Mkts: Sideways Action Ending!
By: Stewart Thomson | Tuesday, March 15 2011
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| The price action now in the uranium market is uranium’s equivalent of the Dow’s 1987 crash. The uranium store just issued a monster 20% off sale on uranium itself, and an even bigger 30 to 50% super sale on the uranium stocks. Full Story |
Undiscovered Energy Gems Sparkle
By: The Energy Report and Siddharth Rajeev | Thursday, March 10 2011
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| As an investment option, uranium glows brightly for Siddharth Rajeev, vice president and head of research at Fundamental Research Corp. He also favors coal and explains why size matters when it comes to potash in this exclusive interview with The Energy Report. Full Story |
Nuclear Power Growth Is Inevitable
By: The Energy Report and Rob Chang | Wednesday, March 2 2011
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| Long-term demand growth for uranium is a global story, with China expected to far exceed any other single nation in new nuclear plant construction over the next decade. In this exclusive interview with The Energy Report, Versant Partners Analyst Rob Chang tells us about looking for ideas that investors can play to leverage these growing requirements for uranium fuel. Full Story |
Hathor Extends Roughrider Uranium Mineralization Eastward
By: Terra Ventures Inc. | Thursday, February 24 2011
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| Terra Ventures Inc. (TSX-V: TAS) is pleased to provide an update on the Midwest Northeast Uranium property in which Terra owns a 10% production carried interest. In a press release dated February 24, 2011, Hathor reported: Full Story |
Spare Cash? Park It in Uranium
By: The Energy Report and Ed Sterck | Thursday, February 17 2011
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| BMO Capital Markets Mining Analyst Ed Sterck projects a very moderate $60/lb. uranium price in 2011, but that shouldn't stop you from investing in the uranium space. "This is a sector that is very prone to sentiment and, at the moment, the sentiment is building toward the possibility of a price spike," he says. He also expects to see more M&A activity in the sector, particularly among uranium juniors with reasonably priced projects. Read on for more of Ed's sector insights in this exclusive interview with The Energy Report. Full Story |
Terra Ventures Inc. Joins OTCQX and Standard & Poor's Initiates Factual Stock Report Coverage
By: Terra Ventures Inc. | Friday, February 11 2011
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| OTC Markets Group Inc. (OTCQX: OTCM), the financial information and technology services company that provides the world's largest electronic marketplace for broker-dealers to trade unlisted stocks, today announced that Terra Ventures Inc. (TSX-V: TAS; OTCQX: TASFF; FSE: G7K), an exploration company focused on acquiring and developing uranium projects, is now trading on the OTC market’s highest tier, OTCQX®. Full Story |
Uranium Bull Market
By: Justin Smyth | Wednesday, February 9 2011
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| In October 2010 uranium moved back above the 30-week moving average again but this time the volume increased significantly as can be seen on the next chart. Multiple weekly volume bars exceeded the average volume during the breakout. With the 30-week moving average turned up and uranium trading above the 30-week moving average uranium transitioned into a Stage 2 advance. Notice how the former resistance level at 8 held as support recently as well. Full Story |
This Time, Uranium Demand Is for Real
By: The Energy Report and David Talbot | Tuesday, January 25 2011
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| Mining Analyst David Talbot of Toronto, Ontario-based Dundee Securities, sees demand for uranium rising far into the future. He points to the extraordinary buildout of infrastructure in India, Russia and especially China, where the number of reactors currently under construction could triple the number already in use, and where growth could increase 14- to 15-fold a decade from now. Dave shares his extensive knowledge and field experience with The Energy Report and leaves readers with a few interesting ideas on the sector's growth. Full Story |
Uranium Report 2011
By: Richard (Rick) Mills, Ahead of the herd | Friday, January 21 2011
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| Global climate change, reducing our carbon footprints, weaning ourselves off fossil fuels and achieving energy independence are all key issues facing us and future generations and the herd is not paying attention to HOW our future power is going to be supplied. But as more and more investors figure out how we are going to produce our future energy, companies in the uranium sector could very well deliver spectacular gains for their shareholders. Uranium should be on every investors radar screen. Full Story |
Bet on Uranium for 2011
By: Jordan Roy-Byrne, CMT | Friday, January 21 2011
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| The spot price of Uranium as reported by UXC.com, just hit $68/lb. It is up nearly 70% since June, but remains only half the level of its peak back in 2008. In the early phase of the commodity bull market, Uranium ran from $7/lb to $140/lb. Interest in uranium and the uranium stocks is picking up after a nearly 3-year long bear market. Uranium is an intriguing bet for 2011 and beyond because of the supply/demand situation and because of the value at the current price. Full Story |
Bright Future for Uranium?
By: The Energy Report and Mark Lackey | Friday, January 14 2011
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| Mark Lackey, with Toronto-based financial services company Pope & Co., admits he's in the minority. He believes the Street is too optimistic about production in Saskatchewan and Kazakhstan heading off a uranium shortage. In this exclusive interview with The Energy Report, Mark explains why he believes Cigar Lake won't save the day and why uranium could hit $100 a pound. Full Story |
Marin Katusa Values Viable Technologies and Leadership
By: The Energy Report and Marin Katusa | Thursday, November 4 2010
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| Casey Energy Opportunities Senior Editor Marin Katusa shares his perspectives and predictions on the direction in which the energy sector is headed—from popular green alternatives like geothermal, run-of-river hydro and natural gas to the oil sector all the way to the less-popular, but very viable, uranium sector. The Energy Report caught up with Marin at the New Orleans Investment Conference for this exclusive interview. Full Story |
Uranium and Mining Stocks Recovering
By: The Energy Report and Geordie Mark | Thursday, October 28 2010
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| Uranium has been radioactive for investors who have stayed away in droves since the metal crashed into a prolonged slide beginning in early 2007. Now that the sector is in a cautious recovery mode from multiyear lows, Haywood Securities Senior Analyst Geordie Mark discusses uranium demand and his outlook for the sector in this exclusive interview with The Energy Report. Full Story |
Elliott Gue Selectively Plays Uranium and Gas
By: The Energy Report and Elliot Gue | Thursday, October 7 2010
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| Author and Energy Strategist Editor Elliott Gue looks to larger global energy trends to establish his investment strategies in alternative energy. Two of those trends include nuclear power development in emerging markets and the natural gas infrastructure needed for America's burgeoning shale gas plays. Full Story |
Saskatchewan: A Gold Mine for Uranium
By: Marin Katusa | Tuesday, August 17 2010
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| Mining is a risky business and accidents happen. But when your mine is the world’s largest uranium deposit, fourth largest copper deposit, and fifth largest gold deposit, an accident can cost a little bit more than the average. Something BHP Billiton found out after the shaft accident at its flagship Olympic Dam mine located 560 kilometers north of Adelaide, South Australia. Full Story |
Uranium: The New Green Metal
By: Mickey Fulp | Monday, August 9 2010
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| Uranium is commonly known as “the other yellow metal,” because the uranium oxide concentrate produced by early mines and mills was a bright yellow, coarse powder called “yellowcake.” However, there is now good reason to consider uranium “green.” Nuclear power plants produce electricity with only a minute amount of greenhouse gases. Full Story |
Is There A New Bull Market for Uranium Ahead?
By: Justice Litle, Editorial Director, Taipan Publishing Group | Friday, July 30 2010
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| Uranium soared from $10 a pound in 2000 to a stunning $136 a pound in 2007 - and then the bottom fell out. After three lean years, could another bull market be ahead? Full Story |
Mickey Fulp: Solving the Uranium Price Puzzle
By: The Energy Report and Mickey Fulp | Thursday, July 22 2010
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| Apparently flouting the law of supply and demand and mystifying experts and analysts alike, depressed uranium prices present some excellent bargain-hunting opportunities for investors, according to Mercenary Geologist Mickey Fulp. In this exclusive interview with The Energy Report, Mickey shares some thoughts about the uranium space and says he's also keeping an eye on natural gas stocks. Full Story |
Geordie Mark: Glowing Reviews for Uranium
By: The Energy Report and Geordie Mark | Tuesday, July 20 2010
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| You don't hear a lot of talk about uranium these days. It's just not as sexy as gold or silver. But with a host of reactors slated for construction, the sector is rife with opportunities. Haywood Securities Analyst Geordie Mark visits numerous uranium projects each year, researching plays at all levels. In this exclusive interview with The Energy Report, Geordie tells us why he's given "sector outperform" ratings to no less than 11 companies. It could be the most comprehensive global roundup of uranium plays anywhere. Full Story |
The Nuclear Option
By: Marin Katusa, Chief Investment Strategist | Wednesday, May 19 2010
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| The Obama administration is all for going as “green” as possible, but realizes that wind and solar are not going to cut it. Thus, after thirty years in the doghouse, the nuclear option has regained the respectability in America that it enjoys among nations such as China, where ten new plants per year are proposed (our last new construction project broke ground in 1977). Full Story |
Mickey Fulp: Bullish on Uranium and Rare Earths
By: The Energy Report and Mickey Fulp | Friday, April 30 2010
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| Mercenary Geologist, Mickey Fulp feels that much of the uranium production in the world is under the auspices of regimes or countries that are unstable or unfriendly to the West, leaving supplies vulnerable. He prefers "companies operating in Wyoming, New Mexico and the Athabasca Basin because that's where the majority of uranium has been produced in the past and will be in the future." In this exclusive interview with The Energy Report, learn why his eyes are on uranium right now and why the unique niche rare earth market is heating up and still at early stages, providing potential investment upside. Full Story |
Gissen and Berol: Uranium Demand Outstrips Supply
By: The Energy Report, Marshall Berol, and Malcolm Gissen | Thursday, April 29 2010
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| Encompass Fund founders Malcolm Gissen and Marshall Berol see the demand for uranium continuing to increase in the coming years, meaning an increase in uranium prices. As more nuclear power plants come online around the world, the need for more uranium will increase. In this exclusive interview with The Energy Report, Malcolm and Marshall talk about uranium opportunities, as well as opportunities in other energy sectors. Full Story |
Michael Berry: Uranium—Part of the Energy Solution
By: The Energy Report and Michael Berry | Friday, April 16 2010
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| President Obama has called for the development of more nuclear reactors in the coming decades. Discovery Investing pioneer Dr. Michael Berry says for that plan to work, uranium has to be part of the solution. In this exclusive interview with The Energy Report, Michael talks about the need for more uranium mining in the United States. He also explains why right now an investment in energy metals is a safer bet than investing in industrial metals. Full Story |
Going Nuclear: Obama’s Green Machine Is Ready to Go
By: Marin Katusa | Tuesday, April 13 2010
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| Over the Easter weekend, seven nuclear reactors throughout the United States stopped operations, and natural gas prices skyrocketed by over 20%. And this was when most of the country was enjoying mild weather and businesses were shut for the long weekend. Full Story |
Uranium Valuations Can Defy Logic – Octagon Capital
By: UraniumSeek | Wednesday, March 17 2010
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| A recent research report by Canadian securities firm Octagon Capital has revealed some interesting anomalies in the way uranium companies are valued in the market, on a compliant pounds-in-the-ground basis. Full Story |
Rick Rule: Energy Bull
By: The Gold Report | Thursday, March 11 2010
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| Rick Rule probably could draw an audience if he were talking about the weather, but combine his presence with knowledge, understanding, experience and a track record of success, particularly in the resource arena, and the crowd falls silent. Founder and chairman of Global Resource Investments, Rick recently made himself available for a brain-drain, the foundation of the piece that follows. . . Full Story |
Siddharth Rajeev: Don't Count Out Old King Coal Yet
By: The Energy Report and Siddharth Rajeev | Thursday, February 25 2010
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| Siddharth Rajeev, vice president of research for Fundamental Research Corp., talks about several of the bright spots he sees on the economic horizon in this exclusive interview with The Energy Report. Sid anticipates: recovery in 2010, with rising interest rates by the end of the year. . .longer-term growth in demand for uranium, which this year's commodity corrections somehow managed to overlook. . . Full Story |
The Real Money to be Made in Copenhagen Conference
By: Andrew Mickey | Friday, December 11 2009
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| Of course, investing in nuclear power isn’t exactly easy. There are a lot of popular ways to get in on the benefits of nuclear power. But there is one great way. One popular way is uranium mining. For years there has been a supply/demand imbalance for uranium. Will it ever pan out? No one knows. But we do know one thing, mining is risky. There are even more risks when it comes to uranium mining though. Full Story |
James Passin: Betting on Beryllium
By: The Energy Report and James Passin | Thursday, November 19 2009
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| I'm pro uranium in the sense that I believe in its merits economically and politically and we do have some investments in uranium exploration in mining companies. But it is important to acknowledge that the uranium bubble is dead. Full Story |
Nuclear Industry Thinktank Warns of Coming Uranium Shortfall
By: UraniumSeek | Monday, September 21 2009
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| Every two years, the World Nuclear Association (WNA) issues its “state-of-the-union-address” on the uranium industry. The 2009 meeting just ended in London England, and several themes became very apparent: Full Story |
Nuclear No-Contest
By: James P. Hogan | Monday, September 21 2009
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| For reasons that have mainly to do with politics and the media's thirst for sensationalism, nuclear energy has been a subject of much disinformation and alarmism for several decades. In fact, nuclear is safer, cleaner, and potentially cheaper and more abundant than any other proven source of energy that the human race has come up with. But beyond this, its real significance is that it represents the next natural step in the evolutionary progression that has marked the history of energy development. Full Story |
Geothermal & Nuclear Energy Stars Spark Gianni Kovacevic's Interest
By: The Energy Report and Gianni Kovacevic | Thursday, September 17 2009
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| "It's all about the management," says corporate development strategist and consultant Gianni Kovacevic, who has identified a single player in both geothermal and nuclear energy sectors—the "absolute leaders in the space." In this exclusive interview with The Energy Report, Gianni discusses some of the elements that make their management teams so powerful. Full Story |
Marin Katusa: Get—and Stay—Ahead of the Herd
By: The Energy Report and Marin Katusa | Thursday, September 10 2009
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| Back for another enlightening interview with The Energy Report, Marin Katusa, Chief Investment Strategist for Casey Research's Energy Division, shares some timely investing strategies for the ever-changing energy markets. Ultra-bullish on uranium, Marin foresees a great shakeout in the sector. Full Story |
Gissen & Berol: Investing for the New "Long Term"
By: The Energy Report with Gissen and Berol | Thursday, August 27 2009
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| Encompass Fund managers Malcolm Gissen and Marshall Berol sat down with The Energy Report to share their views on energy investing and what they believe are the strongest subsectors in the mix. While bullish on coal and natural gas, both are strong advocates of uranium, citing a "definite supply-demand imbalance." Discover new opportunities for long-term appreciation in this exclusive interview. Full Story |
Where Does History Say Investors Should Look For The Next Uranium Buyout?
By: UraniumSeek | Wednesday, August 19 2009
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| The long awaited buyout of Forsys Metals (FSY-TSX) and their low grade Valencia uranium by George Forrest Inc. (GFI) just got longer. This $580 million deal has been halted by Industry Canada for some reason, giving investors yet another round of gut wrenching volatility. Full Story |
Merrill McHenry: Uranium—Looking at the Big Picture
By: The Energy Report and Merrill McHenry | Thursday, August 13 2009
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| The exogenous events significantly boosting uranium demand for China and India are far greater than the minimal and distant "ifs" of private sector reactor delays. Not to mention China has actually boosted reactor construction, while India made no delays and entered the world market. "Investors need to look at the big picture of the sector," says analyst Merrill McHenry, MBA, CFA, who presents Energy Report readers with an educational and thought-provoking overview of U308's fundamentals and future in this exclusive written interview. Full Story |
Barbara Thomae: Uranium Will Rebound with Economy
By: The Energy Report and Barbara Thomae | Thursday, August 6 2009
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| The Energy Report checked in with Barbara Thomae, Senior Mining Analyst with the MineralFields Group, who says that they believe the economic recovery will spur re-investment into the uranium sector, especially once uranium prices strengthen in line with other commodities. Full Story |
Uranium and Bonds
By: Sol Palha, Tactical Investor | Thursday, July 23 2009
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| Uranium has finally traded past its main down trend line and now it needs to break through this long channel formation. Once it achieves this, it will establish a new up trend line and prices should start to rise. As this is a 3 year chart this development is pretty significant but it will be even more significant when it breaks out of the current channel formation. Full Story |
Looming Uranium Shortage is Good News for Explorers
By: UraniumSeek | Friday, June 26 2009
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| The spot uranium price is once again trending higher, but not fast or far enough to stimulate new supply. It’ll have to do better to help overcome the looming shortfall in physical uranium expected in 2014, says Canada’s largest securities firm, RBC Dominion Securities. Full Story |
Mickey Fulp, Mercenary Geologist: The Demand is There
By: The Energy Report and Mickey Fulp | Thursday, June 18 2009
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| Well-known and highly regarded throughout the mining and exploration community, Mercenary Geologist Mickey Fulp returns to discuss the brightening prospects for uranium and natural gas with The Energy Report readers. A Certified Professional Geologist, Mickey says he's comfortable focusing his hard-earned dollars in junior and mid-tier uranium companies working in the U.S. and Canada. Full Story |
Casey Colleagues Katusa & Bustin: Alternative Energy Bull Market Coming
By: The Energy Report, Marin Katusa, and Dr. Marc Bustin | Thursday, June 11 2009
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| Last week, The Energy Report brought you Casey Research Investment Analyst Marin Katusa's outlook for uranium and nuclear energy. In today's edition, Casey Research colleague Dr. Marc Bustin joins Marin to talk about major forces driving prospects for other segments within the energy sector—solar, hydro and geothermal, as well as coal, oil and natural gas. Full Story |
Radioactive Opportunity?
By: UraniumSeek.com | Friday, May 29 2009
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| Uranium One’s woes in Kazakhstan are a sure sign the uranium price will go higher faster than what most people believe. For investors, it could mean a premium will go to deposits and mines in the geopolitically safer countries of the western world. Full Story |
Uranium Stocks Speak Loudly: Uranium Is Going Higher – NOW
By: UraniumSeek.com | Monday, April 27 2009
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| Cameco’s stock on the Toronto Stock Exchange, symbol CCO, broke out on the chart on Friday, cresting through the CAD$24.50 resistance level. Cameco, despite being the industry leader in terms of uranium production, has been the laggard stock in the uranium sector. The intermediate and even junior producers – notably low-grade producers Paladin Energy (PDN-TSX)and Uranium One (UUU-TSX) – have been in a steady uptrend for weeks. Full Story |
George Topping: Sovereign Stockpiling Underway
By: The Energy Report and George Topping | Thursday, April 2 2009
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| With the prospect of 30 million pounds of uranium evaporating from the supply lines four years hence, Blackmont Capital research analyst George Topping sees sovereign stockpiling already beginning to make itself felt on the demand side of the equation. In this exclusive interview with The Energy Report, George says he sees the price nudging up to $65 by the end of this year, then to $70 in 2010, $80 in 2011 and $100 within five years. Full Story |
George Topping Shares Price Outlook for Gold, Copper and Uranium
By: The Gold Report and George Topping | Tuesday, March 31 2009
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| George Topping, a research analyst specializing in the mining sector at Blackmont Capital, pays closer attention to uranium and copper than he does gold and silver, but in this exclusive interview with The Gold Report, he shares what he foresees: gold flat at $950 per ounce (in real terms) through 2011, copper at $1.80 per pound in two years, and uranium nudging up $100 per pound within five years. Full Story |
Mickey Fulp: “Expect New Uranium Production out of Wyoming in Next Two Years”
By: The Energy Report and Mickey Fulp | Friday, March 13 2009
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| Well-known and highly regarded throughout the mining and exploration community, Mercenary Geologist Mickey Fulp returns to tell The Energy Report readers about his growing Primer for the Lay Investor and share his musings on plays taking shape in uranium (Athabasca, Wyoming and New Mexico) and natural gas (southern U.S. and central Texas). Full Story |
Lou Paquette: Uranium — Positive Supply and Demand Fundamentals Unchanged
By: The Energy Report and Lou Paquette | Thursday, February 26 2009
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| The Energy Report caught up with newsletter writer and commentator Lou Paquette, who launched the website Emerging Growth Stocks in 1995 to provide investors and speculators with a unique alternative to what he saw was a growing problem with corporate governance and conflict of interest on Wall Street. He believes that uranium has the supply and demand fundamentals needed to thrive, and he shares some of his favorite mining companies that are well positioned to ride out these turbulent times. Full Story |
Brian Tang: Oil Supply and Uranium Demand
By: The Energy Report and Brian Tang | Friday, February 13 2009
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| Founder Brian Tang and the Fundamental Research crew are back this week, offering a value-based perspective on natural resource investment. In this exclusive interview with The Energy Report, FRC provides its macro view on mining, oil and gas and recommends an up-and-comer in the uranium space. Full Story |
Oil and Uranium High on Peter Grandich’s Shopping List
By: The Energy Report and Peter Grandich | Friday, February 6 2009
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| Uranium has seen its worst days in my view. I do believe we’ve seen the bottom and I believe it can tick up. The real factor will be how much the new U.S. administration is truly going to look at alternative energy. It’s one thing to say it during a campaign, but how much will Obama turn to alternative energy? Full Story |
Jim Letourneau: Opportunity in Uncharted Waters
By: The Energy Report and Jim Letourneau | Friday, January 30 2009
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| As a geologist and investor, Jim Letourneau, editor of Big Picture Speculator, has a unique perspective on the energy sector. An admitted optimist, he claims to be "short-term bullish, medium-term terrified and long-term bullish." In this exclusive interview with The Energy Report, Jim discusses the irregular flow of today's markets, where to drop anchor for some good short-term returns, and why he foresees a more sustainable balance in oil going forward. Full Story |
Marin Katusa, Casey Research: The Future of Energy - Diversify Supply
By: The Energy Report and Marin Katusa | Friday, January 23 2009
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| The first fundamental that everyone’s well aware of is the HEU (U.S.–Russian Highly Enriched Uranium) agreement coming to an end. Now the question is: are the Russians going to renegotiate the HEU agreements on the old terms? Definitely not. We’ve done all our calculations and it’s not economically viable for the Russians to continue the contract as it was. So, if America is able to get the HEU agreement, it’s going to be on some new terms, probably around $60 per pound uranium. Full Story |
James Passin: Rising Commodity Prices to Trigger Renaissance for Nuclear and Gold
By: The Gold Report and James Passin | Wednesday, January 14 2009
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| Commenting on what he views as an inevitable hike in commodity prices—and an equally inevitable shift into inflation—James Passin considers a nuclear renaissance a sure bet too. James is the co-founder and portfolio manager of Firebird Global Master Fund, Ltd. and Firebird Global Master Fund II, Ltd. In that role, he has made considerable investments in uranium, an indispensable element in the nuclear equation. In this exclusive interview with The Gold Report, James discusses the changing landscape of nuclear technology and shares his love of gold and his thoughts about where its price is headed in the coming years. Full Story |
Sheldon Inwentash: Opportunities Abound in Uranium Sector
By: The Energy Report and Sheldon Inwentash | Thursday, January 8 2009
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| With more than 20 years of experience in the investment industry, Sheldon Inwentash, chairman and CEO of both Mega Uranium and Pinetree Capital, sheds some light for The Energy Report on what he sees as "tremendously positive signs" for the future of uranium. Inwentash says this is one of the best buying opportunities we'll ever see because there are so many companies with qualified assets trading at a discount to cash. Full Story |
Brien Lundin: Is Gold Holding a Wild Card?
By: The Gold Report and Brien Lundin | Tuesday, November 4 2008
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| Uranium is a great long-term story, but when prices reached $110 to $120 a pound, it did get very much ahead of itself. Since then, we’ve come back to earth, and hard. A lot of that drop in price can be attributed to the diminishing outlook for the global economy. But a significant part of the decline has to do with the fact that hedge funds were speculating in uranium on the long side and they have obviously deleveraged. Some of them no longer exist. Full Story |
When is the Uranium Price Going Up?
By: Bill Ridley, publisher, Winston’s Growth Stock Report | Monday, October 20 2008
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| In today’s turbulent market, we as investors need to focus on future investment opportunities which are now selling at huge discounts. In reviewing the uranium market, it seems clear that there is little downside risk to the price of uranium short term. All other economic factors staying equal, I don’t see this changing as the cost of mining is too high to warrant a price decrease below $50. Full Story |
Miners’ Face Uncertain Future as Uranium Deleveraging Continues
By: Andrew Mickey, Q1 Publishing | Thursday, October 9 2008
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| A few weeks ago, uranium prices seemed to have a gained some footing. But uranium prices crashed through the floor and it could be another big step down from here. The energy metal could be headed even lower. This fall could be harder and faster all due to deleveraging. Full Story |
Cameco Must Go Shopping, Here’s How to Take Advantage
By: Andrew Mickey, Chief Investment Strategist, Q1 Publishing | Tuesday, September 2 2008
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| The writing is on the wall for the resurgence of uranium mining and exploration. Cameco’s “buried” news story is just the start of what should be an exciting year ahead for uranium investors. The days of overnight triple-digit gains from uranium stocks may be over, but there’s still plenty of opportunity out there for market-beating returns in uranium. Full Story |
Uranium Has Bottomed: Two Uranium Bulls to Jump on Now
By: Andrew Mickey, Chief Investment Strategist, Q1 Publishing | Friday, August 22 2008
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| It’s been a long – very long – wait, but now it looks like it’s time to jump back into uranium. In fact, uranium is looking like it could be one of the best places to have your money over the next year. And there are two trampled down stocks that should perform very well from uranium’s reboom. Full Story |
Uranium Update
By: Jordan Roy-Byrne/Trendsman | Wednesday, April 16 2008
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| Two months ago I penned an editorial calling bottom on the uranium stocks. Technically I saw many stocks deeply oversold yet positive momentum was starting to build. A few months later and the positive momentum divergences have continued to build. A few U stocks did indeed bottom but more have made slight new lows. While we need price to confirm a bottom it is important to note that forming significant bottoms can be a timely process. Full Story |
Uranium: Not Over Yet
By: Jennifer Barry, GlobalAssetStrategist.com | Monday, April 14 2008
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| When it bottomed at $7 per pound in 2001, uranium was one of the most derided commodities on earth. The most common associations with uranium were Chernobyl and bombs. Environmental protesters were calling for the shuttering of nuclear reactors, and plants continued to be mothballed. Full Story |
Uranium Stocks Bottom
By: Jordan Roy-Byrne/Trendsman | Wednesday, February 20 2008
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| Only a few stocks were able to avoid more than a 50% decline. However, over the past few weeks selling pressure has finally abated and given way to classic bottoming patterns in many of the uranium stocks. Last week’s action was especially encouraging as many stocks rebounded on rising volume from successfully tested bottom points. Full Story |
Melt-down Time For Uranium Stocks?
By: James West | Wednesday, February 13 2008
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| The market has been unkind to junior resource stocks for the last several months, but it has reserved special treatment for uranium juniors, whose management are sounding increasingly depressed and suicidal. The reason is plain to see – the price of uranium is heading south in a hurry, and that has many investors asking, “What exactly is the condition of uranium fundamentals now?” Full Story |
Uranium Wars
By: Sol Palha, Tactical Investor | Wednesday, November 14 2007
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| Bottom line is the Uranium bull is one that is going to be driven by the two most powerful forces in the universe and such a development is very rare and provides the astute investor with a window of opportunity that usually presents itself only once in a persons life time. Full Story |
A Distant Metal Thunder
By: Sean Brodrick | Wednesday, October 3 2007
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| Earlier this year, uranium was on a roll, then the price swooned. Uranium mining stocks tumbled even further. What went wrong? Full Story |
Uranium Outlook
By: Sol Palha, Tactical Investor | Sunday, September 9 2007
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| Remember that the overall supply of Uranium is not increasing. We cannot meet current demands so what’s going to happen in the future when all these plants start to come online. China is adding one new nuclear plant almost on a monthly basis, Russia has just announced plans to build another 42 plants and they have also announced that they are going to build portable floating nuclear power plants that they plan to sell to almost anyone that can pay for them. Full Story |
Uraniumcast Presentation: Pele Mountain Resources [TSX-V: GEM]
By: UraniumSeek.com | Friday, June 29 2007
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| Uraniumcast Presentation: Pele Mountain Resources [TSX-V: GEM] Full Story |
A Most Powerful Bull For Investment Gains
By: Deepcaster | Thursday, June 21 2007
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| In his February, 2007 Letter, Deepcaster indicated that there is “One Bull Run That Is Not Done.” That “Bull Market ” for Uranium continues today. The question for investors, and the one which Deepcaster addresses here, is how to profitably participate in this Bull Market. But before we examine the “how” to profitably participate question, it is important to examine “why” it appears very likely to continue for the next few years. Full Story |
Uranium, Again!
By: David N. Vaughn, Gold Letter, Inc. | Thursday, May 31 2007
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| I know this subject probably gets boring to hear about, but it is still at the top of the charts so it deserves coverage. We are talking about uranium of course. But what about gold? Everyone is panicking over gold and I can tell by the emails I receive that many are wringing their hands in worry and anxiety. Do I know what gold will do tomorrow? Yes, I do. It will do what it wishes to do regardless of projections from optimists or the dooms day club. Full Story |
Uranium Prices Rise Fivefold As World Warms To Nuclear Power
By: Rob Mackrill | Wednesday, May 30 2007
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| Pardon the pun but the price of uranium is going nuclear. It has risen fivefold says the Mail today. In January 2005 it was trading at $20 a pound, this Monday it reached $125 a pound. How so? Well, its all coming together now for the nuclear industry. With climate change and energy security at top of the agenda, the world is warming to nuclear power and adding capacity. Full Story |
America's Uranium Solution
By: Sean Brodrick | Wednesday, May 30 2007
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| Last week, while at the U2007 Global Uranium Symposium, I visited three uranium projects. Two were on the conference agenda, one I was lucky to attend on a smaller, private tour. These tours taught me a lot about a particular type of uranium mining — one that will likely become the future face of uranium mining in the U.S. Full Story |
Uranium is the Attention Getter
By: Energy Central | Wednesday, May 30 2007
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| Newsletter writer Doug Casey is well aware of geological setting issues. He recently made a comment in the Bull and Bear newspaper to the effect that investors now should be starting to focus on those companies that are exploring in areas away from these Basins. And I trust you can see why he would say this. The cost of drilling through the thick layer of sandstone is far from cheap. Any eventual mining or bulk sampling will entail having to sink a shaft which will be prone to a Cigar Lake type of flooding incident. Mr. Casey goes on to argue that investors should now be looking at companies exploring in lower grade areas absent the thick sandstone cover. With rising Uranium prices, the economics of lower grade deposits are starting to really make sense. Full Story |
Trends, Trends & More Trends!
By: David Vaughn | Thursday, May 24 2007
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| Uranium has so far stayed out of the political mainstream so there has not been a coordinated drive to suppress its price. Uranium continues to be influenced by the simple powers of supply and demand. And the demand for uranium is definitely there. Just in the United States alone a new renaissance in nuclear power is dawning. This fact is probably one of the strongest and most powerful of trends as we move deeper into the 21st century. Full Story |
A Uranium Buffet in Texas
By: Sean Brodrick, Money and Markets | Wednesday, May 23 2007
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| Of course, the Uranium Symposium is really about the future. And that's why the entire day was filled with fascinating presentations on my favorite white-hot metal. Heck, after the tour of the Lexington, we ate dinner on the ship and listened to another talk on uranium. Today, I want to tell you what I learned at this buffet of information. Full Story |
Uranium investors clear out! Aussies refuse to take the lead
By: Andrew Mickey, BreakAway Investor | Monday, April 30 2007
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| The results are in. After months of waiting, uranium investors can finally breathe a sigh of relief. On Saturday, Australia’s Labor party held its annual meeting and took a vote that would determine the fate of the country’s burgeoning uranium industry. Full Story |
Uranium Review
By: Sol Palha, Tactical Investor | Sunday, April 29 2007
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| It’s slowly starting to make the headlines more often though it’s still not appearing in the front pages. This means that the masses are starting to get the first whiff of this bull and this is when things start to get more volatile. It is also the stage that many contrarians start to get nervous and start thinking about bailing out. Nowadays we have two groups of contrarians. One being the true contrarians and the others are fashion contrarians. Full Story |
A Uranium Feeding Frenzy!
By: Sean Brodrick | Wednesday, April 18 2007
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| You think the fact that uranium prices have more than doubled in the past 12 months is something? Just wait! I hope you have your safety belt on, because this could be the ride of your life. Here's why … Full Story |
Uranium Price’s Hidden Driver
By: Andrew Mickey, Editor, BreakAway Investor | Tuesday, April 17 2007
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| By now, you’ve seen uranium down right soar. But any savvy uranium investor will realize that demand hasn’t really increased at all. Despite estimates for the construction of as many as 200 new nuclear reactors to be built over the next 20 years, there have been no new reactors actually come on line. Full Story |
NYMEX Partners with Ux Consulting to Offer Uranium Futures Contracts
By: UraniumSeek.com | Monday, April 16 2007
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| The New York Mercantile Exchange, Inc., a subsidiary of NYMEX Holdings, Inc. (NYSE:NMX), the world’s largest physical commodity exchange, today signed a 10-year agreement with the Ux Consulting Company, LLC (UxC), the global uranium pricing index and information leader, to introduce on and off-exchange traded uranium futures products on the CME Globex® and NYMEX ClearPort® electronic platforms on May 6 for trade date May 7. Full Story |
Investment Opportunities for Accredited Investors
By: UraniumSeek.com | Friday, April 13 2007
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| If you are an accredited investor, there are additional investment opportunities available to you. Full Story |
Riches in Enrichment: Profiting From the Coming Nuclear Energy Crunch
By: Andrew Mickey, Editor, BreakAway Investor | Friday, April 13 2007
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| President Bush's statement "America is addicted to oil" sent shockwaves through the oil industry. But there's an even greater addiction afflicting not just the United States, but France, Japan, Germany, South Korea, and the United Kingdom. The United States consumes 25% of the world's oil and natural gas -- and 33% of the world's uranium supply. Yet it accounts for only 2% of global uranium production. Full Story |
Uranium prices rise 19% in one week!
By: Sean Brodrick | Wednesday, April 11 2007
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| Boy, I sure hope you're holding some uranium investments … because at the latest auction for the white-hot metal, the spot price of uranium oxide (U3O8) soared $18 to $113 per pound! That's a 19% rise in just one week. According to Nuclear Market Review, it's the largest single weekly price increase since uranium has been tracked! Full Story |
Uranium Is Flying High!
By: David N. Vaughn, Gold Letter, Inc. | Thursday, April 5 2007
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| My first graph that I generally display every week is gold but this week I am displaying uranium’s graph. And why? Uranium is now trading at 95 dollars a pound and it still is being ignored by the general masses. Should even pass 100 shortly. Full Story |
Could uranium hit $1,000 a pound?
By: Sean Brodrick | Wednesday, April 4 2007
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| If you knew about an investment that, by conservative estimates, would increase in value 47% in the next 18 months, would you buy it? Well, today I want to tell you about such an investment — uranium. Heck, just a few months ago, I said uranium would hit $100 per pound by the end of this year. It looks ready to hit that target this month! Full Story |
Investing In Gold & Uranium!
By: David N. Vaughn, Gold Letter, Inc. | Thursday, March 29 2007
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| Uranium excites me because the world is becoming uncomfortable with coal and oil based power plants. Only nuclear power will provide a cleaner environment for our children. And when you consider that the oil supply is indeed finite what else is there to replace it except nuclear energy. Yes, you must also have some quality uranium stocks in your personal portfolio. Full Story |
Uranium getting close to $100 a pound ...
By: Sean Brodrick | Wednesday, March 28 2007
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| The price of uranium is jumping again! This week, the white-hot metal went from $91 to $95 a pound, according to TradeTech’s Nuclear Market Review. Remember, this metal was trading at just $75 per pound in January … $55 in October … and $45 last July. That’s a ferocious uptrend! Full Story |
Investing in Uranium as prices top $90 a pound!
By: Sean Brodrick | Thursday, March 15 2007
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| Wow! This mortgage meltdown you're seeing in the stock market is exactly what Martin and Mike have been warning you about all along. Boy, am I glad they're on our team! Meanwhile, the uranium market is booming regardless of the stock market. Just last week, an Australian uranium mine got clobbered by a powerful cyclone. And the damage to just that one mine could result in losses exceeding all the new uranium production coming online this year! Full Story |
A Radioactive Run-up
By: HardAssetsInvestor.com | Wednesday, March 14 2007
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| For investors, however, uranium has been hot for a very good reason indeed: prices are up sevenfold over the last five years. Spot uranium hit $85 per pound recently, having doubled in the past year, and you’d be hard pressed to find a market analyst who doesn’t see the price hitting $100 by December. It's quite a reversal of fortunes for a once out-of-fashion metal that was trading in single digits at the turn of the century. Full Story |
Dines cheers uranium, self-promotes at conference
By: Stockwatch | Wednesday, February 14 2007
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| Uranium was a hot topic of discussion on Saturday afternoon as James Dines lectured a capacity crowd about the enormous returns his radioactive metal investments have seen. About 900 people packed the Westin Bayshore's Grand Ballroom to listen to "the original uranium bug," who offered his thoughts on the uranium bull market. This presentation was part of the 2007 World Outlook Financial Conference organized by High Performance Communications Inc. Full Story |
New Feature: UraniumSeek.com Forums
By: UraniumSeek.com | Monday, January 29 2007
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| We are happy to bring to you the newest feature on UraniumSeek.com, the new UraniumSeek.com Forums http://www.uraniumseek.com/forums/ We here at UraniumSeek.com look forward to creating an informative community of resources with the addition of forum contributions to the website. Full Story |
I Have Never Seen Any Market Like This One - James Dines, The Original Uranium Bug
By: Jay Taylor | Wednesday, December 27 2006
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| Your editor has been walking this earth perhaps a decade or more less than James Dines, but I have been around as an adult watching markets since the late 1960s and I would have to agree with James Dines that there has never been a market like the current uranium market. What is most remarkable is that even when oil and gas markets have run through considerable corrections, uranium prices have just kept on rising. Full Story |
Uranium Investors Get One More Safety Net for 2007
By: Jon C. Ogg | Tuesday, December 12 2006
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| This weekend there were reports that Merrill Lynch had boosted their Uranium forecasts by some 78% for 2008. While this isn't a normal equity upgrade at all, it serves to offer a better potential safety net for long-term investors in the companies that actually mine and process the radioactive material need to run the world's nuclear power plants. Full Story |
Coming Price Explosion
By: David N. Vaughn, Gold Letter, Inc. | Tuesday, November 28 2006
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| Well, I personally think you would have to be both asleep and stupid not to recognize both gold and uranium at this time. But would you believe I still get emails where folks are hanging back because they just don’t want to invest in uranium mining companies? And why not? We invest in base metals and resource stocks across the board. I like to concentrate and give special attention to whatever may be hottest at the moment and uranium definitely fills this bill. Your loss though if you choose to ignore uranium. Full Story |
Uranium
By: Sol Palha, Tactical Investor | Friday, November 24 2006
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| The above chart quite clearly illustrates that Uranium is in a long term super bullish phase. It continues to put in new 52 week highs almost on a weekly basis and is now trading at a 20 year high. One would think that uranium has already moved up too much and that there cannot possibly be much more upside left in this bull. Take a look at the chart below and the outlook changes considerably and if one adds in the supply factor the picture gets even more bullish. Full Story |
Resource Opportunities Are Exploding!
By: David N. Vaughn, Gold Letter, Inc. | Tuesday, November 14 2006
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| Like I have said repeatedly the world ain’t makin’ more resources. That is part of the reason we are seeing these different price explosions. And the uranium price is heading through the roof and beyond. How much money can you make off uranium today? A particular random uranium exploration company I looked at last night was presently selling for around 2.80 and their 52 week low was a humble .07 cents. Yes, a gain of 40 times. Now that is serious money folks. Full Story |
Gold & Uranium Are Moving Forward!
By: David N. Vaughn, Gold Letter, Inc. | Tuesday, November 7 2006
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| Don’t forget our goal is to follow this market and to keep our eyes on ALL the resources…including the very hot energy play uranium. Should we be observing uranium right now? Our sure loss if we don’t. And while uranium will never be a currency it is becoming today the energy vehicle of choice as the entire world is turning once again to nuclear power for its energy needs. So high energy costs and a debased currency can create tremendous profit opportunities …yes. The issue in these essays is really not just about gold but making money. Full Story |
A Turning Tide
By: Justice Litle, Outstanding Investments | Friday, June 16 2006
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| Similar to the commodity bull market, the uranium story is not brand-new. The price of yellowcake has more than doubled in the past two years, from $10.75 per pound circa early 2003 to around $25 as of this writing. Also similar to the commodity bull, uranium has barely scratched the surface in terms of upside. Outstanding Investments has booked major gains from uranium in the past; with recent weakness in the sector, it's time to take another look. Full Story |
It's Only the Beginning for Uranium
By: Dr. Richard S. Appel, Financial Insights | Saturday, June 3 2006
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| A recent event motivated me to write this piece that, if duplicated, has the potential to help launch uranium to prices that will astound all onlookers. I first became bullish on uranium in mid-2003. At that time it appeared obvious that its supply versus demand equation was fated to seriously drive higher its price. Its annual supply deficit had run 60+ million pounds for several years, oil seemed poised to sharply rise, much of the above ground governmental and private uranium stockpiles were already consumed, and a number of new nuclear reactors were either under construction or were on the drawing boards. Yet, to me, despite these increasingly bullish factors, this new occurrence had the potential to quickly catapult uranium’s price and stun the investing public. Full Story |
Radioactive Profits
By: Kevin Kerr, Outstanding Investments | Wednesday, March 1 2006
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| Bottom line: New supplies of uranium will come at a much higher cost, which in turn, will continue to put upward pressure on the future price of uranium. Full Story |