SubscribeAll Posts Tagged With: "uranium"
Barbara Thomae: Uranium Will Rebound with Economy
Source: The Energy Report
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 reinvestment into the uranium sector, especially once uranium prices strengthen in line with other commodities. She says her firm’s prudent portfolio picks (overweight in uranium and heavily overweight in gold juniors) have enabled them to have the best performance track record among all flow-through limited partnership groups for the past four years. Read on.
The Energy Report: There’s a lot of "news" swirling around uranium (i.e. Russia has a moratorium, China is building dozens…
11Aug2009 | The Energy Report | 2 comments | ContinuedChina Stockpiling Raw Materials
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Now long-range planning is not something that we in the West are accustomed to. We’re always just thinking of the economics of profitability in the short term. So the rest of the world is being caught off guard as China sneaks around the world and buys up these assets. And the critical ones are not nickel and zinc and copper, the traditional base metals. There are a lot of those deposits around the world, and if the price is high enough, they can be put into production and everybody will have whatever copper they need. It’s the more obscure…
4Jun2009 | The Real Deal | 1 comment | ContinuedMickey Fulp: Expect New Uranium Production out of Wyoming in Next Two Years
Source: The Energy Report
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).
The Energy Report: The third installment in your Primer for the Lay Investor series, “ The Good, the Bad, and the Butt Ugly ” appeared in our precious metals website, The Gold Report, on February 24. What’s the short story there?
Mickey Fulp: The piece deals with junior resource companies, metal commodities…
17Mar2009 | The Energy Report | 0 comments | ContinuedTight Uranium Market Through 2010
There may be a big mushroom cloud of concern overhanging uranium markets these days, but Desjardins Securities analyst John Redstone isn’t too worried.
"We expect the uranium market to remain fairly robust over the next few years, and to support a price of roughly US$60/lb," he said in a note to clients.
The analyst discounted a number of issues that are making the rounds, the first of which is the curtailment of nuclear reactor construction due to the global financial crisis.
"Firstly, we do not expect a significant increase in world nuclear reactor capacity through 2010, he wrote. "Consequently, we…
Sheldon Inwentash: Opportunities Abound in Uranium Sector
Source: The Energy Report
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. We spoke with Mr. Inwenstash in mid-December. Excerpts from the interview are below.
The Energy Report: Where you see the energy market going, and how will that affect…
8Jan2009 | The Energy Report | 0 comments | ContinuedAnalysts Forgot Yellow Cake
The financial analytical business is one of comic and irony. During prospering economic times, the aggregate success of financial analysts’ ability to make their clients money is very high on a percentage basis.
When the economic worm turns, the field of financial analysis turns into this sort of absurd puppet show. It’s really a simple notion. It’s just easier to make money in bull markets.
But, during period of economic decline, the demand for financial knowledge in order to navigate these volatile rapids increases dramatically. In turn, the quality and competency of these analysts simply evaporates.
If I were to put a…
23Dec2008 | Oxbury Research | 0 comments | ContinuedUranium, time to go back into the pool
When I started my first blog back in 2004 the first commodity I became bullish on was uranium. At the time the metal was trading around the mid twenties. Uranium was in the process of emerging from a twenty year bear market which had been precipitated by the Three Mile Island and Chernobyl accidents. There was virtually no interest in uranium and nobody even talked about it. At the time I think there were around four or five publicly traded uranium companies and only Cameco was worth even considering as an investment. So it was the ultimate contrarian play. Fast…
22Dec2008 | The Real Deal | 0 comments | ContinuedUranium bull may be back
Recent strong rebounds in spot uranium prices have analysts convinced the bull is back in the sector, which is now expected to weather nicely the current economic storm. Sure, many miners remain in trouble, but hopes of continued spot gains run high, bringing with them opportunities.
Salman Partners analyst Pat Donnelly is also very bullish on uranium this week, telling CP that the recent plunge in prices resulted from commodity and hedge funds dumping whatever material they could as they hunted for liquidity when global stock markets crashed in October. Donnelly says that production stoppages and delays of new projects, while…
28Nov2008 | The Real Deal | 0 comments | ContinuedKevin Bambrough, Sprott Resource Corp: “Unbelievable Values in the Public Markets”
Source: The Gold Report
In this interview with The Gold Report, Sprott Resource Corp. President and CEO Kevin Bambrough—who is also Market Strategist for Sprott Asset Management Inc. —talks about signs of decoupling he sees, commodity price fundamentals he doesn’t see, and a catalyst to reignite the markets he hopes to see. He also talks about once-in-a-lifetime opportunities in the resource sector on the horizon for investors. He’s proven his mettle in this market as well as his eye for excellence in investments. In a feat as worthy than any alchemist in history, the company managed to turn a $55…
21Nov2008 | The Gold Report | 0 comments | ContinuedAfrican Resources
Quest for African Resources
There is a map of the world on my office wall. What I like about this particular map is that the mapmaker paid particular attention to getting the scale right. That means Africa gets it proper gigantic sizing. It is truly a massive landmass.
It’s also fitting that it sits close to the center, because Africa is a big part of the future of natural resource exploration and production. In some sense, it’s retaking its historical pre-eminence. For instance, consider the former rich trading cities in the East.
Zanzibar, Dar es Salaam, Mombasa, Mogadishu, Mumbai, Mangalore… all trading cities…
29Jul2008 | Whiskey and Gunpowder | Comments Off | Continued
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