Wealth Creation Through Natural Resources
The sentiment around the nuclear energy and uranium mining industries has changed drastically over the past several years and continues to improve. There are three primary trends underpinning this momentum, including decarbonization and clean energy, electrification, and, more recently, energy … Continued
Two weeks ago I posted a video titled “A Pause Before The Uranium Bull Market Resumes” in which I laid out the long term secular bullish thesis for nuclear energy, and uranium more specifically: In today’s video I discuss the … Continued
Big news for the uranium sector this morning as a new fund is being floated that will raise US$200 million to buy more than 8 million pounds of “yellow cake” U3O8 from the largest uranium producer in the world (Kazakhstan). This … Continued
Earlier in the week I wrote about one of my main themes for 2018, a rising inflation/interest rate environment. In this post I will lay out which sector I believe will do well against a backdrop of rising inflation and rising … Continued
What is it about the month of November for the uranium sector? In 3 of the last 4 years the uranium sector has erupted from ugly downtrends in early November: URA (Daily – 5 Year) It’s still early for this … Continued
A powerful chart from Cantor Fitzgerald Canada Research which shows uranium (U3O8) moving into deficit which will last beyond 2030: Notice how the deficit is projected to tremendously accelerate beginning in 2027 as supply falls off. Another graphic courtesy of UPC … Continued
The uranium sector has been quietly building momentum for weeks but today the uranium story caught the attention of a much larger audience and produced an impressive sector-wide rally: Cameco (NYSE: CCJ, TSX:CCO), the biggest name in the uranium … Continued
While the uranium spot price has continued to drift lower ($18/lb at last check), we have witnessed a broad upturn in the uranium exploration and production sector: Uranium Spot URA (Daily) This week’s advance has been particularly striking with many … Continued
NexGen Energy (NXE.TO) is consistently one of the most chatted about stocks on CEO.CA on a daily basis. Since well before its parabolic rise earlier this year popular CEO.CA posters have been all over $NXE. @PamplonaTrader among many other chat … Continued
After determining that the Arrow Deposit is of a world class standard Nexgen Energy (TSX:NXE) decided to spin off some of its other uranium exploration assets. And for background, if you don’t know NexGen Energy, you should, as it was … Continued