Wealth Creation Through Natural Resources
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
A stock we highlighted a few weeks ago, NexGen Energy (NXE.TO), has since broken to the downside and now has what can be considered a ‘broken chart’ with a strong probability of additional downside ahead: NXE.TO (Daily) As I … Continued
After suffering a vicious bear market for the last 5 years (down more than 80% from the 2011 cyclical peak), the junior resource sector has experienced a strikingly bullish change of character in the first few months of 2016: … Continued