Cycle Death and the Uranium Junior
We observe cycle death on a regular basis. It often presages a rebirth. But precious few traders have the stomach for it. Presently, cycle death has occurred in…
Tag: Uranium
Oh, Look, a Shiny New Uranium ETF, but Why Aren’t My Stocks Moving?
There are two reasons. Well, actually one, which works two ways: Operational Shorting* and Operational Buying, common activities associated with the creation/redemption process. For our purposes, we are…
$DYLLF : John Borshoff’s Shopping List
We think a bid of up to U.S. $55M (cash and shares) for turnkey Kayelekera is possible in an effort to begin padding out Deep Yellow’s 2023-2030 development…
$CCJ : Cameco — Levels We’re Watching
Cameco is in a tricky position, technically speaking. Sellers are in control, albeit marginally. Without a move above 10.30 next month, the stock will end the year with…
$GLATF : Global Atomic — Independent Economic Assessment
Long-Term Price Case $65/lb. U308 Flagship Project DASA Mineral Resources 82M lbs. (1,200 ppm) Ownership 100% Shares Outstanding 144,200,000 Market Cap $53,930,800 Average Annual Production 4,864,437 Recovery 84.3%…
Statistical Bias of Common Uranium Stocks
Benchmark World Uranium Index, 22 November 2019 = NEUTRAL (-0.3194) GoviEx Uranium, 22 November 2019 = NEUTRAL (-0.2679) Denison Mines, 22 November 2019 = NEUTRAL (-0.0665) Forsys Metals,…
Uranium Priced in Gold
As of this writing, 1/2 g of gold will buy you 1 lb. of U308. Here’s an edifying chart, compliments of PRICEDINGOLD.COM Relative to its price in gold…
$SBGL : Sibanye-Stillwater Updated High Level Analysis
5 November 2019 Updated Global Reserve Model Discounted Global Gold Reserve Value * $3,704,036,400 Discounted Global 4PE Reserve Value ** $16,582,170,000 Discounted Global 4PE Reserve Value, Lonmin ***…
Early Q4 Updates
$IMPUY — We exited Impala Platinum Holdings at our target of $7 for a return of 150%. $FCUUF — We doubled our stake in Fission Uranium on 22…
Lights Out at Akouta
A closure plan for the mining complex near Arlit is now official. Orano’s board cited declining reserves. Minister of Mines, Hassane Barazé, cited untenable costs relative to a…
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