43 threads
Daily Discussion Thread - April 28th, 2023
28 Apr 23
Uranium prices rising this year along with positive market sentiment
13 Mar 23
Daily Discussion Thread - March 7th, 2023
7 Mar 23
Daily Discussion Thread - March 6th, 2023
6 Mar 23
Daily Plays February 17, 2023
17 Feb 23
URG is expanding its uranium mining by 16%
16 Feb 23
Daily Plays February 16, 2023
16 Feb 23
Small overview about the nuclear power growth and the evolution in growing global uranium supply gap + different fund managers investing in uranium sector +latest information on couple uranium companies ($U.UN, $URNM, $URA, $CCJ, $UEC, URG, $UUUU, $DNN, ...)
26 Jan 23
Important Global Nuclear Power Renaissance at different levels unexpected by many (financial sector, investors, utilities, mining sector, ...), while current low uranium prices (~50USD/lb) aren't high enough to significantly increase uranium production to satisfy the growing demand
26 Jan 23
A small overview about the latest news around the nuclear power restarts and the evolution in global uranium supply gap + latest information on a couple uranium companies from equity research companies
25 Jan 23
An uranium sector macro update: Multi-year uranium contracting cycle + the impact of the switch from underfeeding to overfeeding + the growing global uranium supply gap + a bit more information on a couple uranium companies
23 Jan 23
Kazatomprom (KAP in USD on London stock exchange) has the lowest uranium production cost, has the biggest uranium production in the world and is the biggest dividend payer in the sector - KAP will pay a significantly higher dividend in 2023
22 Jan 23
Uranium demand in tiny uranium spotmarket could DOUBLE the needed annual uranium spot supply in the short term.
6 Jan 23
LT contracts at higher and higher uranium prices, while uranium spotmarket is around 49 USD/lb - Uranium demand in the tiny spotmarket is set to increase between 50% - 100% (doubling) (imo) Why am I saying that?
5 Jan 23
The fundamental investment case for uranium in 2023
22 Dec 22
Important Global Nuclear Power Renaissance at different levels unexpected by many (investors, the financial sector, utilities, the mining sector, ...), while future global uranium production at current low uranium prices (~49USD/lb) isn't ready
7 Dec 22
The Global Nuclear Power Renaissance at different levels, unexpected by many (investors, the financial sector, utilities, the mining sector, ...), while future global uranium production at current low uranium price (~49USD/lb) isn't ready
6 Dec 22
Important points about Global Atomic - DASA the mine of Global Atomic is becoming the next big mine after the mines of Cameco, Kazakhstan and Paladin Energy - Global Atomic has some catching up to do compared to peers (imo)
5 Dec 22
An important Global Nuclear Power Renaissance at different levels unexpected by many (investors, the financial sector, utilities, the mining sector, ...), while future global uranium production at current low uranium price (~49USD/lb) isn't ready
5 Dec 22
Global Atomic - important facts about Global Atomic - a beast in progress (imo)
4 Dec 22