CAMECO

With equity markets gyrating wildly and bond prices at record lows, many investors are looking for alternatives. Resources offer returns that are uncorrelated with...

As uranium bulls, we are getting excited for the last few months of 2019 - which could see the uranium price appreciate materially. We are expecting the spot price of...

There's no cure for low prices like low prices, and if you're looking for low prices, uranium has suffered some of the lowest of any commodity in recent years. Uranium...

As value investors, we usually shy away from resources and materials because the factors influencing their price are inherently unpredictable – namely macro factors,...