Nuclear reactors are in vogue again. The need for clean energy has led the world into the renewables, which include solar and wind power. The problem with these technologies is that they are not cheap, nor reliable. Nuclear is the only source of energy that provides clean and abundant energy... Show More
In this episode of L2 Capital's podcast, Marcelo Lopez spoke with Brandon Munro, CEO of Bannerman Resources Limited, a company listed on the Australian Stock Exchange, ASX, focused on the exploration and development of uranium mines. Show More
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 reached a low of US$18/lb at the end of 2016, a far cry from the US$130/lb it fetched in 2007.... Show More
As value investors, we usually shy away from resources and materials because the factors influencing their price are inherently unpredictable – namely macro factors, the inability to reliably measure and forecast supply and demand, and the timing of cycles – not to mention the poor capital allocation of most miners. Show More