uranium

Latest news and analysis on uranium

Equities

Uranium: the bubble has burst. But what next?

Trump’s executive order to fast-track nuclear energy has resuscitated investors interest in uranium. But who is set to benefit the most?
BOE
PDN
+4
David Tuckwell
ETF Shares
Equities

How Trump’s executive orders caused a spike in share prices for uranium companies

Why did interest in nuclear power companies and nuclear energy-related ETFs increase recently?
BOE
Hans Lee
Betashares
Equities

Is now the time to buy ASX uranium stocks? Analysis of the latest uranium technical and fundamental factors

ASX uranium stocks like Boss Energy, Paladin Energy, and Deep Yellow have rallied as the uranium price has turned higher. Can it continue?
AEE
+12
Carl Capolingua
Livewire Markets
Commodities

Trade truce switches investor focus from gold to copper and uranium

Expect copper M&A to trickle down; FireFly unveils more bumper copper results, illustrating disconnect between share prices and the metal.
BHP
BOE
+2
Barry FitzGerald
Independent Journalist
Commodities

Riding the commodity price cycle: The definitive investor guide

The commodity price cycle is a relentless beast, inflating bubbles & bursting dreams. Learn how to grow and protect your capital throughout.
BOE
CXO
+16
Carl Capolingua
Livewire Markets
Commodities

Uranium supply risks: means lights out over Paris

Former geologist James Cooper draws from his experiences in Africa and Uranium Mining, highlighting the supply risks in this market
BOE
PDN
TOE
+1
James Cooper
Fat Tail Investment Research
Commodities

Develop’s valuation comes to the fore as extent of production and cashflow outlook emerges

Successful re-start at Beament-led miner comes amid growing interest in copper assets; Boss’ stellar ramp-up enough to make the shorts choke
BOE
MAC
Barry FitzGerald
Independent Journalist
Buy Hold Sell

Buy Hold Sell: 3 ASX small and mid-cap recovery plays (and 2 names to avoid)

From the ashes of a market correction come 10-bagger opportunities. Two experts scan 3 rebound picks, and 2 to steer clear of.
NXT
+1
Buy Hold Sell
Livewire Markets
Commodities

Strong uranium contract prices raise questions about sector sell-off

Cameco chief says spot market is ‘non-fundamental’; Broker likes Boss; Spartan takeover shows why brownfields exploration is back in vogue.
BOE
+7
Barry FitzGerald
Independent Journalist
Commodities

A new era for copper, uranium and gold?

We take a deep dive into three commodities— copper, uranium and gold – and examine where investors might find opportunities in 2025.
Justin Lin
Global X ETFs
Equities

Boss Energy or Paladin Energy? ASX uranium sector expert views

A major broker initiates coverage on ASX uranium – cautious on near-term prospects but sees longer-term potential – favouring BOE over PDN.
BOE
PDN
Carl Capolingua
Livewire Markets
Commodities

Tribeca Partners backs these silver and gold miners as prices surge to record highs

Tribeca's Todd Warren said the group has lifted its exposure to gold and silver stocks, as Trump's tariff wars boost metals prices.
Tom Richardson
Livewire Markets
Equities

What’s going on with the uranium market?

The fundamentals for uranium appear strong, growing demand from nuclear power and AI versus limited scope for production increases.
AEE
+17
Carl Capolingua
Livewire Markets
Reporting Season

CEO of ASX's newest uranium producer Boss Energy says: "It's time to repay the faith"

Boss Energy is profitable, sitting on strategic stockpiles of uranium and cash, and is debt-free – a most envious position among ASX miners.
BOE
Carl Capolingua
Livewire Markets
Equities

Boss stands out from uranium pack as production, costs cheer analysts

Stellar performance leads to swathe of glowing research notes. Plus, Pilbara chief cites ‘incredibly strong’ long-term outlook for lithium.
BOE
Barry FitzGerald
Independent Journalist
Equities

20 stocks that could benefit from Trump's Stargate AI project

US President Donald Trump has launched a new US$500 billion AI initiative in partnership with SoftBank, OpenAI and Oracle.
+13
Thomas Rice
Minotaur Capital
Outlook Series

Drill, baby, drill: 6 stocks to play oil, uranium and other key commodities

Tribeca's Todd Warren says these commodities have strong growth prospects despite China’s slowdown and trade war fears under Trump.
BOE
+4
James Marlay
Livewire Markets
Equities

Is Boss Energy or Paladin Energy the better ASX uranium stock? This broker says buy both

The uranium trade was a rocky one in 2024 and appears to be starting 2025 on an equally uncertain basis. Bell Potter says: Stay the course.
AEE
+8
Carl Capolingua
Livewire Markets
Outlook Series

10 industries and 17 stocks poised to break out in 2025

Find out where the experts see big growth opportunities and the ways they are investing.
ASB
+9
Buy Hold Sell
Livewire Markets
Commodities

2025 commodities outlook: iron ore, copper, uranium, lithium and more

The Australian Government's commodity forecaster is expecting further weakness in iron ore, strength in uranium and elevated gold prices.
Kerry Sun
Livewire Markets
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