uranium

Latest news and analysis on uranium

Investment Theme

Uranium demand is soaring - Here’s what it means for investors

AI and electrification are driving a global power crunch and the spotlight is back on uranium and nuclear as a reliable, long-term solution.
Anna Dadic
Livewire Markets
Investment Theme

AI is the new gold rush: the real winners won't be the ones you expect

We reveal the companies that stand to see the most upside from the AI boom (Hint: it's not the AI companies).
Arian Neiron
VanEck
Equities

PLS and LYC are overvalued, yet FMG and BOE are cheap… ASX mining stocks valuation insights

What is the best way to find value in the ASX mining sector? This handy valuation tool offers a quick way to compare your favourite stocks.
BHP
BOE
CXO
+17
Carl Capolingua
Livewire Markets
Equities

ASX uranium stocks BOE and PDN are struggling, but uranium’s tailwinds are growing

Beginning of a recovery or false dawn? Uranium prices are on the mend and so are the share prices of ASX uranium stocks – but can it last?
AEE
+7
Carl Capolingua
Livewire Markets
Equities

'Honeymoon over': What brokers think of Boss Energy after shares bombed 50%

Boss Energy's warning of production problems at its Honeymoon Mine led the market to dump shares pronto.
BOE
Tom Richardson
Livewire Markets
Commodities

Goyder goes hunting for uranium elephants in Alligator Rivers

Plus, Challenger feels a salsa coming on after years of hard slog in Latin America.
CHN
+2
Barry FitzGerald
Independent Journalist
Commodities

Strickland catches a dose of European takeover fever

Plus, US$200m Sprott raise reflects growing uranium bullishness and analysts see Genesis beating its growth targets.
BOE
+3
Barry FitzGerald
Independent Journalist
Equities

ASX uranium stocks big winners as Sprott buying spree sparks massive rally

Sprott announced it will purchase up to US$200m in physical uranium, a move that could help reignite bullish sentiment across the sector.
BOE
+7
Carl Capolingua
Livewire Markets
Commodities

Can nuclear energy's second wind fuel a uranium revival?

The AI explosion could offer unexpected upside for uranium and the nuclear industry.
Global X ETFs
Global X ETFs
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.
KAR
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
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