uranium

Latest news and analysis on uranium

Equities

The fall and rise of uranium

The nuclear industry is undergoing something of a renaissance. For anyone with an interest in the industry, even a passing one, it’s been a painfully long wait, but...
BOE
PDN
David Haddad
Eiger Capital
Commodities

Does the uranium bull market have more legs to run?

In a matter of weeks, uranium prices have pushed to 16-year highs. But does the rally have more legs to run? Or is the best behind us?
PDN
Kerry Sun
Livewire Markets
Investment Theme

Running with the uranium bulls

It has been a tough period for uranium investors over the last few years, but with prices up 27% in 2023, are the tides turning?
Steve Johnson
Forager
Commodities

Why the uranium bulls are finally right

Forager Funds CIO Steve Johnson reveals why this time, the uranium bulls are finally right
Steve Johnson
Forager
Commodities

Lithium sector awash with bluff ’n bluster as billionaires jostle for position

By contrast, Beament’s offer for Essential is a drama-free push to make action. Plus, Ausgold's 3Moz project advances and uranium soars.
AUC
BOE
+9
Barry FitzGerald
Independent Journalist
Investment Theme

What's the next big play in the energy sector?

Understanding all of the available energy options, including uranium, is essential to designing a balanced and future-ready portfolio.
BHP
PDN
Kai Chen
MPC Markets
Investment Theme

6 trends driving uranium higher

What's been driving uranium towards new highs?
Patrick Poke
Betashares
Equities

Boss is clear Diggers winner as MD predicts uranium price will ‘overshoot on supply deficit’

With first uranium production pending, Boss says tide has turned for nuclear fuel. Pioneer Lithium IPO boasts key location and Meteoric.
AKE
BOE
+5
Barry FitzGerald
Independent Journalist
Equities

Merger deal redefines the pecking order of ASX uranium players, just as prices are expected to take off

Lotus Energy is teaming up with A-Cap Energy. We spoke to Lotus CEO Keith Bowes about the deal and what it means.
ACB
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Why energy stocks are cheaper than they've been in years (and 2 stocks on the rise)

The energy sector has been on a wild ride since 2021, which is set to continue. What happens next and where are the risk and opportunities?
AGL
BPT
+4
Buy Hold Sell
Livewire Markets
Commodities

Centaurus free to deal its hotly-demanded nickel sulphides after breaking offtake shackles

Plus, Lake’s problems should force re-think of lithium supply forecasts, Battery Age starts drilling and DevEx set for uranium drilling.
BHP
+2
Barry FitzGerald
Independent Journalist
Commodities

The commodity opportunity you may have overlooked... but should not ignore

Australia is blessed with a plethora of high-quality commodity investment opportunities. But there is one that is underappreciated by many.
BHP
BOE
+2
Chris Conway
Livewire Markets
Equities

The next nuclear renaissance

We believe the tide has turned in uranium and we are entering the next nuclear renaissance.
BOE
Phillip Hudak
Maple-Brown Abbott
Commodities

5 prevailing tailwinds supporting commodities

This wire discusses why we believe that investors who see through negativity around commodity prices will be rewarded in the long-term.
+2
Matthew Langsford
Terra Capital
Equities

Uranium getting a glow as North America puts nuclear power ‘front and centre’

Cameco chief highlights opportunity awaiting emerging producer Boss and 92 Energy, which unveiled bumper results. Plus, Meteoric’s resource.
92E
BOE
+1
Barry FitzGerald
Independent Journalist
Commodities

What matters in uranium? 3 critical trends

Major investment in power production is required to meet our climate goals. As a result, demand for uranium is projected to grow strongly.
BOE
PDN
+2
Patrick Poke
Betashares
Equities

Growing global appetite for nuclear power fuels renewed uranium fever

Boss is closing in on production while 92 Energy is back drilling. Big funds back Red 5 and questions grow over Genesis-St Barbara deal.
92E
BOE
+3
Barry FitzGerald
Independent Journalist
Commodities

Commodity predictions for 2023 – Part Two

Former exploration geologist, James Cooper, suggests energy and small-cap explorers will be the two big themes to watch out for in 2023
James Cooper
Fat Tail Investment Research
Equities

Global uranium gun of 35 years says prices are poised for record highs

Europe-based Sashi Davies says the market is “like back in the early 2000s” when the uranium price began to take off. This augurs well for Boss Energy, as shown by...
BOE
TKM
Barry FitzGerald
Independent Journalist
Equities

Ukraine fallout fuels new bout of interest in uranium stocks

There’s growing talk that power utilities are about to sign a rash of non-Russian supply contracts, with the likes of Boss poised to benefit; Plus, battery-types are...
92E
BOE
+7
Barry FitzGerald
Independent Journalist
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