uranium

Value investing and contrarian investing are intrinsically related. Value investing seeks to identify good quality companies that are trading cheaply. To achieve that...

In the final instalment of 'Direct from the Desk', Analyst Michael Clark and I take a deep dive into Uranium Company Paladin (PDN). We start by looking at Uranium more...

Boss Energy set to feed investor appetite for near-term uranium producers with release of pivotal feasibility study. Plus, the runaway share prices of Coda and...

We are entering our 4th week (or so) of a quiet/consolidation period for Capital Raisings. We are chugging along at a pace of 4 to 6 share placements per day, with...

Is Environmental, Social and Corporate Governance (ESG) investments the newest hot trend? One of the biggest market thematics we are seeing is the strong emergence of...

Sprott’s spot plan a strong tailwind for Boss. Plus, copper stocks show uranium peers what boom times are like as investors throw cash at them. It’s game on in the...

The last 24-hours have seen uranium miner Paladin Energy (PDN) take advantage of a great rally over the last 3-months to raise almost $220m at 37c, an almost 19%...

The US Senate Committee on Environment and Public Works (EPW) has approved a bipartisan bill that advances the initiative to establish a US strategic uranium reserve....

At a high level, the commodities sector appears to be a bright spot in a market ravaged by the pandemic. The S&P/ASX Metals & Mining Index has advanced 7%...

Soon after COVID-19 lockdowns were announced, central banks injected trillions of dollars of money supply into economies. This, combined with huge rescue packages from...

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

Attending a global nuclear energy powwow in Adelaide late last year, Boss Resources (BOE) chief Duncan Craib gleaned that a fundamental supply and demand shift was...

Those being nibbled, with some success, it must be said, include Legend Mining, Bardoc Gold, Alice Queen and Strandline Resources.There are tentative signs that bottom...

Listen hereIn this episode, Marcelo López spoke to Brandon Munro, CEO of Bannerman Resources, a listed company on the Australian Stock Exchange, ASX, focused on...

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...

With the fundamentals for a uranium market recovery continuing to line up, we are bullish on Boss Resources (ASX: BOE) which we believe will be the first Australian...

Investing in quality resource companies can let you leverage price gains in an underlying commodity. The challenge is that many commodities today have already had...

Waiting for the depressed uranium market to turn is like waiting on the platform for a tardy train, but the fundamentals for a recovery are in place. Given the number...

L2 Capital PodcastAlex has already held various executive positions in companies in the sector, as he himself explains. So, he is able to have a deeper technical...