uranium

Wouldn’t it be nice to find a market to invest in in which the demand has been increasing constantly, supply is being cut and the cost of production is pretty much...

In little over a year since launching The Rules of Investing podcast, Patrick Poke has published 28 podcasts with Australia’s best fund managers, hitting the iTunes...

The spot price of uranium is up 33% this year, ending a 7-year bear market, although it remains below the cost of production for close to half the world’s production...

As the old saying goes; “one man’s trash is another man’s treasure”. And nowhere is this truer than the sometimes-scary world of deep value and contrarian investing....

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...

The spot uranium price ticked up again last week and growing 2019 demand suggests further upside. In this wire, Greg Peel discusses improving prices, the US conundrum,...

As value investors, we usually shy away from resources and materials because the factors influencing their price are inherently unpredictable – namely macro factors,...

Uranium stocks have been quietly gaining in recent months, however, we expect materially more from the sector as it continues to rationalise in the medium-term. To put...

Like we did last year with lithium and Aussie-domiciled gold producers, we have selected those companies that represent the best risk-adjusted exposures to cobalt,...