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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. Some of the stocks mentioned here have fallen 80% or more from relatively recent highs, and have fallen off the radar of index... Show More
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 reached a low of US$18/lb at the end of 2016, a far cry from the US$130/lb it fetched in 2007.... Show More
Interest is building in uranium, and in this wire, Greg Peel discusses the third highest monthly volume on record, spot prices up 14% year on year, and uncertainties on both sides of the market. Show More
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, and new reactors for Japan. Show More
As value investors, we usually shy away from resources and materials because the factors influencing their price are inherently unpredictable – namely macro factors, the inability to reliably measure and forecast supply and demand, and the timing of cycles – not to mention the poor capital allocation of most miners. Show More
A few months ago we wrote on Livewire that the spot price of Uranium was far too low based on the fundamentals of the industry, and that it was like buying oil at $20/barrel. While prices have not moved higher yet, it is rare to see a commodity with so... Show More
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 the current price of uranium into terms more familiar: we believe it is trading at the equivalent of oil at US$20 per barrel. Show More
Uranium has been the most-hated commodity since 2011 - and the Global X Uranium ETF, which tracks global uranium miners, is down by 90% over the last six years. But since the Trump election victory, international uranium stocks have soared by 59%. The market is speculating that the Trump administration... Show More
Boss announced a maiden resource at their Gould's Dam region to 25Mlb at a grade of 510ppm. This has increased the total resource at the Honeymoon Uranium Project to 52.5 Mlbs U3O8 at a grade of 640ppm. This analysis: Show More