Cameco reported earnings this week, and their earnings calls are always an important vantage point from which to understand the uranium industry. This quarter we got a look into just how absurd the supply imbalance is becoming, along with details on production restarts. Additionally, Cameco’s comments, and their financial condition illustrate the survival advantages it […]
We monitor Google Trends in our research process. Google Trends provide insight into market sentiment, consumer and business trends, and other factors that ultimately drive market action. Various academic research supports this approach. For example, here is a paper from UCSD, and here is a presentation from Warwick Business School. Additionally, research from the […]
Will the bull market ever come? I know a lot of investors have been asking this question. In order to answer this question, we need to do our research. Having good research gives you the confidence to handle the volatility. Its critical to access the best information sources, especially when markets get challenging. With the […]
Most uranium market insights start with a top down macro thesis on a supply demand imbalance in the sector. After arriving at the conclusion that uranium prices are cheap, one is faced with the challenge of how to express that view in the market. The universe of uranium stocks is about one tenth the size […]
Finally, an ETF that actually provides the Uranium exposure contrarian investors are looking for. A recent Seeking Alpha Article highlights the opportunity presented by the North Shore Uranium ETF(URNM). In addition to summarizing the macro case for uranium, the article discusses the gap that existed in the market for US based investors. The global macro […]
UxC recently interviewed Cameco’s CEO,Tim Gitzel . The discussion provided excellent insight into the market history, and the reality on the ground in the uranium spot market. According to Gitzel, the thinly traded spot market is distracting people from reality that the demand cycle has swung up while the supply cycle has swung down. People […]
The supply demand dynamics of uranium are creating a generational opportunity. The question for investors is how to benefit. The most obvious answer is mining companies, but there are other uranium stocks that might be better for non-specialists. The problem with mining companies “A mine is a whole in the ground with a liar standing […]
In a previous post we highlighted the history of the uranium market. Some investors have lived through this history while others have only lived through it. Harris Kupperman, who manages Praetorian Capital recently put out a post on Uranium. He was involved in the last great bull market, and is getting back in again. Let […]
