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If you’re gonna panic, panic first! Skyharbour Resources enjoying a soaring uranium price
The uranium spot price has soared to US$71.00/lb. from $43.50/lb. six months ago. That’s up +63% to a 12.5-year high. While reports of panic buying by utilities are probably exaggerated, demand is outpacing readily available supply. Previous bull markets have … Continued
Thesis Gold, built to be sold at a much higher valuation
Are we at the beginning of a multi-year M&A binge in the precious metals sector? The gold price at US$1,935/oz. is within 7% of its all-time nominal high. In a giant US$18 billion deal, Newmont is acquiring Newcrest, in part … Continued
Element 29
Chile’s copper (“Cu“) production continues to come under pressure. For example, Codelco, the world’s largest Cu company, recently announced a guidance revision of 5% to below last year’s level, which was -7% from 2021. Look at the clear trend line … Continued
Are Portofino Resources’ Lithium Prospect(s) in Argentina undervalued?
Lithium (“Li“) juniors have been under pressure all summer. Many notable companies are down > 50% from 52-week highs {see chart below}. Notice that all types of companies are down; hard rock, sedimentary (clay) & brine/DLE project developers, explorers… It’s … Continued
If you’re gonna panic, panic first! Skyharbour Resources enjoying a soaring uranium price
The uranium spot price has soared to US$71.00/lb. from $43.50/lb. six months ago. That’s up +63% to a 12.5-year high. While reports of panic buying by utilities are probably exaggerated, demand is outpacing... READ MORE
Thesis Gold, built to be sold at a much higher valuation
Are we at the beginning of a multi-year M&A binge in the precious metals sector? The gold price at US$1,935/oz. is within 7% of its all-time nominal high. In a giant US$18 billion... READ MORE