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Company sponsored news, analysis & commentary, by Peter Epstein, MBA
In the last robust period of over-contracting (restocking) in 2005-07, the uranium spot price hit ~US138/lb., which adjusted for inflation is ~$211/lb. And, 2005-07 was long before financial buyers like Yellow Cake Plc & the Sprott Physical Uranium Trust had … Continued
After years of a very low #uranium spot price (high teens to $40’s/lb.), the price more than doubled to a high of ~$107/lb., before easing back to the mid-$90s/lb. Despite pullbacks, many U3O8 stocks have rallied substantially. Do uranium plays … Continued
![Thesis Gold bonanza drill results, on track for strong [new] PEA](https://EpsteinResearch.com/wp-content/uploads/2024/01/Screen-Shot-2024-01-23-at-10.06.44-AM.png)
All dollar amounts US$, unless indicated otherwise… Will gold have another strong year? It was up +13% in 2023, but that barely beats annual mining inflation these days. Every January analysts come out with predictions, yet they’re typically up/down 5%-10%. … Continued
Spot Silver [$25.20/oz.] (near a 30-month high) & gold [$2,040/oz.] are having nice runs, yet most precious metal juniors have moved relatively little. Silver (“Ag“) has increased twice as much as gold (“Au“), +26% vs. +13%, from this year’s first … Continued