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Is the #uranium price about to move meaningfully higher?
The spot uranium price is quoted around ~$53.7/lb., up ~$3/lb. in April. A handful of uranium juniors are up 15%+, companies like Energy Fuels, Boss Energy, Atha Energy, Anfield Energy, F3 Uranium & IsoEnergy. One of my favorites, Skyharbour Resources … Continued
Is Golden Triangle Rock Star Scottie Resources poised to soar?
Precious metal prices have had a nice run lately. Gold topped out at just shy of $2,050/oz., but has pulled back to $1,990/oz. as I write this sentence. Importantly, the factors that launched it above US$2,000/oz. remain firmly in place. … Continued
Morien Resources; 2% to 4% royalty on 25+ yr. coking coal mine in Canada
First it was COVID-19 supply disruptions expected to last months but stretching out years, then labor availability / retention issues. Next, Russia invaded Ukraine — another significant, long-term impact on the quantity & security of supply of several key commodities. … Continued
Element 29 Resources, a Cu/Moly junior too cheap to ignore?
No country is safe when it comes to exploring & developing mining projects. No matter how robust a country’s permitting protocols are, local opposition ALWAYS poses a threat. That, or hints of resource nationalism like what we’re seeing in Chile … 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... READ MORE
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... READ MORE