RHJ Overview IsoEnergy (OTCQX:ISENF) is a Canadian uranium development company, which was originally spun out of NexGen Energy (NXE). NexGen did up until recently hold a majority stake in IsoEnergy, but owns 33.9% following IsoEnergy’s merger with Consolidated Uranium late last year. Energy Fuels (UUUU) and Sachem Cove are a couple of other high-profile owners…
RHJ Last week, I published “Cameco: Uranium Market Hype Clashes With Weakening Fundamentals,” which detailed my bearish outlook for the uranium sector and the giant Cameco (CCJ). Many uranium market investors do not understand the market’s supply elasticity. A slight increase in uranium production associated with the recent rally likely pushes uranium back into a…
Ole_CNX Back in January, I placed a “Hold” rating on Cameco (NYSE:CCJ), noting that while the company is a solid play on the improving uranium and nuclear market, the stock is pretty pricey by historical standards. With the stock down about -12% since then, though, now is the time take the stock to “Buy.” With…
RHJ Introduction For investors looking to invest in “the trends of the future,” no commodity stands out more than uranium. Lauded as a solution to carbon-emitting fossil fuel power plants, nuclear has been on the rise across the world both on the energy production front, but also on Wall St. The Sprott Uranium Miners ETF…
Bloomberg/Bloomberg via Getty Images Since my last article about Yellow Cake (OTCQX:OTCQX:YLLXF) and Sprott Physical Uranium Trust (OTCPK:SRUUF) in late September of last year, the U3O8 vehicles are up around 40% on average. During the same time, the spot price of U3O8 moved roughly 50% to the upside. Once again, the metal outperformed the miners:…
kasezo Overview NexGen Energy (NYSE:NXE) is a Canadian uranium development company that is listed in both the U.S. and Canada (TSX:NXE:CA). The company reports in Canadian Dollars. I have written about NexGen here on Seeking Alpha in the past, even if it is now almost 5 years since my last article on the stock. However,…
Violka08 Listen below or on the go via Apple Podcasts and Spotify Why Chris DeMuth Jr. really likes the commodity uranium (0:35) Nuclear energy and emotional tradeoffs (3:20). This is an abridged conversation from a recent Investing Experts podcast. Transcript Daniel Snyder: Chris DeMuth Jr., he runs Sifting the World. If you haven’t checked it…
RHJ Cameco (NYSE:CCJ) is a solid play on the improving uranium and nuclear market, although the stock is pretty pricey by historical standards. Company Profile CCJ is a uranium miner and nuclear service provider. The company owns stakes in three tier 1 uranium mines, as well as in several tier 2 and emerging mines. Its…
Sakorn Sukkasemsakorn Investment Thesis Here I explain why Uranium Energy Corp. (NYSE:UEC) is my preferred uranium investment. I describe in simple terms why nuclear energy is important, what nuclear fuel is and how to think about it, and why there’s a change in the political wind toward accepting nuclear energy to complement the energy transition….
Sakorn Sukkasemsakorn Investment Thesis Denison Mines (NYSE:DNN) is well placed for strong uranium prices. Earlier I had stated in a bullish analysis that, Denison has a reasonably clean balance sheet, with approximately CAD$47 million in cash and equivalents. It’s not a particularly large amount of cash. But what it lacks in cash, it more than…
Searsie Introduction Over the last six months, the stock of uranium mining firm- Uranium Energy Corporation (NYSE:UEC) has been on an astounding run, delivering returns of 155%, and thus also trouncing the quantum of returns seen in the broader markets. YCharts UEC has the wind in its sails and with good reason. However, one may…
Sakorn Sukkasemsakorn Investment Thesis Cameco Corporation (NYSE:CCJ) just reported Q3 results of CAD$0.32 (approximately US$0.23), a big beat against the CAD$0.10 EPS analysts expected). It also declared another CAD$0.12 dividend. As an unwavering bull of Cameco, you might expect me to be very pleased with this latest set of results. Author’s work And you’d be…
RHJ Investment Thesis Yellow Cake (OTCQX:YLLXF) is an investment vehicle focused on uranium, with its primary listing in the UK. I have covered the stock many times in the past, and those articles can be found here. The stock together with other uranium equities, represented by the Sprott Uranium Miners ETF (URNM) in the chart…
JacobH I last covered Uranium Energy Corp. (NYSE:UEC) in May, assigning the stock a Sell rating. My thesis revolved around the fact that the company does not produce any uranium and has been relying on the sale of existing inventory for almost all of its revenue. If a picture is worth 1000 words, then the…
Antoine2K/iStock via Getty Images All financial numbers in this article are in Canadian dollars unless noted otherwise. Introduction It’s time to talk about two related things: geopolitics and the Cameco Corporation (NYSE:CCJ). On June 18, I wrote an article titled The Nuclear Boom – What To Make Of Cameco’s New Stock Price High? In that…
Parradee Kietsirikul/iStock via Getty Images Investment Thesis Uranium Energy Corp. (NYSE:UEC) has been on a rocky path over the past twelve months. Indeed, in the interest of transparency, I’ve been recommending this stock through all its vicissitudes as investors’ attention turned away from the uranium sector. However, in the past several months, interest has once…
Violka08 Uranium has been touted as a clean renewable energy source that is more dependable than solar, wind or hydro. Fundamentalists point towards a plethora of positive catalysts that are likely to lead to a resurgence in the uranium sector in the decades to come. That said, price is king. Price action must be constructive…
KE ZHUANG Regular readers know that I am bullish on the long-term prospects of uranium, as I believe nuclear energy continues to play an essential role in global energy security and the transition to low-carbon energy sources. Russia’s invasion of Ukraine placed a spotlight on the weakness in Europe’s reliance on Russian natural gas for…