Streetwise Expert Interviews

Simon Tonkin

The Message from the Australian Front Is Uranium Is Looking More Attractive: Patersons' Simon Tonkin

Australia has a lock on a significant portion of the world's uranium reserves. Patersons Securities' Simon Tonkin is the go-to man for analyzing the Australian energy markets. In this interview with The Energy Report, Tonkin tells us how the uranium investment space works—and which junior explorers in Australia, Africa and North America look attractive as the price of yellowcake continues to stabilize.

(4/16/15) More >
Joe Reagor

Joe Reagor: Four Uranium Companies Poised to Profit from the Growth of Nuclear Power

Nuclear power is enjoying a renaissance, and the world will soon need more uranium. Up to 50% more within a decade, says Joe Reagor of ROTH Capital. In this interview with The Mining Report, he explains that the share prices of uranium juniors remain low because the uranium spot price has not yet risen to reflect the increased demand just around the corner. This provides a great opportunity for canny, long-term investors, and Reagor identifies four companies that have the means to profit from the inevitable need for their product.

(4/14/15) More >
Read More Streetwise Exclusives

Dundee's David Talbot Charges Ahead, Confident that Uranium Has a Bright Future

Dundee Capital Markets' David A. Talbot opens a basket of well-positioned, well-managed uranium mining firms that will pump out riches as the uranium price stabilizes. (4/9/15) More >

Newsletter Briefs

"Having flexibility in its production schedule and investment decisions is a significant differentiator for EFR." (4/14/15) Energy Fuels Inc. - The Mining Report Interview with Joe Reagor More >

"URZ makes the new company better by providing a lower-cost production footprint." (4/14/15) Uranerz Energy Corp. - The Mining Report Interview with Joe Reagor More >

"RDS has come to an agreement to acquire BG Group for $70B." (4/10/15) Royal Dutch Shell Plc - Stock Gazer, Seeking Alpha More >

"We believe the Uranerz merger will strengthen EFR." (4/9/15) Energy Fuels Inc. - The Energy Report Interview with David Talbot More >

"UEX has a couple of world-class projects in the Athabasca Basin." (4/9/15) UEX Corp. - The Energy Report Interview with David Talbot More >

Expert Analysis

"UEX's Wolf Lake drill results include an encouraging radioactive fault." (4/10/15) UEX Corp. - David Sadowski, Raymond James More >

"RDS is becoming an LNG behemoth with the addition of BG's 7 Mt/year." (4/14/15) Royal Dutch Shell Plc - Pavel Molchanov, Raymond James More >

"GXY sold its Jiangsu lithium carbonate plant for an EV of $173.2M." (4/14/15) Galaxy Resources Ltd. - RB Milestone Group More >

"INP's potential upside remains attractive, and we continue with our Buy recommendation." (4/8/15) Input Capital Corp. - Brian Pow, Acumen Capital Research More >

"Test production on MVN's MPS-1135(h) well was 2,140 bbl oil plus gas." (4/9/15) Madalena Energy Inc. - Geoff Ready, Dundee Capital Markets More >