Uranium Interviews

Why Matt Badiali Says Hillary Clinton Could Be Remembered as One of the Best Presidents Ever

Cheap oil prices and the economic prosperity they bring can make politicians and investors look smarter than they are. In this interview with The Mining Report, Stansberry Research Editor Matt Badiali shares the secrets for finding underappreciated commodities and companies before they become overpriced, and names his favorites. - 10/28/2014

Three Ways to Play Uranium: Dundee's David Talbot Names His Top Draft Picks

Investors in the uranium space are like Goldilocks: They have three major ways to play, says David A. Talbot, senior mining analyst at Dundee Capital Markets. The Athabasca Basin entices with high rewards for high risks. U.S.-based in-situ recovery offers stable cash flow from stable operations. And companies challenged by current market prices that are positioning themselves smartly for an upswing also provide opportunity. In this interview with The Energy Report, Talbot explains the turbulent currents roiling the uranium space, and names eight players he thinks are positioned just right. - 10/16/2014

Kal Kotecha: Going Against the Grain in Five Names

Economics professor and newsletter writer Kal Kotecha says to obtain superior results, you cannot do what everyone else is doing. He maintains that much of the risk associated with junior resource equities has been beaten out by the herd mentality and that selectively buying what's left presents mind-boggling opportunity. Kotecha shares some of those names in this interview with The Mining Report. - 09/30/2014

How is Doug Casey Preparing for a Crisis Worse than 2008? He and His Fellow Millionaires Are Getting Back to Basics

Trillions of dollars of debt, a bond bubble on the verge of bursting and economic distortions that make it difficult for investors to know what is going on behind the curtain have created what author Doug Casey calls a crisis economy. But he is not one to be beaten down. He is planning to make the most of this coming financial disaster by buying equities with real value—silver, gold, uranium, even coal. And, in this interview with The Mining Report, he shares his formula for determining which of the 1,500 "so-called mining stocks" on the TSX actually have value. - 09/02/2014

Fund Adviser Björn Paffrath's Mantra: In the End, Performance Matters

Björn Paffrath, Switzerland-based fund adviser and newsletter writer, says there is certainly an elevated risk of a correction in the broad market but the upside in the mining sector is worth looking at as the market turns. Paffrath expects more M&A activity in the fall and says he's always looking for opportunities that really impact the performance of the funds. In this interview with The Mining Report, Paffrath shares some silver, base metals and tungsten positions. - 08/19/2014

Where Is Casey's Marin Katusa Stashing His Money When Europe Heats Up?

Under the cloud of a "colder war" with Russia, Europe is embarking on an energy renaissance. In this interview with The Mining Report, Casey Research energy expert Marin Katusa shares four junior names he thinks could profit from a move into modern energy production techniques, and one truly contrarian name for those expecting the worst. - 08/12/2014

David Sadowski: Are You Ready for Upward Pressure on Uranium Prices?

Take advantage of the temporary bear market in uranium juniors, David Sadowski tells The Mining Report. The Raymond James mining analyst explains why uranium prices are low and why they will rise in the medium term. Hint: It has something to do with how orange juice is produced. And he talks about why a gold lining makes the metals market a solid bet. - 08/05/2014

From Argentina to the Athabasca: Etienne Moshevich on Hot Prospects

Unearthing lucrative investments sometimes means following the money. In this interview with The Mining Report, Etienne Moshevich, editor of Alphastox.com, describes how juniors—and investors—can capitalize on the valuable resources the majors recognize in the vast shale oil fields of Argentina, Canada's glowing Athabasca Basin and elsewhere. Moshevich discusses companies equipped with both the management and resources to hitch a profitable ride on the majors' gravy train. - 07/29/2014

Jocelyn August: Upcoming Catalysts for Precious and Base Metals, Uranium and Oil and Gas Plays

Timing the market is sometimes more important than finding the right equities. But if you can time the market and find the right equities, that can be the most direct path to success. Jocelyn August, senior analyst and product manager with Sagient Research's CatalystTracker.com, follows catalysts that move resource stocks with regularity, sometimes 10% or more. In this interview with The Mining Report, August discusses some upcoming catalysts in the precious and base metals spaces, and names others in uranium and oil and gas. - 07/22/2014

Jeb Handwerger: Are You Ready for Doubles and Triples in Uranium Mining Stocks?

Are you brave enough to buy straw hats in winter? From uranium to oil services to lithium, savvy investors can find innovative ways to make money based on fundamental supply and demand rather than emotion and fashion. In this interview with The Energy Report, Gold Stock Trades editor Jeb Handwerger outlines the trends that will shape the future of energy commodity investing, and names some of the best examples of shabby chic stocks worth more than their current price tags. - 07/10/2014

Brent Cook's Tips for Finding Juniors that Can Survive the Dust Bowl

As romantic as the idea of the gold explorer who strikes it rich in lightning fashion is, the far more common tale is one of hard work and persistence. For investors, that means doing due diligence to search out the likely success stories. In this interview with The Mining Report, Brent Cook of Exploration Insights shares the telltale signs of success he looks for in the junior gold, phosphate and uranium sectors and discusses the synergies that stand to benefit some recent mergers. - 06/24/2014

Are You Smarter than the Average Portfolio Manager? Joe Reagor Says to Invest in Energy Six Months Ahead

According to Joe Reagor, analyst with ROTH Capital Partners, the average portfolio manager focused on uranium sees the potential for the uranium price to rebound in the second half of 2014—that's why some uranium miners have already felt jolts in their share prices. In this interview with The Energy Report, find out about companies with crucial access to capital, and how undervalued oil and gas producers in the U.S. and Poland could deliver stealth profits to your energy investment portfolio. - 05/01/2014

Ed Sterck: Russian Sanctions May Have Utilities Squeezing Less Juice from Uranium Supply

Russia is a commodities giant, but supply isn't the major issue—enrichment is. With a 44% global market share, Russia's enrichment industry allows utilities around the world to squeeze more juice out of fewer lemons. In other words, Russian sanctions could mean utilities will have to use more natural uranium to make lemonade. That's how Edward Sterck sees it, and the uranium mining analyst for BMO Capital Markets predicts a supply deficit by 2018. In this interview with The Mining Report, Sterck delivers a comprehensive uranium market overview and shares uranium names that can juice profits in lean times. - 04/29/2014

Do You Practice Quality of Life Investing? Michael Berry Does

Energy and food will be hot commodities as emerging middle classes start buying cars and beef. That is why, in this interview with The Energy Report, Discovery Investing Founder Michael Berry explains the importance of quality of life investing. Oil and gas, uranium and fertilizer stocks are on sale now, but might not be in the years to come. - 04/17/2014

Three Key Metrics to Identify a Superstar Investment

Etienne Moshevich, editor of Alphastox.com, looks at three things before he decides to get excited about a company: people, projects and structure. In this interview with The Mining Report, Moshevich explains his ground-up approach to evaluating junior resource companies and names the names that are set to rake in the profits. - 04/15/2014

Stephan Bogner and the Rise of a Euro-Sino-Russian Superpower

Stephan Bogner, mining analyst with Rockstone Research and CEO of Elementum International, views the crisis in Crimea as the beginning of a larger global power shift east of the Atlantic. In this interview with The Mining Report, Bogner details what these shifting power dynamics will mean for the commodities market. And take heed—gold and silver may continue to make gains, but uranium, potash and rare earths are the true wave of the future. - 04/01/2014

Jeb Handwerger: China Isn't Slowing Down, It's Buying Up (Resources, that Is)

Headlines about a Chinese economic slowdown may get good web traffic, but the real story is that China is buying up uranium and other resources around the world, says Gold Stock Trades writer Jeb Handwerger. Meanwhile, tensions in Russia highlight the massive country's resource dominance in natural gas, oil, uranium, platinum group metals, rare earths and nickel. Handwerger tells The Mining Report that North America is already acting to develop resources that can meet both domestic and international demand—and this global geopolitical uncertainty is an investment opportunity. - 03/18/2014

Zimtu Capital Analyst Says All Roads Lead to the Athabasca Basin

To the World Nuclear Association, 2% uranium ore is high grade. At 14%, 16% and even 20% uranium, the grades in the Athabasca Basin are astounding analysts and investors around the world. Derek Hamill, Zimtu Capital Corp.'s new head of research, tells The Energy Report about where the investment dollars are moving in the Athabasca Basin, and what areas and companies are worth watching going forward. - 03/06/2014

Paul Renken: For 2014 Gains, Look to Uranium, PGMs and Gems

Paul Renken, senior geologist and analyst with VSA Capital, calls 2014 a soft year for gold and silver prices, but foresees stronger prices—and demand—for nickel, copper and tech metals as the year progresses. In this Mining Report interview, he lists the three commodities investors should feel good about and digs into the details of the Indonesian ban on exports of raw ore. - 02/25/2014

Uranium Supply Disruptions Spell Opportunity for Investors: David Talbot

A supply crisis is looming in the uranium industry, and today's uranium price, stagnant at an eight-year low, will shoot up quickly when restarts of Japanese nuclear power plants bring back demand with a vengeance, David Talbot tells The Energy Report. Talbot, a geologist and senior mining analyst at Dundee Capital Markets, is excited about the potential of Canada's Athabasca Basin, the world's most prolific uranium source. But beyond the pounds in the ground, he sees money to be made in undervalued companies. - 02/20/2014

Food, Water and Fuel Are Necessary to Life and Investors: Bob Moriarty

Likening central banks to "your crackhead cousin" running loose with your American Express platinum card, Bob Moriarty sees serious economic threats in the future. This leads the owner of 321energy to look at resources like food, water and energy for protection and profit. He tells The Energy Report where energy opportunities exist, and why Chinese demand for everything will set prices in the future. - 02/13/2014

Joe Mazumdar: Seven Gold and Uranium Juniors with Near-Term Growth You Can't Ignore

Many junior miners have an ace up the sleeve, and that is commodity price leverage. Joe Mazumdar, senior mining analyst with Canaccord Genuity, sat down with us to share what he looks for in junior companies with a lot of commodity price leverage. In this interview with The Mining Report, find out why bigger isn't necessarily better when it comes to gold mining projects, and why the market is favoring uranium explorers over producers—for now. Mazumdar also shares names of gold companies with "bite-sized" capital needs from Burkina Faso to California, as well as the apples of his eye in the Athabasca Basin, where management teams with significant track records are heading up promising exploration programs. - 02/04/2014

Amanda Van Dyke: A Dozen Gold, Copper, Phosphate and Uranium Standouts

Amanda Van Dyke of Palisade Capital is confident that China's reforms will ensure that the commodity supercycle will continue for some time to come. In this interview with The Mining Report, Van Dyke argues that investors should worry less about the right balance of specific commodities and more about the right mix of early-stage, development-stage and producing companies. She expands on a dozen she believes have the right stuff to succeed. - 01/21/2014

Steve Yuzpe and Maria Smirnova: Why Sprott Resource Corp. Sold $76M in Bullion

Private equity firm Sprott Resource Corp. recently sold off nearly $76 million in gold bullion, but don't count the firm out of precious metals yet. What is the firm shopping for with its new-found cash? In this interview with The Mining Report, new Sprott Resource Corp. President and CEO Steve Yuzpe discusses where the company will focus its capital, and Sprott Asset Management Associate Portfolio Manager Maria Smirnova shares her outlook for resource markets. - 12/17/2013

Jeb Handwerger: Follow the Fundamentals in Mining Markets

It may seem like a confusing time to be a mining investor, but Jeb Handwerger, of Gold Stock Trades, insists it doesn't take a rocket scientist. "Stick to the fundamentals," he says. "The technicals will eventually reflect the fundamentals." In this interview with The Mining Report, Handwerger talks about what companies have the right foundation to shine after the market dusts itself off and starts to climb. - 12/10/2013

us russia

Why Uranium and Coal Rank High for Energy Return on Energy Invested: Thomas Drolet

Not all energy options are equally good, says Thomas Drolet, principal of Drolet & Associates Energy Services Inc. Using an "Energy Return on Energy Invested (EROEI)" calculation to decide which energy sources yield the most for the least energy investment, Drolet sees hydroelectricity, natural gas, uranium and coal at the top of the list. Drolet adds that the need for reliable power will keep baseload power fueled by uranium and coal at the center of the world's electricity systems for many years, but he tips The Mining Report to some technologies looking for investment that can help make coal a more environment-friendly fuel. - 12/03/2013

Play the Market Bottom and Focus on Energy Commodities: Chris Berry

Commodities are and always will be a cyclical market, asserts Chris Berry of House Mountain Partners. That's why he's not sweating disappointing stock performance and flat pricing environments. But the self-described long-term bull on energy materials has big plans on how to play growth in the developing world, and he insists that now is the time for investors to position themselves ahead of an upswing. Find out about companies that have the cash, the assets and the strategy to create long-term shareholder value in this interview with The Mining Report. - 11/05/2013

Uranium Investors, Ignore the Noise! Fundamentals Are Compelling

Uranium prices and mining stocks are low, but market forces will push them both higher in the next 12–24 months, says David Sadowski. Miners are jockeying for position and the Raymond James mining analyst tells The Mining Report to expect mergers and acquisitions as they prepare for the good times to come. The market's supply glut will be gone by mid-decade, and mining will have to ramp up to head off a deficit by 2020. The time to buy is now. - 10/29/2013

10 Strategies for Success in a Flat Commodity Price Market: John Kaiser

It could be 2017 before the commodity supercycle is evident again, but stormy weather in the mining space has a silver lining: It is encouraging miners to develop new, innovative approaches to their business. In this interview for the first edition of The Mining Report, John Kaiser of Kaiser Research Online outlines 10 strategies that are setting certain companies apart. Discover the companies that are redefining their business, as well as miners with the goods in the ground to continue come rain or shine. - 10/22/2013

Casey's Marin Katusa: Conflict Could Be Good for Energy Investors

Conflict in the Middle East has Europe scrambling to find reliable energy sources closer to home. This means investors should consider watching for a big shale discovery in a friendly location. Marin Katusa, energy expert with Casey Research, is constantly looking for the next big thing. In this interview with The Energy Report, Katusa profiles natural gas and uranium companies that could offer stable supply in a time of crisis. - 09/12/2013

Uranium Price Headed for $50 in 2014, Taking Stocks Higher: Rob Chang

The stubborn spot price of uranium has frustrated market watchers for the past year. But that's not the whole story. As most long-term contracts have been made at higher prices, astute investors have been slowly moving into the stocks of uranium producers and explorers in anticipation of the delayed commodity price move expected in 2014. In this interview with The Energy Report, Cantor Fitzgerald Canada Metals and Mining Analyst Rob Chang explains what lies ahead and how the turnaround in the uranium market will benefit the companies he thinks investors should focus on for maximum profits. - 09/10/2013

Ryan Fletcher: The Next Big Discoveries in the Athabasca Basin

Home to some of the richest, highest-grade uranium deposits on the planet, the Athabasca Basin has long been a mining investment hot spot. Even with uranium prices at relatively depressed levels, projects like Roughrider or Patterson Lake South have captured the market's ear—and created significant gains for the companies behind these discoveries. In this interview with The Energy Report, Zimtu Capital Director Ryan Fletcher profiles miners that may well be sitting on the next show-stopping resource as the Athabasca Basin story continues to unfold. - 08/15/2013

Top Ten Stocks for a Uranium Price Rebound: David Talbot

When it comes to uranium market sentiment, "it's all about Japan," says David Talbot, senior mining analyst at Dundee Capital Markets. With restart applications trickling in and reactor construction underway throughout the world, a turnaround looks less like an "if" and more like a "when." In the meantime, Talbot sees many investors sitting on the sidelines. In this interview with The Energy Report, Talbot discusses the catalysts that could trigger the next uranium boom and the companies that could make investors wish they had arrived at the party a little earlier. - 08/01/2013

Jocelyn August: Top Five Catalysts for Small-Cap Energy Equities

Catalysts are a little like earthquakes: They shake things up. These announcements of drill results, production starts and resource estimates can influence stock prices, sometimes for the better, sometimes for the worse. In this interview with The Energy Report, Jocelyn August, senior analyst and product manager for Sagient Research's CatalystTracker, explains which catalysts have the biggest effect on small- and large-cap companies and identifies upcoming events that could move the needle in the oil and gas and uranium spaces. - 07/30/2013

Capture Upside in Undervalued, Underfollowed Energy Stocks: Peter Epstein

Big gains are rarely found by jumping on the bandwagon. Peter Epstein, independent analyst and founder of MockingJay Inc., argues that market darlings won't reward latecomers; that's why he spends his time finding undervalued, underfollowed junior resource companies. In this interview with The Energy Report, Epstein shares his resource stock diamonds in the rough, including a uranium name commercializing a groundbreaking technology and a graphite company beating its competitors to market. - 07/25/2013

Could Small Modular Reactors Goose Uranium Prices?

Nuclear power is the best option for clean base-load power generation, according to Gold Stock Trades Editor Jeb Handwerger. As proof, he points to signs that even environmentalists are beginning to favor it. Meanwhile, uranium stocks are rising and large nuclear construction programs overseas should keep upward pressure on them. But as Handwerger explains in this interview with The Energy Report, the future of nuclear power generation may lie with small modular reactors, and the U.S. is leading their development. - 07/23/2013

Sprott Money Managers Share the Secret for Surviving the 'Bernanke Put'

The "Bernanke Put," or promises of quantitative easing, has become the standard government response to economic uncertainty. But while the powers that be insist everything's fine, Sprott Resource Corp. Founder Kevin Bambrough and COO Paul Dimitriadis see financial deterioration around the globe. Only one thing is for certain: Taking the contrarian view provides the best opportunities to buy low and sell high. In this interview with The Energy Report, they explain why they expect energy assets to perform better in the long haul, cluing us in on a few names they are considering for big returns. - 07/09/2013

Transformative Energy Technologies: Michael and Chris Berry

The synergy of temperament and intellect has fostered much success for the father-son team of Michael Berry, editor of Morning Notes, and Chris Berry, founder of House Mountain Partners LLC. In this Father's Day interview with The Energy Report, the Berrys reveal what they've learned from each other's investment strategies over the years, and mull energy metals and emerging green technologies that could be "compelling investment opportunities." They also reveal that, for all the familial camaraderie, there are energy issues about which they strongly disagree. - 06/13/2013

Physical Gold and Paper Gold Battling for Supremacy: Brien Lundin

The recent drop in gold prices is a confirmation, or a revelation, to investors of the battle between the physical and paper gold markets. In this interview with The Gold Report, Brien Lundin, editor of Gold Newsletter, predicts the timing of a handoff from Asian physical demand to Western speculative demand and assesses the readiness of the junior market to respond to a revival in commodity prices. Plus, in a tip to Father's Day, he discusses his efforts to groom the next generation of investors. - 06/12/2013

Why a Uranium Renaissance Looks Inevitable

Casey Research's Chief Energy Investment Strategist, Marin Katusa, whose portfolio profited nicely the last time the uranium bull broke loose a decade ago, recently interviewed a group of world-renowned energy experts to discuss the prospects for the sector that some considered doomed by the Fukushima disaster. Anti-nuclear power sentiment has by no means evaporated, but Katusa sees clear signals that the bulls are ready to run, not least of which is the recent attack on the Somair uranium mine in Niger. - 05/24/2013

Don't Be a Retail Lemming—Buy at the Bottom: Steve Palmer

A short-term investor's trash is a long-term investor's ticket to returns, and with resource stocks hitting all-time lows during a time of robust commodity prices, now is the time to snap up promising energy companies, Steve Palmer asserts. As a founder of AlphaNorth Asset Management, one of Canada's market-leading investment firms, Palmer has a practiced eye for spotting winners in a troubled market. He shares his picks in this interview with The Energy Report. - 04/11/2013

Does Your Retirement Plan Have Staying Power? Stansberry's Doc Eifrig Has Some Advice

What is the best way to juice up your portfolio for a rich retirement? Natural gas and uranium are here to stay, says Stansberry Research's resident medical doctor and retirement investment guru, David Eifrig. In his interview with The Energy Report, Eifrig shares tips to maintain your financial health—but get plenty of rest and exercise so you can enjoy those golden years. - 04/09/2013

Marin Katusa: Fortune Favors the Bold Energy Investor

Tough markets have the average investor crying uncle, but now is not the time to lament losses—it's time to bargain shop, suggests Marin Katusa, senior editor of Casey's Energy Opportunities. China is snatching up energy prospects around the world in anticipation of ever-tightening oil markets. Meanwhile, there is already money to be made in international markets where consumers are paying double the price for U.S. natural gas. In his interview with The Energy Report, Katusa says bold investors who target the right companies could "get a Rolex for the price of a Timex." - 03/21/2013

Chris Berry: Energy-Metals Juniors with Derisked Projects Are Takeout Bait

Juniors in the oligopoly-dominated energy-metals space must break into the ranks of producers or become acquired to survive and reward shareholders, says Chris Berry, editor of Morning Notes. Strategies for success include good geographic location, sales contracts, ample cash and experienced management, but as Berry says in his interview with The Energy Report, macroeconomic conditions can turn the ambitious junior into acquisition bait. - 03/19/2013

Malcolm Shaw Likes Under-Covered, Unloved Energy Stocks

As a former analyst with a strong background in geology, Malcolm Shaw uses his technical and market experience to dig through piles of news and company data to uncover resource investment situations that often go unnoticed by mainstream analysts. In this interview with The Energy Report, Shaw discusses the disconnects he sometimes finds between a company's fundamentals and its stock price, and why uranium is his favorite unloved sector right now. - 03/12/2013

Survival of the Fittest in Energy Investment: Malcolm Gissen and Marshall Berol

Times may be tough for energy commodities, but Encompass Fund Managers Malcolm Gissen and Marshall Berol are hard-core survivors. In this interview with The Energy Report, the dynamic duo share their tactics for winning in 2013 after decades of experience investing in uranium, oil and gas, coal, hydroelectric and geothermal energy. - 02/19/2013

Colin Healey: Which Uranium Stocks Will Rise on a Supply Shortfall?

With energy demand looking up in China and Japan, both coal and uranium are likely to experience an uptick. But which producers will move with prices? Colin Healey of Haywood Securities weighs in on some names that are leveraged to spot prices in this interview with The Energy Report, explaining why it's time for investors to get excited again. - 02/14/2013

Rob Chang: Is 2013 a Catalyst Year for the Uranium Market?

After scraping along what appears to be the market bottom, uranium prices are poised for significant moves this year as the in-place demand exceeds visible supply for the foreseeable future. So says Rob Chang, Equity Analyst at Cantor Fitzgerald Canada in this interview with The Energy Report. Investors stand to make some exciting returns if they know which companies to watch, and Chang names some companies on the verge of big breakthroughs. - 01/31/2013

Stansberry's Badiali: $100+/Pound Uranium Needed to Satisfy Stealth Demand

What's the easiest way to track the ups and downs of energy markets? Watch what governments are doing rather than what they are saying, says S&A Resource Report Editor Matt Badiali. He has been watching behind-the-scenes nuclear energy importing in Germany and Japan and has concluded that the uranium market has hit bottom and is coming back up. What companies could benefit from these gyrations? He has an answer to that one in this Energy Report interview, plus some words of wisdom on U.S. oil and gas bottlenecks. - 01/24/2013

Uranium: Energy Solution and Risk-On Opportunity

If a person consumed only nuclear-generated power, the amount of waste generated over his or her lifetime could be contained in a soda can. Compare this to the trainloads of coal delivered daily to coal-fired power plants and nuclear power seems like a no-brainer. Cecil Musgrave of InvestorsGuru.com sees nuclear power as a bridge to a renewable energy mix—but only if supply is reliable. In this interview with The Energy Report, Musgrave explains why supply shortages may create a price spike for the commodity and names some uranium juniors that are poised to deliver the goods. - 01/22/2013

Mark Lackey: Energy Stocks Could Deliver Stealth Profits

In the midst of a global market lull, many companies are sitting on their hands, argues Mark Lackey of CHF Investor Relations. That's why he's scoping out smart management that's keeping busy and making great progress—whether or not the markets are quick to notice. Learn who's getting a running start in the uranium, oil and natural gas spaces in this Energy Report interview. - 01/08/2013

Byron King's Shocking 2013 Predictions

Byron King, editor of the Outstanding Investments and Energy & Scarcity Investor newsletters, is expecting surprises in the energy sector in 2013. In this interview with The Energy Report, King discusses his forecasts for fracking's impact on oil and gas prices, a worldwide uranium shortage and a possible change in the economics of alternative energy sources. - 12/20/2012

2013 Should Be the Turnaround Year for Uranium: David Talbot

After two years of uncertainty, David Talbot tells The Energy Report why he expects 2013 to be the year that the balance in the uranium energy equation finally begins its tilt toward the demand side, with 2014 marking a probable supply shortfall. Talbot discusses which uranium producers, developers and explorers he expects to benefit most from the coming market turn. - 12/04/2012

Stop Gambling and Find Stable Profits in Energy Investment: Sid Rajeev

Are junior resource stocks the investment equivalent of a game of blackjack? It depends on the investor as much as it does on the company. Sid Rajeev of Fundamental Research Corp. has come to expect stability from his picks. How? By using fair-value metrics and a longer-term timeline. In this exclusive interview with The Energy Report, learn how this pragmatic analyst plays a speculative market for reliable returns. - 10/30/2012

Jeb Handwerger: Uranium Stocks Are at Two-Year Lows, Pounce Now and Ride the Upswing

Jeb Handwerger, Gold Stock Trades editor, says coal and natural gas lobbyists are kicking the uranium industry while it's down in the shadow of the Fukushima nuclear accident. It's still stormy out there, but the sector may prove be the pot at the end of the rainbow for contrarian investors. In this interview with The Energy Report, Jeb Handwerger challenges investors to take a calculated risk on a sector with major potential. - 10/18/2012

Uranium Fundamentals Are at a Tipping Point: Alka Singh

Uranium prices may be down, but so are supplies. Demand for the heavy metal is rising fast, says Independent Researcher Alka Singh of Mine2Capital. In an exclusive interview with The Energy Report, Singh notes that with the flow of enriched uranium from Russia drying up, the pressure is on for the mining industry to produce millions more pounds of yellow cake each year. - 09/13/2012

Deepwater Service Stocks Are Tapping the Supercycle Sweet Spot: Elliott Gue

Elliott Gue, author and Energy Strategist editor, is excited about energy services companies. With high day-rates, long-term contracts and an international shortage of rigs for hire, many companies in this space are thriving and poised to deliver even greater shareholder dividends. In this exclusive interview with The Energy Report, Gue highlights catalysts that should unlock more upside potential. - 09/06/2012

This Is Your Energy Entry Point: Mark Lackey

Oil prices are starting to creep back up while gas, coal and uranium are poised for moves this fall, according to Mark Lackey, long-time energy analyst now representing resource companies with CHF Investor Relations. In this exclusive interview with The Energy Report, Lackey shares his current insights on energy markets and talks about a number of companies he thinks are sleepers, ready to move quickly when the energy commodities take off. - 08/30/2012

Why Uranium Prices Will Spike in 2013: Raymond James

Analyst David Sadowski of Raymond James sees a lot on the horizon for uranium: a supply shortfall, escalating Asian demand and seasonality, to name just a few. As a former geologist-turned sellside analyst, Sadowski's conviction in uranium's bullish future is rock solid, and he urges investors to get exposure now, as prices in this sector can climb quickly once they're set in motion. In this exclusive interview with The Energy Report, Sadowski shares his favorite names that are set to deliver megawatt-size returns to investors. - 08/23/2012

Who Will Fill the 24 Million Pound Uranium Supply Gap?: David Talbot

David Talbot of Dundee Securities sees the tides rising in uranium markets, but not every stock price will recover in-step. Talbot's strategy is to focus on a good story, and he has identified uranium exploration, development and production companies with compelling growth profiles. In this exclusive interview with The Energy Report, Talbot explains why investors should build positions while the spot price is still sluggish. - 08/14/2012

Catalysts Give Energy Stocks a Jolt: Jocelyn August

Small- and mid-cap energy stocks respond to big news in big ways. Senior Analyst Jocelyn August of Sagient Research keeps track of events and related share price movements that can shed light on how stocks will perform when new triggers are pulled. In this exclusive interview with The Energy Report, August discusses some of her favorite and not-so-favorite names that could make profits (or losses) for attentive investors. - 08/02/2012

Small-Cap Energy Stocks Have Hit Bottom: Steve Palmer

Don't panic, because things can't get much worse. Instead, hold your cards and scout out buying opportunities. This is the strategy Steve Palmer employs at AlphaNorth Asset Management, a small-cap powerhouse with a track record of solid returns. In this exclusive interview with The Energy Report, Palmer gives a quick-and-dirty assessment of resource markets and explains why he now favors energy stocks over precious metals in the current environment. - 07/24/2012

Spot Uranium Sleeping Beauties Before the Market Wakes Up: Jeb Handwerger

Pundits may have closed the book on the so-called nuclear renaissance, but the story is far from over. In this exclusive interview with The Energy Report, Gold Stock Trades Editor Jeb Handwerger names the "sleeping beauties" quietly proving their worth. A new generation of nuclear energy must be part of a diversified happy ending, Handwerger says, but by that time, merger and acquisition activity may have already rewarded the investors who believed in a brighter future. Read on. - 07/19/2012

Ron Paul-Style Resource Investing: Malcolm Gissen and Marshall Berol

Malcolm Gissen and Marshall Berol, co-managers of the Encompass Fund, are bemused at the characterization of their fund as a "Ron Paul" portfolio, but they do not deny it. Their faith in hard assets—gold, silver, uranium, antimony, other strategic metals—and resource equities—oil and natural gas—remains firm. But investors, they say, need patience and a long-term perspective to prosper. Read more in this exclusive Energy Report interview. - 07/05/2012

A Major Uranium Supply Gap Is Looming: Ed Sterck

With Japan set to restart reactors and Russia's Megatons to Megawatts program near its expiration date, Analyst Edward Sterck thinks uranium stocks could pick up momentum, even if uranium prices show no inclination of heading north. In this exclusive interview with The Energy Report, Sterck warns of a supply-demand gap that could hit the world as early as 2015. In the meantime, consolidation is the name of the game. - 06/07/2012

Nuclear Power Has a Bright Future: Amir Adnani

If you asked Amir Adnani, chief executive of Uranium Energy Corp., why he was so bullish about uranium in 2007, his answer would be the same as it is today: There is not enough supply to meet demand. Investors might wonder if Fukushima has drawn the curtain on this industry, but Adnani says in this exclusive interview with The Energy Report that this is just the first act for nuclear power. Adnani is taking advantage of what he sees as a once-in-a-lifetime opportunity to grow his Texas-based company, snapping up properties that are now "on sale." - 06/05/2012

Uranium Is a Deep-Value Sector: Alka Singh

Having just founded her own research company, Mine2Capital, Alka Singh has her sights set on the uranium sector, where she sees deep values in a beaten-down industry. With two major catalysts likely to boost spot prices, M&A activity afoot, new mines coming into production and new companies coming to market, well-positioned investors stand to benefit from what just may be a coming boom. In this exclusive interview with The Energy Report, Singh shares what she sees on the horizon. - 05/24/2012

Small Uranium Equities Tempt Major Players: Rob Chang

Investors may still be holding their breath, but larger mining companies aren't waiting around for the price of uranium to go up. No, indeed, they are buying smaller companies on the cheap. In this exclusive interview with The Energy Report, Equity Research Analyst Rob Chang of Versant Partners makes his case for deep value and discusses his favorite plays. With or without Germany and Japan, life goes on for uranium producers. - 05/08/2012

Big Picture, Small Cap Investing: Jim Letourneau

Examining the macro-economic environment is how Jim Letourneau, publisher of the Big Picture Speculator, likes to begin his stock-picking process. However, his understanding goes beyond headline news to reveal surprising investment themes with profit potential. In this exclusive interview with The Energy Report, Letourneau talks about the hype and commodity investment cycles and where to dig for blue-sky stocks. - 04/03/2012

Energy Metals Bonanza: Chris Berry

It's a great time to be invested in energy metals, says Chris Berry, president and founder of House Mountain Partners. The current worldwide desire for a higher quality of life is a trend that will continue, argues Berry. In this exclusive interview with The Energy Report, Berry highlights the amount of research and development underway in the tech and energy sectors and why it spells a bullish message for lithium, graphite and uranium. - 03/27/2012

Next-Generation Nuclear Power: Thomas Drolet

Can the nuclear industry sustain itself with a once-every-ten-years accident frequency? Absolutely not, says Tom Drolet, principal of energy consulting firm Drolet & Associates Energy Services Inc. However, with new reactor technology underway, the industry has an opportunity to show the public it can safely generate reliable, affordable low-emissions energy. In this exclusive interview for The Energy Report, Drolet outlines his vision for U.S. energy policy and how next-generation nuclear energy figures into it. - 03/22/2012

Uranium Markets Evolve: Geordie Mark

With the "Megatons to Megawatts" program scheduled to end soon, uranium market dynamics are shifting. Geordie Mark, a uranium analyst with Haywood Securities in Vancouver, explores the possibilities in this exclusive interview with The Energy Report, emphasizing the industry's strong long-term fundamentals. - 03/13/2012

The Nuclear Revival: Mark Lackey

Emerging from the shadow of Fukushima, the nuclear sector is on the cusp of a comeback, according to Mark Lackey, chief investment strategist with Toronto-based Pope & Company. Nuclear plants have been reopened, and as many as 200 new plants worldwide are scheduled to come online. At the same time, uranium supply shortages loom on the horizon, making for bullish fundamentals for uranium miners. Lackey's faith in the coal sectors also burns brightly. He reveals his favorites in both sectors in this exclusive Energy Report interview. - 03/08/2012

Nuclear Power Is on an Upswing: Jeb Handwerger

Despite the Fukushima setback of last March, nuclear power is not a dinosaur industry of the past, according to Jeb Handwerger, editor of Gold Stock Trades. In fact, he believes the world is reawakening to the need for nuclear power generation, which demands increasing amounts of uranium. The big-percentage returns on uranium will come from the near term U.S. domestic producers and junior exploration companies in the Athabasca Basin, and in this exclusive interview with The Energy Report, Handwerger shares his favorite names that could return huge multiples. - 03/01/2012

The Who, What and Where of Energy Investing: James West

James West, publisher of the Midas Letter, asks himself three questions when considering energy investment opportunities: Who is the management? What is the asset mix? Where is the project located? He shares the names of companies in the oil, gas, uranium and lithium sectors that have all the right answers in this exclusive interview with The Energy Report. - 02/23/2012

Energy Investing in Saskatchewan: Tom MacNeill

Tom MacNeill doesn't have to go far to find the most unique early-stage energy companies to invest in. The President and CEO of Saskatchewan-based investment firm 49 North Resources, MacNeill is bullish on his own backyard, and says of the province's resources, "You name it, we've got it." In this exclusive interview with The Energy Report, he explains why Saskatchewan resource plays trump their Alberta or Ontario counterparts. - 02/21/2012

Nuclear Energy Markets Tighten: Edward Sterck

Demand for uranium is expected to continue growing as China spearheads the conversion of new energy production from coal to nuclear. In this exclusive interview with The Energy Report, BMO Capital Markets Analyst Edward Sterck brings us up to date on how investors can best play this market and which companies are most likely to pick up the supply-side slack. - 01/19/2012

The Uranium Industry Is Alive and Well: David Talbot

The Fukushima disaster cast a shadow on the uranium mining industry, but Dundee Capital Markets Vice President and Senior Mining Analyst David A. Talbot sees very strong fundamentals, especially in the absence of substitutes for nuclear generation. Such a premise suggests that uranium use will rise with growing populations and needs. In this exclusive interview with The Energy Report, Talbot lays out the demand picture in detail and shares the names of his best uranium mining ideas. - 12/13/2011

Four Small-Cap Energy Stocks to Watch: Josh Young

Strong oil prices are paving the way for some outstanding buying opportunities, says Young Capital Management Portfolio Manager Josh Young in this exclusive interview with The Energy Report. He points to four of his favorite undervalued plays, which may not stay below the radar long. - 12/08/2011

Geordie Mark: Coal and Uranium Generate Heat

From fossil fuels to fission, growing global demand for power generation offers investment opportunities. Thermal coal is heating up and the uranium junior mining sector is set for development and a wave of consolidation. Geordie Mark, mining analyst with Haywood Securities in Vancouver, shares his thoughts in this exclusive Energy Report interview. - 11/15/2011

Marin Katusa: Top Energy Stocks by Sector

Marin Katusa, senior editor of Casey Energy Opportunities, spoke at the Casey Research/Sprott Inc. "When Money Dies" Summit and named the companies he sees as the best opportunities in the energy sector today. In this excerpt from his remarks, he gives background, warnings and targets that could help any investor trying to make money in energy. - 11/03/2011

Rob Chang: Uranium Stocks Powering Up

While Germany and Switzerland have made headlines with sudden phase-out plans, world leaders from North America to Africa to Asia have reaffirmed their commitment to nuclear power as a low-carbon, low-cost energy solution. Development plans continue for the industry, and the long-term growth picture shows continued uranium demand. In this exclusive interview with The Energy Report, Rob Chang discusses prospects for both junior and major uranium developers and producers, and which companies could be the next belle of the bidding war ball. - 11/01/2011

Steve Palmer: Believe in Oil and Uranium

Steve Palmer, chief executive of Toronto investment firm AlphaNorth Asset Management, scans the market for inefficiencies. And it pays off in the long term. While comparable market benchmarks are down as much as 46%, his small-cap fund has returned nearly 200% since its launch in 2007. In this exclusive interview with The Energy Report, Palmer explains why his long-term vision makes him a continued believer in oil and uranium. - 10/18/2011

Philip Williams: Japan's Tsunami Crisis Creates Uranium Opportunities

The uranium market is still shell-shocked from the tsunami in Japan and the resulting anti-nuclear backlash. But Philip Williams, vice president of business development for investment firm Pinetree Capital in Toronto, is urging investors to dust themselves off and start shopping. Strong fundamentals are still in play and upcoming catalysts could boost suffering uranium equities this year. In this exclusive interview with The Energy Report, Williams discusses which companies he expects will ride the updraft. - 10/11/2011

Patrick Moore: From Greenpeace Dove to Nuclear Power Phoenix

If energy, food and education are the building blocks of civilization, Greenpeace Cofounder Patrick Moore is using his role of "sensible environmentalist" to build support for the concept of sustainable power generation. In this exclusive interview with The Energy Report, Patrick proposes that industry and government work together to advance nuclear power in the United States as the most effective way to supply continuous energy to homes, businesses and institutions. - 09/29/2011

Doug Casey: Glowing Prospects for Uranium

The Western world's skittishness, skepticism and staunch opposition when in comes to nuclear energy won't stand in the way of its production elsewhere in the world. It will be full steam ahead in China, India and other developing nations, says Casey Research Chairman Doug Casey, and the Western world is tiny in comparison. In fact, "I'd say uranium is a great place to be for at least the next generation," he tells us in this Energy Report exclusive. With ever-advancing technology enabling economic recovery in places where it previously wasn't possible, he's also optimistic about natural gas and oil. - 09/22/2011

Brien Lundin: Long-Term Resource Investing Tips

Downgrades for U.S. debt, austerity programs across Europe and political uncertainty all point to a continued uptrend in gold prices according to Brien Lundin, publisher and editor of Gold Newsletter. For long-term investors, Brien Lundin says in this exclusive interview with The Gold Report, small-cap, precious metals equities are one place to take advantage of the coming upward gold price trend. - 09/21/2011

Mickey Fulp: Looking Past the Summer Uranium Doldrums

There have been few catalysts driving uranium stocks this summer. But Mickey Fulp, the "Mercenary Geologist," believes that this market funk resembles the period that preceded one of the best junior resource bull markets ever seen. In this exclusive interview with The Energy Report, Fulp tells us why he's "hopefully optimistic" about the coming months. - 09/15/2011

Edward Sterck: Uranium Companies Poised for a Comeback

This year has brought uncertainty for the uranium sector. Since the tsunami and subsequent radiation leaks in Japan, developers and investors are questioning the best steps moving forward. In this exclusive interview with The Energy Report, Edward Sterck, an analyst with BMO Capital Markets in London, updates us on the sector's status and offers advice on the best companies to support in the coming months and years. - 09/08/2011

Carlos Andres: Uranium and Potash Stocks on the "Frontier"

Operating out of Uruguay, Carlos Andres' Frontier Research Report provides a vastly different perspective. In this exclusive interview with The Energy Report, he gives us some insights on global mineral exploration and production in areas that are more "out of the way" than what we usually consider. He tells us about two very exciting companies with huge investment potential in projects located in Namibia and Ethiopia. - 08/25/2011

Geordie Mark: Catalysts, Not Uranium Prices, Grow Stocks

Because of ongoing nuclear power development in China, Africa and the Middle East, uranium prices could bounce back to pre-Fukushima levels of $70/lb. in 2012, says Geordie Mark, a research analyst at Haywood Securities. Instead of waiting for prices to rebound, some mining companies are moving ahead with regulatory and construction projects to drive value. In this exclusive interview with The Energy Report, Mark points to the ones that could be poised to pay off for investors when the market turns. - 08/02/2011

David Talbot: Uranium and Lithium Demand Powers Stocks

Mining Analyst David A. Talbot remains bullish on uranium and sees growing demand for lithium. In this exclusive interview with The Energy Report, he tells us why he believes the nuclear plant building boom will continue worldwide despite the recent setback in Japan. He has positive expectations for select stocks in both arenas. - 07/21/2011

Marin Katusa: Energy Stocks Heat Up

Recently back from a trip to the Middle East, Casey Research Energy Division Chief Investment Strategist Marin Katusa shares some of his best energy investment opportunities. In this exclusive interview with The Energy Report, he explains why this is a good time to pick up uranium and geothermal stocks. - 07/05/2011

Rick Mills: Which Stocks Will Win Race to Feed a Power-Hungry World?

Uranium and potash prices seem to be inversely correlated lately: As potash prices reach their highest levels, uranium prices have suffered. But Richard (Rick) Mills, host of Ahead of the Herd online and editor of the Ahead of the Herd newsletter, believes the prospects for both industries are bright. In this exclusive interview with The Energy Report, Rick explains why the U.S.' commitment to nuclear power and even biofuels is helping to propel both markets. - 06/28/2011

Rob Chang: Best Uranium Stocks to Rebound in 2011

While uranium prices fell after the Japanese earthquake and tsunami, Versant Partners Analyst Rob Chang says in the long term, prices must rise due to a supply shortfall and the economic necessity of using nuclear power. In this exclusive interview with The Energy Report, Chang suggests ways to take advantage of the eventual rebound and highlights some companies that will be the first to see rising stock prices. - 06/21/2011

Read more Streetwise Exclusives. . .

including Bruce Edgelow: Which New Technologies Will Increase Oil Recovery Margins? - 06/16/2011

Rick Rule & Brent Cook: Clean Energy Smart Investments

Are there viable options to nuclear power for clean energy? Is another uranium boom on the horizon? Or should we invest our resource dollars in thorium? If you've been pondering these questions, join The Energy Report in this exclusive interview with a pair of the resource sector's most highly regarded experts, Global Resource Investors Founder Rick Rule and Exploration Insights Author Brent Cook. The Energy Report caught up with them during Cambridge House's recent World Resource Investment Conference in Vancouver. - 06/14/2011

Siddharth Rajeev: Bullish on Small-Cap Commodities

Siddharth "Sid" Rajeev isn't a miner. But in his search for value, Sid, head of research for Fundamental Research Corp. in Vancouver, digs deep into the world of small- and micro-cap stocks to find undiscovered gems. In this exclusive interview with The Energy Report, Sid drills down on some relatively unknown resource stocks he has uncovered. - 05/26/2011

Alka Singh: No Substitute for Nuclear Power

Emotional selloffs of uranium stocks in the wake of the Japanese nuclear disaster created a buying opportunity, says Alka Singh, a mining analyst at Jennings Capital. In this exclusive interview with The Energy Report, Alka runs down the supply/demand problem that could drive prices to $75/lb. - 05/19/2011

Rick Rule: Oil Will Be Major Economic Driver

Global Resources Investment Founder Rick Rule likes to look for unpopular investments because that usually means the prices are cheap. Today, that means oil, natural gas, uranium and geothermal. - 05/17/2011

Steve Palmer: Small Oil Companies Poised for Big Growth

Hedge fund Founder Steve Palmer invests in micro- and small-cap companies that might grow explosively through successful exploration or development of novel technologies. By maintaining his focus on ground-breaking companies rather than commodities, Steve's AlphaNorth Partners Fund has achieved an extraordinary annualized return of 57.3% for the three year period ending April 30, 2011. In this exclusive interview with The Energy Report, he shares his secrets for targeting growth companies. - 05/10/2011

Geordie Mark: Big Nuclear Future on Horizon

Japan's nuclear catastrophe sent shock waves through the uranium market, but in this exclusive interview with The Energy Report, Haywood Securities Analyst Geordie Mark explains why the disaster in Japan isn't the end for uranium miners. - 05/03/2011

Doug Casey: Uranium Holds Value

Worldwide hysteria and the fear factor notwithstanding, Casey Research Chairman Doug Casey still considers nuclear power "by far the safest, cheapest and cleanest form of mass power generation." Sharing his views in this Energy Report exclusive on the eve of a sold-out Casey Research Summit in Boca Raton, Florida, Doug says power generated from wind, sun, the tides and other alternative sources are "very nice special applications but don't work economically unless they're subsidized." - 04/28/2011

Mickey Fulp: Long-Term Uranium Demand Will Continue

The peripatetic Mercenary Geologist Mickey Fulp explains that even if all under-construction and planned nuclear facilities are suspended, not enough uranium is being mined currently to supply ongoing demand. In this exclusive interview with The Energy Report, Mickey reveals a number of companies poised to benefit from this long-term fundamental upside. - 03/31/2011

John Pugsley: Japan Crisis Is Not the End of Nuclear Power

John Pugsley has been publishing The Stealth Investor newsletter for the past five years, producing a recommendation record that is enviable by any standard. In this exclusive interview with The Energy Report, John reveals his current thinking on energy-related investments in light of the global economic situation and the effects of the catastrophe in Japan. - 03/24/2011

Alka Singh: Uranium Future Intact

Even in the face of problems at Japan's Fukushima Dai-Ichi nuclear reactor following a massive earthquake and tsunami, Jennings Capital Mining Analyst Alka Singh takes a positive long-term view on uranium prices. In this exclusive interview with The Energy Report, Alka explains why uranium demand will increase globally in the next two years and offers a few companies poised to capitalize on that need. - 03/17/2011

Bob Moriarty: Food Is Fuel

How is the bowl of Wheaties you ate this morning linked to a barrel of oil? In this exclusive interview with The Energy Report, Bob Moriarty, founder of 321energy.com, explains why the cost of producing food is directly correlated to fuel and picks which companies are poised to benefit from the rising value of potash. - 03/15/2011

Siddharth Rajeev: Undiscovered Energy Gems Sparkle

As an investment option, uranium glows brightly for Siddharth Rajeev, vice president and head of research at Fundamental Research Corp. He also favors coal and explains why size matters when it comes to potash in this exclusive interview with The Energy Report. - 03/10/2011

Rob Chang: Nuclear Power Growth Is Inevitable

Long-term demand growth for uranium is a global story, with China expected to far exceed any other single nation in new nuclear plant construction over the next decade. Versant Partners Analyst Rob Chang looks for equity ideas that investors can play to leverage these growing requirements for uranium fuel. In this exclusive interview with The Energy Report, Rob highlights some interesting companies. - 03/01/2011

Ed Sterck: Spare Cash? Park It in Uranium

BMO Capital Markets Mining Analyst Ed Sterck projects a very moderate $60/lb. uranium price in 2011, but that shouldn't stop you from investing in the uranium space. "This is a sector that is very prone to sentiment and, at the moment, the sentiment is building toward the possibility of a price spike," he says. He also expects to see more M&A activity in the sector, particularly among uranium juniors with reasonably priced projects. Read on to find out which companies Ed likes in this exclusive interview with The Energy Report. - 02/17/2011

Philip Williams: Uranium to Cross $100 Threshold in 2011

Philip Williams, Pinetree Capital's VP of business development, says the spot price for uranium will likely explode above $100/lb. in 2011. The good news, Philip says, is that even when uranium comes off its high, it will likely only fall to around $80. If Philip's right, we're on the cusp of another round of uranium market madness. Read this Energy Report exclusive for some of Pinetree's favorite uranium and lithium plays. - 02/10/2011

Marshall Auerback: Decoding Energy Investment

Pinetree Capital's Marshall Auerback sees a number of supply/demand imbalances in the energy space, particularly in uranium. "We like uranium because it's both a supply and demand story," he says, believing the price could "easily double" over the next few years. But yellowcake won't be alone in its ascent up the energy hierarchy. As developing nations begin to realize a standard of living more akin to the West, opportunities could arise in other areas across the energy spectrum. In this Energy Report exclusive, Marshall decodes the energy enigma, making a strong case for U308, oil and gas E&Ps and even natural gas. - 01/27/2011

David Talbot: This Time, Uranium Demand Is for Real

Mining Analyst David Talbot of Toronto, Ontario-based Dundee Securities, sees demand for uranium rising far into the future. He points to the extraordinary buildout of infrastructure in India, Russia and especially China, where the number of reactors currently under construction could triple the number already in use, and where growth could increase 14- to 15-fold a decade from now. Dave shares his extensive knowledge and field experience with The Energy Report and leaves readers with a few interesting ideas that present tremendous potential for growth. - 01/25/2011

James West: The Revolution in Energy Investments

James West's Midas Letter, a fixture in the world of resource stock investing, is a well-known source of precious metals investing ideas. In an exclusive interview for The Energy Report, Writer Alan Trujillo talks with James about how he is expanding his focus to include energy. He covers a wide range of topics, from the shift in the traditional energy investment paradigm to where investors can get a foothold in companies with mega-discovery potential. - 01/20/2011

Mark Lackey: Bright Future for Uranium?

Mark Lackey, with Toronto-based financial services company Pope & Co., admits he's in the minority. He believes the Street is too optimistic about production in Saskatchewan and Kazakhstan heading off a uranium shortage. In this exclusive interview with The Energy Report, Mark explains why he believes Cigar Lake won't save the day and why uranium could hit $100 a pound. - 01/13/2011

Richard Kang: ETFs Are Active Investors' Weapon of Choice

Small boutique firms are finding new ways to slice ETFs up and repackage them for investors who are taking an active approach to their investment funds, not simply buying and holding them. Richard Kang, CIO and director of research for New York-based Emerging Global Advisors, specializes in ETFs and says liquidity and more choices are responsible for record amounts of cash flowing into ETFs. In this Energy Report exclusive, Richard talks about his funds and some reasons niche ETFs are changing the investment landscape. - 01/04/2011

Alka Singh: Uranium Is Still a Growth Industry

Though just a year ago the uranium sector was considered stalled and possibly moribund, Rodman & Renshaw Senior Analyst Alka Singh finds undervalued stocks for her clientele that includes both small and large institutional investors. In this exclusive interview with The Energy Report, Alka generously shares some names for growth that investors might consider to take advantage of burgeoning energy demand that will surely include nuclear power plants all over the world. - 12/21/2010

Bruno del Ama: Smart Money Flocking to Uranium

Gold has dominated a lot of headlines lately, so when Bruno del Ama of Global X Funds launched an exchange traded fund (ETF) focusing on the precious metal and another on uranium, he was confident about which one would set off at a sprint. Yet surprisingly, sales of the Global X Uranium ETF have reached $65 million since its launch on Nov. 4, making it one of the most successful ETFs this year. In this exclusive interview with The Energy Report, Bruno discusses why the smart money is chasing uranium. - 11/23/2010

Marin Katusa Values Viable Technologies and Leadership

Casey Energy Opportunities Senior Editor Marin Katusa shares his perspectives and predictions on the direction in which the energy sector is headed—from popular green alternatives like geothermal, run-of-river hydro and natural gas to the oil sector all the way to the less-popular, but very viable, uranium sector. The Energy Report caught up with Marin at the New Orleans Investment Conference for this exclusive interview. - 11/04/2010

Geordie Mark: Uranium and Mining Stocks Recovering

Uranium has been radioactive for investors who have stayed away in droves since the metal crashed into a prolonged slide beginning in early 2007. Now in a cautious recovery mode from multiyear lows, Haywood Securities Senior Analyst Geordie Mark says a rising uranium price is the driver for select mining companies. In this exclusive interview with The Energy Report, Geordie discusses uranium demand and brings some specific ideas to the table for investors. - 10/28/2010

Mickey Fulp: Hard Rock Geologist

Some analysts talk the talk, but Mercenary Geologist Mickey Fulp walks the walk and kicks the rocks to find undervalued mining stocks. In this exclusive interview with The Energy Report, Mickey forecasts a continuing uptrend in the uranium price and weeds out the true rare earth contenders in a market full of pretenders. - 10/19/2010

Elliott Gue Selectively Plays Uranium and Gas

Author and Energy Strategist Editor Elliott Gue looks to larger global energy trends to establish his investment strategies in alternative energy. Two of those trends include nuclear power development in emerging markets and the natural gas infrastructure needed for America's burgeoning shale gas plays. In this exclusive interview with The Energy Report, Elliott suggests some tried and true names that should benefit from those trends and a few lesser-known companies with similar aspirations. - 10/07/2010

Byron King: Opportunities Across the Energy Spectrum

When it comes to energy, Newsletter Editor Byron King likes to keep his fingers in a lot of pies. He doesn't limit his coverage to U.S. or even North American companies. He literally travels the world to find unique investment opportunities for his loyal subscribers. In this exclusive interview with The Energy Report, Byron discusses his recent trip to Serbia and some his favorite uranium plays. - 10/05/2010

Mickey Fulp: Solving the Uranium Price Puzzle

Apparently flouting the law of supply and demand and mystifying experts and analysts alike, depressed uranium prices present some excellent bargain-hunting opportunities for investors, according to Mercenary Geologist Mickey Fulp. In this exclusive interview with The Energy Report, Mickey shares some thoughts about his favorite players in the uranium space. He's also keeping an eye on natural gas stocks. - 07/22/2010

Geordie Mark: Glowing Reviews for Uranium Plays

Uranium's not as sexy as gold or silver. But with a host of reactors slated for construction, the sector is rife with opportunities. Haywood Securities Analyst Geordie Mark, in this exclusive interview with The Energy Report, tells us why he's given "sector outperform" ratings to no less than 11 companies. It could be the most comprehensive global roundup of uranium plays anywhere. - 07/20/2010

Mickey Fulp: Bullish on Uranium and Rare Earths

Mickey Fulp, "The Mercenary Geologist," in this exclusive interview with The Energy Report, tells us why his eyes are on uranium right now and how the unique niche rare earth market is heating up and still at early stages, providing potential investment upside. - 04/29/2010

Michael Berry: Uranium - Part of the Energy Solution

Discovery Investing pioneer Dr. Michael Berry says uranium has to be part of the solution if President Obama's plan for more nuclear reactors is going to be successful. In this exclusive interview with The Energy Report, Michael talks about the need for more uranium mining in the U.S., and why investing in energy metals is a safer bet than investing in industrial metals. - 04/15/2010

Gianni Kovacevic: China Growth and Energy Profits

China is building an impressive amount of infrastructure," notes Kovacevic Consultants Principal Gianni Kovacevic, who forecasts continuing demand for, and increasing upside in, energy and resource stocks. In this exclusive interview with The Energy Report, Gianni explains how China's infrastructure boom will continue, presenting great opportunities for investors. - 04/15/2010

Marin Katusa: Winning the Game with Zero-Risk Capital

The zero-capital investing philosophy advocated by Marin Katusa, senior editor of Casey's Energy Report, wins the hearts and lines the pockets of investors. But it often puts him in the doghouse with some the companies he admires most. In addition to learning more about the Casey Free Ride approach and Marin's current energy sector views, get an early glimpse of the European shale plays that have captured his fancy in this exclusive Energy Report interview. - 03/04/2010

Tom MacNeill: Saskatchewan Leading the Resources Boom

Tom MacNeill, Chairman and CEO of 49 North Resources Inc., is gung-ho about the prospects for Saskatchewan and the early-stage opportunities in the now-flourishing resources sector. As he tells readers in this exclusive Energy Report interview, he's thrilled to be facilitating the inflow of investment capital to further dynamic junior resource projects in everything from oil and gas to uranium and coal. - 01/28/2010

Doug Casey: Glowing Prospects for Uranium

The Western world's skittishness, skepticism and staunch opposition when in comes to nuclear energy won't stand in the way of its production elsewhere in the world. It will be full steam ahead in China, India and other developing nations, says Casey Research Chairman Doug Casey, and the Western world is tiny in comparison. In fact, "I'd say uranium is a great place to be for at least the next generation," he tells us in this Energy Report exclusive. With ever-advancing technology enabling economic recovery in places where it previously wasn't possible, he's also optimistic about natural gas and oil.