The Energy Report
Notable Quotes
"With the LOI signed, we urge investors to bolster positions in FCU." (12/22/15) Fission Uranium Corp. - David Sadowski, Raymond James More >
"FCU is taking the right steps regardless of whether PLS is ultimately acquired or developed into a mine." (12/22/15) Fission Uranium Corp. - Heiko Ihle, Rodman & Renshaw More >
"I am quite excited about POE in 2016." (12/16/15) Pan Orient Energy Corp. - Chen Lin, What Is Chen Buying? What Is Chen Selling? More >
"BKX's Oklahoma asset has significant value." (12/16/15) BNK Petroleum Inc. - Michael Charlton, iA Securities More >
"EFR is one of the few companies in a position to write long-term sales contracts and deliver into them at several times its current production rate." (12/17/15) Energy Fuels Inc. - The Gold Report Interview with Eric Coffin More >
AAA: Underpinned by Strong Ag Fundamentals, Potential Low-cost Production, Partners
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ROBERT WINSLOW, Wellington West Capital Markets
(01/07/2011)
"Expecting robust grain fundamentals to underpin fertilizer equities: With grain prices +70% above 2010 lows, crop yields are a key priority to driving higher potash demand and prices. Junior potash company with strong government support, low-cost potential: Ethiopia is keen to develop KCl exports; also Asia proximity, shallow ore, desert locale (i.e., solar ponds) offer low-cost production potential. Partners temper near-term (and arguably long-term) finance risk: Liberty Mutual Group's $12M cash injection (Nov '10) should take AAA through BFS, with more investment through construction phase likely. Undervalued—AAA trades at 0.21x EV/NAV v. peers at 0.29x: If AAA traded at same EV/NAV as peers today, shares would rise ~30% to $0.90; we also see further rerating with BFS planned by year-end '11." |
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Under SEC rules, analysts are required to disclose their interest in securities that they cover. We strongly encourage you to contact them to understand any potential conflicts of interest they may have.
More Experts
"FCU's deal with CGN helps to financially and technically derisk PLS." (12/21/15) Fission Uranium Corp. - David Talbot, More >
"NXE is our top pick across all commodities." (12/22/15) NexGen Energy Ltd. - The Energy Report Interview with Rob Chang More >
"FCU will continue to explore and add pounds to what is already a world-class project." (12/22/15) Fission Uranium Corp. - The Energy Report Interview with Rob Chang More >
"EFR is well positioned to benefit from higher uranium prices." (12/22/15) Energy Fuels Inc. - The Energy Report Interview with Rob Chang More >
"FCU intends to sell $82M or 19.9% of the company to CGN Mining." (12/22/15) Fission Uranium Corp. - Jeb Handwerger, Gold Stock Trades More >